CRM SYSTEM
Every deal is visible.
Every step is clear
We configure a ready-made CRM or develop a system for your process. We assemble the funnel, permissions, and integrations, migrate agreed-upon data, and train the team to work in the new system.
TASK
DATA
SCENARIO
PILOT
VERIFICATION
LAUNCH
custom system, CRM + ERP
CLIENTS
DEALS
RESPONSIBILITY
projects
of studio
models
Premier Partner status
marketing, analytics
Sales and service first.
Then the system
CRM should help the team manage clients: understand the next step, not lose requests, and see the work history. To do this, we first describe the funnel, roles, mandatory fields, and rules for transferring a deal between employees.
We compare a ready-made platform and custom development based on requirements and total cost of ownership. A ready-made CRM is suitable when its capabilities cover the process. A custom system is justified when special roles, interfaces, or connections with internal accounting are needed.
Implementation includes data preparation, test migration, and a pilot with employees. We verify records and connections, collect feedback, and test key scenarios. A cutover plan, backup, and rollback procedure are agreed upon before launch.
- Funnel, roles, and deal management rules
- Integrations with approved communication channels
- Migration with record and relationship verification
- Pilot, training, and instructions for employees
- Acceptance criteria and maintenance plan
Funnel
Every stage has a meaning and a next step
Rights
Employees see data according to their role
History
Requests and actions are linked to the client
Implementation
The system undergoes verification with your team
We choose by process, not by stack
We do not offer proprietary development automatically. If a task is covered by an off-the-shelf CRM, we count its licenses, setup, and maintenance. For a custom system, we separately estimate development and operation.
CRM that will be used by
The value of the system depends on the quality of the process, data, and the daily work of the team.
Clear next step
We agree on stages, tasks, and reasons for refusal. We remove unnecessary fields and introduce mandatory ones where they help make a decision or pass on work.
Related requests
We connect available site interfaces, email, telephony, and selected channels. We define rules for client search and deal creation to limit duplicates.
Verifiable transition
We transfer agreed data to the test environment first. We compare the number of records, links, and card selection; we take into account fields that the source system does not allow to export.
From requirements to team performance
Every stage ends with a result that can be verified before the next step.
Requirements analysis
We study sales, service, and accounting. We compile a list of roles, data, integrations, and restrictions.
Solution selection
We compare a ready-made platform with development. We fix the composition of the first version, the cost of ownership, and acceptance criteria.
Setup and interface
We collect funnels, cards, roles, and automatic tasks. For a custom system, we agree on prototypes of key screens.
Integrations
We configure available API and data exchange. We check for duplicates, statuses, and unavailability of external services.
Test migration
We clean the agreed-upon data, transfer the sample, and verify connections. We check permissions and workflow scenarios with employees.
Launch and training
We conduct a pilot, switch the process according to the plan, and train the team. We transfer instructions and log requests during the support period.
Ready-made platform or proprietary system
We choose the architecture after requirements, taking into account licenses, data, and support.
Ready-made CRMs
amoCRM or Bitrix24, if their functions fit the process. We check the cost of licenses and third-party modules separately before choosing.
Custom development
Laravel or Node.js and a web interface for the required roles. The composition of source code, documentation, and usage rights are fixed in the contract.
Storage and integrations
Relational database, exchange logs, and agreed-upon backups. We include load and recovery configuration in the specific technical assignment.
— COST
Pricing
to CRM
From setting up a ready-made system to integrating sales with internal accounting. The scope of each version is fixed in the task.
| Scope of work | Ready-made CRM Implementation Platform configuration for the agreed-upon funnel 160 000 ₽ from 10 days | POPULAR Custom CRM Custom system for your roles and processes from 350 000 ₽ from 30 days | CRM + ERP Enterprise Sales and internal accounting in one project from 700 000 ₽ from 60 days |
|---|---|---|---|
|
Users and licenses
|
At the platform rate, separately | No agency fee per user; infrastructure separate | No agency fee per user; infrastructure separate |
|
Exchange with 1C
|
Available module by agreement | Integration per task | Two-way exchange per task |
|
Communication channels
|
Suitable platform modules | Available official API | Available official API |
|
Inventory accounting
|
Capabilities of the selected platform | Separate option | Approved accounting operations |
|
Client cabinet
|
Not included | Separate option | Portal per task |
|
Support after acceptance
|
30 days | 60 days | 90 days |
One-time project cost. CRM licenses, telephony, messaging channels, third-party modules, server, and subsequent maintenance are paid for separately. We fix the scope of migration and integrations before starting work. New features are valued separately.
— QUESTIONS AND ANSWERS
Everything that matters
before start
Scope of work, source materials, approval order, and launch conditions.
-
Ready-made CRM or development from scratch?
First, we check requirements on an off-the-shelf platform. We consider custom development for processes that are difficult or expensive to cover by configuration. We compare not only implementation price but also licenses, development, and support. -
Can customers and deals be transferred?
Yes, within the limits of accessible export and agreed volume. We check formats, fields, duplicates, and links. A test migration and reconciliation help detect limitations before the team switches. -
Connect WhatsApp and telephony?
We verify available official interfaces and compatible providers. Connection depends on the account, region, platform terms, and access. The cost of the provider and messages is not included in the development price. -
How is load testing performed?
Before development, we agree on the number of users, data volume, and key operations. If load testing is part of the task, we check these scenarios in an agreed-upon environment. We do not promise a single response speed for any conditions. -
What is included in post-launch support?
Assistance with agreed scenarios and correction of identified defects within the project. New funnels, integrations and functions require a separate estimate. After the included period, we will agree on further support.