CRM and automation: No enquiry gets lost.
We implement and configure CRM: the pipeline, automation of routine, control over the sales team. Enquiries stop disappearing into chats and notebooks, and sales become manageable and transparent.
Where it usually hurts
Enquiries in personal chats
Requests reach managers through messengers, email and phone. When a manager leaves, their customers leave with them.
Promised a call, then forgot
A customer left an enquiry, but the call-back task was never written down. A couple of days later they bought from someone who answered faster.
Sales visible only in words
How many deals are open and where they're stuck, the owner learns at the weekly meeting from what managers say. There's no way to check.
A CRM nobody works in
The system was bought, but its stages don't match how you actually sell. Managers keep working the old way and the subscription is paid for nothing.
What the business gains
Enquiries stop disappearing
Every enquiry — site, social, messengers, calls — lands in CRM automatically. Nobody forgets to call back, nothing drowns in a chat, no lead goes cold.
Routine automated
Task creation, reminders, status changes and standard emails happen automatically. Salespeople sell instead of copying data from a chat into a spreadsheet.
Sales under control
The pipeline is visible: how many enquiries, at what stage, where they stall. The owner manages numbers and conversion instead of taking a manager's word for it.
Visibility over the team
Who's carrying what, who hasn't handled an enquiry, where a deal has sat for a week. Transparency disciplines the sales floor and lifts lead-to-deal conversion.
A pipeline shaped to your sales process, enquiries from every channel captured automatically, and routine work automated. CRM configured around how you actually sell.
A pipeline for your process
First we work out how you actually sell and build the pipeline around that, not around the out-of-the-box template. Stages, fields and permissions fit your business. CRM should help people sell, not get in the way.
- A map of the sales process as it is
- Pipeline stages and required fields
- Permissions and roles: rep, manager
- A working policy for the team
Capturing enquiries from every channel
We connect every source: site forms, social, messengers, telephony. Each enquiry automatically creates a deal with its source attached. Nothing gets stuck in a salesperson's private chat.
- Enquiries from the site and landing pages → CRM
- Social and messengers in one window
- Telephony integration (call recording)
- The source of every enquiry recorded
Automation
Routine goes automatic: tasks, reminders, status changes, standard emails and messages. Less manual entry means fewer mistakes and forgotten customers, and more time to sell.
- Automatic task creation and reminders
- Triggered emails and messages by stage
- Alerts on overdue deals
- Joined up with email and messenger marketing
Integrations and the law
CRM isn't an island: we connect it to the site, 1C and analytics. Customer data stays in Russia, with role-based permissions and proper consents. Clean sales data is also what end-to-end analytics needs.
- Integration with the site, 1C, the warehouse
- Deals passed into end-to-end analytics
- Role-based permissions, action auditing
- Storage in Russia, data processing under 152-FZ
From brief to launch
- Week 0Audit of the sales process and enquiry sourcesmarketer
- Weeks 1–2Pipeline, fields, permissions and policy configuredmarketer
- Weeks 2–4Channel and telephony integrations, automationmarketer + analyst
- Weeks 4–5Team training, data migration, go-livemarketer
- + supportSupport, adjustments, new automationson request
Pick the scope
Pipeline, basic channel integrations, team training.
- A pipeline for your process
- Enquiries from site and social
- Telephony integration
- Team training
- Complex automation — not included
- 1C integration — not included
Every channel, routine automated, integrations, sales visibility.
- Every enquiry source
- Auto tasks and triggers
- Integration with 1C / the site
- Joined up with end-to-end analytics
- Reports for the owner
- Compliance, role-based permissions
Complex automation, custom integrations, ongoing support.
- Complex business processes
- Custom API integrations
- Sales team automation
- Dashboards and forecasting
- Monthly support
- Adjustments on request
Package prices are in the price list. We put an exact number on it after a free review of the task.
Price PDF