Case study
Kaleta Group organized sales, shortened customer service time, and improved team collaboration thanks to implementing Livespace CRM, which has become their everyday operational hub.
Before implementing Livespace, the company relied on an outdated, proprietary CRM and extensive Excel spreadsheets. Data was scattered, updates were not synchronized, and preparing for sales or internal meetings required time-consuming information gathering from multiple sources. There was no shared space for passing on customer topics between team members, which was particularly problematic during holiday periods. Much of the communication happened via email or verbal updates — leading to lost time and unnecessary confusion.
When Anna Gratkowska returned to the company and took over responsibility for sales, one of her top priorities was to organize dispersed data and improve daily workflows. Livespace appeared on the shortlist early — and quickly became the favorite. Three factors made the difference:
“It's not just a system to click through — it's a tool that truly supports us in our daily work.”
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Sales process
Email and communications
Custom reports
Customer segmentation
Contact management
Renewable energy
Automotive
Marketing agencies
IT & software houses
