✨ GlassGuard.md — CRM integration and process automation
🛍️ About the client: GlassGuard.md is a company specializing in the sale and installation of protective glass and constructions.
🎯 Task: Automate the sales and client communication process, connect managers and measurers, configure tasks and notifications.
💡 SEMSEO solution:
⚙️ Integrated amoCRM and connected managers and measurers
📊 Configured the sales funnel tailored to client’s processes
📌 Added custom fields for deals and clients
✏️ Set mandatory fields to ensure accurate data entry
🔑 Configured user rights in the system
✅ Implemented automatic task creation when deal status changes
🔔 Automatic task creation under other circumstances
📩 Automated messaging system set up according to conditions
🚀 Results:
✅ All processes became transparent and manageable
📈 Managers’ and measurers’ productivity increased
🔝 Mistakes and forgotten tasks were eliminated
⏱️ Clients receive fast responses and notifications
🔗 Link: www.glassguard.md