Uspacy CRM for a law firm

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.

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