Consulting in Bitrix24

Get the most out of Bitrix24 with our consultancy service

Expert advice

  • Mapping Internal Processes

    Mapping of internal processes

    Assistance in surveying and mapping the internal processes necessary for implementing the Bitrix24 for more fluid and effective management
  • Result Optimization

    Optimizing results

    Monitoring operational and administrative results, defining new actions aimed at optimizing results
  • Direction in Bitrix24

    Direction in Bitrix24

    Guidance on the application of the functionalities and tools of the Bitrix24, according to each business stage
  • Conducting the Internal Team

    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:
  • 1
    Process analysis
    Assessment of adopted processes and identification of business rules
  • 2
    Smart CRM
    Assistance on how to use CRM intelligently for the business, focusing on operation and management
  • 3
    Custom fields
    Creating custom fields in Bitrix24 according to business needs
  • 4
    Automation rules
    Creating automation rules and activation triggers
  • 5
    Parameterizations
    Configuration and Setup of Bitrix24, according to the business
  • 6
    Customized
    Creation of reports with relevant data and information
  • 7
    Dashboards
    Creation of dashboards consolidating data and information relevant to the business
  • 8
    Email and documents
    Creation of email and document templates to reduce human error and increase productivity
  • 9
    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
    Assistance in the implementation of unified communication between employees and external users
  • 12
    Integrations and Dev.
    Integration between CRM systems, ERPs, communication channels and development of new screens or complementary systems, via API
O Bitrix24 is a complete platform for business management promoting Digital Transformation
Commercial Consulting
Our Bitrix24 consultancy involves diagnosing the current business situation so that we can come up with the best strategies and optimize business processes, enhanced with the Bitrix24.

Its objective is to map the company's processes to implement an effective sales pipe and improve operational processes aligned with service compliance.
Commercial consultancy | Bytebio
  • Leads
    Leads
    Lead entry and management with customizable kanban, list,
    calendar and dashboards
  • Business
    Business
    Manage all your business information, including budgets, products, invoices, flows, meetings, tasks, emails, etc.
  • Contact Us
    Contact Us
    Control contacts and create a relationship with your customers, linking them to their respective businesses
  • Companies
    Companies
    Manage all your customer (legal entity) information in one place, with a view of lists and dashboards
  • CRM Forms
    CRM Forms
    Easily create and customize forms, attracting customers and helping to concentrate information
  • 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.
Project Management Consulting | Bytebio
  • Working Groups
    working groups
    Manage messages and comments from your social networks in a consolidated way within the Bitrix24
  • Bitrix24 Drive
    Bitrix24 Drive
    Chat with employees at your company with instant chat via text, audio and video messages
  • Custom Task Views
    Task views
    Create segmented lists, manage email marketing campaigns, capture leads with web forms and much more
  • Customized
    Customized
    Have a timeline wall as part of a collaborative intranet for the entire team
  • Task Import
    Task import
    Get an analytical view of the performance of your email marketing, Google and Facebook Ads campaigns, with ROI analysis
  • Task Automations
    Task automations
    Be available in chat 24/7 for visitors to your website, being able to customize messages and opening hours
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.
Electronic Document Management Consultancy - GED | Bytebio
Under Measure
We adjust according to your needs, acting on demand.
How we apply Consulting Bitrix24
Consultancy

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 can extend your Bitrix24 to other functions specific to your needs or your business. Furthermore, our team can create parallel systems or perform system integrations and ensure that all needs are met.

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
Engagement
Increases 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 process
Optimization of Internal Processes
Optimization of internal processes, simplifying boring routines and promoting operational fluidity
Details
Unified
Greater productivity with integrated data, systems and information, synchronized via APIs
Bitrix24
Your company. United.
A complete management platform with more than 35 tools for your team.
Bytebio Parceiro GOLD Bitrix24

We are partners
certificates
in Brazil

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Testimonials
  • Nipponflex

    Samuel Ribeiro

    Nipponflex Relationship Center

    "I was really pleased to have carried out this project with Bytebio. All project requirements were met very satisfactorily. The technical team that helped me was very qualified,
    "In addition to being very helpful and great to interact with."
  • It's Pay

    Solange Almeida

    It's Pay

    "I'm glad we closed with you, just compliments."

  • B2Beauty
    Gustavo Alberto
    IT & Product Developer at B2 Beauty Group

    "I hereby congratulate the management, dynamics, presentation and agility in the team's consultancy process Bytebio. Resolving all doubts promptly, providing additional information to the planned content, always aiming to improve the knowledge of call participants."

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