Our favorite features

LiteView CRM offers everything you need to manage your business operations, sales and marketing goals in one place. From generating leads to closing deals, you can stay on top of it all.

Sales

Online Booking

Easily allow clients to book time on your calendar.

Two-Way SMS Text & Email Communication

Instant, seamless interaction with clients all in one place.

Website Chat Bot

Real-time dynamic chat tool that empowers website visitors to establish direct and instant communication with visitors 24/7.

AI Sales Agent (Liteforce)

Transform the way your business engages with customers. By automating routine tasks and delivering instant responses, chatbots streamline operations, lower costs, and elevate customer satisfaction.

Missed Call Text Back

Never lose a connection—turn missed calls into opportunities with an automated text response, ensuring every lead is captured and every chance maximized.

Unified Communications

Unified sales inbox that is one place for all conversations for SMS, and email.

1 to 1 Email

Personalized communications sent to a single recipient, designed to address their specific needs, preferences, or actions. Foster stronger connections and drive targeted engagement.

Calendar & Scheduling

Book clients into your calendar manually or automatically.

Marketing

AI Content Generator

Your advanced writing assistant creating high-quality content faster and more captivating. Users can craft content in specific tones and keywords and generate multiple variations with ease. Powered by AI, simplify the content writing process.

Ad Manager

Manage your advertising campaigns, sync your leads and boost website traffic using powerful Facebook Ads integration and user-friendly ad-building tools.

Surveys

Struggling to understand your customers? Our survey feature helps you gather the insights you need to improve your products, services, and customer experience.

Quizzes

Develop quizzes to captivate customers, gain valuable insights, and power tailored marketing strategies.

Forms

Versatile, no-code forms designed to collect valuable data from current and potential customers, providing deeper insights into your audience.

SMS Text & Email Marketing Campaigns

Maximize your results with marketing campaign tools you can automate, tailor to attract leads, nurture prospects, and drive conversions.

Social Media Planner/Scheduler

Easily share content on Instagram, Facebook, Twitter, LinkedIn, TikTok and Google Business Profile, all from one place!

Reputation Management

Request, respond to, and track reviews manually or automatically through email or SMS text.

Websites

Access to our no-code, SEO/user-friendly website builder, with templates to customize or create-from-scratch a responsive and engaging online presence. Website hosting included for free.

E-commerce Storefront

A fully customizable e-commerce storefront builder to simplify online sales, with user-friendly design tools, secure payment processing, and scalable capabilities.

AI Reviews Assistant

Boost your online reputation management and build customer trust with our AI Reviews generator. Manage Google and Facebook reviews easily and respond with AI-generated suggestions tailored to your customers.

Finance

Retail & Inventory

Track, monitor, and restock your products efficiently with inventory management tools, ensuring your store runs smoothly and you keep customers informed with real-time shipping updates via email or SMS texts.

Payment Links

Provide a secure payment form accessible through a simple web link to complete a purchase.

Subscription Management

Easily charge for and securely process transactions for recurring payments, ensuring accuracy and efficiency.

Clear Mint Payment Processing

Complete transactions with ease, ensuring secure and seamless payment experiences. Contact sales@liteviewcrm.com for help migrating from your current processor to Clear Mint. Enjoy under 3% in fees. See pricing page.

Invoice

Create and send bills, and collect payments for product and services.

Proposals & Estimates

Streamline your contracts sales process with e-sign proposals and signatures. Create, send, and get approvals and signatures for quotes in minutes.

Text 2 Pay

Send a payment link to a contact so they can pay you for goods or services.

Memberships

Membership Management

Streamline member communication and strengthen long-term loyalty by delivering content efficiently and effectively.

Data & Analytics

Dashboards

A centralized hub that consolidates critical sales data, KPIs, and activities into a single, interactive, and user-friendly interface.

Custom Reports

Easily analyze data, track key metrics, and make informed decisions to drive your business forward.

Security

Two-Factor Authentication

Additional layer of security requiring two forms of verification before granting access.

GDPR Compliant

GDPR compliance ensures businesses adhere to the EU’s regulations designed to safeguard personal data and uphold privacy rights.

HIPPA Compliant

HIPAA compliance safeguards sensitive patient health information by enforcing strict security and privacy standards.

Support

24/7 AI Chat Support

Liteforce 24/7 AI chat service delivers instant support, boosting customer satisfaction, and reducing response times with smart automation.

Helpdesk 9AM-5PM EST

Human phone technical support during business hours.

Live Chat & Email Support 9AM-5PM EST

Human technical support access on live chat or by email during business hours.

Knowledge Base

An instant access library of how-to guides, FAQs, and troubleshooting resources for efficient self-service support.