We set up Bitrix24 with only the modules you need, in a way your team finds easy to use.
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View as MarkdownRoicool's Bitrix24 consulting covers the cloud versus on-premise decision, CRM pipelines and fields, automation with robots and triggers, messaging and phone integrations through Open Channels, web forms, reporting and training. Unused modules are hidden and the interface is simplified.
Last updated: 20 October 2026View as Markdown
Four problems we solve.
Scope
Pipelines, stages, fields and user roles; hiding unused modules.
Assignment, reminder and stage rules with robots and triggers.
Open Channels, phone and messaging integrations; for details see call tracking and WhatsApp integration.
Web forms and ad leads flowing into the CRM, source tracking.
Sales reports and role-based training.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through New → Preparing documents → Invoice → Final negotiations → Deal won, and at each of the 4 steps an automation rule we build fires.
Example flow
New2
Gate New → Preparing documents: Open channel message → lead created
Preparing documents2
Gate Preparing documents → Invoice: Lead converted → deal + task
Invoice2
Gate Invoice → Final negotiations: Invoice paid → final negotiations
Final negotiations1
Gate Final negotiations → Deal won: Deal won → robot: satisfaction survey
Deal won1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
Strategy, content, development and measurement in one team.
Partnerships and certifications
Zehra Adaş · Managing Partner · Updated 20 October 2026 · 1 min read
A good fit: companies that want task and communication tools on the same platform as the CRM, and that sell a lot by phone and messaging.
Not a good fit: teams looking only for a platform centred on marketing automation.
Bitrix24 comes as a cloud version and as a version installed on your own server. We weigh up together which one fits your data residency, customisation and maintenance needs.
No. Alongside the CRM it includes task and project management, communication and collaboration tools. Limiting which modules are used at setup makes adoption easier.
Bitrix24 supports messaging apps and telephony integrations through Open Channels. How each channel is connected depends on the provider and the account type.
Yes. Robots, triggers and business processes can automate lead assignment, reminders and stage changes.
We trim the interface down to the modules you use, set up role-based views and start with short training sessions.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
