CRM selection and audit
We compare options, evaluate the current system and formulate an implementation or modernization plan.
Sales and service in a single system
CRM systems
We select, implement and develop CRM for the company’s real processes - from the first contact to repeat sales.
What we solve
Focused on business outcomes
Setting up processes
We design funnels, statuses, cards, access rights, tasks and automatic scripts.
Integrations
We connect CRM with the website, telephony, mail, instant messengers, 1C and analytics.
Development and support
We train the team, monitor data quality and improve the system as the business grows.
Deliverables
What you receive
The composition of the result is specified according to the task, scale and current maturity of the project.
Working CRM
A customized system with roles, funnels and key scenarios.
Sales automation
Rules, notifications and tasks that reduce manual work.
Integration circuit
Reliable data exchange with the services used.
Regulations and training
Instructions, user training and future development plan.
Process
From context to implementation
We work in short, clear steps and show the intermediate result.
Discovery
We clarify goals, users, processes and restrictions.
Concept
We formulate the approach, scope, priorities and criteria for success.
Implementation
We make iterations, check quality and show progress.
Launch
We implement, measure results and plan development.
Related expertise
Extend the project
We will involve the necessary specialists and maintain single responsibility for the result.
Frequently asked questions
What to know before we start
Answers to questions that help determine the format of the first stage and prepare for discussing the task.
First, we describe the funnel, roles, sources of requests, reporting and necessary integrations. Then we compare the options based on compliance with processes, cost of ownership and development opportunities.
Yes. Before transferring, we determine the structure, clear duplicates, test imports and check connections between clients, transactions, tasks and documents.
Yes. We set up the transfer of applications, calls, correspondence, orders, payments and reference data so that employees work in a single information loop.
Process analysis, setting up funnels and rights, automation, integrations, data transfer, testing, user training and post-launch support.
Next step
Let's discuss your task
Briefly describe the context - we will suggest the format of the first stage.