LiveSite Web Engagement Platform Provides Greater Control and Improved Customer Interaction, Dramatically Increasing Lead Capture and Retention Rates

LiveSite Web Engagement Platform Provides Greater Control and Improved Customer Interaction, Dramatically Increasing Lead Capture and Retention Rates

The new LiveSite gives small businesses greater control and provides a simplified, seamless user experience, increasing customer engagement while improving business efficiencies. With LiveSite added to their websites, businesses now have the ability to create an interactive invite and a menu of calls-to-action that engage more clients. In minutes you can turn any website into an interactive app that also works on mobile and enables clients to schedule appointments, pay online, upload files and complete forms.

Sixty-one percent of small businesses receive a majority of their revenue from repeat clients,1 making timely customer interactions and follow up communications vital to service businesses relying on a steady stream of repeat clients. However, most small businesses still manage these processes manually, failing to take advantage of the technologies that improve engagement and make it easier for repeat clients to work with them, hindering the business’ chances of capturing critical revenue. The new Helium LiveSite enables businesses to leverage their website to improve retention, engage and capture new clients, and meet the needs of existing clients the ability to easily follow-up, pay invoices, schedule appointments, and share documents online — even from their smart phone.

The new release of the LiveSite platform is driven by a sleek, fully customizable and mobile ready design that seamlessly integrates calls-to-action and an interactive invite into any website. In addition, this release introduces new functionality and enhancements to existing capabilities:

One-Click Pay Now: An online payment form easily added to any web page or embedded within an email campaign. Clients can effortlessly make a payment and get an email confirmation once processed without leaving the website, while businesses easily track outstanding and completed payments.

Advanced Scheduling: Enable clients to schedule a consultation, an appointment or request a service in-sync with you or your staff’s availability. The Advanced Scheduling feature now allows businesses to set aside blocks of time for travel, buffers between client meetings or a call—or add a scheduled break into the day, helping to avoid appointment fatigue and overlap. Businesses can also set the schedule to reflect different service offerings on selected days and hours for maximum flexibility.

File Sharing: Easy and convenient online file sharing tracks and records the life of the document in the Helium contact management software, and notifies the receiving party of availability via email or on the next visit through the LiveSite invite. Documents can be shared and viewed on the go, on any device, anywhere.

Email Templates: Automate coordination, reminders and follow-up emails. New email templates will now give greater flexibility and branding options with a design that reflects the business’ brand, color palette and logo. The templates are mobile-enabled with an html email template or a text-only version that works with any smartphone.


LiveSite can automate coordination, reminders and follow-up emails.

LiveSite can automate coordination, reminders and follow-up emails.


Extended Language Support: Offer users the ability to work in native French or Spanish, creating a seamless communication flow between clients and the business.

The Helium LiveSite Web Engagement Platform gives small businesses and their clients a streamlined way to connect and communicate through the web, mobile, social and email. The platform currently serves more than 100,000 businesses globally with an innovative offering that provides a self-service online portal, enabling businesses to create direct interactions with a client base and drive loyalty through online communication and customer-focused activities.

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1. BIA Kelsey report commissioned by the Manta small business community.