June 2026
Custom reports give an even fuller picture of sales
Data analysis has become more detailed and flexible. New reporting capabilities help you better understand sales results, spot gaps in your data faster, and analyze even the most complex processes.
- Segmenting deals by products, costs, and their groups allows for a more accurate analysis of revenue and profitability.
- Segmentation by teams makes it easier to compare results and team performance.
- Conversion analysis now supports processes with up to 10 stages.
- Statistics also show deals with no owner, product, or close reason, which makes it easier to keep your data clean.
- Added a “no product” filter that makes it easier to find incomplete records.
Even more from webhooks
Webhooks have been extended with a new event related to a change of task status. Automations can now react to more actions performed in Livespace.
- A new trigger for marking a task as done or not done.
- More flexibility in integrations with external systems.
April 2026
Even simpler process automations
The new version of process automations lets you build scenarios faster and manage them more conveniently. Everyday processes can be automated without unnecessary configuration.
- Linking events with actions.
- Central management of all automations.
- More repetitive actions performed automatically.
March 2026
AI helps you get even more out of your CRM
New AI features automatically complete company information and analyze the sales process configuration. Smart recommendations make it easier to identify room for improvement and develop the process based on data.
- Automatic completion of company information.
- Sales process analysis with improvement recommendations.
- Available under Settings → Integrations and add-ons → AI analyses and activated by an administrator.
February 2026
Webhooks available to everyone
The options for integrating Livespace with external systems have been extended. Standalone webhooks are now available on all instances, and the list of supported events has been expanded.
- Standalone webhooks available to all users.
- A new “task created” (task.created) trigger fired when a task is created.
More features available out of the box
More solutions have been released on all instances, so they no longer require additional configuration.
- Sales process activities.
- Play VoIP integration.
- Search results sorting.
November 2025
Email replies within a single thread
- Replying to messages is now possible directly from Livespace, keeping the full history of the correspondence in one place.
Improvements
- Added Romanian language support in payment notifications.
October 2025
Emails better matched to the sender
New personalization options help tailor communication to recipients and make everyday work with notes easier.
- Added the option to personalize the sender name in emails.
- Introduced note templates that make it easier to create consistent contact documentation.
September 2025
Email threads
- Automatically groups related messages into threads, making it easier to follow the full history of client conversations.
August 2025
Notes formatting
- Enables to add bullet and numbered lists, highlights, and links to notes for better readability and organization of information.
New features in Custom Reports
- Share dashboards with selected users and customize report colors for better visual alignment and presentations.
July 2025
Updated navigation
- A refreshed design of the main CRM menu, improving clarity and making navigation easier.
Pinned notes in Deals
- Allows pinning key notes at the top of a Deal view for better organization and control of the process.
June 2025
Imports 2.0
- An improved data import system with smart duplicate detection and support for large files, up to four times faster than before.
May 2025
Workflows
- Automates simple repetitive CRM actions within sales process without coding, ensuring consistency and saving team time.
April 2025
Custom Reports
- A feature for creating dashboards and reports directly from CRM data. All key metrics in one place, always up to date.
February 2025
tl;dv integration via Zapier
- The integration enables automatic recording, transcribing, and logging of meetings in Livespace CRM through Zapier.
January 2025
Sales process templates
- Ready-made templates based on Sandler, MEDDIC, and BANT methodologies allow for quick implementation and testing of sales processes.
August 2024
AI Assistant
- The AI Assistant analyzes data and sales processes, providing insights for optimizing CRM operations.
July 2024
Improved email and task automations
- Email and task automations work faster and more reliably, ensuring smoother handling of repetitive actions in the CRM.
June 2024
- New menu in Livespace on desktop
May 2024
- Improved notes (Automatic saving)
February 2024
September 2023
- Rotten deals in the kanban board view
August 2023
- Fixes related to currency conversion
- Updated integration with Datera Call-eX
July 2023
- Added option to embed videos to tooltips in the sales process
May 2023
- Average Sales Value calculation based on actual sales figures when the option to differentiate between forecasted and realized sales is enabled
- Updated integration with Salesmanago
- Improved synchronization with Outlook calendar
April 2023
- Added a new indicator in Efficiency statistics – Average Sales Value
March 2023
- Improved synchronization of tasks from calendars to Livespace
- Updated integration with SalesManago API
- Fixes related to mapping of form fields when importing from XLS, CSV, and ODS sheets
February 2023
- Added Average sales cycle in the Effectiveness report
- Option to delete an object without the possibility of restoring it
- Added access to Livespace’s knowledge base directly in the application for clients with Base package
- Improved integration with SalesManago – contact import to Livespace
- Improved data completion in email sequences based on fields in a contact assigned to a deal
December 2022
- Improved object visibility settings & permissions
November 2022
- Option to disable the chat
September 2022
- The new version of action analysis in the Effectiveness report
- Possibility to set the default status change reason after the deal is automatically lost or set as inactive
- Option to filter tasks without a type
August 2022
- Option to set the Tax ID field as required in deals
July 2022
- Added a minimal payment value to enable the generation of a proforma
- Change of discounts for annual payments
June 2022
- Option to display effectiveness statistics in the form of a table
- Possibility to configure the statistics shown in the cockpit
- Added a section for saving filtered statistics in the form of a bookmark
- Modified way of updating displayed results after changing filters
- Added an option to filter closed deals by the deal creation date
May 2022
- Improved effectiveness statistics
February 2022
- Clicking on the tooltip bulb during the sales process does not change the status of the action execution
January 2022
- Option to test email campaigns
December 2021
- Repeat list operations for contacts skipped during an email campaign launch
November 2021
- Displaying the contact associated with the deal and other company contacts in the Kanban view
- Custom field description field added
- Deleted tasks restoration
- Changed tooltip descriptions in the deal form editor
- Added tooltips to the sales process
October 2021
- Option to add a missing contact to the deal from the Kanban view
- Changing the default deal name
- Company ID, Person ID, Sales Opportunity ID in custom table view
- Possibility to set a custom field as required to change the deal status to won
September 2021
- Information about imported records
- Ability to filter change history by deleted users
August 2021
- Easier file removal
- Access to contact details from the Kanban view
- Filter change history by deleted users
- Removal of the light bulb icon next to stages from the Kanban view
- OR and CTR prompts in email campaigns
July 2021
- Automatic task creation after losing a deal
- Possibility to change the view from monthly to quarterly in product statistics
- Option to add object ID to the file with exported data
- Excluding changes made by API from the definition of activity
June 2021
- Importing objects with ties
- Information regarding created spaces in spaces activity statistics
- Ability to set a custom field as unique
- Email campaigns
April 2021
- Displaying start and end times in the calendar for tasks shorter than 40 minutes
March 2021
- Notification about objects related to teams when a team is deleted
- Single and multiple choice fields support in email templates
February 2021
- Entry in the object history regarding the automatic change of owner after a specified number of days
- Fetching data about spaces tied to deals when generating a file from a template
January 2021
- Option to filter tasks where the user’s team is the task owner
December 2020
- Added mobile app information to Livespace
- Call Tracker for Livespace CRM published in Google Play
October 2020
- Revamped change history, added history log for tasks
- Display all users from a team in the owner filter
- Filtering sales opportunities in the contact’s profile
September 2020
- Additional entry regarding editing the contact history after merging with other contacts
- Addition of a column in the company list with the names of people related to the company
August 2020
- Ability to manually enter dates in date-time fields
- Adding a column with the current status in the task list
- Notifications regarding discounts also sent to managers
- Ability to check if API data entered from other systems is correct
July 2020
- Possibility to filter the history of changes for contacts and sales opportunities
- Documents template variable for the additional address field
June 2020
- Two-way integration with Google calendar
April 2020
- Detailed deals changelog for administrators (available in the Automation and higher packages)
March 2020
- Tracking calls made on Android devices via the Call Tracker app
- New Livespace CRM mobile app version 1.34, in which has been improved adding attachments to tasks and contacts
- Notification to deal owner 7 days before closing date of the deal
February 2020
- Added a new trigger New task to Zapier
- Pagination of product list in the Deal settings
- Integration with Import2 Wizard for data migration to Livespace from another application
January 2020
- Changes in API:
- editing and removing notes
- setting up marketing consents in contact profile
- possibility to add a member in visibility settings
- Merging Persons while importing data from file
October 2019
- Automatic duplication of the Targets and Results for the next periods
August 2019
- Introduction of new pricing (16.08.2019)
- Possibility to deduplicate contacts
- Integration with Outlook calendar
- Integration with Focus Contact Center
- Possibility to specify additional fields as required
- Possibility to define the sales process as inactive/active
June 2019
- Extended configuration options for user access and permissions, available in Automation and Enterprise packages
May 2019
- Changes in API:
- Adding, editing and downloading spaces
- Adding and editing products
April 2019
- Notifications of deals closing date expiration
March 2019
- Ability to import deals with products with value 0
February 2019
- Integration with Sellizer – tool, which automates the distribution of commercial offers to clients and allows to send them directly in profiles of contacts and deals in Livespace
January 2019
- Introduction of a manual refresh of the mailbox connected to CRM
- Ability to add information about the current Client status on the company profile
- Mass adding of tasks
- New settings for the appearance of additional fields in forms
December 2018
- Introduction of recurring credit card payments
- Integration with Thulium (VoIP software), allowing you to make phone calls directly from Livespace
November 2018
- Handling hours in fields specifying the date of completing the marketing consent
- Recommending and remembering settings when importing data
- Integration with Import2 for data migration to Livespace from another application (integration available in the Automation package)
October 2018
- Ability to choose a payment method: payment card, Paypal, bank transfer, or pro-form
- A possibility of import marketing consents
- Task templates – the possibility to set the users responsible for a task
- A possibility of mass completion of the marketing consents
- A possibility to add your own parameter to the targets and results card
- Integration with Zapier – the ability to integrate Livespace with more than 1100 applications through Zapier
September 2018
- The possibility to filter the finance list based on deal ties
- Ability to generate consent forms from the list of operations
- The possibility to block the right for the user to edit a product price
- The field Details of product on the deals list
- Detailed contacts changelog for administrators (available in the Automation package)
August 2018
- Ability to show list of users’ choice for public deals or contacts (for contacts the option is available only in Automation packet)
- Ability to copy tasks templates
- Ability to copy deals
July 2018
- Introduction of Consent forms section, which allows adding information about consents to the person’s profile, e.g., agreement to the processing of personal data, marketing correspondence, or telephone contact.
- The marketing consent form can now be sent directly from Livespace to people from your contacts list. (option available only in Automation package)
June 2018
- Extended permissions configuration. The account administrator can:
- prevent users and managers from exporting people and companies’ data from lists or contacts, deals, tasks, or spaces profiles
- enable the option of wiping personal data after the permanent removal of a person’s profile
- view the history of all generated exports
- Provided on-site information on the roles of users who have access to a given deal or contact profile
- Possibility to integrate Livespace with PieSync, which enables Livespace integration with other application
May 2018
- The ability to quickly preview tasks scheduled for today, tomorrow, or overdue, thanks to the task tabs on the dashboard
- The ability to add a task after the action in the process was accomplished
- A new version of the mobile app – Livespace Android 1.25:
- display and refresh the history of phone calls and the status of adding a note
- displaying error messages in case they occur
April 2018
- Changes in targets and results cards management
- ability to group cards with the same parameters
- ability to copy the targets and results card with its parameters
- possibility to edit the parameters of many cards at the same time
March 2018
- changes in Tasks
- The ability to link a file template to a task
- Links between tasks and calendar (redirection, default filters)
- changes in Spaces
- Import of groups and additional fields
- Grouping and the space visibility settings
- changes in API
- possibility to add, delete and unblock users
February 2018
- E-mail templates
- The ability to handle additional fields as variables in an e-mail message
- Email templates statistics
- Examples of e-mail templates and sequences
January 2018
- Ability to add a column with products to the list of deals
December 2017
- Changes in the Payment section:
- ability to pay for new seats at the end of the month
- EUR and USD currency support
- possibility to suspend or remove the user with a delay
- ability to change the package yourself
- Changes in sending email sequences
- separate view with all email sequences, along with a progress bar
- the ability to add variables to an email sequence template
- Changes in sending email messages
- information about the status of sending emails
November 2017
- The ability to mass-add and remove tags using the list of operations (people, companies, deals and spaces)
- Task Automation – system suggests adding a new task after the previous one is completed
October 2017
- The ability to reply on emails from the Wall – sent and received.
September 2017
- Adjustable color and size of font in sent emails
- List of phone calls from mobile app and Datera Call-eX integration
August 2017
- Improved email settings and files handling
- Next import lock when a file is already importing
July 2017
- Block adding tags by users and managers
- More variables to the document templates
June 2017
- Extended in-app help widget
May 2017
- Exporting notes from the contact’s dashboard
- Forms – grouping multiple options and change layouts
- API – adding ‘phone’ type note on the contact’s dashboard
April 2017
- Editing additional fields in bulk, using list operations feature (available on lists of people, companies, deals and spaces)
- Adding ties to contacts in bulk, using list operations feature (available on lists of people, companies, deals and spaces)
- Adding longer description of additional fields
March 2017
- Ability to import spaces
- Improved avatars
- Address’s additional fields available
February 2017
- New features in Google Chrome plugin
- settings now available in plugin
- adding and saving tags
- description form available
- forms available directly from the plugin
- integration with the new LinkedIn layout
- New list operation – you can now remove contacts from groups in bulk
January 2017
- Answering your emails directly from Livespace
- Sending a CC/BCC of an email to many contacts
- Ability to filter the statistics by particular dates
December 2016
- Mobile application for tablets available (for Android and iOS)
- Russian version of the application available
November 2016
- Different logins and email addresses for IMAP accounts
- Extended information on tasks in Contact lists and Deals
October 2016
- Tot up different types of Done tasks in Scorecard
- Calendar tasks display improvements (in both desktop and mobile version)
- Improved import and export of data
- Include UserEngage.io contact profiles in Google Chrome plugin
- Profit margin display on Deal profile
September 2016
- Board view in Deals list
- Import – exemplary data files, extended imported data scope
- More comfortable management of additional fields
- Email configuration improvements
August 2016
- Mobile apps for iOS and Android.
- The contact import feature has been refreshed. Also, now you can import deals.
- Regional settings: date, number, and value formatting.
- The email-sending feature, including email templates and variables for personalized emails.
July 2016
- Balanced scorecard grouping by teams
- An option to give the parameters in balanced scorecards your own names
- The balanced scorecard wizard interface has been refreshed. The layout of the sales process wizard has also been changed
- Minor changes to the Livespace interface for mobile devices
June 2016
- Products have replaced incomes
- Support for multiple currencies, product amounts, and product default prices
- More additional options: you can now configure product cyclicality, product date, or turn on forecasted and realized values for products
- The way in which you select a company and a contact person in the deal form has been changed
- You can now see people’s contact information (email addresses and phone numbers) on the deal and finances lists
May 2016
- The Google Chrome extension has been updated: a new interface, tag support, and deal support (deals can now be added directly from the plugin)
- You can choose the colours of users in the calendar
- API update
- Livespace interface improvements (including settings, statistics, list filters)
March 2016
- The contact edit/removal functions can now be separately set for people and companies
- You can prevent users from editing the deal closing date (the status change date)
- Deals can now be automatically closed after a defined number of inactive days
- You can now display all the email addresses, phone numbers, addresses, and social media links on the contact list
February 2016
- Acquisition sources can now be set for people, companies, and deals
- You can now more easily filter lists and statistics by users and teams
- Changes in the column view on lists. You can now quickly change the number of locked columns and their order. Also, sums are visible in the bottom row
January 2016
- Advanced sales process configuration. Notifications can be sent to specific users who can also be automatically invited to deals
- You can now define after-sales tasks for each sales process independently
- When adding incomes, you can now find and select categories in a more convenient manner
- The task list: you can now change the user responsible for tasks via the List operations
- You can find deals and spaces by their ID numbers
- The deal list can be filtered by the NIP number (the Polish tax identification number)
- Changes in the interface and statistics
December 2015
- Advanced sales process configuration. Now you can define which sales actions are required to win a deal, which actions cannot be completed without providing a note or attaching a file, which users are allowed to complete specific sales actions, and who should get notified when a specific action is marked as complete
- You can show deal-winning probability on the list as well as on the deal’s profile
- Advanced notification settings
- The administrator can now turn off the option that allows managers to automatically view all users’ tasks
- Improved payment handling for individual customers and companies registered outside Poland.
- API: filtering tasks, contacts, and deals according to their owner
- Small interface improvements
November 2015
- New tabs on contact, deal, and space lists that let you quickly preview and add notes, tasks, and deals directly from a list without the need to open a contact/deal/space profile
- You can now mention other Livespace users in notes and comments. When you type in the ‘at’ sign (@) and the first few letters of someone’s name or surname, you can choose a particular Livespace user from a drop-down menu. They will be notified that you’ve mentioned them in your note or comment
- The information in the activity statistics can now be previewed in the form of a table, and you can also export this data to a.xls file
- You can now disable the options that allowed managers to add and edit scorecards as well as export information from lists
- You can now more easily see the company structure and activities of team members thanks to the redesigned team list and team profiles
- The automatically assigned deal and space numbers are now included in the search results in Livespace
- Przeswietl.pl integration has been modified. Now, you can also update company information (by NIP/REGON numbers)
- Choosing a person you want to chat with in Livespace is more comfortable now
- Small interface changes. Livespace icons have been refreshed
October 2015
- New Livespace interface and global changes introduced:
- The layout is automatically resized to match the device’s resolution (responsive web design).
- All the information in Livespace is now displayed in a clearer and cleaner manner. The alterations include the change of colors, stronger fonts, and better contrast of the Livespace elements.
- The icons of the main Livespace sections, as well as those of the task types, have been updated.
- The header height has been reduced.
- We’ve redesigned and simplified the Livespace logo.
- The default contact and space avatars have been changed.
- Changes were made to the appearance and behavior of the wall with activities:
- New post filtering methods available on walls, quick team selection, and adjustment of filters in accordance with individual Livespace settings.
- Activities on walls are now visually different from other types of notes. Also, we’ve added an activity grouping option.
- You can now define the date while adding a note.
- New ways of showing the most important activities on walls, including special notifications when, for example, a deal is won or when a new member joins the team.
- Changes on lists:
- Information is now filtered in a new way (it’s easier now even if you have a number of different filters).
- You can find available filters by entering a string of characters
- Clearer labels indicating which filters are on.
- Saved filters is now a separate element on lists.
- Information sorting methods have been simplified and we’ve changed the number of elements on lists.
- The number of views has been reduced but at the same time, current views are more customizable.
- The sum of results on lists is now always present in the left column.
- The list operations are more powerful now. You can apply it to all the elements that meet your criteria (not only to those elements that are currently visible in the selected view).
- Information can be exported now to a CSV file.
- In the case of an empty list, you will see a notification that will allow you to add a new element to the list (a person, company, deal, task, or space)
- Livespace now remembers the settings of sections that have been hidden in the left column on the list.
- The column view is now wider (the left column is not visible)
- By default, if you select a filter from the left column, other filters are automatically cleared. If you do the same holding the CTRL key, other filters will be retained.
- You can now edit or remove an element directly from a list.
- Changes regarding forms:
- Forms used for adding people, companies, deals, and spaces have been redesigned.
- You can add multiple website addresses on profiles of people and companies.
- A patch fixing issues with adding tasks at a specified time has been introduced in the new task form.
- Selecting people, teams, and contacts as task attendees is now more comfortable.
- When you’re adding a task to a list, the date is now automatically set based on the active tab (for example, “today” or “tomorrow”).
- User forms can have additional fields now.
- The data in Livespace can be updated through integration with Przeswietl.pl.
- More options to define user privileges
- Permissions to delete/edit contacts and deals can now be changed independently.
- Removed users can be shown in filter settings on lists.
- You can restrict permissions to import contacts.
- Permissions for users to add email accounts on their own can also be restricted.
- The new role of Administrator has appeared in Livespace so managers have now limited access to the Account settings.
- New users can only be invited by the Administrator in the Account settings.
- Inviting is much more comfortable now. You can define a particular role of the invitee (user / manager / administrator) at the time of inviting them.
- Inviting to deals
- Inviting users and granting access to deals, spaces, and tasks has become more comfortable (now you can invite a whole team).
- Access requests are now available in a separate section.
- Changes in statistics
- The statistics summary is available on the Dashboard provided you work on a wide screen (a 3-column view).
- Pie charts have been introduced for open deals. They include Stage, Category, and Owner. Filter options have been changed.
- The effectiveness analysis for each deal stage is more robust now, also shows particular sales actions. We’ve also introduced a new tab: Effectiveness.
- The finances chart has been redesigned.
- Activity statistics have become more comprehensive. There’s a short summary of changes in activity indicators with an option to filter and analyze the data from the chart.
- The new Ranking tab displays a list of the most effective people in a team who are evaluated based on the number and value of the added deals. The feature is available to the managers only.
- Changes in Target and Result Scorecards
- The scorecard creation process is now simpler as the number of the main scorecard criteria has been reduced and additional parameters have been added.
- We’ve added an option to use a numeric value from deal’s additional field as an evaluation criterium in a scorecard.
- We’ve also added an option to use a numeric value from an income additional field as an evaluation criterium in a scorecard.
- You can add the same scorecard criterium several times with different parameters.
- Scorecards for teams are available now.
- You can remove a single scorecard as well as multiple scorecards of a user at once.
- Task templates
- You can define task templates for companies, people, and spaces (previously, task templates were available for deals only and were called After-sales tasks).
- You can enter a description for a task template.
- You can also define task types in a template.
- You can add tasks from a template on profiles and via list operations.
- More options regarding exporting and importing
- You can now import contact source, tags, owner, mobile phone number, and fax number.
- You can export information from a list, along with the API ID for a future import.
- You can import information using the APID ID and update data in Livespace based on this field.
- Profile settings
- There’s a new section in Livespace grouping user’s personal settings.
- Notification settings have been moved to Profile settings.
- Email account settings have been moved to Profile settings (visibility of this option depends on user’s privileges).
- Settings regarding managing your own imports have been moved to Profile settings (visibility of this option depends on user privileges).
- Other changes and improvements in Livespace settings
- You can now add tags before they are used for the first time.
- Quick filtering by a string of characters on lists in Settings.
- Profile settings are now independent of Account settings.
- The account extension section is independent of Account settings.
- You can now change a currency symbol.
- The Users section has been moved from the contact list to the People and teams section.
- Changes for new accounts
- The default sales process for new accounts has been changed.
- A Target and Result Scorecard for the account owner is created by default.
- The account creation wizard is now more intuitive.
- The new Remember me feature keeps you logged in into Livespace
August 2015
July 2015
- Changes in email account integration – new feature: ignored email addresses.
- New filters on contacts and deals lists which improve searching.
- Interface improvements.
May 2015
- You can now add margin to incomes.
- Option to tag tied elements on contact, deal, and space lists.
- New additional field type in forms: a Dropbox file (active provided the Dropbox integration has been turned on).
- API: contacts and deals can be filtered by tags.
April 2015
- You can create your own views (and choose specific columns as well as arrange their order) on lists of contacts, deals, spaces, tasks etc.
- A possibility to group filters on lists of contacts, deals, finances, and spaces. It makes selecting filters more comfortable.
- You can define the default deal duration for a selected sales process. The deal finalization date will automatically be calculated based on this date.
- Deals are automatically closed after a specified number of days from creation or finalization date.
- Multiple deals can be added at once using list operations on people/company lists.
- Contacts and deals can have no owner now. Contacts and deals can also lose their owner after a specified number of days of their owner’s inactivity.
- Last owner change date is now saved for people, companies, and deals.
March 2015
- The option to manage contact groups by regular users (without the administrator privileges) can be disabled.
- Instagram integration (information from Instagram profiles can be used in Livespace contact profiles).
February 2015
- Datera Call-eX integration (Datera Call-eX is VoIP software by AitonCaldwell).
- You can add additional fields in the address area that can be used for detailed address-related information (for example, you can use such descriptions as “home,” “headquarters,” or “warehouse”). There’s also a possibility to add additional street information that can come in handy when you enter foreign addresses. We’ve also replaced the country-specific voivodeship field with the region field (for addresses outside of Poland).
- The website address field is now a separate field in the contact form and is now indexed by the main Livespace search engine.
- From now on, contacts, deals, and spaces can be tied to users.
- Users who are logged into Livespace can now see real-time notifications that are displayed right after a particular event (for example, a new task assignment) takes place.
January 2015
- New tab Permissions in the Account settings. All the permission settings are now brought together in one place.
- You can now choose contact groups in the person and company forms.
- You can set the index value in the automatic numbering of deals and spaces.
- After-sales tasks can be automatically assigned to contacts related to a particular deal.
- Contact list filtering by country, city, and region includes values from other addresses, not only the default ones is available.
- You can filter deals by income and include income amounts in the extended view on the deal list (you need to turn on the costs in deals option in the settings first).
- The summary of values on the lists of deals and finances is visible in the left column and it takes into account the total costs and income (you need to turn on the costs in deals option in the settings first).
- On the profiles of deals, you can see the exact amounts (without rounding).
December 2014
- Changes in tasks and calendar:
- Notifications and recurring tasks.
- You can tie tasks with multiple elements simultaneously.
- We’ve added task statuses.
- You can add comments and files on the profiles of tasks.
- Przeswietl.pl integration thanks to which you can have company information automatically downloaded based on the NIP and REGON numbers of a company. The integration also allows you to find detailed information about businesses.
- Ties can be managed directly in the forms.
- You can make additional fields visible on the profiles of contacts and deals without needing to slide down the additional information area.
- You can have incomes automatically marked as realized upon winning deals (an optional feature).
- Exporting a large number of contacts works better now.
- Thanks to textual filters on the lists of contacts and deals you can make an exact match search (after placing a phrase in quotation marks, for example: “phrase”. Note that the search feature is not case sensitive.).
October 2014
- iPresso integration.
- The email list with filtering options and a possibility to manually assign emails to contacts.
- Internal chat for communication between Livespace users.
- You can now change the logo in the Livespace application.
- The sales process duration can be analyzed in the closed deal statistics.
- Improved contact merging. Livespace gives you suggestions of contacts that you would potentially want to merge.
- The scope of information exported from the People list is wider now as you can include the addresses of companies at which people work.
- The privileges of regular users can be limited now (you can disable for them such options as owner changing, editing, and removing).
- Additional settings for after-sales tasks. Such tasks can automatically be displayed upon winning a deal and you can also disable the removal option for these tasks.
- A detailed view of the file list on profiles.
- Scorecards can be removed by managers.
August 2014
- Interface changes: the header is narrower now. We’ve also added the notification feature.
- The form for adding incomes and costs has been redesigned.
- New filters on the contact lists: you can now filter elements by categories and deal statuses as well as by the to-do and done tasks.
June 2014
- New filters and options for statistics analysis.
- On the Finances subpage, you can now add costs and discounts. There’s also a grouping feature for income categories and some changes in statistics (a statistics summary has been added).
- Deals can be public now.
- Deal and space autonumbering.
- Filters can be saved on lists.
- Filters for wall posts have been added.
- You can have posts from tied (related) elements shown on walls.
- Changes in the Account settings.
- You can change a deal closing date in the deal edit form.
April 2014
- New task statistics.
- New feature: file templates.
- The current scorecard status is shown on the Dashboard and on the profiles of users.
- Users can be grouped in teams.
- The new Follow feature introduced to observe contacts, deals, and spaces. It helps with filtering on lists as well as with browsing activities on the Dashboard.
February 2014
- We’ve introduced the Tie feature to let you link contacts, deals, and spaces.
- Contact merging option.
- Changes in the visibility of the finances-related elements on the profiles of deals.
- File lists on the profiles of contacts, deals, and spaces.
- The contact importing process has been simplified.
- Additional settings for email account integration (related to privileges and message visibility).
- You can now add a new type of an additional field in forms: a multiple choice list.
- More options for the Google Chrome extension.
- You can create projects (spaces) in deals now.
October 2013
- Landingi.com integration.
- You can now quickly check the deal status right on the list.
- A possibility of having multiple sales processes at once.
September 2013
- An extension for Google Chrome.
- The Next steps assistant.
- Email account integration.
April 2013