CRM Setup and Sales Automation (Bitrix24 or amoCRM)
Employer
Yaroslav
Project parameters
Type of cooperationOne-time project
SectionWeb development
Prepaymentwithout prepayment
Payment methodsCash, Bank transfer
Acceptance of requestsfrom today, 12:35 until Sep 6, 2026
Project description
Our company sells products and services with an active sales team, but the process itself is a mess. Right now leads arrive from several channels at once: the website contact form, incoming calls, email, and a handful of messengers. Managers copy this information into spreadsheets by hand, forget to follow up, and lose track of who promised what and when. Deals slip through the cracks simply because nobody has a single, reliable place to see the full picture. We are ready to fix this properly and are looking for an experienced specialist to implement and configure a CRM system for us, either Bitrix24 or amoCRM depending on your recommendation and our workflow.
The goal is a working sales machine, not just an installed program. We want every lead captured automatically the moment it appears, a clear pipeline with defined stages that reflects how we actually sell, and automatic tasks and reminders so managers never forget a follow-up again. Telephony and email must be connected so that calls and correspondence are logged against the right contact. On top of that we need dashboards and reports that show conversion by stage, manager performance, and where deals are stalling. Finally, the system is only useful if the team can operate it confidently, so training and clear documentation are part of the job.
We expect a specialist who has done this before and can advise on the right platform and configuration rather than just clicking through default settings. Please describe similar projects you have delivered, your estimated timeline, and your approach to onboarding our staff.
Key requirements:
— Configure sales pipelines and stages that match our real process
— Capture leads automatically from website forms, email, and messengers
— Automate tasks, reminders, and stage-change triggers for managers
— Connect telephony and email so all communication is logged in the deal card
— Set up dashboards and reports on conversion, workload, and revenue
— Train the sales team and provide short usage instructions
The goal is a working sales machine, not just an installed program. We want every lead captured automatically the moment it appears, a clear pipeline with defined stages that reflects how we actually sell, and automatic tasks and reminders so managers never forget a follow-up again. Telephony and email must be connected so that calls and correspondence are logged against the right contact. On top of that we need dashboards and reports that show conversion by stage, manager performance, and where deals are stalling. Finally, the system is only useful if the team can operate it confidently, so training and clear documentation are part of the job.
We expect a specialist who has done this before and can advise on the right platform and configuration rather than just clicking through default settings. Please describe similar projects you have delivered, your estimated timeline, and your approach to onboarding our staff.
Key requirements:
— Configure sales pipelines and stages that match our real process
— Capture leads automatically from website forms, email, and messengers
— Automate tasks, reminders, and stage-change triggers for managers
— Connect telephony and email so all communication is logged in the deal card
— Set up dashboards and reports on conversion, workload, and revenue
— Train the sales team and provide short usage instructions
