CRM Software

Build stronger customer relationships and manage client interactions across your team

CRM software doesn’t have to be complicated and expensive. Small businesses need an easy way to manage, follow up and serve their clients anywhere, anytime – even on their phone. But even more than that, your clients need a seamless experience when interacting with your business. This is why both the  online CRM software and our Mobile CRM app uniquely integrate with your website, social media and email, creating LiveSite – an integrated client engagement platform for all your client interactions.

Collect customer details

Customized client card fields and web forms help you collect and record all the information you need on every contact, lead or customer in your CRM software.  Online CRM software also automatically adds the lead source, photo and other insights from public social network profiles.

Manage customer relationships

Access client information on your online CRM or on your Mobile CRM app anywhere you are. Review past communication, documents, payments and upcoming appointments. Easily add new clients on your phone,or import your contacts and customer data from Gmail, or an Excel file.

Follow-up with customers

Get instant notifications for new client requests to your smartphone and immediately respond via your Mobile CRM app. Remind yourself to follow up with customers, schedule appointments or create invoices.

Increase client engagement

Go beyond managing customers and empower your clients with a self-service portal. Greet returning customers on your website, and allow them to review their past activity and take action: schedule appointments, send messages, share files and pay online.

Manage your team

Manage work schedules, assign clients to staff members and share client information across your team. Easily generate customer activity reports and export to Excel.

Professional, branded emails

Build relationships with every customer communication. Brand every email with your logo, colors and staff member photo – all in a professional templates that can be customized for each type of interaction.

Manage your client base and connect with your clients anywhere, anytime

Keep your clients at your fingertips, even when out of office

Receive client requests and initiate new client interactions on the fly with a mobile app for Apple and Android

Manage leads and clients with an end-to-end CRM

Easily collect and review client information as well as activity history (messages, appointments, payments and more)

LET'S GO BACK:

LET'S GO BACK:

Notifications & reminders
UP NEXT:

UP NEXT:

Your business page

Not sure how? We make it easy for you!

Call us at +1-877-941-3000 (M-F 7am-5pm Pacific Time)

Pricing



Accounts

Free Trial

Projects

SSL

Storage

Domains

Sub-domains

Sub-domains

ESSENTIALS

Get more leads and provide
better service with LiveSite


$19.90/Month

29.90 SAVE 33%

Online lead capturing

LiveSite forms and calendar for any website

Basic Contact Management

CRM for Mobile & Web

Online Scheduling

Basic Event and Class Registration

Online Payments

Customized Service Portal

BUSINESS

 For businesses and teams

$39.90/Month

59.90 SAVE 33%

Includes ESSENTIALS and:

Staff Accounts & Admin View

Advanced Event and Class Registration

Analytics & Integration

Document Sharing

Text (SMS) Reminders

Team Calendar & Lead Distribution

Includes 3 staff members, each additional user is 9.95/Month

BEST VALUE

PLATINUM

Take full advantage of the LiveSite platform

$59.90/Month

79.90 SAVE 25%

Includes BUSINESS and:

Display combined availability

Auto-assign staff to client requests

Roles & Permissions

Company branded CRM

Custom email templates

Custom integrations via API

Includes 3 staff members, each additional user is 14.95/Month

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