One visible pipeline instead of parallel spreadsheets
Services / CRM & sales automation
ServiceCRM & sales automation
A CRM contour that matches how the sales team actually works: pipeline, deal stages, responsibilities and reporting, instead of a tool that is filled in for the report.
When it matters
- Managers keep their real pipeline in a spreadsheet next to the CRM.
- Leads arrive from the site, calls and messengers and get lost in between.
- Nobody can say how many deals were lost and at which stage.
- The CRM exists, but reports are assembled manually every month.
What you get
- Audit of the current sales process and roles
- Pipeline design: stages, required fields, deal logic
- Lead capture from site, phone, messengers and email
- Automation: tasks, reminders, routing and notifications
- Dashboards for sales, managers and management
- Team onboarding and rules of use
What changes after the project
Faster response to new requests
Forecasts built on data, not on recollections
Already running in production
Transport services · Bitrix24 Cloud+27% · Conversion growth
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Sales automation on Bitrix24: pipeline, deal cards and reporting that match how the sales team works.
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Questions about this service
Do we have to move to Bitrix24?
Not necessarily. Bitrix24 (Cloud and Box) is what we implement most often, but process design comes first — if another CRM fits your case better, we will say so.
What if the team refuses to use the CRM?
That is usually a process problem, not a tool problem: too many required fields, stages that do not match reality. We design the pipeline with the team and remove steps that exist only for reporting.
How is the result measured?
By response time to new leads, conversion between stages, share of deals without a next step and the time managers spend on manual reporting.
Custom web applications & B2B portals
Client cabinets, portals, internal services and mobile products built around the way your business actually operates.
Bitrix24 implementation (Cloud & Box)
Bitrix24 setup end to end: CRM, automation, integrations and a working portal tuned to your process.
Bitrix24 support & development
SLA-based support for a running Bitrix24 portal: CRM changes, robots, integrations, permissions and ongoing development.
Discuss your case
Describe the process that needs a system — we will reply with the scope, the risks and a realistic first step.