CRM / AUDIT
CRM and sales-funnel audit
We review stages, records, permissions, automation and reporting to identify where CRM obstructs sales.
Single-process audit — from RUB 5,000. We start with a small, verifiable phase, so you can evaluate the result without committing to a large project upfront.
- First step
- Single-process audit — from RUB 5,000
- Focus
- One task and a measurable result
- Control
- Stages, acceptance criteria and the option to stop
- Ownership
- Settings, data and documentation remain yours
CRM / AUDIT / TASKS
The tasks we address
We establish what currently gets in the way and which changes are needed first.
- Stages do not reflect actual sales
- We compare CRM with the real process
- Records are incomplete
- We check mandatory fields and data sources
- Automation rules conflict
- We map events and actions
- Reports do not support decisions
- We check the quality of reasons and statuses
CRM / AUDIT / OUTCOME
What the work includes
We agree the scope and outcome of every stage before the project starts.
- Interview
- Objective, roles and current process
- Review
- Settings, data and automation
- Issue map
- Impact, risk and priority
- Plan
- Quick fixes and a development phase
CRM / AUDIT / PILOT
Where we start
The first phase produces a concrete deliverable you can verify and use even if the project goes no further.
Single-process audit — from RUB 5,000. Before starting, we define inputs, scope, acceptance criteria and a safe rollback point.
- Agree inputs
- Before work, agree data, constraints and expected results
- Show a deliverable
- The first phase produces a diagram, prototype or verifiable configuration
- Make a decision
- The result informs whether to scale, change approach or stop
- Hand over control
- We document the logic and keep the system editable in Bitrix
CRM / AUDIT / EVIDENCE
Experience and projects
Gap map, priorities and a fix plan
We show architecture, constraints and completed work without invented reviews. For this service, the reference deliverable is a gap map, priorities and a fix plan.
- Metallkorp
- B2B demand generation, website and enquiry processing
- Profkostum
- Catalogue, product data and e-commerce
CRM / AUDIT / BEFORE STARTING
Questions before work begins
Conditions that affect scope, timing and cost.
- Can we start with one funnel?
- Yes. We first review one process, its roles and mandatory data, then extend the approach to other areas.
- Does the department need to stop working?
- No. We test changes on a copy or a limited group and plan migration separately.
- Can existing integrations be retained?
- Yes, after checking events, fields, duplicates and each system’s responsibilities.
- How is the result accepted?
- Through scenarios: a lead is created, its source retained, an owner assigned and the next step controlled.
CRM / AUDIT / ENQUIRY
Let’s discuss your task
Describe the task and share a link to the website or system. We will clarify the details and propose a work plan.
- A relevant reply
- No automated mailing list or intrusive calls
- First deliverable
- Gap map, priorities and a fix plan
- You retain control
- Scope, timing and acceptance criteria are agreed before payment