Bitrix24 CRM Setup
We set up Bitrix24 CRM for your business: sales pipelines, automation, integrations, reports and team training
What we set up
The full CRM setup cycle, from pipeline structure to access rights
Sales pipelines
We configure stages, statuses and conversions to match your company's real sales cycle.
- ✓ Logic of transitions between stages
- ✓ Tracking of conversion and lost deals
Leads and deals
Lead sources, lead qualification, automatic distribution among managers.
- ✓ UTM tags and traffic sources
- ✓ Distribution rules and queues
Automation
Automation rules, triggers and notifications: routine actions run without a manager's involvement.
- ✓ Reminders, emails, SMS notifications
- ✓ Stage-change triggers and conditions
Integrations
We connect telephony, corporate email and messengers to the CRM.
- ✓ Telephony: Binotel, Ringostat, Zadarma
- ✓ Telegram, Viber, Instagram, email
Reports and analytics
Dashboards, KPIs and sales analytics for executives and managers.
- ✓ Executive dashboard with key metrics
- ✓ Reports by manager, source and deal
Access rights
We configure roles, restrictions and data visibility according to your company's structure.
- ✓ Roles: manager, head of sales, admin
- ✓ Restricted visibility of deals and contacts
Who it is for
We set up CRM for any situation, from a first launch to deep optimization
You are starting with CRM
First launch: we set up the CRM from scratch: pipelines, fields, roles, contact import from Excel or Google Sheets. Your team starts working in a single system right away.
- → Setup tailored to your business processes
- → Import of contacts and the customer base
- → Team training from scratch
You are moving from another CRM
Migration from amoCRM, Salesforce, HubSpot or spreadsheets. We transfer the data, adapt the processes and keep your team working without interruption during the transition.
- ✓ Migration of contacts, deals, history
- ✓ Adapting pipelines to the new structure
- ✓ Support during and after the transition
You want to optimize
You already have a CRM, but something does not work the way it should? We audit your existing settings, find the weak spots and improve the system without stopping your work.
- → Audit of pipelines, automations, access rights
- → Report with improvement priorities
- → Changes rolled out in stages
How it works
From the first call to a ready CRM in four transparent steps
Audit
We study your business processes, the structure of your sales department and the current state of your CRM, or the task from scratch
Setup
We configure pipelines, automations, integrations and access rights according to the agreed plan
Training
We train managers and administrators and hand over video recordings and instructions
Support
We stay in touch after launch: we answer questions, make adjustments and develop the system
Need a full Bitrix24 implementation, not just the CRM?
Learn about turnkey Bitrix24 implementation →Frequently asked questions
Answers to the most common questions about CRM setup
How long does the setup take?
A basic CRM setup (pipelines, leads, access rights) takes 3 to 7 business days. If you need deep automation, integrations with telephony and email, or data migration from another CRM, timelines are agreed individually after an audit.
Do you provide team training?
Yes, training is part of the standard package. We run separate sessions for sales managers and for portal administrators. On request, we provide video recordings and step-by-step instructions for training new employees on their own.
Do you work with both the on-premise edition and the cloud?
Yes, we set up both cloud Bitrix24 and the on-premise (self-hosted) edition. The approach is the same: a business process audit, setup tailored to your tasks, team training. For the on-premise edition, we also administer the server.
How much does CRM setup cost?
The price depends on scope: basic setup (pipelines, leads, access rights) starts from $200, complex automation with integrations starts from $500. After an initial consultation, we prepare a specific commercial proposal. Payment in USD, EUR, UAH or USDt.
Need a CRM?
Leave a request: we will hold a free consultation and prepare a CRM setup plan for your business
Or write to us directly: Telegram @integrator_b24 · +38 095 160 29 78 · All contacts