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Case / kayak tours
A case for a kayaking project, where it is important not just to accept an application, but to bring the client to payment, not to overcrowd the group, to return those who did not buy on time and to remove the owner’s manual operation from calls, reservations and communications.
Client Goals
Problems now
Solution architecture
The system collects not only leads, but also recording, seat limits, payments, reminders, calls, repeat touches and management control in one work loop.
amoCRM as a single center for transactions, stages, tasks, reminders and history for each client.
Website, Avito, WhatsApp, Telegram, email and telephony are recorded in one card without breaking the history.
Booking widget with calendar, group seat limit, notifications and overflow protection.
Links to payment from CRM, recording the payment status in the transaction and preparing for full online acquiring.
Transcription of calls, AI-dialogue summaries, autotasks and scripts for initial processing of incoming messages.
NPS, reviews after rafting, repeated offers for the new season and warming up for those who did not buy immediately.
Key Logic
The system should not just collect an application, but guide the client through choosing a date, monitoring available seats, payment, confirmation, reminder and return for the next season.
Funnels
Application → selection of dates and locations → sending payment → payment confirmed → check-in / completed.
Invoice sent → awaiting payment → reminder → paid / not paid.
Customer base → re-contact → offer for the new season → up-sale / re-arrival.
Didn't buy → reminder → last minute / discount → back on sale.
After the trip, reviews, NPS and growth points for routes and managers are automatically collected.
The manager sees group load, conversion, channels, delays and team weaknesses in one screen.
Project stages
We fix channels, booking logic, discounts, payments, seat limits and a set of funnels.
One funnel, messengers, recording widget and basic logic CRM. Testing before the season.
Payments, notifications, warm-up, repeat sales, AI module and fine-tuning processes.
Connecting branches, new users and developing the model as the business grows.
Numbers and KPIs
| Indicator | Goal |
|---|---|
| Share of online bookings | >70% without mandatory call |
| Manual operating load | 70–90% reduction |
| Lead conversion → payment | 10–30% increase during peak season |
| Missed leads | Reduction due to auto-responses and follow-ups |
| NPS and reviews | Automatic collection after trip |
| Dependence on seasonal managers | Reduction due to standardized logic CRM |
Timing and cost
Until April 18, with a possible extension to test functionality and test working scenarios.
From several days to 1–2 weeks: one funnel, messengers, recording and basic logic CRM.
219 000 ₽: three business processes, 10 project hours, 5 working meetings, payment and warm-up logic.
8,900 ₽ / month for chat and initial processing of incoming messages. Transcription of calls - from 3 ₽ / min.
Recommended packages
From 55,000 ₽. Basic CRM, one funnel, messengers, recording widget and initial launch for the season.
219 000 ₽. Three business processes, 10 project hours, 5 working meetings and preparation for scaling branches.
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