Bitrix24 One time setup


Social Media Integration

Setup Automations & Workflows

Business Processes

⁠Email Configuration

Department Creation

Configuration of Access Permissions

Website Widget Configuration

Configuration of Quotation & Invoices

Telephony Integration via Bitrix24 Marketplace Plugin

WhatsApp Integration via Bitrix24 Marketplace Plugin

⁠Configuration of Deal Pipeline

1 Training Session by Bitrix24 Authorised Training Provider

One Time Setup

Bitrix24 One Time Setup

One Time Setup

Setting up Bitrix24 CRM for the first time involves several steps to ensure smooth integration and efficient utilization of its features. As a Gold Partner of Bitrix24, we guarantee expert assistance in implementing Bitrix24 CRM tailored to your business needs. Here’s an outline of the one-time setup process:

  1. Consultation: We begin by understanding your business requirements and objectives, ensuring that Bitrix24 CRM is tailored to meet your specific needs.

  2. Account Creation: We expedite the account creation process on Bitrix24, ensuring that you have access to all the features and functionalities available to maximize your CRM experience.

  3. Customization: Our team customizes Bitrix24 CRM modules according to your business processes, including setting up pipelines, stages, deal and lead statuses, custom fields, and access permissions.

  4. Data Migration: If you’re transitioning from another CRM system or managing data in spreadsheets, we’ll assist in migrating your data into Bitrix24 CRM seamlessly, ensuring that no data is lost in the process.

  5. Integration: Bitrix24 offers integration with various third-party tools such as email services, telephony systems, and marketing platforms. We’ll help you set up these integrations to streamline your workflow and enhance productivity.

  6. Training: Our comprehensive training sessions ensure that your team is proficient in using Bitrix24 CRM, covering everything from basic functionalities to advanced features, empowering your team to leverage Bitrix24 effectively.

  7. Ongoing Support: As a Gold Partner, we provide continuous support to address any issues or queries you may have, ensuring that your Bitrix24 CRM operates smoothly and meets your evolving business needs.

 By partnering with us, you gain access to our expertise in Bitrix24 CRM implementation and ongoing support, empowering your business   with a robust CRM solution. Let’s embark on this journey together and unlock the full potential of Bitrix24 CRM for your organization.