In May, everything around gains strength — nature blooms, and so does Uspacy. We continue to grow, improve the product, and add even more convenience to your daily work process. May has become a month of confident steps forward and practical updates that really value.
🟣 Multi-level product categories — a long-awaited update for companies with a wide range of products! Now you can create not only main product categories but also subcategories.. This feature allows even the most complex product catalog to be organized logically and conveniently, which is especially important for retail, distribution, and manufacturing.
🟣 New appearance of the "Catalog" section in Products — a logical continuation of the previous update, making navigation in complex product structures as convenient as possible. The new catalog interface allows you to easily navigate through multi-level categories, quickly find needed products, and manage large volumes of items without confusion.
🔍 You can read more about product categories in CRM in this article. It will soon be updated to reflect all new features 😉
🟣 Product preview when adding to a deal — a useful feature that significantly saves managers time. Now it's enough to hover the cursor over the "eye" icon next to the product when adding it to a deal to see all the main information about it in a pop-up window. No need to open a separate product card to check its characteristics or price anymore.
🟣 New “Product from catalog” option for products in Deals — a revolutionary improvement in the process of building deals! A special catalog sidebar with full-fledged search, filters, and category navigation is now available. This allows you to quickly find and select all the necessary products for a deal without wasting time searching through the entire catalog.
🔍 You can read more about working with products in deals in the following article.
🟣 Product articles for the Document Generator — an important addition for creating professional documents. Now you can display not only product names and prices in the product table but also articles. This makes your commercial offers, invoices, and delivery notes even more detailed and professional.
🔍 You can read more about creating document templates and how to use them in the following article.
🟣 Zoom integration — another popular video conferencing platform is now available in Uspacy! Create Zoom meeting links directly from activities, schedule online meetings with your team and clients without leaving your familiar workspace. Especially relevant for companies actively using this platform for remote work.
🔍 You can read more about organizing Zoom video meetings directly in the Space in this article.
🟣 Updated integrations with Unitalk and Phonet — significant expansion of the capabilities of these popular telephony systems. Now it’s possible to configure connections with the CRM that allow automatic creation and linking of entities based on incoming and outgoing calls. Your CRM becomes even more automated and informative.
🔍 Read more about connecting Unitalk telephony ➡️ HERE
🔍 Read more about connecting Phonet telephony ➡️ HERE
🟣 Call Log filters — a long-awaited feature for effective analysis of phone communications. You can now quickly find the necessary calls by different criteria: time, employee, call type, etc. This is especially useful for analyzing sales department performance and monitoring clienr service quality.
🟣 Filters in the employee list — a convenient tool for large teams. Quickly find the right colleagues by department, role, or other parameters, saving time when assigning tasks, configuring permissions, or analyzing the performance of various departments.
🔍 You can read more about search and filters in the employee list in this article.
🟣 Drag-and-drop events in the Calendar — an intuitive improvement that makes scheduling activities as convenient as possible. Now the time of an activity in the “Calendar” view can be changed simply by dragging it to the desired day and time. Just as easy as in a regular desktop calendar, but with all the advantages of a digital system.
🔍 You can read more about the ability to drag and drop events in the calendar grid in this article.
🟣 UTM tags in forms — a powerful tool for analyzing the effectiveness of marketing campaigns. Uspacy forms now accept UTM tags and pass them into created entities. This allows you to accurately track which sources and campaigns bring the highest-quality leads and optimize your marketing budgets.
🟣 Improvements to incoming webhooks — a technical update for developers and integrators. Now webhooks can work with task histories and CRM entity histories, opening up new possibilities for integration with external systems and creating complex automated data processing scenarios.
🔍 You can read more about working with webhooks in Uspacy in the following article.
All May 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]