Sales automations
Automate routine CRM work – follow-ups, tasks, lead assignment – and give your team room to focus on closing deals.
Your team knows what to do – without reminders.
Set up a sequence of actions once, and the CRM adds the next tasks after each stage change, reminds reps to follow up, and suggests what to do next.
Every contact handled – without watching the clock.
Plan a series of messages and the CRM sends them: after a meeting, a sent quote, or a quiet period. Every lead gets a follow-up exactly when it's needed – no delays, no misses, no manual tracking.
Leads reach the right people – instantly, without chaos.
Sales Bot assigns leads and deals by industry, source, or team availability. Every contact lands where it should right away – nothing slips through, no one is missed.
Process automations – now available!
Livespace makes sure every stage is completed and all data is filled in. All you do is set simple "if → then" rules.
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Filling in a field can mark a step as done right away – no clicking.
Marking a step can require missing information to be filled in first.
A field can complete a step, and a step can require a field – rules work both ways.
Rules are attached to the steps in your CRM sales processes.
Articles, step-by-step guides, and practical tips on how to automate sales activities in Livespace.
Set rules that take over tasks, keep data in order, and support how your sales process runs.
You can automate creating and assigning tasks, email sequences (follow-ups after a meeting, a quote, or a quiet period), lead distribution via Sales Bot, and "if → then" rules that keep data and your process in order. Everything is configured without code, in your CRM settings.
Sales Bot is Livespace's automatic lead and deal distribution engine. It assigns new contacts to the right reps based on rules – such as industry, lead source, or team availability – so no lead waits and nothing gets lost.
No. You set automations up in a simple "if → then" rule builder. You don't need to know code or use external integrations to launch sequences, tasks, or lead distribution.
Yes – automations are available during the 14-day free trial, with full access to sequences, rules, and Sales Bot. The scope of automations depends on your plan – see our pricing page for details.
