The law firm worked with a large number of applications, consultations, and client data that needed to be structured in a single system without losing control over the process.
We set up Uspacy CRM: sales funnels, custom lead and deal cards, application transfer from Google Sheets, tasks, documents, calendar logic, access rights, and basic automations.
As a result, the team received a single workspace for processing leads, managing clients, controlling tasks, and preparing documents without chaotic work in spreadsheets.
#Uspacy #CRM #Automation #LawFirm #SalesFunnel #GoogleSheets #BusinessProcesses
We set up Uspacy CRM: sales funnels, custom lead and deal cards, application transfer from Google Sheets, tasks, documents, calendar logic, access rights, and basic automations.
As a result, the team received a single workspace for processing leads, managing clients, controlling tasks, and preparing documents without chaotic work in spreadsheets.
#Uspacy #CRM #Automation #LawFirm #SalesFunnel #GoogleSheets #BusinessProcesses