Mapping of internal processes
Assistance in surveying and mapping the internal processes necessary for implementing the Bitrix24 for more fluid and effective management
Consulting
Consulting in Bitrix24
Get the most out of Bitrix24 with our consultancy service
Expert advice
Optimizing results
Monitoring operational and administrative results, defining new actions aimed at optimizing results
Direction in Bitrix24
Guidance on the application of the functionalities and tools of the Bitrix24, according to each business stage
Leading the internal team
Assistance in leading the internal team with the aim of extracting the maximum possible possibilities with the Bitrix24 in business
Actions aimed at creating:
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Process analysis
Assessment of adopted processes and identification of business rules
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Smart CRM
Intelligent use of CRM in operations and management, including CoPilot, which transcribes calls, summarizes conversations, and populates the CRM.
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Custom fields
Creating custom fields in Bitrix24 according to business needs
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Automation rules
Automation rules, triggers, and approval flows in the Automation Studio, including those created through conversations with AI.
- 5
Parameterizations
Configuration and Setup of Bitrix24, according to the business
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Reports
Creation of reports with relevant data and information
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dashboards
Dashboards in the BI Builder, consolidating CRM data, tasks, and calls most relevant to the business.
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Email and documents
Creation of email and document templates to reduce human error and increase productivity
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Document management
Electronic Document Management - GED and Corporate Content Management - ECM
- 10
Project automations
Implementation of automation rules and workflows aiming for operational fluidity in projects
- 11
Contact Center
Implementation of Open Channels, with WhatsApp, Instagram, email, and website chat all in one place, AI-powered responses, and communication with external users.
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Integrations, AI, and Dev.
Integration with ERPs and other systems via REST API, connection of AI tools via MCP Server, and AI applications and agents created with Vibecode.
O Bitrix24 It is a complete platform for business management promoting Digital Transformation.
Commercial Consulting
Our consulting services Bitrix24 It begins with diagnosing the current situation of the business, in order to define the best strategies and optimize commercial processes with the platform.
The goal is to map the company's processes in order to implement an effective sales funnel and improve customer service operations. (From version...) Bitrix24 Vibe, this includes putting AI to work in sales: sales scripts with guidance during calls, call transcription and summaries, AI agents in customer service channels, and repeat purchase suggestions.
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Leads
Lead entry and management with customizable kanban, list,
calendar and dashboards -
Business
Manage all your business information, including budgets, products, invoices, flows, meetings, tasks, emails, etc.
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Contact Us
Control contacts and create a relationship with your customers, linking them to their respective businesses
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Corporate
Manage all your customer (legal entity) information in one place, with a view of lists and dashboards
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CRM Forms
Easily create and customize forms, attracting customers and helping to concentrate information
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Sales Funnel
Monitor commercial negotiations at all stages of the sales funnel, from arrival to closing and/or winning
Project Management Consulting
We know and work with different project approaches, from the classic, traditional approach, following PMI standards to agile approaches, with methodologies and frameworks such as XP, Scrum, as well as hybrid approaches.
The objective is to identify the processes practiced, contribute to operational management, parameterize the Bitrix24 and provide more fluid and integrated management, and can also integrate with CRM.
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working groups
Projects and workgroups with their own tasks, files, calendar, and chat, and participants from outside the company with the access you define.
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Bitrix24 Drive
Folder structure, permissions, and versions of company and project files, with collaborative editing in the browser.
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Task views
Lists, deadlines, planner, calendar, Kanban, Gantt, and Scrum configured to suit each team's way of working.
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Reports
Reports on deadlines, workload, time spent, and efficiency per person and per project, with the CoPilot responding on progress and pointing out delays.
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Task import
Migration of tasks and projects that are currently in spreadsheets or other tools into the Bitrix24
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Task automations
Models, recurring tasks, automation rules, and workflows organize the tasks of the same process and highlight bottlenecks.
Electronic Document Management Consulting - GED
We work to assist in the implementation of Electronic Document Management - GED and Corporate Content Management - ECM, through surveys of the company's current conditions and scenario, its processes, identification of technological infrastructure and implementation and parameterization, with Bitrix24.
We create lists of content that can be easily catalogued, filtered and found, in a database with fields indexed according to your demand. Indexed digital documents can be associated with CRM or projects.
Under Measure
We adjust according to your needs, acting on demand.
How we apply Consulting Bitrix24
Firmare
The consulting Bitrix24 makes this bridge and fulfills the function of connecting needs and problems to solutions, relying on the experience of our consultants Bitrix24, who already have experience from other business cases and experiences and the use of appropriate tools.
Development
We develop applications that extend your Bitrix24 For specific business functions: REST API integrations, applications and AI agents with Vibecode, and parallel systems when necessary. We also help you choose the right path for each need, between standard automation, Vibecode, and development.
Parameterization and Implementation
we leave the Bitrix24 configured according to the needs of your business, through parameterizations, configurations, customizations and mainly through implementation work, respecting the company's culture and its current situation.
Capabilities and Training
We offer in-person or remote training and training for different segments of the company, according to functional roles, such as senior management, managers, employees, project teams, sales, as well as for all staff.
What we hope to achieve
Maior
EngagementIncreases employee adherence to Bitrix24, improving the user experience and internal communication
Improvement in Project Control
Planning, execution and management of your aligned projects
to a fluid processOptimization of Internal Processes
Optimization of internal processes, simplifying boring routines and promoting operational fluidity
Informations
UnifiedGreater productivity with integrated data, systems and information, synchronized via APIs
Your company. United.
A complete management platform with more than 35 tools for your team.
Learn MoreWhat is Bitrix24?
We are certified partners in Brazil.
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