Implementation of the Uspacy CRM system
Uspacy is a unified digital workspace in a single product: communication, collaboration, and CRM, which handles daily sales processes, customer interaction management, tasks, and project management.
The platform, built on an open API, allows Uspacy to be integrated with any services and to create solutions that significantly expand capabilities in many areas of your activity.
The platform, built on an open API, allows Uspacy to be integrated with any services and to create solutions that significantly expand capabilities in many areas of your activity.
The advantage of Uspacy – an open API and the use of modern technological approaches allow easy integration of the online service with other systems.
Already, Uspacy integrates with dozens of popular products and services through applications.
Company and people at Uspacy – effective communication between employees of small and medium-sized businesses.
Effective communication between employees of small and medium-sized businesses is a key factor for success in the modern business environment.
Especially in conditions of growing competition and rapidly changing market environments, a team’s ability to collaborate effectively and communicate information quickly and accurately becomes strategically important.
Calendar
- The classic view of the calendar helps quickly assess tasks and colleagues’ availability for the day, week, or month.
- Just one click on the desired cell in the Uspacy calendar — and you can plan a new task!
- Choosing a task color not only makes the calendar more diverse but also visually labels tasks according to type, duration, or priority.
- With the introduction of the calendar in Uspacy, integration with Google Calendar has become even more convenient. Manage your schedule and availability through an easy-to-use calendar grid directly in your Space.
Automation
USPACY
- Set up automatic execution of specific actions in entities and tools based on conditions you define yourself.
- Simplify routine workflows by performing repetitive actions with minimal time and maximum speed.
- Create conditional actions using a no-code platform that does not require any special knowledge.
Comparative functionality of Uspacy and amoCRM
| Name / Title | General features | Uspacy | amoCRM |
|---|---|---|---|
| Sales Management | Leads, Contacts, Companies, Deals Process Automation Sales Funnel Multi-funnels |
Tasks Call Log Required Fields Custom Entities Filling in client details from public registries |
— |
| Communications | Chats and Bots in Messengers Telephony Online Chat on the Website |
Internal Chats Company News Feed |
— |
| Products | Catalogs | Multi-level Product Catalog | Customer segmentation by products |
| Integrations | Integration with social networks, messengers, and email telephony providers |
Marketplaces Google Calendar |
— |
| Corporate Applications | Access rights management | Company structure and employees Employee Profile |
— |
| Analytics | Sales and employee reports Report Builder |
— | — |
FAQ
What is Uspacy CRM and how does it differ from regular task trackers?
Uspacy CRM is a unified workspace: sales funnels, contacts and companies, tasks/projects, calendar, and communications all in one window. You switch less between services and see the entire customer journey — from lead to payment — within a single platform.
Who is Uspacy suitable for?
For small and medium businesses, sales departments (B2B/B2C), service companies, agencies, and D2C e-commerce. The optimal team size is from 3–5 up to 50+ users.
What key modules come "out of the box"?
Deals/Funnels (Kanban), Contacts/Companies
Tasks/Projects, Calendar, Reminders
Email/Task Templates, Basic Automations
Funnel and Activity Reports/Dashboards
Is it possible to customize funnels and fields for our process?
Yes. Create your own stages, fields, lists, statuses, and configure roles and access rights. We will help formalize this into regulations.
Are there no-code automations?
Yes. Typical scenarios include auto-assigning responsible persons, creating tasks based on triggers, reminders, stage changes, and template emails. Complex scenarios can be built using integration connectors/webhooks.
What integrations are available?
Supported connections include email (IMAP/SMTP), calendars, telephony integrations via partners (SIP/virtual PBX), website forms (including via Zapier/Make, webhooks), and import from Excel/CSV. Upon request, we can provide the current list of integrations.
Are messengers and a website widget supported?
There are integration options via connectors and widgets. Scenarios depend on the provider — we will select a working scheme for your channels.
How is Uspacy implemented?
Funnel and data audit → 2) Setup project (fields/roles/automations) → 3) Import and start → 4) Team training → 5) Pilot 2–3 weeks → 6) Adjustments and reports.
How long does the basic setup take?
Usually 1–3 working days to the first result (excluding complex migrations/integrations). Full timelines depend on the amount of data and the number of funnels.
Can you help transfer data from another CRM/Excel?
Yes. We perform data cleaning/deduplication, field mapping, and secure import. A test import into the "sandbox" is included in the plan.
Is there training for users and admins?
Yes. Short trainings for admins (settings/permissions) and for the sales team (funnels/tasks/reports) + cheat sheets/videos.
What is the payment model and is there a trial access?
Uspacy CRM is usually billed per user/month (monthly or yearly options are available). We provide demo access/pilot and will select a plan suited to your scenario.
Is it possible to work from a mobile device?
Access is available via browser and/or mobile apps (if they are available in your location). We will provide the current options.
How is data security implemented?
Modern platform-level protection: TLS encryption in transit, role-based access, action logs, backup. A detailed list of measures and DPA will be provided upon request.
Where is the data stored and is the service GDPR compliant?
Data is hosted with certified providers. We provide a Data Processing Agreement (DPA) and materials on compliance with GDPR/local law requirements.
Is it possible to restrict access to deals/clients?
Yes. Roles, groups, and permissions (viewing, editing, exporting) can be configured. The administrator manages access at the field/funnel level.
Are there APIs and webhooks?
API integrations (REST/webhooks) are available. Upon request, we will send documentation and help draft the technical specification for the integrator.
Is it possible to export data?
Yes. Exporting deals/contacts/tasks to CSV/XLSX is available to the administrator. This is convenient for analytics and backups.
What are the limitations on users/storage?
Depends on the plan (number of users, workspace, automation limits). We will select a plan for your growth with some margin.
How can I get support after launch?
Support is available via chat/email, knowledge base. For implemented projects — SLA/account manager. Channels and working hours are agreed in advance.
What if we need to quickly scale the sales department?
You can add users in a few clicks, copy funnels and templates, and configure permissions. We will help with turnkey onboarding for the new team.
Is it possible to pay monthly/annually and in local currency?
Monthly and yearly plans are available; for currency and documentation conditions, check with the manager — we will suggest a convenient option.
How is Uspacy CRM more advantageous than a set of separate services?
One login for funnels, tasks, email, and calendar; fewer gaps between tools, unified search and reports, lower total costs for licenses and integrations.
How do we cancel the subscription and what happens to our data?
Before closing the account, you perform an export, and we confirm data deletion according to the procedure. All details are in the agreement and data retention policy.
Can you show Uspacy using our data?
Yes. We will conduct a live demo and a short pilot: transfer part of the deals/contacts, set up the funnel, reports, and 2–3 automations for your process.