iiautomation · Products
CRM
Bitrix24 implementation and development, with Twenty as another option for team workflows.
Discuss a taskWorkflow example
iiautomationDeals, documents and delivery
Customer and deal
Customer request · Deal details · Visa documents
- 1Stages
- 2Links
- 3Control
Process output
Linked CRM workflows
- Visa process
- Documents and payments
- Dispatch and delivery
Who it is for
For companies needing a shared system for customers, deals, tasks and documents.
Scope
- Customer, deal and task structure
- Pipelines, roles and operating rules
- Integrations and agreed data migration
- Team guidelines and training
What is needed
- Current process description
- Users and roles
- Source data and required integrations
First step
Agree on one process, the data structure and the scope of the first rollout.
Project examples
Asia Pro Visa
CRM
Bitrix24 for visa sales and document operations
The CRM structure and guide describe how to move from a deal to the visa process and related operations.
Read moreЮПС
CRM
Bitrix24 for a personal bankruptcy company
Inquiries and conversations are linked to CRM. AI qualification is described in a separate case within the same process.
Read moreИнтеллект Актив
Documents & workflows
Deadlines and payments under control
Follow-up tasks and deadlines are visible within the existing process, with fewer manual checks.
Read more