Introduction to Bitrix24 to the tour agency “MAMA LU”
Requirements for the implementation of Bitrix24
The client came with the task of making a convenient electronic document circulation and facilitating the routine work of managers.We have provided expert advice on telephony and the necessary external services for business automation based on Bitrix24.During the implementation work was carried out:
1 .Creation of 26 dynamic contracts
2ndCreate additional fields in CRM objects (transactions, contact cards and companies) to segment the customer base and get the correct analysis.ThreeConfiguration of email exchange from CRM employees' e-books.Connecting open lines to Bitrix24 (Viber).Set CRM 4 accounts and withdraw in payment methods through the print form.Configuration of CRM reports in the reporting designer.7 .Connecting and setting the IP phone.8 .Configuration of the automatic accounting of the saldo to payment taking into account the currencies at the time of payment
The achieved results:
- IP phone is connected and all calls are made from the client card, fixed in the client card and available for hearing,
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
- open lines are connected and all the correspondence comes from Viber to Bitrix24,
- when the transaction changes, the exchange rate is calculated at the time of payment, the manager needs to simply fill the course field and enter the amount of the tour.The contract is formed in the transaction card.Accounts are exhibited with Bitrix24 with a print and signature.
The client came with the task of making a convenient electronic document circulation and facilitating the routine work of managers.We have provided expert advice on telephony and the necessary external services for business automation based on Bitrix24.During the implementation work was carried out:
1 .Creation of 26 dynamic contracts
2ndCreate additional fields in CRM objects (transactions, contact cards and companies) to segment the customer base and get the correct analysis.ThreeConfiguration of email exchange from CRM employees' e-books.Connecting open lines to Bitrix24 (Viber).Set CRM 4 accounts and withdraw in payment methods through the print form.Configuration of CRM reports in the reporting designer.7 .Connecting and setting the IP phone.8 .Configuration of the automatic accounting of the saldo to payment taking into account the currencies at the time of payment
The achieved results:
- IP phone is connected and all calls are made from the client card, fixed in the client card and available for hearing,
- Connected mail all the correspondence with the customer is displayed in Bitrix24,
- open lines are connected and all the correspondence comes from Viber to Bitrix24,
- when the transaction changes, the exchange rate is calculated at the time of payment, the manager needs to simply fill the course field and enter the amount of the tour.The contract is formed in the transaction card.Accounts are exhibited with Bitrix24 with a print and signature.
Chernigov 
Available for hire