Unified Inbox

How Liively keeps every deal in one thread and closes 15% more

How Liively replaced a $90/month HubSpot CRM with Vetta, unifying email, LinkedIn and WhatsApp into one shared thread per deal, saving 2+ hours a week and lifting close rate 15% on multi-million dollar contracts.

CEOLiively

+15%
higher close rate on 7-figure contracts: 2 hrs+
saved per person, per week: 3
channels unified: email, LinkedIn, WhatsApp: $90/mo
HubSpot bill they no longer pay

Events and partnerships startup working long sales cycles on multi-million dollar contracts.

Base camp
HubSpot stored the contacts, while each deal’s real history sat in email, LinkedIn and WhatsApp threads only one rep could see.
The route
Email, LinkedIn and WhatsApp sync into one shared thread per deal, so any teammate picks up with the full context.
Summit
One thread per deal instead of four tabs, and 15% more of their biggest contracts close

Industry: Events & Partnerships, B2B
Vetta in use: Unified inbox
Channels: Email, LinkedIn, WhatsApp
Replaced: HubSpot

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Base camp

Where they started

Liively, a young startup, was paying $90 a month for a HubSpot CRM that did little more than store contacts. Every deal's real history was scattered across separate email threads, LinkedIn messages and WhatsApp chats that no one but the rep who sent them could see.

The route

What they built in Vetta

Moving to Vetta matched everything their HubSpot plan did as a CRM, then went further: email, LinkedIn and WhatsApp conversations sync into one shared thread per deal, so any teammate can pick up a long-running conversation with full context instead of asking around for it.

Summit

What changed

Long-term projects with long sales cycles stopped losing context between people. That shared visibility saved each user at least 2 hours a week they used to spend digging for history, and lifted their close rate 15% on the large, multi-million dollar contracts where losing context is the most expensive mistake to make.