CRM and customer base
Leads, deals, contacts, companies, customer cards, communication history, lead sources and stage control.
Bitrix24 • CRM • Automation
Bitrix24 implementation: CRM, tasks, sales and corporate portal
We configure Bitrix24 as a working company system: from the first request and deal to tasks, projects, HR processes, marketing and reporting.
VanTech
What can be built in Bitrix24
Bitrix24 works for sales teams and internal company operations. The project can include CRM, tasks, communications, permissions, automation and integrations.
Internal communications
Chats, workgroups, files, discussions, notifications and mobile teamwork.
Tasks and projects
Roles, deadlines, checklists, calendar, project groups, workload control and clear statuses.
HR and company structure
Employee profiles, departments, org chart, access rights and onboarding.
Sales and robots
Auto tasks, reminders, stage changes, client notifications, overdue control and repeat sales.
CRM marketing
Customer segments, campaigns, forms, repeat sales, promotions and communication scenarios.
On-premise and Enterprise
On-premise and Enterprise
For companies needing full data control, source-code access, interface customization, high performance and scalability, Bitrix24 On-Premise can be considered.
Server installation
Hosting on your own server or chosen provider.
Customization
UI, logic and integrations tailored to your processes.
Web cluster
Scaling, high availability and load balancing for larger businesses.
Virtual machine
Ready server environment for reliable portal operation.
Multi-department structure
Separate branches or departments inside one corporate system.
Marketplace
Apps and add-ons to extend functionality.
Process
Implementation plan
01
Diagnosis
Processes, departments, roles, losses and management expectations.
02
CRM architecture
Pipelines, fields, cards, access rights, tasks and reports.
03
Integrations
Website, telephony, email, messengers, forms, inventory or external services.
04
Automation
Robots, triggers, notifications, workflows and deadline control.
05
Training
Daily scenarios and instructions for the team.
06
Support
Adjusting and developing the system after launch.
FAQ
Bitrix24 FAQ
Can an existing Bitrix24 be improved?
Yes. We can audit it, clean pipelines, add robots and connect missing channels.
Can website leads go to CRM?
Yes. Forms can create leads, deals, tasks and notifications in Bitrix24.
Do we need on-premise?
Usually when you need your own server, deep customization, higher security or large load.
Do you train employees?
Yes. Training is required so the team knows how to work with leads, deals, tasks and reports.
VanTech
Contact us
Need a system built around your business?
Tell us where leads, tasks or control are being lost. VanTech will suggest the CRM, website and automation architecture.