Bitrix24 Gold Partner · Decision workshop
Bitrix24 consulting before the introduction:
A reliable decision in 90 minutes.
Before you buy licences, transfer data and commit your team to a new system, we review your requirements, processes and existing systems. You find out whether Bitrix24 suits your company, which plan makes sense and what a realistic introduction looks like.
100% credited if you proceed with implementation
- online workshop
- 90 min
- online workshop
- net, fixed price
- €350
- net, fixed price
- to the decision paper
- 48 hrs
- to the decision paper
Bitrix24 can do a lot
But does it fit your processes?
Companies often look into Bitrix24 because information is scattered, enquiries are not followed up consistently or sales works with various separate tools. Before the introduction, it is often unclear which functions are really needed and how large the project will actually be.
A product demo shows what Bitrix24 can do. The workshop clarifies what your company needs.
Not a general product presentation, but your processes, user groups, systems, data and goals.
- 1Bundling enquiriesCan enquiries from the website, email and phone come together in one place?
- 2Leads & follow-upsWho handles which lead and how are follow-ups organised?
- 3Tracking quotesCan quotes and sales opportunities be tracked reliably?
- 4HandoversHow does the handover from sales to the internal team or project delivery work?
- 5Systems & dataWhich existing systems and data need to be connected or transferred?
- 6Plan & first stageWhich Bitrix24 plan and which first stage of rollout really make sense?
The decision workshop
What we review in the Bitrix24 consulting.
In 90 minutes we look at your starting position, your goals and your most important processes. We check not only what Bitrix24 can technically do, but also whether it is the right solution for your company.
01
Goals & user groups
Company goals, expected benefit and who will work with the system.
02
Leads & sales
Lead sources, sales processes and responsibilities.
03
Automation
Follow-ups, escalations and automations.
04
Reporting
Key figures and management reports.
05
Systems & data
Existing software, Bitrix24 interfaces and data migration.
06
Plan & licences
Bitrix24 plan, licence requirements and a sensible first stage of rollout.
What you receive
Not a set of meeting notes, but a concrete decision paper.
Within 48 hours you receive a compact written evaluation with the key results, recommendations and next steps.
- SuitabilityAssessment of whether a Bitrix24 implementation is suitable for your company
- Plan & licencesRecommended Bitrix24 plan and licence requirements
- First project phaseProposal for a sensible first stage of rollout, required roles and user groups
- Integration & dataRelevant interfaces and notes on data transfer
- Risks & scopeIdentified risks, open decisions, realistic time and cost framework
- Next stepsConcrete next steps and, if needed, a separate proposal for implementation
A manageable investment
Bitrix24 decision workshop
Preparation, 90-minute online workshop and written decision paper.
- Preparation by questionnaire
- included
- Online workshop
- 90 min
- Decision paper
- in 48 hrs
- If ivato implements
- 100% credited
- Fixed price
- €350 net
Offer for companies and business customers only.
If it turns out that Bitrix24 is not the right solution, we will say so openly.
How the workshop works
In three steps to a decision.
Online across the whole DACH region. For larger rollout projects we also support you on site in Germany and Austria.
- 1
Preparation
After booking you receive a short questionnaire. This lets us prepare for your most important goals, processes and existing systems.
After booking
- 2
Joint workshop
In a 90-minute online session we analyse your requirements and answer the decisive technical and functional questions.
90 minutes
- 3
Decision paper
Within 48 hours you receive our structured assessment and a proposal for how to proceed.
48 hours
Who advises you
One team for consulting, processes and technical delivery.
A successful CRM introduction is not a single discipline. We look not only at the software but also at your sales processes, responsibilities, existing systems and later use. You have one fixed contact and, at the same time, access to the expertise you need.
01
Consulting and process mapping
Understanding requirements, defining goals and setting a sensible project scope.
02
Technical concept and delivery
Configuring Bitrix24, assessing interfaces and developing suitable automations.
03
Introduction and enablement
Planning roles, training and a step-by-step introduction, so that Bitrix24 is actually used day to day.
We know not only the possibilities but also the limits.
We have used Bitrix24 for years in our own and affiliated companies. Not every process should be automated, and Bitrix24 is not the best choice for every company. Our aim is a reliable basis for your decision, not a software decision made in advance.
Bitrix24 Gold Partner · more than 25 years of digitalisation experience · 1,000+ projects successfully supported
References
These companies already benefit from our Bitrix24 implementation.
From a university to an insurer to an academy: Bitrix24 in daily use, introduced with ivato.
Who the workshop is for
Is the workshop right for you?
It fits if you …
- Companies that are seriously considering Bitrix24
- Owner-managed firms and mid-sized companies
- Roughly 5 to 100 employees, larger organisations after individual review
- Sales and project organisations
- Companies that want to replace Word, Excel or separate tools
- Questions about CRM, automation or interfaces
It is less suitable if you …
- Pure price comparisons without a concrete project
- Prospects who only want a free product presentation
- Fully defined tenders where only a licence price is needed
FAQ
Questions about the Bitrix24 workshop.
Your question is not here? In the initial conversation we take 30 minutes for your specific topic.
No. We look at your concrete starting position and check whether and how Bitrix24 can meet your requirements.
Then we say so openly and explain the reasons. You still receive a usable basis for your decision.
Ideally a decision maker and a person who knows the current processes in sales or in the organisation well.
No. Full process documentation is not required. In the workshop we capture the decisive processes and requirements in a structured way.
Yes. We review existing settings, pipelines, user permissions, automations and interfaces and show which adjustments make sense.
Yes. After the workshop we can take on configuration, customisation, data migration, automation, training and the step-by-step introduction.
You usually receive the evaluation within 48 hours. If you then commission ivato with the implementation, the workshop costs are credited in full.
Depending on location, company size and project, consulting or digitalisation funding may be possible. Eligibility for funding must be checked individually before the project starts.
Request a workshop
Find out now whether Bitrix24 is the right decision for your company.
In 90 minutes we create clarity on suitability, plan, introduction, effort and next steps. Depending on company, location and project, consulting or digitalisation funding may be possible; we will point this out to you in the conversation.
- €350 net, fixed price
- Written decision paper within 48 hours
- Fully credited if you proceed with implementation