amoCRM implementation where every deal is visible.
Implementing amoCRM is not installing a program but setting it up around the way you actually sell: the funnel repeats the live process, every channel flows into one window, tasks set themselves. No deals are left that only one manager remembers.
A CRM is not a spreadsheet. It is your sales process.
What we do
First we map how a deal moves from first contact to payment. Then we build exactly that path in amoCRM: stages, fields, automatic tasks, channels and reports. And we stay until the system is used without reminders.
What we don't do
We don't sell licences for the sake of licences and we don't build a pipeline out of forty fields nobody will fill in. If your process is simpler than it looks, we'll set it up that way. Extra fields don't discipline a team — they kill the habit of using the CRM.
Why a CRM you already pay for sits empty.
Set up like everyone else's
The pipeline came from a template, but you sell differently. Every time, the manager has to choose between stages that don't fit — and ends up choosing none.
Channels live apart
Part of the correspondence is in WhatsApp, part in Telegram, calls on someone's phone. The CRM only gets what a person managed to copy across by hand — which is never everything.
Follow-ups depend on memory
Nobody reminds anyone to call back in three days. The client who said «I'll think about it» disappears for good — and the report shows nothing.
Reports are assembled by hand
Once a week somebody exports everything into a spreadsheet. The numbers arrive late and with mistakes, and decisions get made on gut feeling.
More fields than meaning
Twenty required fields on a card. The manager fills them in just to close the form — and the data stops meaning anything.
Rolled out and abandoned
The contractor delivered the setup and vanished. The process changed a month later, there is nobody to change the pipeline — and the team quietly goes back to messengers.
What exactly we set up.
Pipelines that match the process
Stages are named the way you name them among yourselves. Separate pipelines for different kinds of deals — new business, repeat sales, long projects.
Every channel and phone line
Telegram, WhatsApp, Instagram, marketplaces, email, website forms and calls all land in one window. An enquiry creates a deal by itself, with nothing copied by hand.
Automated tasks
Movement between stages, automatic call-back tasks, reminders and alerts to the head of sales. A deal with no next step stops being possible.
Integrations
Payments, documents, inventory, accounting, the website, end-to-end analytics — we connect what is actually used in the work, not the whole list at once.
Access rights and data hygiene
Everyone sees their own, the head of sales sees everything. Fields are mandatory only where the money can't be counted without them. Duplicate deals and contacts get cleaned out.
Reporting
Conversion by stage, source and manager, deal length, reasons for losses. The numbers add up by themselves and match reality.
amoCRM implementation step by step: what we set up and what you get.
After each stage something should start working on live deals. If the result can't be shown in the CRM, the stage isn't finished.
| Stage | What we set up | Result |
|---|---|---|
| Process review | We walk through a deal from the first enquiry to payment together with the people who sell | The process written down in the team's words, not a template's |
| Pipeline and fields | Stages that follow your process and only the fields you need to count the money | Salespeople don't have to guess where to move a deal |
| Channels and telephony | We connect messengers, Avito, email, website forms and telephony and test each channel with a trial enquiry | Every enquiry creates a deal by itself |
| Automatic tasks | Stage transitions, call-back tasks, reminders and alerts for the manager | Every deal has a next step and a date |
| Data migration | Customers and history from spreadsheets or the old system, without duplicates | The old database works in the pipeline instead of sitting in an archive |
| Team training | We show on your own deals how to keep a deal card and where to find tasks | The team keeps the CRM up to date without reminders from the manager |
Which channels and services we connect to amoCRM.
We connect the channel that brings the most enquiries first, even if another one is easier to set up. Repeat enquiries are merged by phone number or email: a customer who wrote in WhatsApp and then called stays one deal.
| Channel or service | How we connect it | What to know |
|---|---|---|
| Telegram, WhatsApp | Through an integration service: the company number is linked to a pipeline, and the manager replies from the deal card into the same messenger | The integrator is a separate subscription and isn't included in the amoCRM licence. An unofficial connection launches faster but may end with the number being blocked |
| Direct messages and, if needed, comments through the same integrator | You need a business profile linked to a Facebook page. We connect comments only if people leave requests in them | |
| Avito | Through the API or an integrator: a message from a listing's chat creates a deal that shows which listing it came from | The platform doesn't always pass on the phone number, so the first step is to ask the customer for contact details |
| Website | Each form sends the request to its own pipeline or stage, and the website chat writes into the same card | The entry stage immediately shows where the customer came from and what they're interested in |
| Telephony | Calls from the deal card; the recording and duration are saved automatically | Without recordings linked to the deal, you won't be able to check conversations against a checklist |
| Payments and documents | An invoice and a payment link from the deal; a contract and certificate of completion from a template filled with deal data | Payment status is visible in the card without calling accounting |
| Stock and 1C | Stock and prices in the card; items are inserted into the invoice automatically | More useful for trade with a large range than for services |
| Mailings and meeting booking | Emails and SMS at a set pipeline stage; a calendar where the customer picks a time themselves | We add these as a second step, once the main flow is already in the CRM |
Before connecting, we write down which manual actions should disappear. If after launch the manager still copies data by hand, the integration exists but saves nothing, and it needs finishing. Automating the sales process step by step: what to hand to the CRM first and what later.
Three things you notice at once.
Every message and every call creates a deal automatically. Forgetting to enter a client is no longer possible — there is nothing to enter, they are already there.
A card with no task is highlighted, and the head of sales sees it. «The client just went quiet» stops being an explanation.
Conversion by stage and by source is calculated in real time. It becomes clear at which step, and for what reason, the money leaks.
The agent answers. The CRM remembers.
CRM without the agent
It works, but it depends on how fast a person replies. At night and at weekends the enquiry sits unread, and by morning the client is already writing to a competitor.
CRM with the agent
The agent replies within seconds at any hour, finds out what the client needs and fills the card in itself. In the morning the manager opens the CRM to prepared warm deals instead of a list of missed ones.
First we count the losses, then the price.
The price depends on the number of pipelines and channels, how deep the automation goes and whether data has to be moved from an old system. The process review and the estimate are free: first we look at where exactly your deals leak, and only then name a price.
The amoCRM licence is paid directly to amoCRM and is not part of our fee — we don't earn anything on it.
Related reads.
Why overdue tasks pile up in the CRM
We look at three causes of overdue tasks in the CRM: technical, process-related and motivational. And show which rules and automations close the problem.
DKDmitry Kuzminov
Automated enquiry handling in the CRM, step by step
Which enquiry-handling steps CRM rules take on, which go to the chat robot, what to leave to the manager and how to check that hot enquiries aren't kept waiting.
DKDmitry Kuzminov
What a sales funnel is and how to measure it
The sales funnel in plain words: stages from enquiry to payment, a worked conversion example, where clients get lost and how to set up stages and tasks in amoCRM.
DKDmitry KuzminovFrequently asked questions.
How much does amoCRM implementation cost and what does it include?
The price depends on what the analysis shows: how many channels we connect, whether telephony is needed, whether there is anything to migrate from spreadsheets or another system. So first the analysis and the estimate.
The implementation includes: a review of how you sell today; a pipeline and fields built around that process; connecting channels, telephony and the website; automatic tasks and reminders; migration of existing data; training for the team. The amoCRM licence is paid separately and directly — we do not resell it.
We already have amoCRM, but the managers don't keep it up. What should we do?
This is the most common case. You can't force people, but you can remove the reasons. Usually it's a pipeline that doesn't match the real process and fields that there's nothing to fill in with. We rework the setup around how you actually work — without losing the deal history.
When a deal is created automatically from a chat or call, the task is set automatically, and there are three required fields instead of twenty, resistance disappears. The rest is handled by training on their own deals and one clear rule from the head of sales.
Will you migrate our data, and where will it be stored?
We migrate customers, deals and history from Excel, Google Sheets or another system, cleaning out duplicates along the way. What gets migrated and what stays in the archive is decided before the migration. We don't drag over old messenger chats in full: active deals are set up with the key agreements, and the rest stays where it is.
Data is stored in amoCRM, and our services run on a server in Russia. What exactly is collected and why is described in the personal data processing policy.
How long does the rollout take?
One pipeline and a couple of channels usually take one to two weeks. Several lines of business, telephony, data migration and integrations take three to six weeks. Most of the time goes into analysing the process and agreeing on it; the setup itself takes less.
Managers deal with customers from their personal phones. How do we move everything into the CRM?
Gradually, starting with new enquiries. The number on the website, in signatures and in listings is changed to a work number connected to amoCRM, and new customers go there straight away. The manager messages active customers personally from the new channel: «It's the same Sergey, we've moved our chat to the company's work number». The old base will catch up the next time they get in touch.
Banning personal phones only makes sense once replying from the CRM has become more convenient than from a phone. Otherwise people will go back to their phones, and you won't know about it.
Can we manage work with suppliers in amoCRM?
Yes, in a separate pipeline: «Price request», «Awaiting invoice», «Paid», «Awaiting shipment», «Received». Chats with a supplier from WhatsApp, Telegram and email land in the order card, and the CRM reminds you if an invoice or shipment is delayed. The supplier doesn't have to change anything: they write to the same number.
In this kind of correspondence, the robot confirms receipt of documents and clarifies statuses, while the manager agrees prices and terms. If there are few orders and the questions differ every time, a pipeline without a robot is enough.
Other AIBP products.
We'll show you where your deals leak.
We'll review your sales process and CRM setup free of charge. We'll say plainly what needs changing, and what already works and shouldn't be touched.
Rather not fill in a form? Message our agent on Telegram — it replies right away and books you a review.