Everything Bitrix24 integrators can do without custom development. If a task needs a developer or a designer, they join in within the same plan hours.
Automation and business processes
Robots and triggers in the CRM, approval workflows, smart processes for enquiries and contracts, document flow and document templates, notifications and reminders.
For example: quote approval by the director — 2 hours of work instead of a chat thread.
Integrations and services
WhatsApp, Telegram, Instagram and other messengers, virtual telephony, 1C exchange, payment systems, website and CRM forms, Kaspi and online store.
For example: connecting official WhatsApp with routing to managers — 3–4 hours.
CRM setup
Pipelines and sales tunnels for your current process, deal, contact and company cards, mandatory fields, access rights and roles, reference lists and sources.
For example: a new pipeline for a new line of business, with fields and rights — 2–3 hours.
Analytics and reports
End-to-end analytics from advertising to payment, sales plan and reports by manager, reports in BI Builder, a director’s dashboard. Data from 1C goes into the same reports.
For example: a call and manager conversion report — 2 hours; deeper dashboards — BI analytics.
Audit and optimisation
A regular review of the portal: unused pipelines and fields, robots that get in the way, rights that are too broad, integrations that duplicate each other. A report with priorities.
Included in the plan: once a year, every six months or quarterly — no hours deducted.
Training and consulting
Answers to staff questions about working in the portal, training for new managers and executives, guides tailored to your process, troubleshooting of technical issues.
For example: an induction session for a new manager, recorded — 1 hour.