planika.md
amoCRM implementation for planika.md: sales pipeline setup, communication channel integrations and automation of leads, tasks, notifications, documents and reports.
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Task
implement amoCRM, automate workflows, and streamline managers’ interaction with clients.
What we did
Google Adwords
Maintenance
Customer service
Solution
Integration and configuration of amoCRM
Creation and setup of sales funnels
Adding mandatory fields and structuring the client database
Connecting external sources: website, Facebook, Instagram, messengers
Integration of online chat and lead forms
Setup of user roles and access rights
Automatic task assignment when deal stages change
Enabling automatic notifications (email, SMS, WhatsApp, Viber)
Document generation directly from CRM
Setup of analytics and management reports
Result
✅ Entire team working in one system
🔝 Automated lead processing from all channels
📈 Faster manager workflow and deal tracking
🤝 Client received transparent processes and increased sales