From tool chaos to a single workspace: how Revisior unified collaboration, sales, and communication

Previously, the Revisior team operated in a fragmented environment: they had online business tools, but those tools did not unite the company’s processes into a single information space. Workplace from Meta was used for communication, Monday for tasks and parts of the sales process, separate spreadsheets for requests, Airtable for investment funds, Google Docs, individual chats, and dozens of browser tabs. Everything seemed to work, yet it never created a sense of control over the business or a clear, holistic view.

Tetiana, a business assistant at Revisior, recalls that in her first weeks she struggled to figure out “where to go” — where to leave comments, update statuses, find information, and why the same question appeared in multiple places. She had to memorize a mental map of navigating between tools.

At some point, the team admitted that they were using barely 20% of each product, yet spending energy as if they were learning highly complex technologies. Support from Western services was also too generic — lacking real human interaction and timely responses.

That’s when the team realized the company didn’t need tools addressing isolated problems — they needed an all-in-one solution capable of managing all of Revisior’s processes.

This was the moment Uspacy appeared — not just as another tool, but as a solution to unify all work in one place.

Uspacy offers data migration tools from multiple products. However, in the case of Monday, the task was much more complex. Monday is not a product in the traditional sense; it’s more like a builder for a variety of solutions. As a result, the data created and stored there is often unstructured. Each migration was less a smooth cruise and more a careful navigation through challenging channels.

Migrating from Monday would have been impossible without thorough analysis. It wasn’t a simple “field-to-field” transfer; it required a full audit: defining how the client database should be structured, identifying unnecessary fields, determining which business processes should be converted into “smart objects,” and simplifying the logic of the funnels.

"Data migration from Monday turned out to be far more complex than we expected. The structure was highly fragmented, so we had to carefully reconstruct the process logic. But the team succeeded — and Revisior now enjoys stable, streamlined workflows in Uspacy."

Spartak Polishchuk

Product Director at Uspacy

In the end, the team didn’t just get “the same Monday, but in a different product.” They gained a much cleaner, more compact, and transparent system that truly reflects Revisior’s real processes.

Tetiana was the first to fully integrate Uspacy into her workflows — she practically “lives” in the platform. From managing group projects and weekly planning to coordinating chat communications, internal team pitches, and task execution, everything happens seamlessly within Uspacy.

Revisior has a tradition of gathering the team every Monday: each member briefly shares their weekly results, reviews upcoming tasks, and receives their share of responsibilities. Previously, this information was scattered across multiple tools. Now, they have a single workspace for this — a space where the team follows its weekly rhythm.

Using Uspacy’s Smart Objects, the team also created a database to manage grant applications, tracking all related processes and recording responses—whether approvals or rejections. The fields were configured together with their integration partner, Rubicon. Now, everyone can see what has been submitted, what is in progress, and what is pending, replacing countless spreadsheets.

Similarly, key processes are managed in a separate group, with statuses updated weekly.

"Uspacy brought all my work into one place. I no longer waste time searching for information — everything is clear, structured, and flows according to a single logic."

Tetiana Nehela

Business Assistant at Revisior

Of course, Revisior also uses the news feed: birthday greetings, success stories, and product updates. Essentially, Uspacy has become more than just a CRM for the team — it’s a working hub that supports internal culture.

The biggest impact was felt by the sales team. Ihor Voloshko, head of sales and director of development at Revisior, notes that Uspacy removes unnecessary steps, making workflows more intuitive and human-friendly.

He starts his day by reviewing deals sorted by the next contact date — no manual searching required, everything is immediately visible.

In the main sales funnel, deals progress step by step: a new lead is first qualified, followed by the creation of an initial proposal. The deal then moves to the stage of finalizing terms, and once agreed, it is closed with the preparation of the necessary documents. Meanwhile, a copy of the deal is retained, while the original moves into the Implementation funnel. Lost deals are placed in the Farming stage to maintain client relationships and support future sales opportunities.

This workflow may seem straightforward, but the key point is that nothing gets lost — it has become completely clear and transparent. Timely client interaction is now driven by activities in the CRM. No opportunity is missed as long as there is a next step. If an activity is missing, the team immediately addresses it, because it could result in a lost follow-up.

"A CRM shouldn’t get in the way — it should help. Uspacy works exactly like that: simple, logical, and human-friendly."

Ihor Voloshko

Head of Sales and Director of Development at Revisior

Ihor emphasizes the connections between entities. In Uspacy, converting a lead automatically creates a company and a contact. The contact passes information to the deal, which maintains the entire chain of actions — activities, comments, and files. The ability to seamlessly switch between different entities is incredibly convenient, as it provides a complete understanding of the relationships between various elements and events.

Revisior introduced KPI monitoring in CRM. Every morning, a quick overview is generated: overdue tasks, deals without a next step, and stalled leads. This takes only minutes — Uspacy allows the team to filter and see all of this instantly.

The company’s near-term plans include setting up external channels to link communication and lead generation with social media and messaging apps. Next, they plan to implement document generation and a CRM automation system to take over even more of the team’s routine tasks.

The company notes that Uspacy provided Revisior with transparency and cohesion. No more chaos of scattered tools or multiple “entry points” — the sales process is completely clear, applications don’t get lost, business processes are monitored weekly, and everything is instantly visible. The CRM has become an integral part of the workday.

"Uspacy gave us what we had been missing for years — a sense of cohesion. We can finally see the business as a single system where all processes are connected, nothing gets lost, and the team moves in the same rhythm. It’s not just a convenient tool — it’s a working environment that enables the company to mature and grow."

Serhii Shapirenko

CEO and Founder at Revisior

Uspacy has become the place where Revisior maintains its rhythm — a space where work flows smoothly and every action is connected and meaningful.