CRM setup
We choose a CRM for your task and set it up so that managers use it every day: pipelines, fields, permissions, data migration and integrations with the website, email, telephony, 1C and the tender bot.
Deal stages that match how your team actually sells: separate pipelines for retail, wholesale, tenders and service.
Only the fields you need: what the manager sees at once, what is required, what is calculated automatically.
Who sees other people's deals, who can delete and export the database. The head sees everything, a manager sees their own.
Clients, deals and history from Excel or the old CRM. Migrated on a copy and checked before the switch.
Website requests, email, telephony, messengers, 1C exchange, the tender bot: everything arrives in the CRM by itself.
A guide with screens of your CRM and a walkthrough on your deals. We answer questions after launch.
We choose by task and budget. We work with cloud CRMs and install one on your own server.
The CRM becomes the centre where requests, calls, emails, orders and tenders arrive by themselves. The schemes are general, we configure them for your team.
First we look at how your team sells, and only then configure the system. Data is migrated on a copy and checked before the switch.
A request from any channel immediately becomes a deal with an owner and a task. The manager sees who worked on it and when.
We look at how your team sells now: stages, roles, reports, where requests get lost.
We suggest a CRM for the task and budget and calculate the cost of ownership.
Pipelines, fields, permissions, automatic tasks and reports.
Data from Excel or the old CRM on a copy, checks, then the switch.
Website, email, telephony, messengers, 1C and the tender bot.
A guide, a walkthrough on your deals and answers after launch.
Pricing depends on the task: number of pipelines, data migration and integrations. Custom work and integrations: 2,500 RUB/hour, or 2,250 RUB/hour from 10 hours.
It depends on the task. amoCRM is convenient for sales and messengers, Bitrix24 combines a CRM with tasks and documents, EspoCRM on your server has no per-user subscription. We choose after reviewing your sales.
No, we set up Bitrix24 ourselves, without a partner status. You pay the Bitrix24 vendor directly for the subscription or licence, and we do the setup, integrations and training.
Yes. We install EspoCRM or on-premise Bitrix24 on your server and set up security, backups and updates. Your data stays with you.
Yes. We migrate clients, deals and history on a copy, check counts and samples of content, and only then switch the team over.
Yes. New tenders will arrive in a separate pipeline as ready deals with procurement fields and a task for the submission deadline.
We audit it: which fields and stages are redundant, where requests get lost, what is not automated. Then we put it in order without losing history.