CRM and sales tracking
When contacts, opportunities, activities and ownership need a process visible to the entire team.
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Bitrix24 CRM implementation · Ecuador
Bitrix24 CRM implementation for companies in Ecuador.
CERTIFSA implements and supports Bitrix24, connecting CRM, sales management, projects, collaboration, communications and documents in an environment configured for each company.
CRMProjectsCollaboration
Local expertise
A CRM configured around the sales process.
Bitrix24 adoption begins by understanding stages, owners, data and coordination points. CERTIFSA translates that process into a configuration the team can use and sustain.
Who it is for and when
For sales and operations teams that need a shared view.
Designed for sales management, customer service, operations and technology teams seeking to organize opportunities, tasks, projects, communications and documents on one platform.
Workflow automation
When sales or administrative stages require consistent rules, assignment and follow-up.
Projects and collaboration
When sales and delivery teams need to share tasks, conversations and documents without losing context.
Scope
What we connect.
CRM and sales automation
Organizes contacts, opportunities, stages and activities to provide visibility across the sales process.
Projects, tasks and collaboration
Structures responsibilities, team coordination and communication linked to the work.
Communications and document management
Brings together conversations, files and information flows needed for daily operations.
Operational outcome
A solution that fits the complete system.
- More visible sales processes
- Coordinated work across teams
- Operational information consolidated on one platform
How we work
From context to operation.
- 01
Discovery
We understand the sales process, teams and tools already used by the organization.
- 02
Configuration
We adapt Bitrix24, its workflows and permissions to the prioritized needs.
- 03
Adoption and support
We support the team through launch and the platform’s ongoing evolution.
Frequently asked questions
The essentials before we talk.
Can CERTIFSA implement only the CRM?
Yes. The scope can focus on CRM or include projects, collaboration, communications and document management.
Does implementation include ongoing guidance?
CERTIFSA provides implementation and support aligned with the scope agreed for each organization.
Can workflows be adapted?
Configuration starts from the company’s real process to define relevant stages, owners and automations.
Do you support Bitrix24 after implementation?
Yes. CERTIFSA supports the launch and the evolution of the configuration according to the agreed scope.
Can Bitrix24 combine CRM, tasks and documents?
Yes. The platform brings sales management, projects, collaboration, communications and document management into the same environment.