License and architecture
Let's compare cloud tariffs, Enterprise and the boxed version, then design the portal structure, roles and control points.
Implementation, licenses and support
Let's implement Bitrix24 and put things in order in sales
First, we’ll figure out how your business works, then we’ll set up CRM, automation and channels for real processes. The team focuses on customers and important decisions, rather than on maintaining yet another program.
Selection of licenseCloud plans of any scaleBox and server
One teamCRM, integrations and marketing
ChannelsWhatsApp, Instagram and Telegram
TelephonyCalls and conversation recordings
EnvidicyFrom lead to management analytics
Not just an installation
Launching a working sales system
We start with business objectives, not with a list of functions. The setup should reduce the loss of applications, speed up managers and provide the manager with transparent numbers.
Business and smart processes
We will configure funnels, smart processes, robots, triggers and approval routes for real company scenarios.
Data transfer
We will transfer the client database and history from tables or another CRM, clear duplicates and check the result.
Communication channels
We will connect the website, forms, WhatsApp, Instagram, Telegram, mail and telephony into a single center.
Reports and analytics
We will set up clear reports on sources, processing speed, conversion, sales and revenue.
Training and support
We will train the team on its scenarios, prepare instructions and continue to develop the system after launch.
First business, then system
We customize Bitrix24 for your business, and not vice versa
We do not transfer a random template to CRM. We look at how tasks arise, who makes decisions, where the process stops, and what information employees really need.
The result is that the system prompts the next step, removes the routine and helps the team concentrate on what is important.Let's analyze the real work
We conduct interviews, study roles, documents, exceptions and points of loss of time.
Designing the target process
We remove unnecessary actions, fix responsibility, deadlines, data and result criteria.
Collecting logic in Bitrix24
We use smart processes, automated solutions, business processes, robots and triggers.
Automate the routine
The system itself creates tasks, initiates approvals, notifies those responsible and controls deadlines.
All requests in one place
Linking Bitrix24 with business channels
The manager responds to the client in a familiar interface, and the manager sees the source, history of communication and the result of the transaction.
Advertising and website → new applicationCommunication channel → dialogue in the cardTelephony → call recording and controlTransaction → revenue and analytics
WhatsApp in CRM
Dialogues, distribution between managers, templates, response control and history in the client card.
Telephony in CRM
Incoming and outgoing calls, call recordings, routing and automatic creation of cases.
Instagram and messengers
We collect requests from Instagram, Telegram and other channels without manual copying.
Websites and forms
We transfer applications, UTM tags, the selected service and other data directly to the desired funnel.
1C and internal systems
We set up the exchange of clients, goods, accounts, statuses and other data according to an agreed upon scheme.
Advertising and BI analytics
Linking ad spend to leads, deals, and revenue to measure true ROI.
Next level
CRM becomes the center of marketing management
After the launch of Bitrix24, we can take on the responsibility of attracting traffic, replenishing advertising accounts, end-to-end analytics and regular marketing optimization.
01AdvertisingGoogle, Meta, TikTok and other platforms
02AppealWebsite, WhatsApp, call or messenger
03Bitrix24Distribution, tasks and processing control
04SaleTransaction, payment and re-communication
05AnalyticsCost per lead, revenue and ROMI
Operating procedure
From audit to team launch
We record the results of each stage so that implementation does not turn into an endless project without responsible people and a clear starting point.
Diagnostics
We analyze sales, communication channels, employee roles and current losses.
Design
We coordinate funnels, cards, automation, rights and integrations.
Settings
We deploy the portal, transfer data and test working scenarios.
Launch
We train the team, support the first transactions and fine-tune the system.
Let's choose the scale
From a simple cloud license to your own server circuit
We work with both small teams and large companies. We select the tariff and accommodation model for current tasks, number of employees, requirements for integrations, security and future growth.
Regular cloud plans
For small and medium-sized teams that need CRM, tasks, communications and automation without their own infrastructure.
- Basic, Standard or Professional
- tariff selection without unnecessary functions
- quick startup and data transfer
- ability to expand as you grow
Cloud Enterprise
For large teams, branches and complex rights structures that require enterprise scale in the cloud.
- structure of departments and roles
- unified processes for departments
- advanced rights and automation
- migration and phased launch
Box and own server
For companies that value data control, deep development and placement of Bitrix24 in their infrastructure circuit.
- Business or Enterprise edition
- server deployment and configuration
- backup and monitoring
- updates, performance and security
Already have a boxed portal?We will conduct a technical audit of the server, updates, performance and integrations, then propose a stabilization plan without stopping work processes.Discuss infrastructure
Formats
You can start with a specific task
You don't have to rebuild everything at once. We select the first circuit, launch it and expand the system as the team is ready.
Audit and basic setup
For a new CRM or fixing a chaotic current setup.
- process audit
- one working funnel
- cards and required fields
- basic reports
Implementation of a sales department
CRM, communication channels, telephony, automation and team training.
- several funnels
- WhatsApp and telephony
- robots and task control
- data transfer
- training and support
CRM + marketing + BI
A single loop from advertising expenses to revenue and repeat sales.
- advertising offices
- end-to-end analytics
- manager dashboards
- retention communications
FAQ
Frequently asked questions
If your task is not on the list, we will discuss it during a short consultation and offer a realistic implementation scenario.
Is it possible to buy a Bitrix24 license through Envidicy?
We will select a suitable tariff, help with obtaining a license and at the same time plan how to configure the portal to suit the company’s tasks.
Are you setting up an existing portal?
Yes. First, we audit current funnels, rights, robots and integrations, then we correct critical problems according to an agreed plan.
Is it possible to transfer data from amoCRM, another CRM or Excel?
Yes. We transfer companies, contacts, transactions and necessary directories. The composition of the data and the depth of the history are determined before the migration begins.
Do you connect WhatsApp and telephony?
Yes. We connect WhatsApp to CRM, telephony and other channels, set up the distribution of requests and control processing.
Do you work with the Enterprise tariff and large portals?
Yes. We design the structure of departments, roles, unified processes and a migration plan for large teams. We consider the cloud Enterprise separately from the boxed Enterprise edition and select an option to suit the company’s requirements.
Are you deploying and maintaining packaged Bitrix24 on a server?
Yes. We help design the server circuit, deploy the portal, configure the environment, backup and monitoring. We also conduct technical audits of existing installations, plan upgrades, and troubleshoot performance issues.
Are you customizing Bitrix24 for our business processes?
Yes. First, we describe the current and target process, roles, exceptions and control points. Then we select the appropriate Bitrix24 tools: funnels, smart processes, business processes, robots, triggers and automated solutions.
How long does implementation take?
Depends on the number of funnels, users, integrations and quality of source data. After diagnosis, we record the stages and give an estimate of the time frame.
Can advertising and analytics be transferred to you later?
Yes. This is one of the key tasks of Envidicy: to connect advertising accounts, CRM, communications, sales and management reports into a single system.
Show how sales work now. We'll suggest where to start.
We will discuss the tasks, current channels and CRM, then prepare a clear diagram of the first stage without unnecessary modules.