Scope of Work
1. Initial Setup and Configuration:
Account Setup: I will assist with creating your Bitrix24 account and ensuring that all essential settings are configured for optimal use.
Customization of CRM Fields: Based on your business requirements, I will customize the CRM fields to match your sales pipeline, customer management needs, and other essential data tracking needs.
2. Integration with Other Tools:
Email and Calendar Integration: I’ll integrate Bitrix24 with your email and calendar systems to help streamline communication and scheduling.
Third-Party Integrations: If you use other tools (e.g., marketing software, accounting tools, or social media), I will integrate these into Bitrix24 to automate workflows and centralize your business processes.
3. Automation Setup:
Automated Workflows: I will set up automated workflows for lead management, task assignments, and follow-ups, ensuring that no opportunity is missed and that your team operates efficiently.
Email Templates and Campaigns: I will configure email templates for different stages of your sales process and set up automated email campaigns to nurture leads.
4. Data Import and Migration (if applicable):
If you're migrating from another CRM or spreadsheet-based system, I can assist with importing your existing data (contacts, leads, deals, etc.) into Bitrix24, ensuring that all data is clean and properly formatted.