Sales Process

Your sales process built into the CRM

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.

Complete small tasks.
Win big contracts

Match the CRM to your sales process

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.

Support your sales reps at every stage

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.

Analyze your process with AI & win more deals

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

Keep your process organized without manual checking

Livespace makes sure every stage is completed and all required data is filled in. You only need to set simple “if → then” rules.

Automatic step completionFilling in a field can automatically mark a step as done – no extra clicks.
Required essential data inputsMarking a step can require filling in any missing information.
Two-way logicA field can complete a step, and a step can require a field — the rules work both ways.
Linked to your sales processRules are assigned to specific steps in your CRM sales processes.

Helpful resources about CRM sales processes

Articles, step-by-step guides and practical tips showing how to automate and improve your sales workflow in Livespace.

How to build, analyze and optimize a B2B sales process?

Read the article
Step-by-step guide

Setting up a sales process in Livespace CRM

Step-by-step guide

Adding checklists to sales stages

Unify and organize your team’s sales process

Livespace helps you build one clear workflow for the whole team – with defined steps, responsibilities and handovers all the way to closing.

Frequently Asked Questions

1. What is a sales process in Livespace and how do I set it up?
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.
2. Can I use multiple sales processes at the same time?
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
3. What sales process templates are available?
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.
4. Do you offer built-in reports and analytics?
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.
5. Can I change the process for an existing deal?
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.