Skip to content
saitrix

CRM & workflow automation

The pipeline moves itself. Managers just close.

The problem it removes

CRMs fail quietly: leads arrive without context, sit unassigned for hours, and follow-ups depend on whether a manager remembered. The pipeline report looks fine until you audit where deals actually stall.

Most automation attempts die because someone has to retype data between the chat, the spreadsheet, and the CRM. The retyping is the failure point.

What gets built

  • Leads with context

    Every lead lands in amoCRM or Bitrix24 with source, conversation history, qualification answers, and budget already attached.

  • Routing rules that hold

    By product line, territory, load, or language: leads reach the right manager in seconds, and reassignment is logged.

  • Follow-ups on schedule

    No reply in 24 hours triggers a message; a stalled deal triggers a task; a won deal triggers the next step. The cadence is yours, the discipline is the system's.

  • Reporting you can trust

    Funnel numbers assembled from events, not from manager self-reporting. You see where deals stall by stage, source, and manager.

What it plugs into

  • amoCRM and Bitrix24 (native APIs)
  • Your website forms and chat assistant
  • Telegram for manager notifications
  • Custom systems through REST APIs

What typically changes

  • Lead-to-first-touch time drops from hours to minutes.
  • Follow-up coverage reaches every deal, not the ones a manager remembered.
  • Funnel reports become an instrument instead of a formality.

Framed from industry benchmarks and typical deployments, not from named clients.

Where it lives in pricing

CRM automation enters at the Growth package and deepens in Scale, where your databases and APIs join the loop. All packages and details

Our CRM is a mess. Do we clean it first?

No. The audit includes a pipeline review; we usually simplify stages and fields as part of the build. Automation on top of a messy CRM is how the mess gets fixed, because the system enforces the structure.

Can it work with our custom-built system?

If it has an API, yes. We treat custom systems like any other rail: the integration is scoped during the audit at no cost.

Will managers resist it?

Managers resist tools that add typing. This one removes it: leads arrive pre-filled, tasks create themselves, and the manager's job narrows to talking to people. Adoption is usually the easy part.