Business Process Automation in Bitrix24
We hand routine over to robots and business processes: leads distribute themselves, tasks are set on time, invoices and contracts are approved by the rules. Fewer manual actions — fewer losses.
What we automate
Standard scenarios that remove manual work and human error.
Lead auto-distribution
New requests are distributed among managers by rules: queue, region, source, workload. No request hangs without an owner.
Reminders and auto-tasks
The system sets tasks and reminders for the manager at every deal stage — call back, issue an invoice, send a proposal on time.
Invoice and contract approval
An approval route through the manager and accounting: the document moves along the chain with statuses and deadlines under control.
Trigger-based campaigns
Automatic emails and messages on events — after a request, payment, or shipment. No need to send to each client manually.
NPS surveys
A satisfaction survey launches automatically after a deal is closed, with responses collected in CRM for analysis.
Escalation of overdue deals
If a deal stalls or a stage is overdue — the manager is notified and the deal is automatically flagged for review.
Document generation
Invoices, contracts, proposals and acts are built from templates using deal data in one click — with no errors in the details.
Manager notifications
Summaries and alerts about major deals, missed targets and anomalies reach the manager in real time.
What we build automation on
We use Bitrix24's native mechanisms and external integrations — without a homemade patchwork.
From audit to launch
First we understand the process, then we automate it — not the other way around.
Process audit
We see how the team actually works: where requests are lost, where the routine and bottlenecks are.
Process map
We describe target scenarios and rules: who does what, when and under which condition.
Setting up robots and BP
We build automation on robots, triggers and business processes tailored to your rules.
Testing
We check every branch of the scenarios on real cases and catch exceptions before launch.
Launch and support
We put automation into operation, train the team and adjust based on feedback.
What changes after automation
The impact for your company
Less routine
Managers no longer waste time on manual task setting, mailouts and paperwork — they focus on selling.
Nothing slips through
Every request is handled by the rules, overdue items are escalated, and important events are never missed.
Transparency for the manager
You can see which stage a deal is at, who owns it and where the bottleneck is — decisions are made on data, not by guesswork.
Scalability
The rulebook is built into the system: new employees work by the same rules from day one.
Frequently asked questions
Take the routine out of your sales team
We'll show which processes in your Bitrix24 should be automated first and estimate the impact.