Internal CRM
Clients, orders and tasks in a single interface. Statuses, employee rights, history of changes and reports for company processes.
Cost: from $600
We set up the flow of inquiries and data between the website, Telegram, CRM and accounting system. Managers no longer need to copy the same information manually from one service to another.
We review the tools you already use and where manual entry takes time. If those services support the necessary integrations, we keep them and set up the data exchange.
Tasks
How we can help
Telegram bots
Inquiry intake, client bookings, notifications and order statuses. The system hands the inquiry to a staff member at the right time.
Integrations
Data exchange between the website, Bitrix24, 1C, email, online checkout and payment services. We verify integration options through each API.
Portals and dashboards
Orders and documents for clients, inquiries for managers and reports for executives. Each participant gets access to their part of the process.
Multi-level affiliate programs
Partner portals, referral structure and membership tiers. Earnings records, analytics and program management.
Scope
What we will prepare for you
- Data flow diagram between services
- Employee roles, access rights and statuses
- Prototype of bot screens or menu
- Development of a CRM, client portal, integration or Telegram bot
- Integrating agreed services via API
- Action and error log
- Instructions for employees and launch
Stages
From first discussion to launch
Studying the process
We trace the path of an inquiry or document, identifying participants, services and operations that require manual data entry.
Designing data flows
We define the data set, statuses, access permissions and rules for exchanging information between services.
Testing the full workflow
We take the request from receipt to completion, checking data transfer at every stage without manual copying.
We implement the system
We complete the integrations, test error handling and behavior when an API is unavailable, provide instructions and introduce staff to the system.
Details
Before starting the project
Is it necessary to change the current CRM?
No. If your current CRM supports the required integrations, we can connect the website, Telegram bot and other services to it.
Is it possible to implement integrations in stages?
Yes. We will start with one process, such as routing an inquiry from the website to the responsible manager. Once it is tested, we will connect the next stages.
What do we need for an integration?
A list of services and the data they need to exchange. Technical verification requires API documentation and test credentials. We confirm integration options before estimating the project.
Let’s discuss your project.
Tell us what you want to build and how your business works. We will propose a solution, explain the scope and quote the price and timeline.
Discuss the project Fill out a detailed brief+7 953 070-77-31