Bitrix24 Implementation

We start by mapping with you how sales really happen today: where an enquiry comes from, who answers it, when a quote goes out and at what point a deal counts as won or lost. That becomes the pipeline and its stages. A good pipeline is short: if nothing happens between two stages that a manager would want to see, one of them is not needed.

Next we connect the lead sources so that no enquiry stays in an inbox or a notebook. The website form creates a deal directly in the CRM, the company's shared mailbox is linked to the portal, and phone calls appear on the client card if your telephony provider supports an integration. Each source is tagged, so later you can see whether deals come from Google, ads or referrals.

The last step is automation. When a deal changes stage, robots create a task, send the client an email or remind the salesperson that a quote has had no reply for three days. We add only the rules whose benefit is visible straight away. Too much automation on day one confuses the team.

Bitrix24 is available as a cloud service and as a version installed on the company's own server. In the cloud you pay a subscription by plan, updates arrive automatically and there is no server to look after. For most small and mid-size teams this is the sensible start: you can begin on the free plan and move to a paid one when its limits get in the way.

The self-hosted version gives access to the code and the database, which matters when you need unusual business logic or a tight link with internal systems. The cost is a licence, a server, backups and installing updates, all of which your IT person or maintenance partner is responsible for.

Either way the CRM holds personal data. Before deciding, find out where the data is stored, who has access and how that is reflected in your privacy terms. If your team mixes Estonian, Russian and English speakers, also check which interface languages are available.

A CRM rollout rarely fails for technical reasons. The portal usually stays empty because salespeople keep using Excel and email, and the manager keeps asking for status in person. So we agree on one rule from the start: a deal that is not in the CRM does not exist. The sales meeting looks at the pipeline on screen, not at personal spreadsheets.

On your side we need one person who owns the portal: decides which fields are required, adds new employees and collects feedback. In training we show each role only what it needs for its work, not the whole system. During the first weeks after launch we stay available and adjust the setup based on what does not work in real life.

The simplest route is Bitrix24's own CRM form, embedded on the site as a code snippet. If the site already has a form with its own design, we send the data to the CRM through a webhook or the REST API, and nothing changes for the visitor. We pass UTM tags along with the enquiry so the deal shows which campaign the client came from.

For an online store, orders go to the CRM: a WooCommerce or 1C-Bitrix order creates a deal with products and the total. If the company keeps its records in 1C, decide in advance which system is the master for customers and orders, so the same data is not entered twice. These connections belong to the Integration package and are quoted separately.