ROLES AND USERS

Uspacy automates routine sales processes, reducing the workload for managers. The Uspacy CRM system allows you to track all interactions with clients, manage deals, schedule calls, and log outcomes. Task and activity management ensures that nothing is forgotten or missed.

A sales manager can receive a lead from a website form, quickly create an activity to contact the client, generate and send a commercial offer directly from Uspacy, and monitor the current stage of the deal. They also receive automatic reminders about calls or emails, as well as notifications about work-related tasks.

The head of the sales department gains full control over team processes and results through Uspacy. With a single click, they can view deals and their dynamics, generate analytical reports, and efficiently manage processes while making quick decisions.

Uspacy also ensures transparency in teamwork: all client communications are stored in the CRM, and task tracking makes it easy to identify weak spots and improve sales strategies. This is especially valuable for heads working with remote teams or in fast-growing business environments.

Uspacy allows executives to quickly access the information they need about the company's status — task completion, team efficiency, and sales progress. Built-in analytics help assess key business metrics without the need to use multiple tools.

The company executive can see an overall picture of activities through the dashboard, review deal reports in the CRM, monitor strategic goals, and communicate quickly with the team via the corporate messenger.

Uspacy simplifies people management within the company — from onboarding new hires to coordinating team work. The built-in task manager and corporate chat allow for effective recruitment, training, and onboarding processes.

Use case scenario: An HR specialist can create a task list for onboarding a new employee, automatically assign responsible team members, track the completion of all stages, and gather feedback from the team about the new hire.

For internal integrators, Uspacy is not just a new product within the company, but a platform that easily integrates into the existing IT landscape. The flexibility of the API-based platform, seamless integrations with other systems, and access management simplify both initial setup and ongoing administration.

With structured documentation and Uspacy’s support team, the implementation process is quick, and future support requires minimal involvement from the IT team. This means they can focus on strategic tasks instead of constantly addressing user requests.

Uspacy helps marketers work more efficiently by automating routine tasks and improving collaboration with other departments. All the tools for planning, communication, and performance tracking are brought together in one place, eliminating the chaos of spreadsheets, messengers, and scattered services.

The platform also allows marketers to track the effectiveness of advertising campaigns and communication activities. The built-in chat and task management features make teamwork more coordinated. This is especially useful for marketers running multichannel campaigns or working with several contractors or departments.

The marketing director can monitor the effectiveness of marketing channels by tracking lead sources. They can segment the audience and automate mailings based on dynamic parameters.

No lead will be lost, as Uspacy manages all communication channels with clients — from telephony and email to social networks and messengers.

Tasks and Activities in Uspacy help maintain execution discipline. From now on, no more missed deadlines or forgotten activities!

Nothing pleases a Chief Revenue Officer more than having a comprehensive understanding of the client's full path within the company — from cold lead generation to closed deals and repeat sales. They can segment the client base for targeted engagement, track lead sources, collect contact data, and clearly see how their activities are connected to sales results.

Additionally, the CRM dashboards and task monitoring tools provide a clear, real-time view of team performance.

Every employee can find the right tools in Uspacy to improve their daily work. From internal team communication via chat, to tasks that support personal execution discipline and planning activities.

When it comes to working with clients, Uspacy’s full-featured CRM system is the perfect fit. Leads, contacts, companies, deals, documents — everything is at your fingertips for those in the sales department to have a complete picture of what’s going on in the company.