With the first drops of autumn rain, we’re rolling out several significant updates to Uspacy — packed with long-awaited features that make our product even more powerful.
🟣 Email сampaigns - a brand-new tool for marketing and client communication! You can now connect your own domain for sending emails and launch mass campaigns targeting specific contact segments — all directly from Uspacy CRM.
One of the biggest advantages is our powerful email template builder, which lets you design professional emails without needing developers or designers.
As a bonus, every client gets 1,000 free messages to set up and test their campaigns!
Learn more about all the email campaign features in Uspacy in a separate section.
🟣 AI-Powered call summary emails - a smart automation tool that saves managers hours of manual work. With one click, Uspacy analyzes your recorded phone calls and generates a structured summary email based on the conversation. Clients receive clear follow-ups, and your team gains back valuable time.
🔍 You can read more about this feature here.
🟣 AI task creation from emails. Turn your inbox into action. Click a button, and Uspacy's AI will analyze the subject and body of an email to automatically create a task with a relevant title and description. No more missed requests — everything is turned into actionable items instantly.
🔍 More about this feature can be found in this article.
🟣 Checklists in tasks - a major upgrade for detailed planning and progress tracking.
You can now create multiple checklists within a single task, reorder the lists and their items, and allow all task participants to mark items as completed. Perfect for complex projects with multiple stages and subtasks.
🔍 You can read more about this feature here.
🟣 Subtask sorting by status - a handy improvement for managing multi-level tasks. Subtasks are now automatically sorted by their status within the parent task card — helping you quickly see what’s done, what’s in progress, and what’s pending.
🔍 Learn more about working with subtasks in a dedicated article.
🟣 Completely redesigned settings interface - a fundamental update that makes configuring your workspace easier and more intuitive. The new interface is clearer, faster, and more logical — especially valuable for workspace admins who frequently manage system settings.
🟣 Custom table views for each funnel - a flexible tool for managing diverse sales processes. In Leads, Deals, and Smart Objects, you can now create unique table views for each funnel, showing only the fields relevant to a specific workflow or business process.
🔍 You can read more about this feature here.
🟣 Display price type in Document Generator - a helpful addition for companies with multiple pricing models. You can now display not just the product price, but also its price type (retail, wholesale, distributor, etc.) directly in your generated documents — making commercial offers more transparent.
🔍 You can read more about where to find a field’s symbolic code to add it to a document template in the following article.
🟣 Entity data access in Conditional Actions - A powerful expansion for advanced automation. You can now request data for any entity by specifying its type and ID, gaining access to all of its fields for use in the next steps of your automation flow. This unlocks endless potential for complex, cross-entity automations.
🔍 You can read more about this feature in a dedicated article.
🟣 Magento CMS Integration - great news for e-commerce businesses! Orders from your Magento online store can now automatically sync into Uspacy CRM — where they can be processed, tracked, and analyzed alongside other sales channels.
🔍 You can read more about how to set up the Magento integration in this article.
🟣 Mobile CRM - the long-awaited first version of full mobile CRM is now available in the Uspacy app! View, edit, and create new Leads, Deals, Contacts, and Companies — right from your smartphone. Perfect for managers and team members on the go, giving you a powerful tool to manage client relationships from anywhere with an internet connection.
All of these September updates are already available. Enjoy the new features, streamline your processes, and stay focused on what matters most!
If you have additional questions or you need to contact the support, send a request to this email [email protected]