Website → CRM
Pass form fields, source and consent into the record. Check deal creation and distribution across managers.
A customer gets in touch, a manager builds the deal, your team delivers. Bitrix24 connects each step in one workspace.
From first contact to work delivered.
09 tools to exploreFIND YOUR BUSINESS FIT
Choose a workflow. Explore the steps and include relevant tools in your inquiry.
For a team handling inbound inquiries: capture the source, assign an owner and follow through on the agreement.
CRM contact
the right pipeline
task for the delivery team
result in the report
Illustrative workflow. Final stages and scope follow a review of your needs.
YOUR CAPABILITY SET
Select tools of interest. Your choices carry into the contact form so we can start with your needs.
Start by describing your needs. We’ll help define the first phase.
Feature availability depends on edition, plan and connected services.
CLOSER TO THE PRODUCT
Official vendor interfaces and illustrations. Open an image to explore the details.
01 / Bitrix24
Bring the customer journey into one record. Managers see conversations, agreements and activities; leaders see the pipeline and their team’s work.
02 / Bitrix24
Connect sales to delivery. Give each task an owner, deadline and definition of done, with discussions kept in context.
03 / Bitrix24
Discuss work in chats, meet on video and keep shared materials close. Collabs provide a workspace for external participants.
PART OF YOUR SYSTEM
Pass form fields, source and consent into the record. Check deal creation and distribution across managers.
Integration depends on your 1C configuration: define the system of record for products, prices, customers and statuses.
Choose hosting based on custom development, administration and data requirements.
EMET × Bitrix24
Start with the process and people using the system. Define the first phase and validate it through real tasks.
Roles, data, bottlenecks and expected outcomes.
First-phase scope, integrations and acceptance criteria.
Workflows, permissions and migration of relevant data.
Testing, role-based training and launch support.
Team feedback and the next automation phase.
First-phase deliverableA working workflow, a prepared team and an agreed system development plan.
A CLEAR BUDGET
Edition, users, hosting and paid integrations. Verify current vendor terms.
Design, configuration, data, integrations and training. Scope follows the first phase.
Team support, updates and workflow development. Terms fit your configuration.
Start with one process and outcome, such as capturing every inbound inquiry. Then add automation, reports and other teams.
No. The first phase can focus on sales or a project team. Define the process owner and working rules.
No. Automation, BI, AI, limits and some integrations depend on the plan and hosting. We verify the scope before purchase.
We first assess exports, relationships and data quality. A trial migration confirms what history can be retained.
CRM workflows are not statutory accounting. We define a separate accounting system and the required exchange.
Using its own workflows: handle an inquiry, assign a task and close a deal. We provide role-based instructions and launch support.
EMET × Bitrix24
Tell us what you want to change. We’ll explore how this platform can support your company.
Discuss implementationProduct materials belong to their respective owners. Business workflows and project delivery by EMET.
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