Service
Bitrix24 Automation for CRM and Daily Operations
We automate repetitive work in Bitrix24: stage changes, assignments, reminders, document requests, and cross-department handoffs. Rules are documented, tested on real scenarios, and tuned so automation helps — never blocks — your team.
Who it is for
- Sales teams losing deals because follow-ups and tasks fall through the cracks
- Operations managers tired of chasing status updates in chats
- Companies scaling headcount and needing consistent process execution in CRM
What you get
- Less manual data entry and fewer missed follow-ups
- Predictable SLAs — managers see bottlenecks before they hurt revenue
- Automation library your admins can extend without starting from zero
- Measurable time savings per role after the first month
What we deliver
- Map current manual steps and identify high-impact automation candidates
- Configure robots, triggers, and smart activity rules in CRM and tasks
- Build notification flows for SLAs, approvals, and customer touchpoints
- Integrate automation with telephony, email, and external webhooks where needed
- Monitor results and refine rules based on adoption and error logs
How we work
- Process audit — interviews and CRM export to find repetitive actions
- Automation design — flowcharts, owners, and exception handling
- Build and test on staging with edge cases (returns, reassignment, holidays)
- Go-live, user briefing, and a tuning window for the first two weeks
FAQ
Will automation break if we change deal stages later?
We document dependencies and use maintainable rules. When stages change, we update automations in a controlled way — often in one short iteration.
Can you automate beyond CRM — tasks, projects, HR?
Yes. Bitrix24 covers CRM, tasks, and internal processes. We automate where your team spends the most manual time.
Let’s discuss your task
Consultation is free. We estimate scope and share a plan — no budget surprises.
Send a request →