Six tools we bring into your company one at a time rather than all at once: first what pays off within a week, then the rest.
CRM and sales
Leads and deals, sales pipelines and tunnels, cards tailored to your business, invoices and payment in chat, quotes, sales plans and per-manager reports.
In a standard implementation: lead sources, 1–3 pipelines, robots, document templates, role-based permissions.
Channels and communications
Open Channels: WhatsApp, Telegram, Instagram and website chat — every enquiry in one queue with its history in the customer card. Telephony with calls from the CRM and call recording.
In a standard implementation: 1–4 Open Channels, CRM forms on the website, e-mail, PBX connection.
Tasks and projects
Tasks with checklists and deadlines, Kanban and Gantt, projects and workgroups, time tracking, Scrum for development teams, focus on priorities.
In a standard implementation: company structure, task-setting rules, templates for recurring tasks.
Automation
Robots and triggers in the CRM, approval workflows, smart processes for everything that is not a deal: requests, contracts, complaints, leave applications.
In a standard implementation: robots at pipeline stages, reminders, automatic creation of tasks and documents.
BitrixGPT
The AI built into Bitrix24: call transcription and deal field filling, chat and meeting summaries, task checklists, e-mail and proposal texts. Dedicated AI agents for your processes — we build ourselves.
In a standard implementation: we enable BitrixGPT scenarios in the CRM and tasks and train the team to use them.
Analytics
End-to-end analytics from advertising to payment, sales plans and per-manager reports, Bitrix24 BI Builder for executive dashboards. 1C data in the same reports.
In a standard implementation: pipeline and activity reports; dashboards — as a separate service.