Templates / checklists
A practical hub for preparing for the implementation of amoCRM: what to check in the current CRM, how to describe the funnel, what integrations to collect, what rights to set up and how to prepare the team.
Checklist library
Funnels, fields, rights, robots, tasks, integrations, duplicates, managerial discipline and management reports.
Stages of the transaction, transition conditions, required fields, reasons for refusal and the next step for the client.
Website, forms, telephony, WhatsApp, Telegram, MAX, VK, Avito, email, 1C, documents and analytics.
Who sees transactions, clients, fields, documents, reports and what actions should be controlled.
What a manager should do in CRM every day: stages, tasks, communications, documents and discipline.
What numbers do the owner and ROP need: sales, sources, reaction speed, losses and managers.
Next step
Record where requests come from, who responds, what stages there are, and where deals most often get stuck.
Fields, documents, sources, roles and integrations must be described before robots and AI are configured.
After preparation, you can collect a preliminary scope of work in the CODE9 calculator.
CalculatorIf CRM is already there, the audit will quickly show what to fix first.
Audit amoCRM