1. Company Description
Our company is a premium real estate agency in southern Spain, in the Costa del Sol region (Marbella).
We operate in three main areas:
• Property rental
• Sale of primary real estate (new developments)
• Sale of secondary real estate (resale)
The team consists of a rental department, sales department, marketing department, lawyer, accountant, and management. The agency actively works with international clients and is interested in fully digitalizing its processes.
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2. Project Goal
Integration and full setup of the Bitrix24 CRM system, with automation of all key real estate agency processes.
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3. Project Tasks
1. Setting up the company structure in Bitrix24:
• Creating departments: rental, sales (primary and secondary), marketing, legal, accounting, administration.
• Linking employees to departments.
2. Developing and configuring sales funnels:
• Separate funnels for rental, primary sale, secondary sale.
• Configuring funnels for leads and deals.
• Configuring funnels for each department if internal division is needed.
3. Automating processes:
• Automatic task creation at funnel stages.
• Notifications and automatic task assignment to lawyer, accountant, department head, marketing, and other responsible persons.
• Integration of standard task templates and business processes.
4. Connecting and organizing the property database:
• Integration with internal or external property database.
• Possibility of implementation via an app (using ready-made solutions compatible with Bitrix24 for Europe is allowed).
• Importing and synchronizing property data (photos, descriptions, statuses, price, agent).
5. Integrations:
• Integration with WhatsApp, Telegram, email, social networks (Meta), if within your expertise.
• Optional connection of telephony.
6. Supporting multilingual interface (optional).
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4. Contractor Requirements
• Mandatory experience in implementing Bitrix24 for real estate agencies — only performers with real cases are considered (preferably in the premium segment or European real estate).
• Availability of case presentations or ability to demonstrate current working systems.
• Deep understanding of business processes in real estate: rental, purchase and sale transactions, client work, document flow.
• Portfolio with reviews and confirmed projects.
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5. Budget and Desired Implementation Timeline
• Project cost is discussed individually
• Initial setup: up to 3 weeks
• Full launch with team training: up to 6 weeks
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6. Contact Information
• Real estate agency: Pro Part Marbella
• Location: Marbella, Costa del Sol, Spain
