livestep.one - cloudbasiertes ERP-System
Features

How may we
assist you today?

Multiple ERP features in a single user interface, replacing multiple tools. Just simple. Automated and intelligent. Adapts and extends to match your needs.
Manage your company from A to Z
livestep.one Business Engine

Manage your Company
from A to Z

Oversee your business and untangle complexity. Monitor your sales pipeline? Keep track of projects? Plan upcoming todos? You got it.
Stay on top of things, from your desk or on the go. Use your reporting dashboard to stay up-to-date, easily and securely access your documents, manage your projects and work closely with your team.
Easy and fast billing, whether for services, goods or subscriptions. Manage and price your products and services, record hours worked and automate regular billing. When delivering your goods and services internationally, automate international taxes such as European VAT with the livestep.one tax rule engine.
Manage your leads to generate new business. Cross-sell product versions and add-ons. Simplified business processes allow you to focus on company growth and extend market outreach.
Customer Relationship Management

Manage your External Accounts and Contact Network

Keep track of your customers and contacts and easily manage them in a GDPR compliant contact database. Link people and teams to customers and contacts, capture notes and track your sales opportunities.

Accounts

Your customers are the foundation of your success. Maintain your customer relationships, organize your customer database, and serve your customers efficiently with your products, services, and projects in livestep.one.

Leads

Control your sales pipeline and customer acquisition with Kanban Boards. Conveniently organize your leads into groups and convert them into satisfied customers.

Contacts

A well-organized contact database helps you manage your marketing and CRM to generate new leads with a focus on your target groups in a GDPR-compliant process.
Sell your products and services worldwide
Basic
International

Sell your products and services worldwide

B2B or B2C, EU or abroad. With livestep.one you can sell internationally and have sales taxes handled automatically. Define the countries you're selling to and the currencies and languages you want to serve your international customers with.
Define the countries you are delivering products and services to. Be in full control of the currencies you use and your respective pricing.
Configurable tax rules are processed automatically. Different VAT rates in Europe are supported as well as special sales taxes in other countries. You can define different sales tax and VAT rules for private and business customers.
Worldwide customers can register, interact and order in their preferred language. Quickly and easily maintain email and other document templates in multiple languages.
Order-to-Billing

Selling Made Easy

An order-to-billing workflow that's easy to use means a faster sales cycle, freeing up more time to look after customers.

Quotes

Create quotes for your products or services and send them out to your customers by the click of a button. Based on your product and service database with variants, images, add ons and accessories you easily create offers for services, goods and subscriptions that convert to new orders effectively.

Estimates

For projects and other services calculated by hourly rates, create an estimate and send it out to your customer. You can convert an accepted estimate into an order and use it as a template to create your project.

Orders

Keep on top of customer orders with livestep.one. Send order confirmations automatically when offers and estimates are accepted by a customer. Process your orders and organize your workflows.

Shipping Lists

When you ship goods, livestep.one automatically creates delivery notes listing all the delivered items. This allows a recipient to double check the contents and compare them with your invoice upon receipt of the goods. The delivery bill also serves as a packing list in your warehouse and ensures that your delivery is complete and correct.

Invoices

Billing customers has never been easier. livestep.one mails out invoices to your customers automatically, time-controlled and rule-based. Whether individual invoices or regular billing on a monthly basis. Let livestep.one do the chores for you and gain more free time for the essentials.

Credit Notes

When a client expects a refund or if you're paying commission to other parties, writing credit notes is part of your business. Whether it's a swift and professional reply to customer feedback or a sales commission as an investment to grow your business, credit notes are as quick and easy as invoices with livestep.one.
Customize your products and services
Customize your products and services

Product Configuration for Every Business' Needs

Whether you're selling services or physical goods: quickly and easily maintain your product and service catalog as the basis for your distribution and sales. Create product versions and easily control your pricing.
livestep.one models your products and services, learns which combinations of features, variants and options are allowed, or which additional services, which accessories and which add-ons relate to them.
You can use categories for different pricing groups, define price-quantity-scales of set negotiated prices individually. livestep.one supports a wide range of pricing strategies.
All product properties and images can be reused outside of livestep.one by accessing them through our API. Other systems can access golden records stored in livestep.one for consistent and non-redundant product data usage.
Cyber Security

Updates & Backups Included

Always up-to-date...

livestep.one is a SaaS solution. That means you don't have to install anything on your computer and don't have to worry about updates. livestep.one is constantly being improved by us and automatically delivered to you in the latest version available.

...and Fully Backed Up in the Cloud

Through multiple backups of your data by varying methods and at different storage locations, your data is safe with us. All servers including backup servers are located in Germany in compliance with GDPR.

Maximum Privacy...

Everything that matters is stored in a safe place. We do everything we can to protect and secure your data. Your data belongs to you alone. You're fully in charge of who sees what.

...with Maximum Accessibility

Do your work, whenever, whereever. Find information, reach goals. Any time, whereever you are. Live your life, grow your business. livestep.one is along for the ride.
Pro
Subscriptions

Fully Automated Subscription Billing

livestep.one's subscription engine for flexible management of your subs features scheduled automatic billing and automatic emailing.
Keep track of all active subscriptions and subscribers. Modify subscriptions at any time to implement contract changes or extensions.
Define billing items that are recurring monthly or yearly and automatically send invoices to your subs.
Be in full control over which subscriptions are billed when and how.
Document Management
Team
All your documents in one place

Document Management

Get all your documents organized in one place, safely stored and directly accessible in livestep.one. Easy and secure.
Keep your documents available to all team members, anytime, anywhere. Share notes about documents with your team, at your desk or mobile.
Share documents and work together with other users and teams, even on the go on your mobile device. Share documents conveniently with your customers, too. Or make all documents stored in livestep.one accessible to other systems through our API.
livestep.one permanently keeps copies of all prior versions of a document, so you can always go back to check or revert to previous versions.
Shine with Great Projects
Team
Seamless Teamwork

Shine with Great Projects

If projects are part of your business, you've come to the right place. Our project management module reflects our own seasoned project experience. Your team implements customer-focused projects with clear processes and high transparency. This way, your projects will become a revenue and growth driver for your company.
Keep control of your project portfolio with categories, milestones and deadlines. Convert accepted offers into projects with a click of a button. Break down complex projects into sub-projects to make them easily manageable.
Track your project progress with livestep.one's Kanban boards and use them to define and control processes while your team shares notes on project progress.
Your teams record their time spent on the respective projects. You can easily use project time sheets and reports to prepare billing. Keep track of progress and time spent to manage your team and control task assignments.
Dokumentenmanagement
Basic
interface

Integrate livestep.one With Your Other Systems

Other systems can be easily and securely connected to livestep.one through our API to access data, start processes or control other functionality.
Using livestep.one's API, other systems start processes in livestep.one to e.g. place an order or automatically create a new customer.
Use the API to securely query data from livestep.one and process it further in other systems, e.g. with livestep.one as your database for contacts, customers, or products.
Our API is security hardened to the latest standards so your data is protected at all times.
This is how it continues

Find out if livestep.one is right for you

In the first step, watch our demo video. In the second step, you can find out whether livestep.one is right for you with the help of our business analyst.