In April, as nature awakens, our ideas blossom too. For Uspacy, this month has been a time of inspiration and growth. We’ve updated the product, bringing even more lightness and freshness into your daily work rhythm—like a spring breeze that brings change.
Dashboard builder – a powerful addition to our analytics tool that gives you complete freedom to create custom analytics panels! Now, you can not only generate your own reports but also combine them into personalized dashboards and share them with colleagues. Visualize key metrics, monitor sales dynamics and team performance—all on a single screen, customized to your specific needs and goals.
🔍 You can learn more about creating custom analytics panels in this article.
Ability to create related entities from the CRM card – an incredibly convenient update that saves time and boosts efficiency. No more switching between system sections or opening new browser tabs. Now you can create a related contact, company, or project directly from the current CRM entity card. Everything is logically connected, just as it should be!
🔍 Learn more about creating related elements while working within another entity’s card in this article.
Opening the card of the created entity on top of the existing one – another step toward a perfect user experience. This update adds more depth to working with cards, allowing you to handle multiple entities simultaneously without losing context. Create and edit related records while keeping the original entity in view.
Integrations with Asterisk, FreePBX, and other PBX systems – a significant expansion of our integration ecosystem. Uspacy now supports more telephony systems, including popular Asterisk- and FreePBX-based solutions. This allows even more companies to enjoy seamless CRM–telephony integration directly within the familiar Uspacy interface.
🔍 Learn more about integrating telephony based on Asterisk, FreePBX, and other PBX systems in this article.
Updated Kanban for Deals, Leads, and Smart Objects – a major enhancement to one of our core sales tools. Cards on the Kanban board now display counters for tasks, activities, and notes, with the ability to preview a quick list directly from the board. This provides greater context and insight for decision-making without the need to open each individual card.
🔍 Learn more about board views in CRM in this article.
Waiting option in Conditional Actions – a valuable addition to our automation tools. You can now configure a pause before the next step in a workflow, unlocking new possibilities for automating complex business processes. This feature is especially useful for scenarios requiring time-based sequences.
🔍 Learn more about the waiting option in this article.
New search and filtering engine for Tasks and CRM – a technical upgrade you’ll definitely notice. Performance in these sections has improved significantly, with searching and filtering large datasets now happening almost instantly. This makes working with the system even smoother and more efficient.
Updated Google Meet integration – enhanced functionality that makes scheduling online meetings even easier. You can now create a Google Meet link while setting up a new activity, not just for existing ones. This saves time and streamlines the video conferencing process.
🔍 Learn more about scheduling video meetings in Uspacy in this article.
Column totals on the Kanban board for Deals, Leads, and Smart Objects – a valuable feature for managers who want to see the big picture at a glance. You can now view total amounts for each column, helping you quickly assess the financial potential of your sales funnel at every stage.
🔍 Learn more about using the board views in CRM in this article.
Handoff cases – an essential tool for maintaining business continuity during staffing changes. With the new task reassignment wizard, you can quickly hand off cases to new team members when someone moves to another department or leaves the company. Just a few clicks and the system will automatically reassign everything—ensuring no client or deal is left unattended.
🔍 All the information you need about handoff in Uspacy will soon be available at this link.
Task sorting by status and priority – a simple yet highly useful improvement for daily task management. You can now easily sort tasks by their status or priority, helping you better plan your day and focus on the most important tasks first.
All the April updates are already available, so enjoy them, streamline your 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]