Cases: CRM

The CRM's «responsible» field is a phone, not a person. AI recovered by voice who really opens and closes deals, and a weekly conversion trend turned the report into a team-management tool.

A daemon catches the bank's incoming-payment emails and AI matches each payment to a Bitrix24 smart invoice, moving it to «Paid». Manual reconciliation is gone; ambiguous cases go to a human.

An on-site AI assistant holds a natural conversation, gathers the room parameters and recommends real products from the live catalog — with prices right in the chat. The output is a qualified Bitrix24 deal.

We restored the real channel for deals where UTM tags were lost. Attribution is assembled as a cascade across 8 sources — the last, unexpected layers: AI listens to sales calls (clients say themselves where they came from) and a Yandex.Metrica visit match within 5 minutes before the deal was created.

AI listens to every inbound call: if a sales rep volunteers a discount the client didn't ask for, the head of sales gets an alert with the quote, the discount size, and a link to the recording.

A network of 4 private clinics — the patient funnel "booking → visit → payment → follow-up" inside self-hosted Bitrix24. Integration with the medical information system, SMS reminders, a unified network-wide dashboard.

A custom solution for a new-build sales team: online unit chart, automatic 3-day hold timer, equity participation contract builder in 5 minutes, mortgage integrations with 3 banks.