I need an experienced Bitrix24 specialist to get the CRM side of our account running smoothly. The goal is to have every lead move seamlessly through our pipeline while routine touches happen without anyone on the team lifting a finger. Scope of work •CRM, Automation & System Implementation 1. Objective This SOP outlines the implementation, configuration, and management of CRM, communication channels, task management, and integrations to streamline business operations, improve lead management, and enhance overall efficiency. 2. Business Structure Setup ● Create separate pipelines based on business models: ○ B2B Pipeline ○ B2C Pipeline ● Additional pipelines will be created based on services such ○ Other service categories as required 3. CRM Setup & Configuration 3.1 Sales Pipeline Creation ● Design multiple sales pipelines for each product/service category ● Define stages such as: ○ New Lead ○ Contacted ○ Follow-up ○ Converted ○ Lost / Not Reachable 3.2 Workflow Automation ● Lead assignment rules (manual/automatic based on conditions) ● Custom field creation (e.g., Service Type, Budget, Priority, Source) ● Stage-wise automation triggers (notifications, task creation, follow-ups) ● SLA-based follow-up reminders 3.3 CRM Data Management ● Referral tracking system ● Invoice template creation and management ● Payment status tracking ● Product catalog setup ● Duplicate lead detection and prevention system 4. Reporting & Analytics ● Sales performance dashboards ● Lead conversion tracking ● Campaign performance reports ● Custom reports based on business requirements ● Payment and revenue tracking dashboard for accounts team 5. Access Control & Permissions ● Role-based access setup ● Department-wise permission structure ● Restricted access for sensitive data ● Admin-level control for system monitoring 6. Marketing & Lead Capture Setup 6.1 Social Media Integration ● Integration with platforms such as: ○ Facebook ○ Instagram ○ Google Ads ● Campaign tracking and lead capture automation 6.2 CRM Forms ● Creation of web forms for lead capture ● Integration with existing website ● Automated lead entry into CRM pipelines 6.3 Meta Conversion API Integration ● Setup for accurate ad tracking and event measurement ● Improve campaign attribution and performance insights 7. Client Retention & Renewal Management ● Automated renewal reminders ● Tracking of existing clients ● Follow-up workflows for renewals and upselling 8. Task & Project Management Setup ● Creation of task and project templates ● Workflow automation for task assignments ● Reporting structure for team performance ● Integration between CRM and tasks/projects ○ Auto task creation from deals/leads ○ Activity tracking 9. Communication Systems 9.1 Webmail Setup ● Integration of official email accounts ● Email tracking and communication logging within CRM 9.2 WhatsApp Integration ● Integration using third-party APIs: ○ Wazzup ○ ChatApp ○ Wati ● Automated messaging workflows ● Lead communication tracking 10. Company Structure Setup ● Define organizational hierarchy ● Department-wise structuring ● Role-based access aligned with hierarchy 11. Payment Gateway Integration 11.1 Direct Integrations ● Paytm (Recommended) ● PayU ● Stripe (Recommended) ● Payze 11.2 Custom Integration ● Razorpay payment gateway 12. Accounting & Payment Tracking ● Payment dashboard for accounting team ● Real-time tracking of: ○ Invoices ○ Payments received ○ Pending dues ● Integration with CRM deals for financial visibility 13. Additional Custom Development ● Custom workflows based on unique business needs ● API-based integrations ● Advanced automation if required 14. Quality Control Measures ● Duplicate data prevention system ● Regular data audits ● Workflow testing before deployment ● User acceptance testing (UAT) 15. Training & Support ● Initial onboarding and system walkthrough ● Department-specific training sessions ● Documentation sharing ● Ongoing support for troubleshooting and enhancements 16. Deliverables Summary ● Fully configured CRM system ● Automated workflows and pipelines ● Integrated communication channels ● Payment and reporting dashboards ● Trained team for system usage 17. Review & Optimization ● Continuous monitoring of system performance ● Regular feedback collection ● Optimization of workflows and reports ● Scaling setup as business grows