Is it possible to transfer data to amoCRM?

Yes. We transfer contacts, companies, transactions and agreed history from tables or another CRM.

Implementation, licenses and support

Let's implement amoCRM and collect sales in one system

Q: Are you customizing amoCRM for our business processes?

Yes. We analyze the customer journey, roles, mandatory actions and exceptions, then set up funnels, Digital Pipeline, triggers, Salesbot, automatic tasks and integrations for the team’s work.

First, we will analyze the client’s journey and the work of the team, then we will configure amoCRM for real processes. Managers concentrate on sales, the system takes over the routine, and the manager sees the result.

Get an implementation plan What is included in the work

Selection of licenseData transferWhatsApp and telephony

Example of a customized funnel and deal card in amoCRM — All dialogues in the cardNot a single lead without a taskThe entire funnel is visible

One teamCRM, integrations and marketing

ChannelsWhatsApp, Instagram and Telegram

TelephonyCalls and conversation recordings

EnvidicyFrom first message to revenue

Sales without lost dialogues

Setting up amoCRM around the work of managers

The system remains simple for the team, but gives the manager control: who answered, what task is overdue, where the lead came from and why the deal stopped.

License and operating scheme

We will select a tariff, fix the roles of employees and design the transaction path before setting up.

Processes and Digital Pipeline

We will customize stages, cards, triggers, Salesbot, automatic tasks and actions to suit the logic of your team.

Transfer of client base

We will transfer contacts, companies and transactions from tables or the current CRM, and eliminate obvious duplicates.

Messengers and calls

We will connect WhatsApp, Instagram, Telegram and telephony so that the whole story remains in the deal.

Sales control

We will collect reports on workload, response speed, stage conversion, reasons for refusal and manager results.

Training and development

We will conduct training on real transactions, prepare instructions and continue to support the team.

Not a template setup

We customize amoCRM to suit your sales model

We don’t force managers to work according to someone else’s template. We study the customer journey, employee roles, mandatory actions, exceptions and reasons why deals are stopped.

The result is that CRM helps sell and reminds you of what’s important, rather than turning into another program that needs to be maintained.

Understanding the customer journey

We look at where the lead comes from, how qualification, sales, payment and repeated communication proceed.

Designing team work

We fix the stages, roles, required data, the next step and criteria for completing the transaction.

Assembling Digital Pipeline

We configure triggers, Salesbot, automatic tasks, order distribution and the necessary integrations.

Removing manual routine

CRM itself sets tasks, reminds you of deadlines, moves data between stages and saves history.

Communications within the transaction

We connect all points of contact to amoCRM

The client writes where it is convenient for him. The manager receives a request in CRM, sees the context and continues the conversation without switching between a dozen windows.

Advertising → message or applicationNew dialogue → deal and responsibleTask → next required stepSales → source and revenue

WhatsApp in CRM

Correspondence in the deal card, distribution of dialogues, templates, control of the first response and communication history.

SIP

Telephony in CRM

Calls from CRM, call recording, pop-up client card and automatic tasks after a conversation.

Instagram and Telegram

Calls from social networks and instant messengers get processed without manually transferring contacts.

WEB

Website and quizzes

We create transactions from forms and quizzes, transmit advertising tags, client interest and the required processing script.

1C and accounting systems

We transfer agreed upon statuses, products, invoices and other information between sales and accounting.

Advertising and analytics

We compare expenses, sources, transactions and revenue so that marketing is optimized for sales.

CRM as an entry point

Next we connect sales with marketing

When the funnel and channels are working correctly, we connect advertising accounts, replenishment, analytics and regular promotion management.

01TrafficAdvertising campaigns and new audiences

02DialogueWhatsApp, Instagram, call or website

03amoCRMDeal, task and next step

04RevenueSales, upselling and customer returns

05OptimizationThe budget goes to working sources

Operating procedure

We launch in clear steps

First, let's agree on how the team should work. Only after this we set up fields, automation and integrations.

Stage 01

Sales analysis

We study the customer journey, channels, manager roles and current loss points.

Stage 02

Funnel project

We record stages, mandatory actions, cards and automatic scripts.

Stage 03

Assembly and transfer

We set up an account, integrations, rights, import data and test.

Stage 04

Training and launch

We guide the team through real transactions and support the first weeks of work.

Formats

Start with the desired contour

Basic CRM can be launched quickly, and complex integrations, analytics and marketing can be connected in the following stages.

Quick start

Basic amoCRM

For a small team that needs discipline in working with leads.

sales process audit
one funnel
cards and tasks
basic reports

Discuss the problem

Basic format

Turnkey sales department

Funnels, communications, automation, data transfer and team launch.

several sales directions
WhatsApp and telephony
Digital Pipeline
database migration
training and support

Get a plan

Height

amoCRM + marketing

A system in which advertising costs are linked to sales and customer return.

advertising offices
end-to-end analytics
dashboards
CRM marketing

Assemble the system

FAQ

Frequently asked questions

The scope of implementation is determined after a short analysis of the sales process and current systems.

Can I purchase an amoCRM license through Envidicy?

We will help you select a tariff and set of functions to suit the structure of the sales department, obtain a license and plan implementation.

Is it possible to customize an already working amoCRM?

Yes. We will conduct an audit of funnels, fields, automation, integrations and access rights, then propose a sequence of corrections.

Are you transferring data from Bitrix24, another CRM or Excel?

Yes. We transfer contacts, companies, transactions and agreed history. Before migration, we check the structure and quality of the source data.

Do you connect WhatsApp, Instagram and telephony?

Yes. We connect WhatsApp to CRM, telephony, website forms, Instagram, Telegram and other channels.

Are you customizing amoCRM for our business processes?

Yes. First, we look at the customer journey, roles, mandatory actions and exceptions. Then we design funnels and customize Digital Pipeline, triggers, Salesbot, automatic tasks and integrations for the actual work of the team.

Can you automate the tasks of managers?

Yes. We set up the Digital Pipeline, mandatory tasks, notifications, distribution of requests and automatic actions at stages.

Can I transfer advertising to you after implementation?

Yes. We can conduct advertising campaigns, replenish accounts, build end-to-end analytics and manage marketing based on data from CRM.

Let's analyze your sales process and show you the first working circuit of amoCRM.

Without unnecessary complexity: only the necessary stages, channels, control and a clear plan for the development of the system.

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