Many enjoy the quiet in the summer, but not us. Uspacy continues to grow at full speed, making entrepreneurs’ workdays simpler and more organized. Here’s what we managed to release in June:
🟣 Product pricing types — a powerful update for businesses with diverse pricing policies! You can now create different pricing types for a single product (e.g., retail, wholesale, dealer, VIP) and use them in deals, leads, and smart objects. This is especially useful for companies with tiered discount systems, seasonal pricing, or varying terms for different customer segments.
🔍 You can read more about price types in this article.
🟣 Kanban column sorting in CRM — a long-awaited feature for more effective sales funnel management. You can now sort all cards in the CRM Kanban by a specific field at once or configure sorting for each column individually based on different criteria. This allows you to always keep the most important deals or leads at the top of your view.
🔍 You can read more about board sorting in CRM in this article.
🟣 Quick copy of phone numbers and emails from CRM cards — a small but very useful detail for everyday work. A new icon now appears next to phone and email fields, allowing you to copy contact details instantly. No need to manually select text anymore — one click, and the info is in your clipboard.
🟣 Funnel stage and failure reason metrics in CRM reports — a significant expansion of analytics capabilities. You can now build detailed reports not only on overall deal and lead metrics but also analyze their distribution by specific funnel stages and reasons for failure. This provides deeper insight into sales efficiency and highlights areas for process improvement.
🔍 You can read more about creating own analytics reports in this article.
🟣 Improved table, Kanban, and filter state saving in tasks — a technical upgrade you’ll feel right away. The system now saves your personal view settings much faster and without errors. No more delays when switching between different task views — everything works instantly!
🟣 Saving task table settings for all users at once — a helpful tool for administrators and team leaders. You can now configure the optimal task table layout and apply it to the entire team at once, ensuring a unified approach to task management. Waiting for the same feature in CRM? Stay tuned!
🔍 You can read more about working with tasks in the list view in this article.
🟣 Math operations in Conditional Actions — a powerful automation upgrade that allows you to perform various calculations directly within fields. You can now automatically calculate discounts, add percentages, multiply values, or apply other math operations, making your business processes even more flexible.
🔍 You can read more about mathematical operations in Conditional actions in this article.
🟣 Image output in the Document Generator — a nice addition for creating more presentable documents. You can now include logos, product photos, or any other images in your contracts, proposals, and other generated documents.
🔍 You can read more about using images in document templates in this article.
🟣 Date modifiers in the Document Generator — a flexible tool for working with time data. You can now display just the date, just the time, or both together. This allows you to create documents that precisely match your company’s formatting standards.
🔍 You can read more about using modifiers in document templates in this article.
🟣 Getting UTM tags for Phonet telephony — an important improvement for marketing performance analysis. Now Phonet telephony users can also receive UTM tags from incoming calls, enabling precise tracking of which advertising campaigns generate the most phone inquiries.
🔍 You can read more about connecting and configuring Phonet telephony in this article.
🟣 Permissions for Company structure — an important update for managing organizational changes. You can now finely tune who has permission to create, view, edit, or delete departments and sub-departments. This is particularly relevant for large companies with complex organizational structures.
🔍 You can read more about configuring roles and permissions in the Workspace in this article.
🟣 And finally, we released the Tree-view of the company’s organizational structure! It’s a visual scheme that displays the hierarchy of departments, teams, and roles in a branching format. This helps you understand internal relationships, reporting lines, and responsibilities more clearly, making it easier to navigate your company and manage teams effectively.
🔍 You can read more about the appearance, structure logic, and functioning of the company structure in Uspacy in this article.
All June updates are already available to you — enjoy them, build your company’s processes, and stay focused on what truly matters!
If you have additional questions or you need to contact the support, send a request to this email [email protected]