Name: Excellent CRM for a B2B system
Item: Uspacy
Rating: 5
Author: apooley

Group

Sales & Leads

Sub category

Product tag

Deal type

Software

Best for

C-suite

Remote teams

Sales managers

Alternative to

Bitrix24

Monday.com

Notion

Integrations

Make

Whatsapp

Zapier

Facebook Lead-Ads

Aircall

Operating system

Browser-based

Android

Allows Existing Accounts

Internal communications (newsfeed, private chat, and group chat)

Tasks (observers, participants, subtasks, and time tracking)

Migration from other systems (Bitrix24, AmoCRM, and Pipedrive)

All future Standard (Tier 1-3) or Professional (Tier 4) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade or downgrade between 4 license tiers

Only for new Uspacy users who do not have existing accounts

Facebook

YouTube

Twitter

Instagram

Company LinkedIn

Founder's LinkedIn - Spartak

Terms and Conditions

Privacy Policy

Founder's Message from Uspacy!

<p class=""></p><h4><b style="font-size: 14px; color: rgb(0, 0, 0);">Unify CRM, tasks, and team communication into a single agentic AI workspace that acts on your conversations</b></h4><p></p><p class=""><b style="color:#000000; text-decoration:none">Keep every deal in view</b></p><ul><li><b>Track leads, deals, and client history</b>&nbsp;in one filterable database, so you can find contacts fast</li><li><b>Build multiple </b><b>custom</b><b>&nbsp;sales funnels</b>&nbsp;that match your actual process, then move deals stage by stage</li><li><b>Generate contracts and invoices automatically</b>&nbsp;using your CRM data and templates</li><li><b>Call clients straight from the deal card</b>&nbsp;with built-in telephony—no app-switching required</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Uspacy-img-d5fa44e3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_OsC566u.png?optimizer=gif"
                alt="CRM"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_OsC566u.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_OsC566u.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_OsC566u.png?width=935&optimizer=gif 850w"
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            <svg
              aria-hidden="true"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
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                <path
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    </p><p class=""><b style="color:#000000; text-decoration:none">Let AI handle staying in the loop</b></p><ul><li><b>Turn any message, comment, or email into a task with one click</b>, complete with a deadline and owner</li><li><b>Get instant summaries of long chat threads and calls</b>&nbsp;so you never have to scroll back through messages</li><li><b>Receive AI-drafted follow-up emails after calls</b>, ready to send straight from the CRM card</li><li><b>See what needs your attention today</b>&nbsp;on a dashboard that surfaces missed calls, open tasks, and upcoming meetings</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Uspacy-img-c289c42f"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_bSQ5P2D.png?optimizer=gif"
                alt="AI assistant"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_bSQ5P2D.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_bSQ5P2D.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_bSQ5P2D.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
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            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
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    </p><p class=""><b style="color:#000000; text-decoration:none">Bring every conversation into one hub</b></p><ul><li><b>Connect WhatsApp, Telegram, Instagram, and email</b>&nbsp;to get all your client replies in one shared inbox</li><li><b>Message teammates with internal chat</b>&nbsp;and reply to clients on WhatsApp, Telegram, or Instagram—all without leaving your workspace</li><li><b>Auto-create leads from new website chats</b>&nbsp;the moment a stranger says hello</li><li><b>Keep a full communication history on every deal</b>, so anyone on your team can pick up where you left off</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Uspacy-img-6aee1577"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_RPSomKo.png?optimizer=gif"
                alt="Image for Uspacy-img-6aee1577"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_RPSomKo.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_RPSomKo.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_RPSomKo.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
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        </div>
    </p><p class=""><br>Alt text: Communication hub</p><p class=""><b style="color:#000000; text-decoration:none">Turn tasks into a system your team follows</b></p><ul><li><b>Assign owners, deadlines, and priorities</b>&nbsp;in seconds using quick or detailed task forms</li><li><b>Track progress on a Kanban board or list view</b>, whichever your team prefers</li><li><b>Set up recurring tasks and templates</b>&nbsp;for the work you do every week</li><li><b>Automate repetitive steps</b>&nbsp;like status updates, notifications, and stage changes as work moves forward</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="Uspacy-img-01d49c4d"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_ecqK0Ki.png?optimizer=gif"
                alt="Image for Uspacy-img-01d49c4d"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_ecqK0Ki.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_ecqK0Ki.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_ecqK0Ki.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class="">Alt text: Tasks</p>

Combine CRM, tasks, and team chat with AI that turns messages, calls, and emails into action

Comprehensive Project Management

Powerful CRM Tools

Seamless Mobile Collaboration

Employee Engagement & Directory

Unify CRM, tasks, and team communication into a single agentic AI workspace that acts on your conversations

<div><p class=""><b style="color:#000000; text-decoration:none">Keep every deal in view</b></p><ul><li><b>Track leads, deals, and client history</b> in one filterable database, so you can find contacts fast</li><li><b>Build multiple </b><b>custom</b><b> sales funnels</b> that match your actual process, then move deals stage by stage</li><li><b>Generate contracts and invoices automatically</b> using your CRM data and templates</li><li><b>Call clients straight from the deal card</b> with built-in telephony—no app-switching required</li></ul></div>

<div><p class=""><b style="color:#000000; text-decoration:none">Let AI handle staying in the loop</b></p><ul><li><b>Turn any message, comment, or email into a task with one click</b>, complete with a deadline and owner</li><li><b>Get instant summaries of long chat threads and calls</b> so you never have to scroll back through messages</li><li><b>Receive AI-drafted follow-up emails after calls</b>, ready to send straight from the CRM card</li><li><b>See what needs your attention today</b> on a dashboard that surfaces missed calls, open tasks, and upcoming meetings</li></ul></div>

<div><p class=""><b style="color:#000000; text-decoration:none">Bring every conversation into one hub</b></p><ul><li><b>Connect WhatsApp, Telegram, Instagram, and email</b> to get all your client replies in one shared inbox</li><li><b>Message teammates with internal chat</b> and reply to clients on WhatsApp, Telegram, or Instagram—all without leaving your workspace</li><li><b>Auto-create leads from new website chats</b> the moment a stranger says hello</li><li><b>Keep a full communication history on every deal</b>, so anyone on your team can pick up where you left off</li></ul></div>

<div><p class=""><br/>Alt text: Communication hub</p><p class=""><b style="color:#000000; text-decoration:none">Turn tasks into a system your team follows</b></p><ul><li><b>Assign owners, deadlines, and priorities</b> in seconds using quick or detailed task forms</li><li><b>Track progress on a Kanban board or list view</b>, whichever your team prefers</li><li><b>Set up recurring tasks and templates</b> for the work you do every week</li><li><b>Automate repetitive steps</b> like status updates, notifications, and stage changes as work moves forward</li></ul></div>

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