The price follows your rules
We move the calculation out of Excel. From one set of measurements you get the amount, the offer as a PDF, the contract annex and the drawing for the workshop.
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Custom CRMYou work to measure: visit the client, take the dimensions, prepare the offer, build, install. If all of that sits in Excel, in WhatsApp and in the heads of two people today, we move it into one system, in Romanian and Russian, designed for your team in Chișinău, Bălți or anywhere else in the country.
Clients write to three phonesOne asks in Romanian on Facebook, another phones and speaks Russian, a third returns on WhatsApp to a colleague who is on holiday. No single place holds the full story.
One person knows the priceThe formulas sit in a table nobody else dares to touch. When that person is away, offers wait.
Production works from photosSizes reach the workshop as a message or a snapshot of a sheet of paper. A misread digit only shows up on site.
Money gets counted lastUnpaid deposits, forgotten offers, stuck enquiries: you discover them once the month is closed and nothing can be done.
We move the calculation out of Excel. From one set of measurements you get the amount, the offer as a PDF, the contract annex and the drawing for the workshop.
A WhatsApp Business message, a Facebook Lead Ads form, a VoIP call or an email opens the client record by itself, or adds to it.
Sales opens it, production and installation carry on, each with a funnel of its own. Nobody retypes anything.
Dimensions are read from the screen, incoming goods are logged on the spot, and materials are set aside for a specific job.
Invoice data with 20% VAT goes from the job to accounting, and deposits and balances stay in plain sight.
By rep, source and day you see which offers become contracts, why clients drop out and what is still due.
Velaria does not exist: it is a pergola maker we invented for this demo, not a client. Names, towns and amounts are examples.
Choose a screen
The day starts here. Who wrote overnight, which message needs a reply, how the month is going and what is due today.
The client moves on. From sales to production, then on to installation, and the history travels along.
Play with the price. Drag the sizes, pick another colour, tick the options. The euro amount with 20% VAT and the sketch change at once, as they would in a configurator built on your rules.
The chat knows who you are talking to. Beside the messages you see stage, value and owner, and the offer goes out without leaving the conversation.
Pergola 4000 × 3000 × 2500 · anthracite 7016 · installing Friday
Away from the desk too. On the tablet the workshop marks what has been cut. On the phone the rep has the offer at hand when arriving at the client.
Picture a small manufacturer in Chișinău with clients across the country: enquiries from Facebook ads and WhatsApp, offers in an enormous Excel file, production and installation run through messages and paper. For a company like that, the CRM would look like this:
Together we go through real tables, forms and chats, in Romanian or Russian, and map an order from enquiry to payment.
You get screens you can click through, with examples from your own work, much like the Velaria demo. We adjust them until they fit, then write the code.
Delivery comes in stages: channels and accounting get connected, old data comes across, and the team starts on whatever is ready.
The team learns the system on computer, tablet and phone, and we remain available once it is running.
That is the first thing we settle during discovery. We are a Bitrix24 integrator, so if Bitrix24 covers your processes, that is what we propose and implement. Your own system pays off when offers, production or installation follow rules a standard product cannot hold.
A clickable prototype with your company's screens and flows. You walk through it with your team and decide on that basis, not on a description on paper.
Yes. During discovery we settle the languages for screens, offer templates and client messages, so each person works in their own.
We check during discovery what your software allows: an API connection or file exchange. Beyond accounting, the CRM can connect to WhatsApp Business, Facebook Lead Ads, VoIP telephony and email, and old data can come over from Excel or another CRM.
Yes. Currency, the 20% VAT rate and the pricing rules are set to match how you issue offers and invoices.
Every CRM has a different number of processes and connections. After discovery and the prototype you receive a clear offer split into stages, with a budget and duration for each.
No. Velaria is a fictional company created to show how a custom CRM works. The people, addresses and amounts in the demo are examples.
An Excel file, a photo of a form or a few lines about how an order travels is enough. We will tell you plainly whether you need your own CRM or whether Bitrix24 will do.