Sellizer is a tool that allows you to automate the distribution of commercial offers to clients and get the advanced analytics of its win rate.
Livespace CRM enables Sellizer integration and allows you to easily control the sending of offers from CRM.
How to activate Sellizer integration?
Go to Account settings > Integrations and add-ons and select Sellizer on the list.
If you haven’t used Sellizer before, create an account using a button on the right side. If you have the account already – select a button Download browser plugin.
For now, Sellizer offers plugin supported by Google Chrome, Microsoft Edge and Firefox browsers. In the future, it should be available for Opera and Safari as well.
After installing the extension, return to the Integrations tab in Livespace and enable the Sellizer integration.
First launch
Log in to Livespace, then click the puzzle icon and log in to Sellizer. The extension will appear as a sidebar on the right side — directly next to your CRM view.
Using the integration
Open a selected sales opportunity. Depending on your needs:
Want to review sent offers? Go to the "Offer List" tab — you'll find all offers sent to that contact within this opportunity.
Want to send a new offer? Go to the "Add Offer" tab and upload a file or select a previously prepared template or document from Sellizer.
Offer configuration (optional)
Before sending, you can configure the offer — e.g. add an expiry date, a "Request contact"/"Request contract sample" pop-up, or automatic follow-ups. Recipient data is pulled automatically from Livespace — no manual entry required.
Sending an offer
Choose how to send it:
Option A — Copy link Copy the link and send it yourself, e.g. directly via email in the CRM. Once copied, simply forward it to the client outside of Sellizer. Remember to select the visual style of the offer link:
Graphic
Text
HTML
Option B — Send via Sellizer Click "Continue", then:
Recipient data is pulled automatically from the CRM.
Enter the message subject (email title).
Select the visual style of the offer (graphic format is the default).
Write the message body.
Choose whether to send immediately or schedule for later.
Click "Continue" to proceed to the offer summary.
Confirm by clicking "Send now".
Where else can you send an offer with automatic data retrieval in Livespace?
The same sending process (with automatic data pull from the CRM) is also available in:
the selected contact view
the selected company view
Monitoring statistics
In the "Offer List" tab, you can track the statistics of sent offers in real time. If a recipient opens an offer, a green statistics icon will appear next to it — click it to see the details.
Tip: You can resize the extension sidebar at any time.
Worth to know
To know all the Sellizer functions, see here.
Read also about other integrations.