Transform CRM & ERP Support
With Real-Time Visual Guidance
With UserView, your team can instantly see what sales reps, marketers, or admins are seeing inside your CRM—guiding them through lead workflows, pipeline setups, and reporting dashboards with live visual cues. Accelerate onboarding, resolve issues faster, and increase CRM adoption with a seamless, secure support experience.
Benefits for CRM & ERP Providers
Boost user adoption, reduce support load, and maintain enterprise-grade compliance.
Improve User Experience
Guide users through complex dashboards, setup processes, and workflow configurations in real time—without screen sharing.
- Reduce onboarding friction
- Increase workflow completion rates
- Simplify CRM and ERP navigation
Empower Support & Success Teams
Enable your support team to resolve issues faster and more effectively, while preserving user control and trust.
- Shorten time-to-resolution
- Improve first-call resolution
- Provide real-time guidance without taking control
Stay Enterprise Compliant
Meet industry standards and internal compliance policies while delivering secure, seamless support.
- GDPR compliant & SOC 2 certified technology
- Masked data and secure session handling
- Full audit trails for all sessions
Why Companies Choose UserView
Deliver exceptional customer support experiences that reduce resolution times and increase satisfaction across all industries.
Instant Visual Support
See exactly what your customers see and guide them through any process in real-time, eliminating confusion and miscommunication.
Built into your website
Customers stay where they are and you come to them, no need to set up a meeting or download anything just to see their screen.
Simple setup, simple to use
Quick implementation with minimal configuration. Unlike complex competitors, UserView works out of the box with an intuitive interface that requires no training.
Focused on cobrowsing only
Unlike other platforms where cobrowsing is just an add-on feature, we've built our entire product around delivering the best cobrowsing experience possible.
Enterprise security & compliance
SOC 2 and GDPR compliant with enterprise-grade encryption, session-based access, and field masking capabilities.
Features
We didn't just rebuild screen sharing—we reimagined it for enterprise software. Add cobrowsing to your CRM or ERP to boost adoption, streamline support, and speed up issue resolution.
Data-secure design
Mask confidential fields like salaries, deal values, or personal records during sessions.
Zero Downloads
Join users instantly—no extensions or installs required.
Encrypted and Secure
End-to-end TLS encryption keeps your customer and business data protected.
Works on Any Device
Support users on desktop, tablet, or mobile browsers with our responsive cobrowsing solution.
Built for CRMs & ERPs
Navigate complex systems with visual aid, take users through workflows, dashboards, custom reports, and admin settings in real time.
Seamlessly Integrated
Embed directly into your support stack or CRM/ERP platform–no need to host a meeting on another site
Security and Compliance
UserView is designed for enterprise SaaS platforms. We help CRM and ERP providers support their users without compromising on compliance or data protection.
End-to-End Encryption
Every session is protected with 256-bit TLS encryption—ensuring sensitive CRM and ERP data is never exposed.
Configurable Data Masking
Hide customer records, salaries, deal values, or sensitive fields during sessions using customizable masking rules.
Optional Data Storage
Screenshots and session logs are only stored when explicitly enabled for audit, QA, or training purposes.
Detailed Audit Logs
Full session history with timestamped records helps you maintain visibility, traceability, and compliance.
Security Certification
Integrations
Connect UserView to your preferred support platform and tap into next-generation screen sharing. We've built integrations with these major platforms for a seamless workflow.
See UserView in Action
Watch how our secure cobrowsing solution helps financial institutions deliver faster support and improve customer satisfaction.
Ready to Transform your Customer Support?
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.
