What this covers
CRM processes in Bitrix24 and amoCRM: pipelines, lead distribution, communication channels, access rights, reporting and the connections between systems. Where a built-in option is not enough, I use APIs, webhooks and scripts.
How I approach it
First the real workflow: who receives a request, what happens next, where things get lost or are done by hand. Then the CRM is shaped around that process — not the other way round — and every automation is tested on real cases before it goes live.
Typical tasks
- Routing incoming requests from several channels to the right people
- Cleaning up pipelines, fields and stages that grew without a plan
- Automating repetitive steps: tasks, reminders, status changes, documents
- Connecting the CRM with a website, forms, messengers or spreadsheets
- Reports that show the numbers the team actually needs
Tools
Bitrix24, amoCRM, their REST APIs and webhooks, Python for data processing and custom integrations.
How to start
Describe the process that causes the most friction today. A short call or a screen recording of the current setup is the fastest way to find what to fix first.