Livespace, connected to the rest of your company.
Livespace holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Livespace is
Livespace is a Polish cloud CRM made for B2B sales teams. Its emphasis is the sales process itself: a deal moves through stages the company has defined, and the system keeps salespeople to the steps of each stage. Companies selling to other companies, with longer sales cycles and several people involved, use it to hold contacts, companies, deals, tasks, notes and the history of contact with each customer.
What an automation reads and writes there
- Deals and their process stages
- Companies
- Contact persons
- Tasks and planned follow-ups
- Notes and the contact history
Work that gets built around Livespace
Draft quote when a deal advances
A deal in Livespace reaches the stage where the customer expects a quote. The automation takes the deal's details, drafts the quote from your price list and holds it for your yes. After sending, it follows up by itself three days later and leaves a note on the deal, so the history stays complete.
Built as: Quote deskMeeting notes into the deal history
After a recorded sales meeting, the automation writes the note into the deal's history in Livespace, turns what was agreed into tasks with dates for the right people, and updates the contact's record. It is done before the next meeting starts. Setup is $490, care is $79 per month.
Built as: Meeting to CRMPublic tenders as new deals
Public tenders are watched by your keywords, summarised and scored for fit. When one is worth pursuing, a person says so and the automation opens a deal in Livespace with the summary, the deadline and the contracting authority as the company, and drafts a first offer for the team to work on.
Built as: Tender sieve
Before you automate against it
How an automation reaches Livespace depends on the interface the vendor provides for your plan; where there is none, the work goes through exports and the mailbox. Either way, you configure the sales process yourself: stage names, custom fields and the steps of each stage are read from your account and written into the spec.
The controls
- How we connect Through Livespace's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Livespace account behind your back.
- What usually gets built Data leaving Livespace into invoices, CRM records and reports; data arriving into Livespace from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Do we need a developer on our side to automate Livespace?No. You need an administrator who can grant access and someone who knows your sales process well enough to describe each stage and what should happen in it. The automation is built for you against your own Livespace account, from a written spec, and steps that matter wait for a person's approval.
- Can quotes be prepared straight from Livespace deals?Yes. The deal supplies the customer and what they asked for, your price list supplies the numbers, and the draft waits for your approval before it is sent. This is built as Quote desk: $490 for setup and $79 per month for care. How the deal data is read is settled in the spec.
- Can OAKMONT automate Livespace?Yes - Livespace is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Livespace automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Livespace data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations