1. BUSINESS ANALYSIS
We study how you work and teach you how to incorporate Bitrix24 & ClickUp in your business processes.
2. GENERAL PLATFORM CONFIGURATION
We’ll configure Bitrix24/ClickUp features and ensure they're working perfectly.
3. CRM & DATABASE CONFIGURATION
Proposals, account and legal documents will be generated automatically. Reports can be gotten at any time.
4. CONNECT COMMUNICATION CHANNELS
VoIP, mail, instant messengers, etc. All correspondence is saved in the portal and can be accessed at any time.
5. IMPORTING EXISTING CUSTOMER BASE
From other platforms, docs or sheets. No data will be lost. Managers continue to work with old customers.
6. AUTOMATION IN MARKETING AND SALES WORKFLOWS
We automate your sales process, managers will be able to work uniformly while you control the process.
7. STAFF TRAINING
We will teach you and colleagues to use Bitrix24/ClickUp correctly, show you the best practices, tips, and tricks.