Deal stages
Pipeline stages mirror how you actually sell instead of a generic sample layout.
CRM projects rarely collapse for technical reasons. Everything is configured and works as designed, yet sales staff still track customers in a spreadsheet or their own inbox. So we do not start with settings; we start by talking through how you sell and what really needs recording.
Your workflow sets the agenda, not the vendor brochure. Activating every module on day one reliably produces a portal that staff ignore.
Pipeline stages mirror how you actually sell instead of a generic sample layout.
Only what is needed. Every extra field makes it less likely that anyone fills it in honestly.
Each call attaches to the right customer through SIP or your telephony provider, recording is optional, and incoming calls follow distribution rules you define.
Website enquiries and messages to sales@ land in the CRM automatically, not in one salesperson's inbox.
Quotes, invoices and payments from e-conomic or another accounting system show on the customer record via an app or the API.
Together we settle visibility, export rights and the way personal data is erased once its purpose has been served.
Expect three to four weeks for a core rollout, and six or more once integrations and bespoke tweaks are included.
Mapping today's sales routine: where leads slip away and which steps remain manual.
Configuring pipelines, fields, access and connectors. Essentials first, extras once they are needed.
Remote sessions ahead of launch, working on genuine opportunities from each seller's own list.
Support on call for questions, with configuration tweaked according to user feedback.
Adoption starts in the boardroom. Sellers soon notice which numbers managers review, and those numbers get entered. While weekly figures are still gathered through phone calls and Excel files, even the smartest Bitrix24 setup stays ornamental.
A single empowered owner, most often the sales director. This person arbitrates on process questions and enforces agreed conventions. Lacking such an owner, standards erode and within half a year old habits return.
A single pipeline plus a handful of required fields. Rolling out sales, projects, documents and HR workflows together means none of them sticks. Add modules after the initial scope feels routine.
Yes, but they are cleaned first: duplicates, outdated contacts and records with no phone or email only cause harm. Personal data you no longer have a purpose for should be deleted rather than migrated, both for GDPR and for clarity.
Yes. Many of our clients keep Outlook and Teams for mail and meetings and use Bitrix24 for CRM and tasks. Calendars and mail can be synchronised, and we help draw a clear line between what belongs where.
Describe your sales set-up and headcount. You will receive a focused proposal for phase one, deliberately limited in scope.
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