Inova Tech: единая CRM-экосистема для IT-интегратора

The client needed a flexible CRM to automate sales, HR, service requests, and document workflow, starting in the cloud and later migrating to its own server for full control over the data.

• Consolidate sales, HR, service requests, and documents into a single system
• Launch quickly in the cloud, then move to the on-premise edition
• Connect all customer communication channels
• Automate document workflow and approvals

1. 1
   Cloud launch

   We deployed Bitrix24 Cloud and refined the business logic and sales pipelines.
2. 2
   Migration to on-premise

   We deployed the on-premise edition on the client's own server with full configuration and data migration.
3. 3
   Channel integration

   WhatsApp via Wazzup, IP telephony, Facebook Leads, and Tilda and WordPress forms.
4. 4
   HR and recruiting

   We connected hh.kz and set up a recruitment pipeline directly within the CRM.
5. 5
   Document workflow

   TrustMe for approving and signing documents.
6. 6
   Corporate culture

   An idea bank and a corporate store inside the portal.

The CRM became a single point of entry for every employee. All departments now work in sync and with full transparency, and requests from every channel are automatically routed into the pipeline.

• The CRM is a single point of entry for sales, HR, support, and documents
• Requests from all channels are automatically routed into the pipeline
• Approval turnaround time increased several times over