Enquiries get lost
Requests remain in inboxes, phones, chats, and employees’ private notes.
Bitrix24 implementation and automation
A CRM where every enquiry enters a manageable sales process
We bring channels, stages, tasks, data, and control into one system.
We examine how enquiries arrive and move through the company, design pipelines and roles, configure Bitrix24, connect suitable integrations, and train the team. Repetitive actions are automated where they support employees and managers instead of adding complexity.
Bitrix24PipelinesAutomationIntegrationsPermissionsReports
Sales processSystem active
New enquiries
WebsiteTelephonyEmailMessengers
01 · New dealCustomer enquiry
✓ Owner assigned02 · Pipeline
NewQualificationProposalDecision
03 · Automation ruleCreate a task and monitor its deadline
↗The next action is recorded
01When CRM is needed
The system is introduced for control—not record keeping alone
CRM becomes especially valuable when enquiries arrive through several channels, the sales team grows, and managers can no longer see what is happening with every customer.
There is no shared process
Each employee handles customers differently, with no agreed stages or mandatory actions.
Deadlines are not controlled
Follow-ups depend on memory and overdue tasks are noticed too late.
Decisions rely on guesswork
There is no reliable view of the pipeline, loss reasons, workload, or source quality.
02Architecture
We describe the working process before configuring the system
We do not transfer operational chaos into CRM. First, we define the enquiry journey, roles, required data, and control points. Fields, stages, automation, and reports come afterwards.
Channels
Where enquiries originate
Journey
Which stages the customer passes
Ownership
Who must do what
Control
Which deadlines and data matter
Business process → CRM architecture → configuration → real-scenario testing
03Implementation scope
We configure a coherent operating system—not isolated features
The exact scope depends on the current portal, teams, channels, users, and integrations. Before work starts, we define the project boundaries and the expected result of every component.
Discovery
↗Process and portal audit
Review the customer journey, roles, existing pipelines, fields, automation, permissions, and data quality.
Sales
↗Pipelines and records
Design stages, required fields, deal types, and a clear information structure.
Automation
↗Tasks, rules, and alerts
Automate ownership, deadline control, and repeatable actions.
Integrations
↗Channels and integrations
Connect forms, email, telephony, and other suitable services after compatibility checks.
Access
↗Permissions and roles
Configure access to data and actions around the company structure and responsibilities.
Launch
↗Training and documentation
Train users by role and document the key operating rules.
04Integrations
We bring enquiry channels and operating signals around CRM
Availability depends on the Bitrix24 edition, plan, official apps, and accessible APIs. Compatibility and limitations are checked before an integration enters the project scope.
Website forms
Create an entry in the correct pipeline with its source and original data.
Telephony
Link calls and outcomes to customer records when a suitable integration is available.
Corporate email
Keep correspondence in customer context and visible to authorised employees.
Messengers
Connect conversations through approved official solutions and connectors.
Accounting systems
Design data exchange with 1C or other systems around specific records and scenarios.
Services and APIs
Estimate custom connections after reviewing documentation, access, and limits.
Shared centreBitrix24
Customer · deal · task · history
05Automation
We automate actions with clear conditions and ownership
Every rule should answer three questions: what starts it, what it does, and how exceptions are controlled. Critical decisions are not delegated to automation without an agreed check.
Trigger
A stage change, new enquiry, deadline, or another verifiable event
Action
A task, alert, document, assignment, or data transfer
Control
An owner, deadline, event log, and error-handling procedure
Result
The next step no longer relies solely on employee memory
Process ruleAUTOMATION
IfA new enquiry is received
↓Then
01Identify the source✓
02Assign an owner✓
03Create a task✓
04Start deadline control✓
Rule tested on a sample deal
06Project stages
We launch CRM step by step and test it in real work
Timing depends on scope, process readiness, source-data quality, and integrations. The plan and checkpoints are defined after discovery.
- 01
Discovery
Interview users and review processes, the portal, channels, and data.
- 02
Design
Agree pipelines, roles, fields, automation, and acceptance criteria.
- 03
Configuration
Build the structure, permissions, rules, alerts, and working views.
- 04
Integrations and data
Connect approved channels and perform the prepared data migration.
- 05
Testing and training
Run scenarios, fix implementation defects, and train users by role.
- 06
Launch and stabilisation
Move the team into live work, monitor the first cycles, and refine rules.
07Control and data
Managers see the process, while employees know the next step
Reporting is based only on data the team consistently records. We first establish stage and task discipline, then add the indicators needed for management.
- ✓First-response speed
- ✓Deals without a next action
- ✓Overdue tasks
- ✓Stage-to-stage conversion
- ✓Loss reasons
- ✓Workload and outcomes by employee
Management viewCRM DATA
01Operational
new enquiries and overdue work
02Pipeline
movement, conversion, reasons
03Team
workload, actions, outcomes
RESULTEvidence for management decisions
08Commercial terms
Cost and timing follow a review of the system and processes
Two projects that look similar can differ significantly in pipelines, users, data, integrations, and custom logic. We define scope first and prepare a proposal afterwards.
What we agree before work
- Objectives and project boundaries
- Pipelines, roles, and departments
- Integrations and migration volume
- Testing and acceptance criteria
- Timing, cost, and support model
CRM24
Licences and external services are separate
The Bitrix24 plan, telephony, apps, and other third-party services are paid for by the customer. Additional expenses are introduced only after approval.
Data migration, on-premise customisation, and non-standard integrations are estimated after reviewing source systems, APIs, and data quality.
09Questions
What to know before implementing Bitrix24
The answer depends on existing processes, portal edition, user count, and required integrations.
01Can you improve an existing Bitrix24 portal?
+
Yes. We begin by auditing pipelines, fields, rules, permissions, and data quality. We then recommend what to retain, repair, or redesign without disrupting working processes unnecessarily.
02How long does implementation take?
+
Timing is defined after discovery. It depends on processes, users, integrations, migration volume, and how quickly project decisions are approved.
03Can telephony, email, and messengers be connected?
+
Compatible solutions can be connected for the Bitrix24 edition and channels you use. Before estimating, we check official integrations, APIs, limitations, and access requirements.
04Is the Bitrix24 licence included?
+
No. The Bitrix24 plan and paid apps are purchased separately. We explain which licences or services are required for the agreed solution before work starts.
05Can you migrate data from spreadsheets or another CRM?
+
Yes, when the data can be prepared and mapped to the new structure. We inspect formats, duplicates, required fields, and volume first; complex migration is estimated separately.
06Do employees need training?
+
Yes. Even a technically correct CRM fails without shared rules. We train users by role and explain both the interface and the mandatory action at each stage.
10Next step
We will review the process and define a sensible implementation scope
Tell us how enquiries arrive today, how many employees work with customers, and which systems are already in use. We will propose a practical discovery and configuration sequence.
Start with the process