LiveUXI platform

What we deliver

A modular operating platform for UK service businesses — CRM, booking, support, portals, commerce, and websites in one governed system, delivered in clear phases.

CRM Booking Support Portals Commerce One platform · One data model · One team

How we work

Our delivery flow

A structured path from first conversation to live platform — with clear checkpoints at every stage.

1

Discovery

Goals, pain points, modules

2

Design

Workflows, data model, plan

3

Build

Configure, integrate, test

4

Launch

Training, UAT, go-live

5

Evolve

Modules, improvements, support

Platform flow

How your operations run on LiveUXI

One connected journey from first contact to payment — no re-keying between systems.

1

Enquiry

Web form, email, or portal intake

2

Quote & approve

Estimates, proposals, e-sign

3

Schedule & deliver

Booking, jobs, field service

4

Support & portal

Tickets, SLAs, client self-service

5

Invoice & pay

Billing, Stripe, subscriptions

Enquiry Quote Deliver Support Invoice Shared data & audit trail

Capabilities

What we can do

Enable only the modules you need. Each capability integrates through a shared data model and audit trail.

M

CRM & sales pipeline

Enquiries, opportunities, quotes, invoices, and subscriptions.

B

Booking & scheduling

Appointments, availability, resource booking, and reminders.

P

Customer & partner portals

Secure self-service for clients, partners, and trainees.

S

Support & SLAs

Ticketing, queues, knowledge base, and response targets.

C

Communications

Email, notifications, outreach templates, and inbox routing.

$

Commerce & payments

Stripe checkout, deposits, orders, and promo codes.

W

Websites & multi-site

Public sites, domains, hosting, and page management.

G

Reporting & governance

Audit trails, approvals, workflows, and role-based access.

Typical timeframes

Delivery is phased so you see value early. Exact timelines depend on scope and integrations.

  1. Week 1

    Discovery & scope

    Requirements, module selection, and delivery plan.

  2. Weeks 2–4

    Core MVP

    CRM plus one operational workflow and a portal shell.

  3. Weeks 5–8

    Expanded rollout

    Booking, support, commerce, and key integrations.

  4. Weeks 9–12

    Polish & go-live

    Training, UAT, performance checks, and launch.

  5. Ongoing

    Continuous improvement

    Iterative module rollout and platform updates.

Who it is for

UK mid-market service operators — MSPs, field service firms, training providers, and B2B services businesses — who have outgrown disconnected tools and need one accountable platform for operations, client experience, and delivery.

MSPs Field service Training providers B2B services Multi-site operators

Ready to map your delivery plan?

Tell us what you need — we will outline modules, timeframes, and next steps in a short call.