Transform CRM & ERP Support

CRM dashboard showing sales opportunities with data visualizations and charts
Secure Support for ERPs and CRMs

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.

Calendly logo
Delta Dental logo
Freedom Financial logo
Mercury Insurance logo
JG Wentworth logo
Moo logo
Rockwool logo
Saga logo
Code for America logo
Wagepoint logo
LaunchGood logo
Harbor Lab logo
Figure logo
Aurum logo
Direct Supply logo
Menards logo
Calendly logo
Delta Dental logo
Freedom Financial logo
Mercury Insurance logo
JG Wentworth logo
Moo logo
Rockwool logo
Saga logo
Code for America logo
Wagepoint logo
LaunchGood logo
Harbor Lab logo
Figure logo
Aurum logo
Direct Supply logo
Menards logo

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

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.

IntercomZendeskFreshchatSalesforceLiveChat
Front

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

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

Enterprise Ready
GDPR Compliant
ISO 27001 Certified
SOC 2 Type II Certified
HIPAA Compliant
HIPAA
GDPR
ISO 27001
SOC 2

See UserView in Action

Watch how our secure cobrowsing solution helps healthcare organizations provide better support and service.

Ready to Transform your Customer Support?

Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.

Customer support team with headsets working at computers
Book a Demo