Bright spring replaces the cold winter, green grass peeks through the white snow, and the gloomy clouds no longer block the sun’s rays from warming the earth. Everything changes, except for the traditionally high development pace of Uspacy. So, if we're talking about updates, we can also showcase our new features.
🟣 New Kanban board in CRM — A significant update that makes the design fresh and brings new features for effective sales funnel management. Now, you can collapse columns for a better overview, as well as get a foundation to fill the Kanban with additional information. This is just the beginning of a series of improvements that will make working with funnels more convenient and informative.
🔍 You can read more about working with leads and deals on the Kanban board in this article.
🟣 Forms are now available. It was one of the most anticipated updates! Now, you can create custom forms for lead collection, publish them separately or embed them on your websites, and collect leads directly in Uspacy. Customize fields, send links, and track performance — all in one system.
🔍 An article on working with forms in Uspacy is available at this link.
🟣 Google Meet integration — A useful addition for your online meetings. Now, you can create a video call link with just one click directly from an activity card in Uspacy!
🔍 You can read more about connecting Google Meet in the following article.
🟣 New connections with CRM for External Channels — An important update that gives you more control over automation. Now, you can configure when the system should automatically create CRM entities based on communications with clients via external channels.
🔍 An article on CRM connections for External Channels can be found here.
🟣 Permissions by department significantly improve team collaboration in CRM. Now, you can see not only your own deals, companies, and contacts, but also your colleagues' data within the department if permitted.
🔍 You can read more about roles and permissions in this article.
🟣 Advanced integration settings for Ringostat telephony— An important improvement for users of this popular telephony service. It allows the automatic creation of entities and the ability to specify which calls to ignore.
🔍 You can read more about Ringostat telephony in this article.
🟣 New Lead, Deal, and Smart Object completion buttons — An elegant update that significantly improves the user experience. Now, the final completion buttons for entities with funnels are named and colored according to the final stages of the funnels. This not only makes the interface more intuitive but also allows for greater flexibility in personalizing the work with Leads, Deals, and implementing entirely new processes with Smart Objects.
🟣 Products in Leads allow you to form commercial proposals at the stage of working with a potential client, estimate the approximate cost of a deal before creating it, and use this data in documents.
🔍 You can read more about products in leads in the following article.
🟣 Responsibility settings for connected messengers and social networks — A great tool for companies with a large support team. Now, you can assign specific employees to be responsible for certain communication channels, helping to avoid missed messages and ensuring quick responses to all client inquiries.
🔍 An article about configuring access to external channels can be found here.
🟣 Field modifiers in Conditional Actions — A powerful expansion of automation capabilities. Now, in conditional actions, you can select additional parameters for complex fields: for example, use first name, last name, or person responsible ID separately, or apply different date formats. This allows you to create even more complex and precise automation scenarios.
🔍 You can read more about modifiers in Conditional Actions in the following article.
🟣 Finally, we’ve added custom fields in employee profiles, allowing you to decide which fields are needed, which should be hidden, and which to create from scratch. Whether it's specialization, vacation days, or internal ranking — everything can be customized to meet your corporate needs!
🔍 An article about custom fields in profiles can be found here.
All March updates are now available to you, so enjoy them, build company 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]