Transitions within a section

CRM

CRM / customization

Revision amoCRM

We finalize amoCRM when the business has already gone beyond the basic setup: we need new scripts, service fields, widgets, documents, special integration logic or workflows that simply do not exist out of the box. This is targeted account development for real business tasks, and not a set of random crutches.

New scenarios Widgets and documents Service fields Deep Integrations

Discuss revision View Documents #9

When needed When standard functionality and basic settings are no longer enough for the current sales process.

What we are improving Widgets, cards, links with external services, documents, automation and management layer.

Result CRM begins to work according to the specifics of the business, rather than forcing the sales department to adapt to the limitations of the template.

Where the basic CRM no longer copes

Typical reasons for revision

We need documents, service fields, scripts for approval, recording, payments or exchange with accounting systems.
The sales team operates according to an industry process that does not fit into the standard deal structure.
There is a strong amount of manual work that can be transferred to a widget, robot or service unit.

What can be improved

Common task types

Documents, 1C, forms, telephony, instant messengers, payment scripts, balances and warehouse.
Transaction cards with industry blocks, schedules, details and service fields.
Notifications, robots, triggers, auto-tasks and non-standard conditions for transitioning through stages.

What does the business get?

CRM for a specific work model

Less manual labor and less dependence on the human factor.
Service operations cease to live outside CRM.
The manager sees not a “boxed” CRM, but a system that reflects a real business process.

What we improve most often

Scripts that are actually ordered

Documents and details

KP, accounts, contracts, acts, powers of attorney, details and templates directly from the transaction card.

Integrations with 1C

Transfer of counterparties, invoices, payment statuses, orders and service data between CRM and accounting.

Working with duplicates

Checking the client before creating an entity, merging duplicates and protecting against garbage in the database.

Service blocks

Schedules, records, offices, service types, production statuses, logistics and internal processes.

Payments and forms

Links to payment, application forms, individual stages of payment and control of incoming money.

Reports and control

Additional fields for analytics, custom status logic and data preparation for dashboards.

Documents #9

An example of an application modification that turns CRM into a document creation workpoint.

Widget

DoubleNet

An example of modification to ensure the cleanliness of the database and control of duplicate entities in amoCRM.

Widget

Integration of amoCRM with 1C

A typical block of improvements when CRM needs to be linked to accounting, payments, orders and documents.

Integration

CRM for dentistry

A live industry example where the standard CRM is not enough and service recording scripts are needed.

Industry

FAQ

Frequently asked questions regarding the modification of amoCRM

How is revision different from customization?

The setting corrects existing account blocks. The modification adds new application logic, which is not originally present in CRM or which requires a separate solution.

Is it possible to improve amoCRM without completely re-implementing it?

Yes, if the current account architecture allows you to integrate new service scripts without completely rebuilding the system.

Do you need custom widgets for customization?

Sometimes yes. It all depends on the task: some of the logic is solved by configuration and integrations, while some requires a separate application interface or service.