CODE9 CODE9 CRM / AI / ANALYTICS

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CRM

CRM / setup

Setting amoCRM

We set up an existing account amoCRM, if it formally exists, but does not help sell. We correct funnels, fields, cards, access rights, robots and manager work logic so that CRM reflects the real process, and not a template of five statuses.

Structure correction Fields and cards Tasks and control Robots and triggers
Calculate setting volume View team training
When needed CRM is already running, but managers do not use it or the data in it is useless for the manager.
What we edit Statuses, cards, fields, rights, task scenarios, notifications and automation.
Result The sales department begins to work according to a single logic, and CRM ceases to be an expensive notebook.

Common problems

Why is the current CRM not working?

  • Deals hang without the next step, and the manager does not understand where the client is really stuck.
  • The funnel does not coincide with the actual sales cycle and therefore does not help in management.
  • Access rights, fields and tasks are collected chaotically and hinder managers rather than help.

What we are setting up

Setting blocks

  • Funnels, statuses, reasons for refusal, cards, fields, lists and mandatory stages.
  • Access rights by role, control of completion and work scenarios for the manager.
  • Robots, triggers, autotasks, notifications and logic for reacting to client actions.

What does the business get?

Order in an existing account

  • Less manual chaos and less dependence on a “strong manager”.
  • Clear logic of actions for the client at each stage.
  • A normal basis for team training, reports and further integrations.

What is usually included in the amoCRM setting

What elements do we edit in the account?

Funnels and stages

We bring the statuses to the real customer journey: qualification, meeting, settlement, contract, payment, re-sale.

Cards and fields

We leave only what is actually used for sale and is needed for analytics, documents and quality control.

Rights and roles

We separate access for managers, executives, marketing, service employees and integrations.

Automation

Robots and triggers remind you of the next step, set tasks and transfer the transaction according to clear rules.

When adjustments no longer help

Where just configuration ends and implementation begins

If you need to rebuild the entire logic of the sales department, add several integrations, implement documents and re-train the team, then this is already implementation, and not just configuration.

Settings

We fix an existing account and bring it to a working state without completely rebuilding the project.

Implementation

We design CRM from scratch or almost from scratch for the business if the current system does not reflect the process at all.

Audit

If it is not clear what is broken, you first need to analyze the account, the logic and discipline of the managers.

Related Pages

What to combine the amoCRM setting with

Implementing amoCRM

If you don’t need account tuning, but a full-fledged project with stages, integrations and launch.

Service

Auto scripts

When, after basic setup, you need to put the finishing touches on robots, triggers and control of manual operations.

Automation

Executive Training

So that the manager understands how to use CRM to monitor managers and indicators.

Training

Manager analytics

If after setup it is important to see discipline, speed of reaction and lost deals for employees.

Analytics

FAQ

Frequently asked questions about setting up amoCRM

Is it possible to simply fix the current account rather than implement everything all over again?

Yes, if the basis is in the account and it can be put in order. But if the structure is initially incorrect, customization can develop into a full-fledged implementation.

What most often breaks CRM after startup?

Statuses that are too formal, unnecessary fields, missing next steps, incorrect permissions, and scripts that don’t match the actual sale.

Is customization necessary if managers already work in amoCRM?

Yes, if the current work does not provide transparency on the stages, does not control managers and does not help the owner make decisions based on numbers.

Does setup include training?

Minimal input into the operating logic is almost always needed. If the task is a full-fledged discipline of the team, this is already a separate block of training and launch.