CRM / Sales Automation / Real Estate Developer
HANSA Group: CRM, Roistat and sales automation for a real estate developer
Implemented Bitrix24 across departments, automated document workflows, lead distribution and set up Roistat analytics.
Role type
Selected project / CRM leadership
Publication context
Selected project / CRM leadership. Certain details may be limited due to NDA.
Challenge
The team needed CRM and sales automation across departments: transparent lead handling, sales scenarios, document workflows and analytics.
What was done
- 01
Implemented Bitrix24 CRM across all departments, including sales.
- 02
Automated document workflows.
- 03
Developed custom lead distribution widgets.
- 04
Set up Roistat end-to-end analytics and sales scenarios.
Results
- Key sales workflows were automated.
- Management gained transparent analytics.
- The team reduced manual steps in deal handling.
Tools
Bitrix24 · Roistat · CRM automation · document workflows · lead distribution widgets
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