CRM as a notebook
Leads in Excel, status in someone's head, Bitrix24 used as a chat. A pipeline without truth.
CRM - Bitrix24
Bitrix24 that really works.
CRM, automation and integrations - so that leads, orders and follow-up work do not sink into chats.
CRM
Automation
Pipelines
AI integration
Where Bitrix24 counts
Sales and back office teams that already have a CRM - but do not use it as a system.
Shop without a return channel
Orders never become deals. Support cannot see the customer.
Automation that annoys
Robots without an owner. We build a few that someone understands.
AI without context
A chatbot without CRM fields. We connect assistants to real data - see AI adoption.
What we deliver in Bitrix24
Processes first, apps second.
Pipelines & fields
Stages, required fields, permissions. Less cosmetics, more control.
Automation
Robots for follow-up, escalation and tasks - with an off switch and logging.
Integrations
Shopware, a Bitrix shop, mail, telephony, your own APIs.
AI integration
Assistants and RAG through FastAPI that read and write CRM context - under control.
Approach: process before app marketplace
We do not install “another 12 apps”. We model the sales or service process and automate what repeats.
- Map the current process and the gaps between systems
- Define the pipeline and the data quality
- One automation or one integration first
- Training, permissions, operations
How we introduce or rework Bitrix24
No second CRM next to the first one.
Listen
Who sells, who serves customers, where data dies.
Model
One pipeline, few fields, clear owners.
Connect
Shop or mail, then automation.
Keep it running
Training, hygiene rules, optional AI pilot.
What you can rely on
CRM as a tool, not as a religion.
No app overload
Every add-on has an owner or it goes.
Integration instead of a demo
We measure whether deals really appear.
AI with guardrails
No autonomous emails without approval, if you do not want that.
Frequently asked questions
Practical, not written like an advert.
Cloud or on-prem?
Whatever data protection and your IT require. We work with both, on-prem needs clear operations.
Do you replace Salesforce or HubSpot?
Only if the case supports it. Often Bitrix24 is already in place - then we use it.
Can you just install apps?
We can. Usually the sensible move is a process plus one integration.
AI in the CRM - is it safe?
With data classes, logging and a human in the loop. Details on the AI page.
Migration from Excel?
Yes: fields, import, training. The hardest part is habit, not CSV.
How do we start?
A workshop plus one pipeline. Fixed scope after the first call.
More stacks
Related technologies we often use alongside.
A CRM that keeps up?
Describe your pipeline and the gaps - we propose the first slice of automation.