Configuration of Bitrix24 and migration of CRM processes from Salesforce

Budget: 100 USD Deadline: 1 day

Hello!
My name is Oleh, and I am a project manager at Business Atlas. We develop and implement autonomous AI ecosystems and business process automation solutions (with over 50 successful cases in the UA and EU markets).
Your request regarding migration from Salesforce to Bitrix24 perfectly matches our profile. We have significant experience in restructuring large systems, migrating vast amounts of data, and configuring Bitrix24 for custom operational processes of e-commerce and marketplaces. Our team is fluent in English (Upper-Intermediate/Advanced) and has experience working with European clients.
Our approach and technical solutions for your project:
Logic Design and Partner Management: We will not just set up fields, but create two separate, interconnected ecosystems. The first one is for the long customer lifecycle (3-year card validity). The second one is for the B2B direction (partner scouting, contracts, onboarding, limit control, and payouts).
Low-code Automation (n8n / Make + REST API): Bitrix24 has powerful tools, but for the non-standard logic of a marketplace, we will connect n8n or Make. This will allow us to seamlessly synchronize the CRM with your web platform and automate long-term reminder triggers without writing expensive code.
Safe Data Migration: Our technical expert, Lavr, will develop scripts for the correct mapping and transfer of historical data (leads, deals, companies, contacts, and communication history) from Salesforce to Bitrix24 without data loss or duplicates.
Onboarding and 24/7 AI Support: We will conduct live training sessions for your team in English and prepare clear documentation. As an additional solution, we can implement an internal AI agent that will know your new CRM structure and guide managers in real time.
Estimated implementation stages:
1. Audit of processes in Salesforce, creation of technical specifications, and new Bitrix24 architecture — 7-10 days.
2. Export, cleaning, and test data migration — 10-14 days.
3. Setting up pipelines, custom fields, robots, and automations in n8n/Make — 14-18 days.
4. Final migration, platform testing, team training, and launch — 5-7 days.
Total timeline: 5–7 weeks.
We can fix the exact cost and budget after a short analysis of your current structure in Salesforce.
Send me a private message — let's discuss the specifics of your database and arrange a time for a quick call to map out the detailed roadmap of moving to your new CRM! Expand

Budget: 25000 USD Deadline: 30 days

Kristina, you have not just a CRM migration, but a restructuring of logic for a marketplace with a long lifecycle and partner management. I can help analyze the processes in Salesforce, design the structure of Bitrix24 for your funnels, fields, and automation, as well as assist with data transfer and team launch. I have been working with web services and complex business processes for 7 years, so I can clearly see how to make the system convenient for daily work. I am ready to discuss the approach and scope.

Budget: 25000 USD Deadline: 30 days

We can approach this not just as field settings in Bitrix24, but as a CRM migration from Salesforce with preliminary logic design. The benchmark for the initial phase is 30 working days and 180,000 UAH. In this phase, I would include an audit of Salesforce, an entity map, Bitrix24 structure, a migration plan, basic funnels, fields, automations, data verification after transfer, and a few short training sessions for the team within the scope of the project on the marketplace =)

Look, there’s a nuance... for YouWish, it’s important not to copy Salesforce one-to-one. We need to separately develop the client lifecycle with gift cards over 3 years, partner management, onboarding of partners, negotiations, support, and supplier development. Otherwise, Bitrix24 will quickly turn into a beautiful cabinet with chaos inside - and we need a system that works and scales.

> Question 1 - Does Salesforce currently have custom objects for partners, gift cards, or bookings, or is everything based on standard leads, deals, and contacts?
> Question 2 - Is it necessary to transfer the entire 13-year history in the first phase, or is it sufficient to have active clients, partners, deals, and key interactions?

Similar logical examples of our work:
> https://business.ingello.com/forma-crm - CRM logic, roles, processes, team work automation
> https://business.ingello.com/platforma - corporate platform with business processes and data structure
> https://business.ingello.com/prime-eva - e-commerce and operational processes, where the showcase is not important, but the managed system inside is

Ingello main page for FLH - https://systems-fl.ingello.com/ua

I would start with a short audit of Salesforce and the Bitrix24 model, because without this, an accurate assessment of the migration will be like guessing with coffee grounds. But the overall direction is fine - the project is not small; it requires architecture, migration discipline, and a careful launch for the team. Expand

Budget: 50 USD Deadline: 1 day

Hello. I am ready to take on your order. I have extensive experience working with Bitrix24.

Budget: 25000 USD Deadline: 30 days

We already have a practically ready solution for CRM migration and process setup in Bitrix24, which can be quickly adapted to your model and launch the first working phase.

I would estimate around 30 working days for auditing, designing the structure, migrating key data, funnels, automation, and short sessions for the team. A precise estimate is better given after reviewing Salesforce, the number of objects, communication history, fields, relationships, and user roles.

Here, an important nuance is that for YouWish, it is not advisable to simply copy Salesforce into Bitrix24. I would start with a process map for clients, gift cards for 3 years, partners, negotiations, onboarding suppliers, and support. Next would be the data model, roles, funnels, automation, migration rules, test transfer, and only then the main launch. It can be kept simple, but the logic of partner management should be designed separately, as that is where chaos often arises, and order beats class, as they say.

- Relevant examples
-- https://business.ingello.com/forma-crm - an example of a CRM solution with business logic, roles, and processes
-- https://business.ingello.com/platforma - an example of a more complex platform where the architecture of operational processes is important
-- https://business.ingello.com/prime-eva - close to e-commerce and operational automation

Our FLH landing - https://systems-fl.ingello.com/ua

To provide a more accurate estimate, please let me know:
- which entities in Salesforce need to be transferred - leads, deals, companies, contacts, tasks, correspondence history, products, partner records
- whether Bitrix24 has already been chosen in the cloud or box version, or if this is still an open decision

We can communicate with the team in English. Based on my feelings, the first reasonable step is the audit and prototype of the Bitrix24 structure; after that, it will be clear where migration is simple and where processes need further design. Expand

Budget: 25000 USD Deadline: 14 days

Hello — I am a specialist in the implementation and customization of Bitrix24 with experience in CRM migrations for complex projects. I will analyze the Salesforce structure, design the logic of entities and funnels in Bitrix24, plan the mapping of fields and automations, and oversee the migration with attention to preserving history and relationships between data. An important technical nuance: custom objects and complex workflows in Salesforce often require logic transformation before import. If suitable, I suggest a brief conversation to clarify key entities and the scope of data.