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CRM

CRM / funnel

Setting up the amoCRM funnel

We design a funnel according to the actual customer journey: from the first touch to the contract, payment and re-sale. We remove formal statuses, frozen deals and “stages for the sake of stages” so that CRM shows the truth about sales and does not lose leads in the middle of the cycle.

Qualification Next step Reasons for refusal Loss control

Disassemble the funnel Do an audit first

Typical error

The funnel repeats not the sale, but the contractor’s fantasy

The steps do not match the client's actual solutions.
Managers move deals formally to “close the task.”
The manager sees a beautiful diagram, but does not understand where the money is being lost.

What we are setting up

Funnel Skeleton

Stages of qualification, meeting, calculation, approval, contract and payment.
Reasons for refusal, pauses, postponed transactions and repeated touches.
Transitions between stages only when clear conditions are met.

Result

CRM begins to tell the truth

It becomes clear where leads are stuck and who is keeping them motionless.
The next step ceases to live in the manager’s head.
Deals are not lost between “think about it,” “call me later,” and “we’re almost closed.”

What's included

How to assemble a working funnel

Deal card

We analyze the actual stages of the purchase, and not the template from the amoCRM interface.

Stages and conditions

We record at what action the deal actually moves forward.

Required fields

At each stage, only those data remain without which it is impossible to move further.

Next step

Each status has a task, deadline, and logic for controlling stuck transactions.

Reasons for losses

Refusal and pause are recorded structurally, and not as a comment in the note.

Management layer

The funnel is immediately assembled so that it can then provide normal analytics to the manager.

Related services

What is usually done with a funnel

Robots and triggers

So that each stage automatically sets tasks, notifications and checks.

Automation

Access rights

So that managers see only the necessary data, and the manager does not lose control.

Control

Setting up analytics

So that the new funnel can be used to see bottlenecks, conversions and losses.

Analytics

Case: construction

An example of a niche where a long deal and a heating funnel are critical to the result.

Case

FAQ

Frequently asked questions about setting up a funnel amoCRM

Is it possible to leave one funnel for the entire business?

This is possible only if you really have one sales process. If different directions, cycles and roles are different, it is better to separate the funnels.

How many stages should there be in the amoCRM funnel?

As many as the client actually has solutions and the team’s actions. Extra steps only blur analytics and discipline.

What is more important: beautiful statuses or the next step?

Next step. If the deal is without a clear task and deadline, even the ideal names of the stages will not produce results.