Sales automation

Package for those who want to sell more with minimum effort

This package is for you if:

  • you want to automate the sales process: put together all client communications; swiftly process all phone calls, emails, questions from online chats on the site and social networks;

  • increase the speed and quality of requests processing;

  • automate reselling process: set a schedule to create actions for the employees, to send messages to the clients, etc.;

  • strengthen discipline in the sales department and better monitor how the employees work;

  • free up personal time to perform truly important tasks and to make more deals while spending less time.

What is in the package

The package includes 1 Deal Pipeline setup (up to 10 stages). It will help you automate:

  • How your employees work in CRM

For instance, if your employees often miss filling out important information in the Deal card, which is the reason you lose time while further client's processing, we will set up mandatory fields that will prevent transferring the deal to the next stage with insufficient data. As a result, all necessary information will be filled out on time. If the main problem of your company is the speed of processing clients, we will set up notifications so that not only the employee but their manager as well will receive a notification that a deal is held at the same stage for a long time. Also, Bitrix24 lets you automatically set the tasks, schedule meetings, calls, and even resources of your organization.

  • How you communicate with clients (calls, emails, messages)

Spend a huge amount of time sending the same notifications to clients? We will automate this process (for example, when the Deal stage changes, the robot will send a pre-composed message to the client) and free up the time for solving truly important tasks that require your full attention and active participation.

  • How your employees work within the company

Set the tasks as transactions — by stages, and you will never turn your eyes away from the ball. Also, it will simplify communication among the employees. For example, we can make it so that when a task gets transferred to the other stage, the system will automatically change the responsible person and set a subtask for another employee. Thus, no stage of work will be missed or forgotten.

How it goes:

  • We schedule a video conference where we answer your primary questions on the proposed functionality and show various work scenarios;

  • We record the meeting so that you can review it any time and show it to your manager, if necessary;

  • At the second conference we collect your specific requirements for the upcoming implementation;

  • Then we implement the settings and record the process on video;

  • As a result, you get a 30-min video with the practical course of how to set up Bitrix24.

*The examples of automation given above do not limit what we can do within this package. But there are times when a company needs to perform complex automation that is quite hard to carry out using the standard tools. If you recognize yourself in the previous sentence, have a look at our "Training on Workflow in Bitrix24" package. As part of the package developed for workflow setting, we will personalize the approach and configure unique and customized robots in the business process designer with any logic you need, and we will perform the setting right in your office, as well as we will teach you how to you the business process designer yourself.


Order the package

Automate your routine tasks with us and make your work processes light and easy.