Sales Automation: CRM, Dashboards and AI Implementation
We set up CRM (Bitrix24, amoCRM, HubSpot), build revenue and funnel dashboards, integrate AI assistants for the sales team: auto-replies, call analysis, deal forecasting.
When your sales team needs automation
Sales reps spend 30-40% of their time on routine: manual CRM entry, copying data between sheets, listening to calls, manual reports for the owner. This routine doesn't bring revenue but eats your sales payroll and slows growth. The bigger the team - the stronger the effect.
Sales automation isn't "install a CRM and forget it" - it's a connected system: configured CRM (Bitrix24, amoCRM, HubSpot) with your funnel and robots, real-time dashboards on revenue and rep performance, AI assistants for call analysis, customer auto-replies and deal forecasting. We deliver in 4-8 weeks and hand over with training and SOPs.
CRM implementation: Bitrix24, amoCRM, HubSpot
CRM implementation isn't installing a box - it's converting your sales process into a system: a funnel with the right stages, mandatory deal fields, automatic tasks and robots, integration with telephony, messengers and the website. CRM becomes the single source of truth on customers and deals, and reports build themselves.
We pick the platform for your business. Bitrix24 - for teams of 10+ with tasks, document flow and a call center. amoCRM - for SMB focused on funnel and messengers. HubSpot - for B2B with long cycles, English markets and tight marketing-sales alignment. If you already run a CRM - we audit and bring it to working condition without changing the platform.
Real-time sales dashboards
A dashboard is one screen of numbers the owner opens in the morning to know what's happening with sales. Not an Excel sheet on demand - live analytics that updates itself and shows the funnel, plan vs actual, and rep activity.
Funnel & stage conversion
See exactly where deals leak: qualification, demo, proposal, negotiation, close. Stage-by-stage conversion vs prior month. The real bottleneck becomes obvious - no more "the head of sales says...".
Plan vs actual on revenue & margin
Team and individual quotas, running actuals, end-of-month forecast based on the pipeline. Margin and AOV by product - for assortment and discount decisions.
Rep activity
Calls, meetings, proposals sent, deals in progress per rep. Who works, who hides. Use it for results-based 1-on-1s, not micromanagement.
Lead sources & ROMI
Where leads and deals come from: paid search, SEO, paid social, referrals, outbound. ROMI by channel - where to invest, where to cut.
AI in sales: concrete deployments
AI in sales isn't "talk to ChatGPT". It's specific tools that plug into the funnel and remove routine from reps. We deploy what pays back in 1-3 months - no hype.
Call transcription & analysis
AI transcribes 100% of rep calls, scores them against your QA checklist, flags deals at high risk of slipping. The head of sales spends minutes on review, not hours - and sees real team issues, not 3 cherry-picked calls a week.
Auto-replies on standard inquiries
An AI bot answers the first message in WhatsApp/Telegram in a second: qualifies, sends pricing or proposal, books a meeting. The rep takes over on a hot lead instead of chasing "how much does it cost?".
Lead scoring & prioritization
AI scores every lead by win probability: company size, segment, industry, on-site behavior, response quality. Reps work hot leads first; cold leads go into a nurturing track.
Proposal & follow-up generation
AI assembles a personalized proposal from a template plus deal data in 30 seconds. Writes follow-up emails after meetings with specifics from what was discussed. Rep reviews and sends.
6 core outcomes
CRM, dashboards and AI as a connected system - gives reps their time back, the owner numbers in real time, and removes "key person" risk.
How we deliver
4-8 weeks from diagnostics to a working system. No "implementation for the sake of implementation" - every stage targets a measurable outcome.
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