Faster quotations. More accurate delivery. Every deal under control.

ITRise / project dossier

B2B Sales and Logistics Automation for “Krovbi”

CRM Automation for Sales and Logistics of a Roofing Manufacturing Company

3stages covered
4recorded outcomes
360°project context

01 / project brief

The challenge, without the noise

We define the business goal first, then select the technology.
Goal

What Was Not Working at “Krovbi” Before Implementation

  • Complex manager supervision with no operational transparency
  • Managers forgot to return to postponed orders
  • No connection between shipping, logistics, and production
  • Reports were created manually with no source filtering
  • CRM forms, calls, messengers, and Avito were not integrated
Client request

What needed to change

“We need a platform where all sales, logistics, products, deals, and manager supervision are managed in one place — without Excel spreadsheets or duplicated data.”

02 / delivery process

From discovery
to a working system

  1. 01

    CRM setup and sales department management

    • Application processing workflows were standardized
    • Sales funnel implementation
    • Automated reports and profitability tracking — Quotation → Invoice → Production → Shipment
    • Logistics module added and synchronized with deal stages
    • Messengers, Avito, Mango telephony, and MTS integration
    Stage outcome

    Managers work within a single interface, and deals are automatically monitored.

  2. 02

    Logistics automation

    • The deal is automatically transferred to the logistics department
    • The logistics manager receives a task and creates a delivery route
    • Changes in logistics automatically return the deal to the required stage
    • Delivery confirmation is recorded in both BI and CRM systems
    Stage outcome

    Logistics became an integrated end-to-end process rather than a separate external element.

  3. 03

    Monitoring and analytics

    • BI reports for leads, deals, and communication channels
    • Deal statuses are updated based on manager actions
    • Deferred deals are automatically returned to the workflow
    • Employee notifications ensure the system never “loses” anything
    • Invoices and quotations are stored within the deal card
    Stage outcome

    Management gained full control over operations — from conversion rates to accounts receivable.

03 / impact

What changed after launch

Not a list of features, but real changes in day-to-day operations.
  1. 01
    Application processing time reduced by 35%
  2. 02
    100% automation of task and logistics workflow transitions
  3. 03
    Report generation speed — BI reports in just 2 clicks
  4. 04
    All communication channels fully integrated into the CRM

04 / technology

A stack that
solves the challenge

Bitrix24Bitrix24
Power BIPower BI
WebhooksWebhooks
Mango Office + МТСMango Office + МТС
Your project / next

We build CRM platforms that manage sales processes for you.

We will review the context and propose a first stage with clear timing, budget and outcome.

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