Setting up CRM Planfix
It is necessary to configure CRM Planfix in a company that specializes in the design and installation of solar power plants. It is required to set up sales and project execution processes: task structure, statuses, stages, and automation.
What needs to be done:
Setting up the CRM structure:
sales funnel (lead → qualification → calculation/quotation → contract → payment → installation/commissioning → completed/service);
directories/contacts/companies, links to deals/projects.
Lead/deal/project card:
fields (object type, address, capacity, equipment, budget, source, deadlines, responsible persons, documents, payment stages, etc.);
task templates and checklists.
Automation:
auto-assignment of tasks by stages (quotation, contract, invoice, departure, installation, documents);
reminders/control of deadlines;
triggers when changing statuses, rules for assigning responsible persons.
Integrations:
email, binotel, messengers.
Reports and control:
reports on the funnel, conversion, plan/fact, employee tasks, project execution stages.
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30 days601 USD
30 days601 USD
Hello! I am the project manager of Business Atlas. Setting up CRM for companies with complex sales and implementation stages is our main profile. We have already implemented over 50 systems (Ajax, Genesis, Motortop) that truly free owners from routine and provide transparent control. I understand the specifics of your business well: from the first interest of the client to the final connection of the station.
Why us:
• Our experience: We specialize in creating ecosystems where each tool works towards results. We know how to automate the funnel so that you see real conversion and team workload.
• Solutions: We automate task assignment, payment control, and integrate Binotel/messengers so that the entire history of the object is in one window.
• Value: You get accuracy in reporting and a systematic approach that guarantees stable development without chaos in tasks.
Estimation:
• Cost: $1,500 – $2,200 (depends on the final technical specification and your budget).
… • Timeline: 3–4 weeks.
We provide 14 days of warranty support to ensure everything works perfectly. I suggest discussing your expectations so that I can prepare a detailed logic of statuses tailored to your business. Please write to me privately.
Similar completed project: Настроить CRM для видения Лида
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10 days601 USD
537 2 0 10 days601 USD
Good day! ☀️
I am a narrow-specialized integrator of PlanFix with 6 years of experience. My fundamental feature is that I work exclusively with this system.
Unlike developers who spread their attention across different CRM platforms, I focus on the deep architecture of PlanFix. This allows me to implement complex automations of any level: from flexible internal scenarios to multi-level integrations with external services via API and webhooks.
Your request is completely clear to me, as I have already implemented several projects for companies in the field of design and installation of solar power plants (SPP).
I am ready to discuss the details of your task and demonstrate the logic of implemented cases in private messages.
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7 days334 USD
248 7 days334 USD
Good day
I am ready to complete this work
I have worked with Bitrix and KeyCRM
I understand the specifics of the sales business process
The deadlines I provide are approximate, as additional requests may arise during the requirements gathering
I wish you a good day
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1 day45 USD
3561 20 1 1 1 day45 USD
Hello.
I have experience in implementing CRM and automating business processes. I can set up Planfix according to your cycle: sales funnel → design → installation → service, with task automation, deadline control, and integrations (email, Binotel, messengers).
I create the structure of deals/projects, necessary fields, task templates, triggers, and reports on the funnel and team performance.
I suggest discussing the details in private messages to assess the scope and propose the optimal solution.
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3 days127 USD
280 1 0 3 days127 USD
I have reviewed your request. I am ready to implement a comprehensive system that will unite the sales department and the technical department.
What will be set up:
Process structure: Creation of two related funnels: "Sales" (from lead to contract) and "Design/Installation" (from site visit to commissioning).
Cards and fields: Setting up specific fields (power in kW, type of inverters/panels, object coordinates) with automatic data copying between tasks.
Automation of scenarios: Automatic task assignment to engineers after payment, deadline control during the project work phase, triggers for status changes upon receipt of documents.
…
Integrations: Connecting Binotel (calls in the card), email, and Telegram/Viber for communication with clients directly from Planfix.
Analytics: Reports on manager efficiency, planned vs actual workload of installation teams, and conversion funnel.
Result: A transparent system where each employee sees their step, and the manager controls the deadlines and profitability of each project.
For discussing the logic of transitions between statuses and the specifics of your documents — please write in private messages.
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2 days67 USD
135 1 1 2 days67 USD
Hello! I am happy to implement your project. I have multiple experiences in similar tasks, so I guarantee a quality result. I would be glad to collaborate! I suggest discussing the detailed technical specifications in private messages.
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