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I need an experienced Bitrix24 specialist to get the CRM side of our account running smoothly. The goal is to have every lead move seamlessly through our pipeline while routine touches happen without anyone on the team lifting a finger. Scope of work •CRM, Automation & System Implementation 1. Objective This SOP outlines the implementation, configuration, and management of CRM, communication channels, task management, and integrations to streamline business operations, improve lead management, and enhance overall efficiency. 2. Business Structure Setup ● Create separate pipelines based on business models: ○ B2B Pipeline ○ B2C Pipeline ● Additional pipelines will be created based on services such ○ Other service categories as required 3. CRM Setup & Configuration 3.1 Sales Pipeline Creation ● Design multiple sales pipelines for each product/service category ● Define stages such as: ○ New Lead ○ Contacted ○ Follow-up ○ Converted ○ Lost / Not Reachable 3.2 Workflow Automation ● Lead assignment rules (manual/automatic based on conditions) ● Custom field creation (e.g., Service Type, Budget, Priority, Source) ● Stage-wise automation triggers (notifications, task creation, follow-ups) ● SLA-based follow-up reminders 3.3 CRM Data Management ● Referral tracking system ● Invoice template creation and management ● Payment status tracking ● Product catalog setup ● Duplicate lead detection and prevention system 4. Reporting & Analytics ● Sales performance dashboards ● Lead conversion tracking ● Campaign performance reports ● Custom reports based on business requirements ● Payment and revenue tracking dashboard for accounts team 5. Access Control & Permissions ● Role-based access setup ● Department-wise permission structure ● Restricted access for sensitive data ● Admin-level control for system monitoring 6. Marketing & Lead Capture Setup 6.1 Social Media Integration ● Integration with platforms such as: ○ Facebook ○ Instagram ○ Google Ads ● Campaign tracking and lead capture automation 6.2 CRM Forms ● Creation of web forms for lead capture ● Integration with existing website ● Automated lead entry into CRM pipelines 6.3 Meta Conversion API Integration ● Setup for accurate ad tracking and event measurement ● Improve campaign attribution and performance insights 7. Client Retention & Renewal Management ● Automated renewal reminders ● Tracking of existing clients ● Follow-up workflows for renewals and upselling 8. Task & Project Management Setup ● Creation of task and project templates ● Workflow automation for task assignments ● Reporting structure for team performance ● Integration between CRM and tasks/projects ○ Auto task creation from deals/leads ○ Activity tracking 9. Communication Systems 9.1 Webmail Setup ● Integration of official email accounts ● Email tracking and communication logging within CRM 9.2 WhatsApp Integration ● Integration using third-party APIs: ○ Wazzup ○ ChatApp ○ Wati ● Automated messaging workflows ● Lead communication tracking 10. Company Structure Setup ● Define organizational hierarchy ● Department-wise structuring ● Role-based access aligned with hierarchy 11. Payment Gateway Integration 11.1 Direct Integrations ● Paytm (Recommended) ● PayU ● Stripe (Recommended) ● Payze 11.2 Custom Integration ● Razorpay payment gateway 12. Accounting & Payment Tracking ● Payment dashboard for accounting team ● Real-time tracking of: ○ Invoices ○ Payments received ○ Pending dues ● Integration with CRM deals for financial visibility 13. Additional Custom Development ● Custom workflows based on unique business needs ● API-based integrations ● Advanced automation if required 14. Quality Control Measures ● Duplicate data prevention system ● Regular data audits ● Workflow testing before deployment ● User acceptance testing (UAT) 15. Training & Support ● Initial onboarding and system walkthrough ● Department-specific training sessions ● Documentation sharing ● Ongoing support for troubleshooting and enhancements 16. Deliverables Summary ● Fully configured CRM system ● Automated workflows and pipelines ● Integrated communication channels ● Payment and reporting dashboards ● Trained team for system usage 17. Review & Optimization ● Continuous monitoring of system performance ● Regular feedback collection ● Optimization of workflows and reports ● Scaling setup as business grows
Projektin tunnus (ID): 40329054
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Aktiivinen 18 päivää sitten
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17 freelancerit tarjoavat keskimäärin ₹26 028 INR tätä projektia

With over a decade of experience in web development, including proficiency in PHP, my team and I at Prajapati Technologies have a proven track record of delivering comprehensive solutions on time and within budget. We have a diverse skill set that includes familiarity with the Bitrix24 CRM platform. Having successfully undertaken similar projects that entailed setting up automation workflows, creating multiple sales pipelines, implementing report analytics, and carrying out bulk data management, we are equipped to meet the needs of your project scope effectively. What sets me apart is not just my technical proficiency but also my focus on building client success. Your needs and feedback are at the core of our operations; we understand that your satisfaction with our services determines our own success. By choosing us for this project, you're entrusting your CRM to a team that values your business as much as its own and will prioritize your requirement for seamless lead management through an efficiently-configured Bitrix24. Thank you for considering my application; I look forward to discussing further how we can achieve your vision together.
₹60 000 INR 25 päivässä
6,3
6,3

Hello, I will configure your Bitrix24 CRM — B2B and B2C pipelines, stage-wise automation triggers, WhatsApp integration, and payment gateway setup including Razorpay via custom API. For SLA-based follow-ups, I will use Bitrix24's business process designer with conditional delays tied to each stage — ensuring reminders escalate properly rather than just repeating. Questions: 1) Which WhatsApp provider do you prefer — Wazzup, ChatApp, or Wati? 2) How many team members need role-based access? Send me a message and we can go over the details. Best regards, Faizan
₹24 746 INR 10 päivässä
5,3
5,3

Hi, As per my understanding: You need a fully structured Bitrix24 CRM setup with multiple pipelines (B2B/B2C), deep automation, integrations (ads, WhatsApp, payments), reporting, and task workflows—ensuring leads move seamlessly with minimal manual effort and full operational visibility. Implementation approach: I’ll start by structuring your business logic into pipelines, stages, and custom fields aligned with your services. Then I’ll configure automation (lead assignment, SLA reminders, follow-ups, task creation) to ensure hands-free progression. CRM data layers (products, invoices, duplicate control) will be standardized. I’ll integrate communication channels (email, WhatsApp APIs), lead capture (forms, ads, Meta CAPI), and payment gateways. داشboards for sales, revenue, and campaign tracking will be built. Role-based permissions and company hierarchy will be enforced. Finally, I’ll test workflows (UAT), provide documentation, and train your team for smooth adoption. A few quick questions: 1. Do you already have Bitrix24 data or starting fresh? 2. Which WhatsApp API provider do you prefer? 3. Any existing payment/accounting tools to integrate? 4. Priority modules for phase 1 rollout?
₹12 500 INR 7 päivässä
5,4
5,4

Hi, I am experienced with Bitrix24. Experienced with all major modules like leads, deals, invoices , task and so on. Creating Workflows and automation around it. I can help in configuring different modules and setting up the pipelines, integration with third party apps, custom dashboard for reporting. I can do most of work around Bitrix24 configuration , implementation and customization. Recently completed 4+ projects in Bitrix24. Kindly initiate the chat to discuss further.
₹25 000 INR 10 päivässä
4,7
4,7

Your Bitrix24 CRM needs automated pipelines that handle lead routing and follow-ups without manual work. I'll configure your B2B/B2C pipelines with stage-based automation, custom fields, and SLA reminders using Bitrix24's workflow engine and PHP customizations where needed. Built something similar with my Telegram Operations Bot that monitors multiple systems and triggers automated actions based on conditions. Also created automated workflows for my content sites that handle lead generation and follow-up sequences. You can check out my automation work at ffulb.com. If you can share your Bitrix24 admin access, I can assess your current setup and start configuring the pipelines right away. Should be straightforward but want to verify the existing structure first. Ready to jump in this week.
₹15 725 INR 7 päivässä
3,8
3,8

I will fully configure and optimize your Bitrix24 CRM with multi-pipeline setup (B2B/B2C), advanced automation workflows, lead management, integrations (WhatsApp, ads, payments), and real-time reporting dashboards tailored to your business processes. With hands-on experience in CRM implementation and automation, I’ll ensure seamless lead flow, zero-manual follow-ups, clean data management, and provide complete training and ongoing optimization support.
₹25 000 INR 7 päivässä
3,1
3,1

I already see a clean way to execute this. I specialize in Bitrix24 implementation and cleanup, especially for teams that started using it and now need the CRM side properly structured. I’ve configured pipelines, custom fields, automations, and user permissions so sales teams can finally rely on Bitrix24 instead of fighting it. You want your Bitrix24 CRM to feel organized, intuitive, and aligned with how your business actually works—clear deal stages, clean data, proper notifications, and automations that save time instead of causing confusion. The goal is a system your team trusts and uses every day without friction. Before I suggest a concrete approach, do you already have an existing sales process mapped out, or should I help you define the ideal pipeline structure inside Bitrix24 from scratch? Lets chat more about your project, worst case you walk away with a free strategy session Regards
₹25 000 INR 7 päivässä
1,8
1,8

As an experienced software architect with a laser focus on optimizing CRM systems, I am confident in my ability to transform your Bitrix24 platform into a high-performing, time-saving machine. My 20 years of experience in the web has equipped me with the knowledge and skills necessary to tackle every aspect of your CRM configuration project, from pipeline creation and workflow automation to communication systems and payment tracking. What sets me apart is my deep understanding that a CRM system should not only streamline your operations but also align perfectly with your unique business structure. This is why I'm particularly excited about creating separate pipelines for each of your product/service categories as well as additional ones as required. I will also effectively integrate Bitrix24 with platforms like Facebook, Instagram, and Google Ads to track campaigns and automate lead capture. Providing quality control measures is a vital component of any successful IT project and believe me when I say I take it very seriously. For implementation stage like yours receiving user acceptance testing (UAT) making sure that you're completely satisfied and are getting value for your money is guaranteed. With me on board, not only would we establish an effective CRM system tailored to your requirements but also ensure that everyone on your team fully understands the software's functionality, maximizing its potential for years to come.
₹25 000 INR 7 päivässä
2,4
2,4

Getting every lead to move through Bitrix24 pipelines automatically — with no manual follow-up gaps and full visibility across channels — is exactly what this scope calls for, and a system we've built before. Here's the approach: 1. Pipeline Architecture + Automation Rules: Configure B2B and B2C pipelines with custom fields, stage-based triggers, and SLA follow-up automation. Set up lead assignment logic, duplicate detection, and workflow rules so every record is handled correctly from first contact — no manual routing required. 2. Channel Integrations + Lead Capture: Connect Facebook, Instagram, and Google Ads to CRM pipelines via web forms and Meta Conversion API. Integrate WhatsApp automation (Wazzup or Wati), webmail tracking, and payment gateways (Stripe, Razorpay, PayU) with full deal-level financial visibility. 3. Reporting Dashboards + Team Onboarding: Build sales performance, lead conversion, and payment tracking dashboards tailored to each department. Implement role-based access controls and run team training sessions so your staff can operate and maintain the system independently. Prior Bitrix24 projects include full CRM rollouts for multi-channel service businesses with integrated communication and payment systems. Which lead source — WhatsApp, social media ads, or web forms — currently drives the highest volume for your team?
₹20 000 INR 14 päivässä
0,0
0,0

Are you looking for a reliable software developer to bring your idea to life? You’re in the right place. I specialize in building high-quality, scalable, and efficient software solutions tailored to your needs. Whether you're a startup, business, or individual, I can help you turn your concept into a fully functional product. What I offer: Custom software development Web application development API development & integration Bug fixing & optimization Database design & management UI/UX-focused implementation Technologies I work with: Frontend: React, HTML, CSS, JavaScript Backend: Node.js, Python, Java, PHP Databases: MySQL, MongoDB, PostgreSQL Others: REST APIs, Git, cloud deployment Why choose me? Clean and maintainable code On-time delivery Clear communication 100% client satisfaction focus Post-delivery support Let’s discuss your project before placing an order to ensure the best results. Packages
₹25 000 INR 7 päivässä
0,0
0,0

Experienced CRM professional with 5+ years in Salesforce and banking operations. I understand pipeline management, lead workflows, and automation. Ready to configure your Bitrix24 CRM for seamless lead movement and zero manual effort. Let's discuss
₹25 000 INR 7 päivässä
0,0
0,0

Soy una persona supwr organizada capas de jacer lo que me dan, soy rapida aprendo enseguida y siempre dispuesta avanzar en todo
₹25 000 INR 7 päivässä
0,0
0,0

I bring strong experience designing and implementing CRM ecosystems with end-to-end automation, aligning closely with your SOP. I have built multi-pipeline CRM architectures (B2B/B2C) with stage-based workflows, SLA-driven follow-ups, and intelligent lead routing. My work includes deep integrations with marketing platforms, payment gateways, and communication APIs (email, WhatsApp), ensuring seamless lead capture and lifecycle tracking. I prioritize data integrity through deduplication, audit pipelines, and structured schemas. Additionally, I’ve delivered real-time dashboards for sales, revenue, and campaign analytics. I’m comfortable handling custom API integrations, role-based access control, and training teams to ensure adoption and continuous optimization of the system.
₹25 000 INR 7 päivässä
0,0
0,0

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