MODERN
CRM
Creating the ideal CRM, we focus on convenience of work for sales managers
Co-founder and product director
Convenient CRM system of Uspacy manages daily processes and controls the interaction with clients.
Creating the ideal CRM, we focus on convenience of work for sales managers
Co-founder and product director
Organize information about your clients.
Contacts and Companies help quickly find the right person by such filtering criteria as person responsible, company type, etc.
Store important information in one place to build client relationships. It is enough to view a Deal or Client card to stay informed.
Manage the sales process from the first appearance of cold leads in your database to creating Deals, from moving Deals along all stages of your funnel to their closing and repeat sales.
Store all interaction history with the client in one place.
Create sales funnels according to your interaction processes with clients.
Segment clients and search for them by any parameters using flexible Smart filters.
Create Activities by adding notes, important information, or links to meetings with colleagues to each card.
Filter Activities by urgency and status, and view Canceled and Completed ones.
Schedule activities for the necessary number of participants — from colleagues to clients and contractors.
Create a catalog of your goods and services, specify descriptions, articles, images, units of measurement, price and tax, availability and the remains of goods as well.
Use catalog elements for deals and documents.
Integrate your CRM system with marketplaces and CMS platforms (Horoshop, Shopify, Webflow, Weblium), payment systems and software RSO
Create any document comprising data from your CRM system with the help of Document generator.
Contracts, invoices, any documents can be generated based on your template.
Consider market realities, using contractors billing details for different cases.
If you lack entities and scenarios that already exist in CRM Uspacy, then Smart Objects will come in handy. They are entities that users create themselves and have a certain customizable set of parameters. For example, Warehouses, Projects, Car brands or models, Technical manuals, etc.
Smart Objects provide you with unlimited features, which large complex products would envy.
Using Uspacy integrations with telephony services, you can call clients directly from the CRM card by clicking on their phone number. Just one click — and you’re connected!
Integrations with messaging services allow you to communicate with clients within Uspacy and store the history of interaction with them in CRM cards. You can quickly switch to the required chat!
By connecting email to your Workspace, you can create a centralized place for storing communication history, reply to emails, or create new ones directly from Uspacy CRM without switching between systems.
Import allows you to quickly fill your CRM database with data from files: leads, contacts, companies, deals, or products, while maintaining links between them.
You can configure field mapping during import to ensure the data from the file is displayed correctly in Uspacy Workspace.
Data export makes it possible to get necessary information from Uspacy in a convenient format for further processing, analysis, and reporting.
Export allows you to download all data or just elements that match the filter criteria, with the required fields.
CRM in Uspacy — keep your client database, deals, and sales history under control
CRM helps your team see the complete sales picture: from the first inquiry to a successful deal. All clients, leads, contacts, companies, agreements, and interaction history are stored in a single Workspace.
Customize funnels, fields, products, and documents to match your sales process so managers can work faster, avoid losing important details, and always know what to do next.
However, Uspacy is more than just a CRM. Alongside sales, your team can work with activities, tasks, communications, automations, and analytics to see the entire client interaction journey: next steps, agreements, automated actions, and results — all without unnecessary switching between tools.
As a result, you get a single work environment where everything is connected: clients, processes, team, and outcomes.
Uspacy is growing and developing at an incredible speed
Learn about product development plans
