I organize your sales process and implement or review Bitrix24
Assessment, configuration and training, done by me. It works for those just getting started and for those with a CRM nobody uses.
Partner
- your team sells through WhatsApp and each person keeps track their own way
- you have already paid for a CRM nobody used
- you don't know how many proposals are open right now
Already have Bitrix24 and nobody uses it? I review what exists before proposing any change.
Why does the team ignore the CRM?
I check whether the problem lies in the configuration, the management routine, the training, or all of them together.
Generic stages that don't represent your process, and deals stalled for no reason.
Unused fields, duplicate leads and important information still in Excel.
To get a number, the question still goes to the salesperson on WhatsApp.
How I review the process and configure the CRM
Who does what, where leads come in, where they get lost and what the manager needs to see.
Pipelines with the real stages, fields the team understands and automations that remove manual work.
Projects usually take 4 to 8 weeks, depending on team size and what is already configured.
What changes when the CRM becomes part of the routine
You know where every deal stands without having to ask.
Reports built on the information the team keeps up to date.
Stages and activities organized so nobody forgets a contact or an open proposal.
What the proposal defines
- Assessment and design of the sales process
- Bitrix24 configuration: pipelines, fields, automations and reports
- Training for the team and the manager
- Team follow-up: the proposal states for how long, which adjustments are included and how to request support
- Bitrix24 license
- Integrations with other systems (see Automation and AI)
- Official WhatsApp and phone system
PartnerImplementation by a Bitrix24 Silver Partner.What clients say
Besides configuring and automating our CRM, Ricardo helped us redesign our processes. More productivity, fewer errors and real growth in results.
I tried to implement it on my own, but realized I wasn't using even 10% of what Bitrix24 can do. Today my team works with clear, predictable processes.
Wasting time on manual tasks used to be routine. Now the CRM handles the routine work automatically and I can focus on what matters: selling more.
In less than three months, we increased our conversion rate by 40% and cut the time spent on follow-ups in half.
Real client testimonials. Names and companies withheld at their request.
How I set the price
Pricing comes in a proposal after I understand your case. It depends on team size, the number of pipelines and what is already configured.
- how many people sell today
- whether you already use Bitrix24 or another CRM
- what holds back your sales the most
Frequently asked questions
What is the difference between consulting and mentoring?
In consulting, I do the work and deliver a working CRM. In mentoring, you build it under my guidance and learn to run it on your own.
Do you only work with Bitrix24?
I'm a Bitrix24 Silver Partner, and Bitrix24 is what I implement. The assessment applies to any CRM and shows whether Bitrix24 is the right path for you.
Do you work with small teams?
I work with lean teams. In our first conversation, I assess whether the project makes sense for the size and routine of your company.
I already have Bitrix24 configured. Can it be improved?
Yes. I audit what exists and redesign whatever is holding you back: pipelines, fields and automations.
Do I need to know how to code?
No. I take care of the technical side.
What does your sales process look like today?
Tell me how many people sell, which CRM you use and what isn’t working. I’ll assess the next step.
Available on business days. I reply within 1 business day.
I prefer to send a form