a list of employees. Find colleagues using the search or just scroll through the list, view their profiles or message them in the chat, easily hire employees and terminate cooperation with them;

the company structure. Whatever it is, from now on its organization will not cause a headache for you. Create new departments and sub departments, add company employees to them, and assign heads;

groups. Create thematic groups of the public, private or secret type to discuss work issues or just talk about common interests and hobbies. 🤗

create a task. To do this, use the quick or full form of creating tasks. Assign the person responsible and observers, specify the deadline and priority as well as attach files to tasks.

divide tasks into smaller stages using subtasks. You can also edit them, specify a deadline and add files, assign a person responsible and involve the required number of other participants;

bind tasks to CRM entities or groups in order to see your workload;

work with tasks in a list or on the Kanban board using the Hierarchy view of tasks or “Deadlines”;

track of time in order to accurately estimate the time needed to complete a certain stage of work, which allows you to better allocate resources and avoid delays;

work with templates to simplify the setting of monotonous tasks, especially when there is a certain standard for them;

set the recurrence of tasks not to keep in mind the need to create and assign tasks that are performed at a certain frequency;

discuss work stages, clarify details directly in the task card with the help of comments;

thanks to the search and functional filter, you can find the right task according to certain criteria at any moment;

use mass actions to complete, edit, or delete multiple tasks at once.

add Leads, process them and convert them into Deals, Contacts and Companies;

keep key information in one place to build relationships with clients. It is enough to look at the Deal or Contact card to be informed;

work with CRM elements in a list or on the Kanban board;

quickly find Leads, Deals, Contacts or Companies by any parameters using search and flexible filters.

create multifunnels and automate sales by taking them through the stages of these funnels;

schedule Activities (calls, messages, emails, personal meetings) to work on CRM entities;

use mass actions to interact with several CRM elements at the same time.

create a catalog of your goods and services. When adding a product, enter its description, article number, unit of measurement and upload an image, specify the price and tax, determine availability and remains of goods. Then use the elements available in the catalog in deals and documents;

with the help of Document generator, create any documents using data from your CRM;

create your own entities – Smart objects if you lack the standard ones in CRM Uspacy.

message to yourself, colleagues in personal chats or group chats without restrictions on the number of members;

attach files to your text messages, add emojis, and use modern and understandable options for messengers (reactions, mentions, replies and forwarding, etc.);

connect any available channel to your Uspacy — WhatsApp, Viber, Telegram, Facebook or Instagram. As a result, all messages from social networks and messengers will go directly to a single chat window in your CRM. Clients will receive responses to the messengers and networks they contacted you;

create an online chat widget and connect it to your site. When the client uses it, the request will instantly reach your Space. And the clients will be responded in the same window;

connect your personal or corporate mailbox so that no email is lost in the company. This is a full integration of mail with CRM. All emails will be displayed in the cards of related elements.

customize Space tools, for example, CRM, Smart objects or Documents to your own needs. That is, create your own custom fields for all entities (both standard and custom ones), manage sales funnels, upload your own document templates for use in CRM, etc.;

configure the Space, that is, set certain parameters for further use, which affect the interface and appearance, as well as the possibility of users to interact with the space in a certain way;

initiate migrations from other systems or import specific entities and tools (leads, deals, contacts, companies, products, tasks, employees or smart objects) to your Space;

configure Roles and permissions to grant or restrict users access to certain Space tools.