Refrigeration equipment
„It's not just a system to click through — it's a tool that truly supports us in our daily work.”
Anna Gratkowska, Sales & Marketing Director at Kaleta Group
2 people
handle the entire sales segment — office and field sales
3 processes
sales: for dealers and end customers
~6 months
to full implementation and team adoption
Kaleta Group is a family-owned business with many years of experience, operating in two segments. One of them is the sale of professional ice makers used in hospitality, gastronomy, bakeries, and sports facilities. Equipment is delivered both through a dealer network and directly to end customers. The sales team for this segment consists of just two people — one working in the office, the other in the field. This setup made efficient information management, quick customer service, and smooth cooperation essential.
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Before implementing Livespace, the company relied on an outdated, proprietary CRM and extensive Excel spreadsheets. Data was scattered, updates were not synchronized, and preparing for sales or internal meetings required time-consuming information gathering from multiple sources. There was no shared space for passing on customer topics between team members, which was particularly problematic during holiday periods. Much of the communication happened via email or verbal updates — leading to lost time and unnecessary confusion.
„It was a big challenge — everyone spent far too much time tracking down matters that should have been stored and accessible to everyone in one place.”
Anna Gratkowska, Sales & Marketing Director at Kaleta GroupWhen Anna Gratkowska returned to the company and took over responsibility for sales, one of her top priorities was to organize dispersed data and improve daily workflows. Livespace appeared on the shortlist early — and quickly became the favorite. Three factors made the difference:
Kaleta Group tested Livespace on the free plan, which was flexibly extended. After about a month of testing, the decision to implement it was made. The team handled the implementation themselves, with ad-hoc technical support from Livespace via email and chat, drawing on Livespace webinars for inspiration. Even during testing, they set up separate sales processes — for end customers and for dealers. For the first 2–3 months, they fine-tuned the stages, tested automations, and got the team used to the new way of working. Connecting email inboxes to the CRM was a big step — despite initial concerns, it quickly proved convenient and useful. The breakthrough came after about six months, when sales reps started praising the system on their own.
Livespace has become the team's operational hub — it improved the efficiency of the entire sales process without increasing headcount.
Planning meetings, follow-ups, and reminders — a sales rep's day organized in one place.
Essential for handovers and meeting preparation — all customer knowledge stays in the system.
Automatically assigning next steps based on simple when-then rules — the system makes sure nothing slips through.
For Kaleta Group, Livespace has become more than a CRM — it's the foundation of daily operations and collaboration. It has organized sales, improved communication, and given the team more space to act. Thanks to the CRM, the team:
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