Set up crm bitrix

Please rate, cost and time.

1. live tape. to check that the live feeds were functioning properly. Check to display: news, comments, new files, system events and messages, etc.

2. responsible for the lead. configure to of lid, associated with a specific person, immediately sent to the responsible.

3. set three funnels in the transactions (for equipment, consumables and service). We have everyone responsible for its direction. And the leads should be distributed.

4. notification for new emails/leads. when you receive an e-mail message (and also lead), it should appear in notifications (the icon "bell" at the top right of the screen). in the PM to make notifications when creating and entering new lead to responsible person.

5. CRM integration with phone calls - customize application "My calls" (auto-generation of leads and storage of the history of phone calls). For example, the "My calls" fee – 150 roubles for a single user.

6. chats. sync chat staff telegram and viber with chat in crm bitrix. there should be three of chat (trade, services, total for all employees).

7. sync open lines. to make all instant messenger, email, chats were synchronized in the PM below from all directions came the leads.

8. instant messengers and chat rooms. install icon messenger on the website and the chat from Bitrix.

9. e-mail/sms/viber newsletter. automated mailing system of the website news, new products, proposals, including deferred delivery.

10. automatic email notification. for example, after adding to cart, registration, subscription of shares, etc. the client receives a message, such as viber.

11. to configure robots (notification stages of the transaction): under crm - transactions - funnels and tunnels of sales to set robot to auto. task definition and distribution to customers. for example, after delivery of the goods, the Manager automatically task was that it is necessary to obtain customs clearance of cargo and customers, for example, after the task will move into a stage of shipment of goods, came a message on pocto that the goods come you Can implement

12. sync. tie into existing channels of advertising through Analytics. need to know what client is and where they came from (site, context, social. network, etc.).

Analytics for operators and dialogs

13. fixing calls. all incoming calls must be recorded in Bitrix. I know how ringostat sync, like even the employees themselves from ringostat do it.

14. to configure a triggered mailing. for example, people have placed items in the shopping cart but not ordered. the next day comes to notice that he forgot to order, or ordered but not visited the site for a month, he will receive a letter in which you can enter the promo code for a discount for the new order and more.

15. the client card. crm funnels and tunnels of sales-the customers card. the client should display the company name, because now there is only a name, it is not very useful.

16. scripts for collecting leads. using pop-up Windows and chat. leads should be displayed automatically from the applications on the website, instant messengers, incoming calls, emails (to make CRM form that can be placed on the website. It will be linked to Bitrix24 and will collect leads from our website).

17. notification of new employees. when adding a new employee, you should see a new notification that it needs to fill the profile, to review certain documents and to make the task template that will automatically put a new employee.

18. reports. config