Bitrix24 setup for your sales process

Configure CRM pipelines, automation, tasks, permissions, integrations and reports around your company.

What changes in daily work

We enable only the modules you need and define responsibilities first, avoiding a crowded interface and chaotic automation.

Solution scope

  • CRM and business workflows
  • Tasks, roles and permissions
  • Automation, integrations and reports

How the result is accepted

At the start we agree measurable criteria, owners and project boundaries. Switching software on is not treated as a completed implementation: the team verifies real scenarios, data and the customer’s next action.

Bitrix24 configured for a specific sales process

We identify which Bitrix24 capabilities are genuinely required: CRM, tasks, workflows, telephony or collaboration. Roles, pipelines and automation are then designed around agreed scenarios.

A pilot group validates the interface and data before company-wide launch, reducing user resistance and chaotic automation.

How we implement CRM

  1. 1

    Audit

    Study objectives, workflows, roles and data.

  2. 2

    Design

    Define architecture, stages and acceptance criteria.

  3. 3

    Configure

    Build fields, pipelines, automation and integrations.

  4. 4

    Pilot

    Test real scenarios with a small user group.

  5. 5

    Launch

    Train the team, measure adoption and improve the system.

Frequently asked questions

Let’s discuss your task

Describe the task and we will clarify the context and suggest a practical next step.

WA