November is the month when nature gets rid of everything unnecessary, changing bright colors to shades of gray. This is the complete opposite of our product because Uspacy continues to grow all year round launching new features and possibilities. We are not slowing down in creating an incredible product!
🟣For the last few months, part of our team has been focused solely on CRM optimization. As a result, it works much faster! The first tests showed a speed improvement of 2-4 times, thus making your work more comfortable.
🟣We’ve updated the display of Contacts and Companies in the activity card. Now, when viewing an activity, you’ll see not only the client it's scheduled with, but also contact details such as phone number and email, allowing you to call or send an email at once.
🔍 You can read more about the activity view form in the following article.
🟣From now on, when exporting deals, all contact details will be included as well. This is an essential feature for marketing activities, for example, for collecting registrations for an online webinar and for exporting a list of all guests for a mailing or calls.
🔍 You can read more about export of CRM entities in the following article.
🟣The search by phone number was something we needed to add to our Call log. Once you find the number, you’ll be able to listen to the recordings and see which entities they are linked to.
🔍 You can read more about telephony at Uspacy in the articles of a separate section of our Knowledge Base.
🟣 Email sending automation is available at Uspacy. Yes, our Conditional actions now support sending emails to newly created leads, updated contacts, or closed deals. The setup takes just a few minutes!
🔍 You can read more about this new feature in Conditional actions in this article.
🟣We’ve also added access rights to shared mailboxes, making it possible to work not only with shared email addresses but also to give access to specific employees. This is a secure way to make teamwork on email more convenient.
🔍 You can read more on connecting email accounts to the Uspacy Space in the following article.
🟣Additionally, the ability to send multiple files at once in the Uspacy chat is available. It’s a small but useful feature for those who frequently exchange work documents.
🟣A major update also affected the commenting system for posts or tasks. It’s possible to pin important comments, go to them, search for text by partial or full match and more. The design is updated as well.
🟣Activities in Uspacy tasks—this is something many of you have been waiting for! You can now schedule team meetings to discuss tasks or allocate time in your work schedule to focus on tasks directly from the card. Thanks to the Google Calendar integration, which we launched in September, these activities can be automatically added to your calendar. This will help you fully plan your workday!
🔍 You can read more about activities for tasks in the following article.
🟣We’ve also redesigned Roles and Permissions, so each setting is clear and transparent.
🔍 You can read more about role settings and permissions in the following article.
🟣Finally, link redirects to the mobile app are a convenient update for those who often work on the go. Now, if someone shares a link to a post or task outside the platform, clicking the link will automatically open the mobile app right where you expect it! It is convenient, isn’t it?
All the updates are already available to you, so enjoy them, build your company's processes, and focus on what matters most!
If you have additional questions or you need to contact the support, send a request to this email [email protected]