Skip to content

Platform Implementation

Odoo, Bitrix24 and amoCRM, implemented around how the company really works. First we review the process, roles and data, then we choose the platform and configure it.

Common requests:There is a CRM, Sales, Integrations were built one by one and break with every update

One connected system.
01Sales
02Inventory
03Records
04Management
How this area works

Services in this area

3 services

What people come with

Does this sound familiar?

  • There is a CRM, but the team keeps working in spreadsheets and chats alongside it.Situation 01A system should mirror the process.
  • Reports from the system don't match what people say at the team meeting.Situation 02A system should mirror the process.
  • Sales, inventory and finance live in different systems, and the full picture is assembled by hand.Situation 03A system should mirror the process.
  • Integrations were built one by one and break with every update.Situation 04A system should mirror the process.

The core idea of this area

A system should mirror the process.

The self-assessment for this area checks whether the company is ready for an implementation: where the data flow breaks, who works around the systems and what should change in the numbers.

  • 01Technology backbone
  • 02Repeatable processes
  • 03Management data
  • 04Accountability
  • 05Repeatable sales

How we see it

Implementations fail more often because of preparation than because of the platform. If the process isn't described, the system will lock in the disorder, and the team will start working around it.

That's why our preparation usually takes longer than the configuration, and that's the right ratio. We launch on a limited scope, check the data and then expand.

When this area won't help

  • We don't move existing disorder into a new interface.
  • We don't choose a platform before reviewing the process, roles and data.
  • A platform won't replace management discipline.

Partnership and choosing a platform

EMET is an official partner of Odoo, Bitrix24, 1C-Bitrix and amoCRM. Partnership gives us a direct line to the vendor and implementation experience. It doesn't affect our recommendation: if the process isn't ready or you don't need a platform, we say so before work begins. Odoo is our main platform.

Questions

Which platform do you recommend?

The one that mirrors your process. If you need to connect sales with inventory, purchasing and finance, usually Odoo. If the main need is CRM, tasks and team communication, Bitrix24. If sales run through calls and messaging apps, amoCRM. We make the final decision after reviewing the process.

Can data be moved from the old system?

Yes, if the data is accessible and the rules for cleaning, matching and checking are defined in advance. A migration without rules carries over the errors too, and they later become "historical".

Can Odoo run alongside 1C?

Yes. A common setup: Odoo handles operations, 1C handles statutory accounting, and the exchange between them follows agreed rules.

What about resistance from the team?

Check whether it's justified. If the system has made the work harder, resistance is accurate feedback. If it has made it easier, involving the team in the design and showing clear benefits for each person helps.

Related articles and case analyses

Article · 6 min

End-to-end process: where the links between departments break

Every department works fine, yet the business loses money. The losses almost always live at the joints between functions, not inside them.

Read: End-to-end process: where the links between departments break

We don't choose a platform. We choose how the company will work.

The first meeting is free. Tell us where data gets lost today.