# Liveoak Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Liveoak Software - reviews, pricing plans, popular comparisons to other Video Conferencing products and more. Source: https://www.capterra.com/p/145292/Liveoak/alternatives --- # Liveoak Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Liveoak ## What is Liveoak? Liveoak is a virtual customer engagement and business platform that enables your representatives to connect, engage and complete work with customers in a seamless way. Liveoak seamlessly combines modern conferencing, forms collaboration, e-Signature and efficient data/I.D. capture combined with bank-grade security and a complete System-of-Audit. Our mission is to create an engagement platform that allows large companies to do business in a virtual context. ## What is Liveoak used for? [Video Conferencing](https://www.capterra.com/video-conferencing-software/)[Collaboration](https://www.capterra.com/collaboration-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/) Overall rating Based on 52 user reviews Reviews sentiment Positive 90% Neutral 8% Negative 2% Starting price $50 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Liveoak?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.liveoak.net&name=Liveoak) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Liveoak 4.4 (52) VS. [4.7 (24,036)](https://www.capterra.com/p/135003/Slack/reviews/) Starting Price $50 Per User, Per Month Starting Price $8.75 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (52) Ease Of Use 4.6 (22,591) Value For Money 4.4 (39) Value For Money 4.5 (15,177) Customer Service 4.4 (40) Customer Service 4.4 (13,442) ## Liveoak alternatives [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/132901/Front/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (260)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Liveoak 26 features Define levels of authorization for access to specific files or systems Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Pre-designed layouts that can be customized to match preferences and requirements Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Public or private sharing of digital files such as documents, audio/video, images, and more Ability to chat online in real time Access software remotely via mobile devices Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Plan and coordinate all the resources, costs and time needed to execute assignments Preview and make real-time changes in the web content Receive data and information in real time Record live video calls to play later Timed notification for any upcoming task, deadline, appointment, or activity Digitally share screen view with others Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status and progress of tasks Track and interpret metrics on the usage of company resources Track revisions and updates made to files and navigate between different versions Connect with meeting participants remotely over video Supports various video file formats Get Advice We can help you find the software with the features you need. Features 4.1 (52) 4.1 Based on 52 reviews ## Pricing Value for money 4.4 (39) Free Trial Basic $50.00 Per User,Per Month Value for money 4.4 (39) 4.4 Based on 39 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (40) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (40) 4.4 Based on 40 reviews ## User reviews Overall rating 4.4 Based on 52 reviews Filter by rating 5(26) 4(21) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent ZK Zafer K. Managing Director Medical Devices ### "Modern video conferencing " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 9, 2022 Pros Liveoak makes it possible for us to have an excellent video conferencing experience in our internal meetings. Cons We do not have any negative experience with Liveoak, for that reason nothing to write here. Switched from [BigBlueButton](https://www.capterra.com/p/162664/BigBlueButton/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Matthew S. Internal Sales Consultant Financial Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 9, 2020 Pros Its quick to set up a Liveoak "Room" with customized paperwork. In a matter of minutes a client or advisor can electronically fill out paperwork. I find the turnaround time to be extremely efficient for my job. Also, I very rarely get questions for how to use the software. It is very intuitive and reliable. Cons Sometimes the page does not fit on one screen. I think re-engineering the display would help advisors and clients who are viewing contract paperwork on a small laptop. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Matthew S. Internal Sales Consultant Financial Services ### "LiveOak Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 5/10 February 19, 2020 the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have. Pros What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement. Cons There are several areas for improvement. It would be great, if we could upload a pre-fill form, and the information from that prefill form auto-populates in liveoak based on field names. I've listed a few more items below to simply this review: - Add additional documents to a room after the room has been created. - Ability to add trustee's after the room has been created - Bot that scans common forms and autocreates a template that can be used with liveoak. - Integration with salesforce, so that the required paperwork can be automatically sent based on information entered in Salesforce. Also, status updates in salesforce based on opportunity ID/proposal number. -Specific step by step instructions when signing (i.e. Helptext) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MF Michael F. Internal Sales Financial Services ### "Too Rigid" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 February 18, 2020 Pros It expedites our paperwork process Cons It is WAY TOO RIGID for digital paperwork. It doesn't allow to add key signors after you enter them initially, which makes scheduling impossible. Also cannot change form formats if the wrong template is chosen. WAY TOO RIGID Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PM Patrick M. Internal Sales Consultant Financial Services ### "Liveoak Review " 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 February 18, 2020 Pros Ease of prefilling paperwork, and the time it takes to create a room has improved Cons Ability to add/remove documents after room is set up for prefill, stability of software during signing of documents, and kicking participants out during signing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WH Warren H. Internal Wholesaler Financial Services ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 18, 2020 Pros Fast and Effective with signing multiple people at the same time Cons some technical issues with loading outside files Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MT Mario T. ISC Investment Management ### "Live oak evolution" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 13, 2020 Pros Gets paperwork done quicker and more accurately Cons unable to change forms once room is created Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CA Casey A. Internal Sales Consultant Financial Services ### "Liveoak Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 13, 2020 Pros It makes it a lot easier to control our paperwork process and makes signing more accessible for the trustees, which makes the sales process quicker. Cons If you are setting up a room and you forget to add something or you use the wrong template, you have to make a whole new room vs being able to edit it, which is inefficient and ends up taking up more time then you're intending to spend on setting up paperwork. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DC David C. Internal Sales Consultant Financial Services ### "Making Customer Experiences Great Again" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 13, 2020 I enjoy using Liveoak. It's easy, interactive, and my customers have great experiences using it. Pros The ease of use for my clients (and for me). Cons I can't really think of any cons at the moment. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB Ben B. ISC Financial Services ### "Live Oak Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 February 13, 2020 Pros How easy it makes gathering paperwork with our clients. Cons The worst part is that it seems to be not working in most needed situations. 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