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iiautomation · Products
AI for analytics
CRM reports and data analysis for managers and their teams.
Discuss a taskWorkflow example
iiautomationFrom CRM data to a report
Input
Bitrix24 data
Deals and stages · Activity records · CRM fields
- 1Review
- 2Prepare
- 3Report
Process output
Management report
- Deal breakdowns
- Team activity
- Data completeness
Who it is for
For leaders reviewing sales, customer history and data quality.
Scope
- Reports with agreed metrics
- Deal and team-activity analysis
- Customer segmentation
- Source-data completeness checks
What is needed
- A data source with read access
- Metric definitions
- A sample report or management question
First step
Choose one report or question, inspect the data and agree how metrics are calculated.
Project examples
Block Box
Analytics
Sales reporting from Bitrix24 data
CRM data is assembled into management reports. Source-data completeness is considered when interpreting metrics.
Read more
KGlow
Analytics
Purchase analysis and customer segmentation in Kommo
CRM has a structure for purchase-based customer analysis and choosing who to contact next.
Read more