Livespace

livespace.io ↗

B2B CRM activities that connect tasks and emails with a sales-process step

SI Score
80/100
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What it does

Livespace organizes B2B selling around defined processes, deals and linked activities. Tasks and emails can belong to individual process steps. Paid plans vary by user and process capacity, with one edition applied to everyone in an account.

Open a deal's process step and use Add activity to attach Task or Email. A task appears both in the general task list and the step. Completing all its tasks marks the activity done; each activity supports up to three tasks.

When sending an email, choose whether it completes the activity. A finished set of activities advances the step only when additional requirements, such as a note, are also satisfied.

Monthly subscriptions

Plan EUR/user/month, net, monthly billing Sales processes
Base 18 1
Automation 39 3
Growth 60 20
Professional+ 93 Expanded capacity

Base allows up to three users. Higher plans remove that ceiling. Annual payment receives a thirteen-percent discount. Start for free opens evaluation registration. One plan applies across the account, and it can be changed in account settings at most once every thirty days.

Strengths

  • Activities keep tasks and email threads attached to the relevant process step
  • Process requirements such as mandatory notes can prevent an otherwise completed step from advancing

Watch out for

  • An individual process activity supports no more than three tasks

Best for

  • B2B sales teams checking completion of specific deal-process steps

Sources