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Uspacy is a Ukrainian SaaS platform designed to organize teamwork, build effective communication, and manage business processes. The product is created with a clear focus on people and their everyday work tasks, without abstract features and without technologies «for the sake of technology».
The development of Uspacy takes place at the intersection of modern digital solutions and practical experience of working with businesses, their real needs, constraints, and management challenges.
The platform is designed with a deep understanding of how people perceive information, interact with digital tools, and make managerial and operational decisions. A separate and fundamentally important area of Uspacy’s expertise is the development of workflows and tools that do not merely declare efficiency, but actually increase it in the daily work of teams.
This approach makes it possible to create not functionally overloaded systems, but clear and logically structured workspaces. Spaces in which teams work faster, more structured, and with a lower level of tension, without wasting time fighting interfaces or unnecessary processes.
Uspacy is not just a set of tools. It is an integrated platform where design supports the logic of business processes, and technology enhances team interaction. That is why the service is equally well suited for small businesses and for companies in a phase of active growth, for which transparency of processes, ease of use, and the ability to scale without losing manageability are critically important.

Uspacy

Uspacy is a digital AI space that brings together communication, collaboration, and CRM in a single product.

Daily CRM workflows — working with lists and boards, custom fields and card view settings, filters, mass actions and export, as well as data quality control (duplicates, change history).

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In this article, we’ll explain how to quickly find the elements you need in CRM or Smart Objects using advanced filters: how to set conditions, group them, and manage AND/OR logic.

Work in CRM

Leads, contacts, companies, deals, and products — essential CRM features that speed up sales and boost team productivity

CRM and sales

Create, configure, and manage custom entities that match your business needs and help your team efficiently handle daily tasks.

Smart objects

Advanced filter settings in CRM and Smart Objects

In this article, we'll show you how to create your own custom field and make it available for display in an element card.

Custom fields in CRM

We'll tell what a Kanban board is, how to configure it, what actions you can take with the elements here, and how filters and search work

Kanban board in CRM

In this article, we’ll tell you about another alternative method for creating new elements of different entities and smart objects

Creating a related element while working with another entity's card

We'll explain how to create dependencies between fields in CRM and configure them to simplify the process of filling out cards data

Dependent lists for CRM

We'll tell what types of fields can be created in CRM, as well as the features of the settings, appearance and how to fill out each of them

Types of fields in CRM

We'll talk about the types of fields in CRM, where and how you can configure the parameters of these fields for display in elements cards

Configuring fields in CRM

In this article, we will tell you what a list of CRM elements is, what actions you can take with them here, and how to sort and search

Work with CRM elements in the list

We'll tell how you can change the parameters of the sections and fields on the left side of the entity card to your own taste and needs

Settings of the CRM card

In this article, we will tell you how mass actions work for elements of CRM entities, as well as how to apply them

Mass actions in CRM

We'll talk about how the cards of CRM elements look like, about some of their features, as well as functionality and how to work with them

CRM card

Here we will tell you how to export all the necessary data from leads, deals, contacts, companies, products or activities into a file

Export of CRM entities

In this article, we will tell you how to manually merge CRM elements in your database, and avoid duplicates in such a way

Work with duplicates in CRM

Here we will tell you what filters are, how to work with them and the search bar, as well as their types and operation conditions

Filters and search in CRM

We'll tell how to make a field required, how the option affects the display of this field in the card and the requirements on work with it

Required fields in CRM

Here we will talk about all changes and updates made to CRM elements, as well as all interactions when working with them