Features
The essentials. Connected.
Not a feature list built to win a comparison table — the tools a growing business actually uses, in one place, for one price. Below is what is live today, and, separately and honestly, what is not yet.
CRM
Everything you need to manage leads, customers, deals and your pipeline.
Companies
The accounts you sell to, with industry, size and every contact and deal attached. Unique per workspace, so the same account cannot be created twice.
Contacts
The people you talk to, linked to their company, with status tracking from lead through to customer or churned.
Deals and pipeline
A drag-and-drop board across seven stages with values, close dates and probability. Reordering a column persists — it is not a client-side illusion.
Activity history
Calls, emails, meetings and notes recorded against the record they belong to. Status changes are logged automatically, so the timeline is complete without anyone maintaining it.
Search
Search across contacts and companies, scoped to your workspace at the database — never a global lookup across customers.
Tasks
One task queue for the whole workspace with priority, due date, assignee and the module each task came from. Follow-ups live next to the work, not in a separate app.
Platform
One place for the work that needs doing.
Whether it was created by you, by your team, or — in time — by an approved AI action.
Control Panel
Answers three questions on one screen: what is happening, what needs attention, and what to do next. Every number is derived from your records rather than kept as a second copy that drifts.
Attention engine
Surfaces stalled deals, overdue tasks and high-value opportunities closing soon, graded by severity, so the important thing is not buried in a list.
Notifications
In-app notifications for assignments and events, deduplicated so a busy day does not produce forty copies of the same alert.
Roles and permissions
Owner, admin and member roles with permissions checked on the server for every action. Hiding a button is a courtesy; the route check is the control.
Audit log
An append-only record of security-relevant events. It cannot be edited or deleted by the application, only appended to.
Team management
Invite colleagues by email with a single-use, expiring link. Only a hash of that token is ever stored.
Modules
Live today, and on the roadmap.
This list is generated from the product's own module registry, so it cannot advertise something that was never built.
Overview
LiveBusiness-wide hub: what is happening, what needs attention.
CRM
LiveContacts, companies and the deal pipeline.
Tasks
LiveOne work queue across every application.
Marketing
PlannedCampaigns, spend, leads and attribution.
Content Studio
PlannedCreate and version business content.
Content Calendar
PlannedPlan and schedule what publishes when.
Automation
PlannedTriggers, conditions and actions with run history.
Reports
PlannedDeeper analytics and saved reports.
Not there yet
- Email sending and inbox sync — activity is logged by hand today. Keeping customer communication connected to the work is on the roadmap; becoming a phone company is not.
- Self-serve import from another CRM. Ask us and we will help you move.
- ChatGPT and Claude connectors — in development, not live.
- A public API.