Professional quoting and invoicing solutions
Clients decide who to work with based on great proposals and accurate, detailed estimates. Just as important is sending clear, professional invoices that make payments easy and give clients confidence they’re getting exactly what they signed up for. LiteView CRM helps your business shine with standout proposals, customizable estimates, and polished invoices. Keep things smooth and make a great impression every step of the way.
Professional & reliable invoicing
Take the guesswork out of getting paid. Create detailed, accurate invoices in minutes and customize them to reflect your brand. With automatic tracking, you’ll always stay updated on which invoices are paid, pending, or overdue. Save time by integrating payment links directly into your invoices, allowing clients to settle balances without hassle. LiteView CRM ensures you present yourself as professional and organized — every single time.
Clear and flexible estimates
Easily draft flexible estimates that cater to your client’s needs. LiteView CRM allows you to develop tailored proposals so clients see exactly what they’re paying for. Whether you’re offering options for different packages or incorporating tiered pricing, estimates can be crafted to suit multiple scenarios and requirements. Collaborative tools even enable sending estimates to multiple recipients for approvals and feedback, cutting down delays and back-and-forths. LiteView’s estimate feature empowers your business to deliver transparency while building trust with clients.
Proposals that Wow and Win
Take the guesswork out of getting paid. Create detailed, accurate invoices in minutes and customize them to reflect your brand. With automatic tracking, you’ll always stay updated on which invoices are paid, pending, or overdue. Save time by integrating payment links directly into your invoices, allowing clients to settle balances without hassle. LiteView CRM ensures you present yourself as professional and organized — every single time.
LiteView replaces over 20+ other software features
One platform, endless possibilities—empowering small businesses to convert more leads, strengthen current customer relationships and achieve sustainable growth.
CRM
All of your customer's insights, synced across every device.
Calendar & Scheduling
Build and customize unlimited calendars to stay organized and productive.
Maximize your lead and customer engagement through targeted email blasts and newsletters.
Workflows
Automate repetitive tasks like onboarding or order processing with our workflow automations. Set tasks, add a trigger, and let the system do the rest.
Two-Way Texting
Benefit from two-way texting and high open rates with our unified communication inbox, fostering engaging connections.
Course Builder
Host your courses, memberships, and digital products on one seamless, all-in-one platform.
Take your business on the go with LiteView App
Answer all inbound calls directly through our iOS and Google Play mobile App. Assign unique phone numbers to team members, keep track of call details, and respond to lead inquiries through text while on the move. Experience the endless potential for saving time and boosting productivity.
