Transitions within a section
CRM / integrations
This is a hub for all connections around amoCRM: accounting systems, instant messengers, social networks, telephony, website, email and platforms like Avito. The point is not to “connect another service,” but to ensure that all requests, statuses and client history are collected in one system and not lost between channels.
Commercial pages
Below are individual pages for key links. They are needed so that a person immediately gets into the desired scenario, and does not read a general page about everything.
Sales and accounting circuit: statuses, documents, data exchange and a clear process between CRM and 1C.
Correspondence, transactions, dialogue control and a single client history within CRM.
Telegram as a working request channel, and not a separate chat outside CRM.
Connecting MAX as another managed sales channel with routing and response control.
Lead forms, community messages and requests from VK as part of the overall CRM pipeline, rather than a separate source.
DM, initial requests and client route from the social network to CRM, taking into account Meta restrictions.
Mail inside the client card, correspondence history and a link with the funnel and tasks.
Leads and requests from the site should get to CRM not manually, but along a clear route.
Calls, recordings and analytics on communications within a single sales loop.
Forms, calculators, quizzes and applications must fall into CRM without losses or duplicates.
Step layer
These requests require not only a commercial offer, but also normal instructions. They collect information traffic and convert a person from “I’ll try it myself” to a clear request for integration.
Hub with all step-by-step pages for MAX, Telegram, VK, WhatsApp, Avito, email and other services.
What needs to be prepared, where the connector is needed and why you can’t keep the channel on the manager’s personal account.
Step by step: what can be done quickly, and where an intermediate layer or widget is needed.
Forms, messages, leads and logic for placing requests from VK to CRM.
What to consider in the Meta circuit, how not to lose access, and where integration is limited by platform limitations.
Key Principle
Technical layer
When is an integrator needed?
