Leads are distributed in turn, automatically. A deal cannot sit without a task. If a manager stays silent longer than the norm, the lead goes to the next person, and you find out from a report in your messenger, not a month later from lost revenue.
A lead lands in a manager's WhatsApp, he forgets, the client goes to a competitor. You never hear about it.
Everything in the spreadsheet is “in progress”. What is really happening with each deal is invisible until you ask in person.
Stand-ups, Monday reports, “what about this client?”. The head of sales becomes a supervisor instead of selling.
The rules that used to depend on your memory and persistence are now enforced by the system.
A new lead is assigned immediately to the next manager in turn, weighted by rating. Not taken within 2 hours — it moves on, minus a point.
A deal cannot move to the next stage without a task. 12 hours without one — a warning; 24 hours — it is handed to another manager.
Each stage has its own time norm. A deal over the norm is highlighted on the board; at 1.5× the norm the manager's lead is notified.
WhatsApp, Telegram and MAX via Wazzup right in the card, with translation both ways. The client's number can be hidden from the manager.
Every 2 hours — what is overdue; end of day — a summary per manager; Mondays — the weekly rating. In MAX or Telegram.
Points for speed and results, penalties for misses. Rating affects the share of leads. Bonuses are accrued automatically after the right stage.
Owner, head, director, head of sales, manager, support. What each role can do is a set of checkboxes in settings, no developer needed.
Each department or line of business has its own funnel, staff and settings. Management sees everything, staff see only their own.
Move a hundred deals at once, export to Excel, a report per employee for any period: time in CRM, messages, deals, overdue items.
From the website, a messenger or by hand. It lands in “Unsorted” with a timestamp.
Immediately, with no “who takes it”. The manager gets a MAX notification and a 2-hour “Get in touch” task.
Not taken, no task set, held longer than the norm — the system warns, then passes the lead on.
No stand-ups: who took how many, where the delays are, who is silent. The needed action is one click away from the notification.
We do not just hand over a login. We launch the CRM in your sales department and bring it to working order.
From amoCRM, Bitrix24 or spreadsheets: deals, stages, owners, comments. Verified by reconciliation, nothing is lost.
Funnel, stage norms, role permissions, message templates, working hours and employee time zones.
WhatsApp, Telegram, MAX, website forms, a lead bot. Notifications to managers in their messenger.
A manager handbook, a cheat sheet, two weeks of hands-on support. Custom changes by agreement.
Tell us what your company does and how many people are in sales. We will get in touch, show the CRM on your own examples and quote a price.