Bitrix24 CRM Service Package
Are you in the early stages of CRM implementation and don't know where to start?
Bitrix24 Service Packs are a great solution if you want to get started quickly or increase your CRM efficiency.
Bitrix24 Service Packs are a great solution if you want to get started quickly or increase your CRM efficiency.
Why should you hire us?
SPECIALISTS WITH GREAT EXPERIENCE
SAVE YOUR TEAM TIME
IMPLEMENT CRM 5 TIMES FASTER
* Offer valid only for annual plans.
Quick start
Bitrix24 initial setup
We offer this package totally free if you purchase annual Professional plan license with us!
Period of completion:
1 day
Implementation cost:
150 euro*
Prices and conditions
* Oferta válida solo para planes anuales.
Solicitar implementación
Inicio rápido
Configuración inicial de Bitrix24
¡Ofrecemos este paquete totalmente gratís si adquiere la licencia a través de nosotros!
Plazo de realización:
1 día
El costo
de implementación:
de implementación:
150 euro*
Saber más
Contactános
Los precios y condiciones
Request implementation
Show more
Initial settings
• Bitrix24 portal registration
• Registration of employees to the CRM
• Creation of the company structure (departments, directors)
• Consultation on configured portal
* Offer valid only for annual plans.
Starting the CRM
Bitrix24 Basic Settings
Period of completion:
10 working days
Implementation cost:
690 euro*
Request implementation
Show more
08:00 – 08:30
08:00 – 08:30
Basic settings in the portal
- Registration of the Bitrix24 portal and invitation of employees in the CRM
- Creation of the company structure (departments, directors)
- Setting up employee permissions for safe work with company data
- Optimization of the CRM files (leads, contacts and negotiations)
- Configuration of typical filters in the CRM (leads, negotiations)
- Setting up stages for leads and negotiations - from the moment of the first contact with the customer to the final result
- Dashboard configuration on the leads and negotiations page
- Setting up automatic notifications for the manager about the delayed stages in lead management
08:30 – 09:00
08:30 – 09:00
Communication channel configuration
- General company email connection. All email history would be added automatically in the CRM
- Integration of CRM and personal email for each salesperson
09:00 – 12:00
09:00 – 12:00
Creation of 1 report
Creation of 1 report on customers in the CRM
13:30 – 15:00
13:30 – 15:00
Training
Online employee training and online onboarding
CRM advanced
Bitrix24 Extended Settings
25 working days
Period of completion:
* Offer valid only for annual plans.
Implementation cost:
2500 euro*
Show more
08:00 – 08:30
08:00 – 08:30
Basic settings in the portal
- Bitrix24 portal registration and employee invitation in CRM
- Creation of the company structure (departments, directors)
- Setting up employee permissions for safe work with company data
- Optimization of the CRM files (leads, contacts and negotiations)
- Configuration of typical filters in the CRM (leads, negotiations)
- Setting up stages for leads and negotiations - from the moment of the first contact with the customer to the final result
- Dashboard configuration on the leads and negotiations page
- Automation of planning the next meeting, call or task; of the notification to the commercial depending on the stage of the negotiation.
- Setting up automatic notifications for the manager about the delayed stages in lead management
08:30 – 09:00
08:30 – 09:00
Communication channel configuration
- General company email connection. All email history is automatically added in the CRM
- Integration of CRM and personal email for each salesperson
- Integration with a web page
- Widget connection for callback on a web page
- Connection of stubs for automatic registration of requests in the CRM
- Connecting the online-chat widget to a web page
09:00 – 12:00
09:00 – 12:00
Templates
Create templates for emails with variables based on customer sample
13:30 – 15:00
13:30 – 15:00
Creation of 3 reports
Creation of 3 reports on customers and sales in the CRM
13:30 – 15:00
13:30 – 15:00
Training
Online training and onboarding of employees
* Offer valid only for annual plans.
Custom CRM
Bitrix24 settings
Period of completion:
30 working days
Implementation cost:
3600 euro*
Show more
08:00 – 08:30
08:00 – 08:30
Basic settings in the portal
- Bitrix24 portal registration and employee invitation in CRM
- Creation of the company structure (departments, directors)
- Setting up employee permissions for safe work with company data
- Optimization of the CRM files (leads, contacts and negotiations)
- Configuration of typical filters in the CRM (leads, negotiations)
- Setting up stages for leads and negotiations - from the moment of the first contact with the customer to the final result
- Configuration of mandatory fields depending on the stage of the lead and / or negotiation
- Automation of planning the next meeting, call or task; of the notification to the commercial depending on the stage of the negotiation.
- Dashboard configuration on the leads and negotiations page
08:30 – 09:00
08:30 – 09:00
Automation
- Setting up automatic notifications to the manager about the delayed stages of lead processing
- Robot configuration to assign / change the person responsible for the lead / negotiation
- Robot setup to assign / change lead / trade watcher
- Setting up automatic copy of a deal to another sales funnel
- Setting up a process to negotiate a contract: the client determines the sequence of actions
09:00 – 12:00
09:00 – 12:00
Import the customer base
Import / Export of the database from Excel to the Bitrix24 working environment
13:30 – 15:00
13:30 – 15:00
Communication channel configuration
- General company email connection. All email history will be added automatically in the CRM
- Integration of CRM and personal email for each salesperson
- Integration with a web page
- Widget connection for callback on a web page
- Connection of stubs for automatic registration of requests in the CRM
- Connecting the online-chat widget to a web page
- Connecting social media to Bitrix24
13:30 – 15:00
13:30 – 15:00
Templates
- Create templates for emails with variables based on customer sample
- Creation of document templates according to the client's prototype
15:00 – 19:00
15:00 – 19:00
Creation of 3 reports
Creation of 3 reports on customers and sales in the CRM
Configuration of typical filters in the CRM (leads, negotiations)
Configuration of typical filters in the CRM (leads, negotiations)
15:00 – 19:00
15:00 – 19:00
Tasks and projects
- Demonstration of the possibilities of working with homework
- Create task and project templates
- Task and project report setup
- Group work and Kanban setup
- Configuration of roles and access permissions in tasks and projects
- Assigning permissions in workgroups
15:00 – 19:00
15:00 – 19:00
Training
- Online employee training and online onboarding
- Online training and onboarding of the manager
* Offer valid only for annual plans.
Teleworking
Making basic settings for effective teleworking and
Secure at Bitrix24
Secure at Bitrix24
Period of completion:
10 working days
Implementation cost:
690 euro*
Show more
08:00 – 08:30
08:00 – 08:30
Basic settings in the portal
- Registration of the Bitrix24 portal and invitation of employees in the CRM
- Creation of the company structure (departments, directors)
- Setting up employee permissions for safe work with company data
08:30 – 09:00
08:30 – 09:00
Internal communications
- Portal news wall: joint voting, familiarization with documents
- Chats between employees within Bitrix24
- Work with CRM
- Optimization of the CRM files (leads, contacts and negotiations)
- Setting up stages for leads and negotiations - from the moment of the first contact with the customer to the final result
09:00 – 12:00
09:00 – 12:00
Report
Creation of 1 report on customers in the CRM
13:30 – 15:00
13:30 – 15:00
Work with the calendar and tasks
- Personal calendar and company calendar.
- Possible integrations of calendars with Google, Outlook etc.
- Tasks and projects in Bitrix24
13:30 – 15:00
13:30 – 15:00
Training
Online employee training and online onboarding
15:00 – 19:00
15:00 – 19:00
Formación
Formación en línea de los empleados y onboarding online
* Offer valid only for annual plans.
Sales Intelligence
Bitrix24 settings
Period of completion:
10 working days
Implementation cost:
690 euro*
Show more
08:00 – 08:30
08:00 – 08:30
Advertising channels
- Connection of advertising channels of the client's choice: Google, Facebook, Instagram
- Configure UTM tags in customer ad campaigns
- Assignment of UTM tags on customer ad pages
- Assign phone numbers to advertising sources
- Connection and configuration of email addresses for each advertising channel
- Offline channel connection
08:30 – 09:00
08:30 – 09:00
Communication channel configuration
Online chat connection on the site, Facebook messages and others in CRM
09:00 – 12:00
09:00 – 12:00
Settings in the CRM tab
Sales Intelligence configuration in the Negotiation tab - show the origin of the clients and the pages visited by that client on the website in the CRM
13:30 – 15:00
13:30 – 15:00
Indicators
Configuration of the monitoring of the main indicators for advertising
* Offer valid only for annual plans.
Task management
Task and project configuration in Bitrix24
Period of completion:
10 working days
Implementation cost:
690 euro*
Show more
08:00 – 08:30
08:00 – 08:30
Basic settings in the portal
- Registration of the Bitrix24 portal and invitation of employees in the CRM
- Creation of the company structure (departments, directors)
08:30 – 09:00
08:30 – 09:00
Tasks and projects
- Work with tasks: establishment of managers, deadlines, projects, checklists, kanban, Gantt chart
- Workgroups and kanban configuration
- Creating task templates
- Create project templates
- Task and project report settings
- Configuration of roles and access permissions in tasks and projects
- Creating workgroups on tasks
09:00 – 12:00
09:00 – 12:00
Training
Online employee training and online onboarding
Do you have any questions?
We are here to help you
Request service package
Leave your contact information and we will contact you promptly.