CRM and sales funnel
We set up client cards, transactions, stages, tasks and responsible managers.
what is included in the work
What we will configure in Bitrix24
We assemble a system around your processes: from the first application to re-sale.
Website, mail and telephone
We connect application sources, mail, calls and communication channels with clients.
Integration with 1C
We set up data exchange with 1C when it is needed for the work of the sales or accounting department.
Team training
We show employees how to work in the system and prepare a knowledge base for the processes.
what will you get
What will your team get?
A customized CRM that matches the actual sales process and helps employees work in the same way.
Unified customer base
Applications and communication history are collected in one place.
A clear funnel
Stages, responsible and mandatory actions are customized to your process.
Automation
Routine tasks, notifications and some communications are performed by the system.
Ready team
Employees are trained, and basic work rules are recorded.
terms and cost
How much does it cost and how long does the work take?
Implementation can be divided into stages: first CRM and application sources, then telephony, 1C and automation. We name the cost of each stage in advance.
What do the price and term depend on?
- Number of sales funnels and employees in CRM
- What channels to connect: website, mail, telephony, instant messengers
- Is it necessary to exchange with 1C
- Transferring clients and transactions from another system
- Employee training and instructions
how we work
How is the work going?
Understanding the processes
Let's see how applications are coming in now and how managers manage clients.
We agree on the settings
We fix what funnels, fields, integrations and rules your team needs.
Setting up and checking
We implement CRM, transfer the necessary data and test basic scenarios.
We train employees
We show how the system works and help the team start using it in daily tasks.
what you need to start
What you need to start
There is no need to describe the entire CRM in advance. It is enough to show the current path of the application and name the main problems.
Sources of Applications
Website, mail, telephony, instant messengers and other channels from which requests come.
Sales process
How do managers accept an application, what stages go through and where information is currently lost.
Team and roles
Who works with clients, who controls sales and what access rights are needed.
frequently asked questions
Frequently asked questions
We explain how to get started, what the deadlines and costs are, what will be needed from you, and how the result is checked.
01Is it possible to implement Bitrix24 in stages?
Yes. We usually start with CRM and ticket sources, then add automation and additional integrations.
02Do you connect the website and telephony?
Yes. We set up the transfer of applications from the site, mail, telephony and other available communication channels.
03Can I transfer data from another CRM?
First, we evaluate the composition and quality of the data, after which we propose a safe transfer scenario.
04Do you train employees?
Yes. We demonstrate work by role and prepare clear instructions on key processes.
05Help after launch?
Yes. We can support Bitrix24, adjust processes and add new automation.
FIRST STEP
Tell me what needs to be done with the site.
Send a link to the site and write what is not working now or what you want to change. We will clarify the details, propose the scope of work and explain the next step.
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