Sales process
Set up your sales process step by step — exactly how your team works. Livespace adapts to your workflow: you choose the stages, tasks and checklists, and the CRM follows your process from first contact to closing the deal.
Your sales process shouldn't fit into a template — you build it your way.
Create a workflow that reflects how your team sells. You can use methods like BANT or SPIN, or create your own. Add tasks, notes and checklists to every stage so nothing gets lost.
Clear checklists and guidance for each step of the deal.
Every stage includes the key actions and materials reps need – scripts, notes, templates. This keeps your process consistent and ensures every deal is handled the same way.
A full overview of your pipeline with practical improvement tips.
Livespace shows what slows deals down, which actions improve win rates, and where opportunities get stuck. AI highlights patterns and helps your team make smarter decisions to close more deals.
Workflows – available now
Livespace makes sure every stage is completed and all required data is filled in. You only need to set simple “if → then” rules.
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Filling in a field can automatically mark a step as done – no extra clicks.
Marking a step can require filling in any missing information.
A field can complete a step, and a step can require a field — the rules work both ways.
Rules are assigned to specific steps in your CRM sales processes.
Articles, step-by-step guides and practical tips showing how to automate and improve your sales workflow in Livespace.
Livespace helps you build one clear workflow for the whole team – with defined steps, responsibilities and handovers all the way to closing.
A sales process is a set of stages and steps that guide a deal from the first contact to closing. In Livespace, you can use a ready-made process or define your own stages, tasks and checklists in the CRM settings, so the process reflects exactly how your team works. What makes Livespace different from other CRMs is its two-level process structure – stages and detailed steps inside each stage. Thanks to this, you get full visibility and control over how your sales process is carried out.
Yes. Livespace lets you create and manage several processes inside the CRM. This allows you to adjust workflows for different products, customer types or teams and assign each deal to the right process.
Besides building your own setup, you can use ready-made sales methodologies such as BANT or Sandler as a starting point. It's a quick way to implement a proven approach, which you can easily adapt to your company's needs.
Yes. Livespace offers detailed analytics and measures conversion at every stage and shows where deals most often get stuck. With AI support, you also receive suggestions on which steps need improvement, helping you make decisions based on data.
Yes. If you discover during work that another process fits the situation better, you can reassign it to the deal. All previous actions remain saved, and further work continues using the new process.
Sales process
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