Renovation, interior design and construction
Bringing Order to Bitrix24 for a Renovation and Construction Company
CRM audit, duplicate search, a knowledge base and automated reports. One rule found 217 forgotten deals and 178 leads; the Excel report now builds itself.
The challenge
A renovation, interior design and construction company runs on Bitrix24: 11 pipelines, 15 lead stages and 18 Open Channels. Over the years the CRM had piled up duplicate contacts and thousands of stalled deals, while the management report was still being assembled by hand in Excel.
The solution: a suite of apps inside Bitrix24
1. Duplicate detection
The same client is saved as 093…, +38093… and (093) … (one Ukrainian phone number in three formats) — and Bitrix24's built-in search can't catch these duplicates. My app compares numbers by their last 8 digits and shows duplicates right in a tab on the lead, contact and deal record. Speed: about 100 seconds per 10,000 contacts, including API rate limits.
2. "CRM Health Check"
A standalone app in the left menu with three tabs: forgotten records, duplicate groups (the contact, lead and company belonging to the same person) and a backlog of imported deals.
The most interesting part was choosing the criterion. When four signs of a "problem" deal were combined, the system flagged 97% of the database — a useless report. After analyzing the real data, we kept a single signal: no next step scheduled. It precisely identified 217 of 711 deals and 178 of 327 leads — broken down by sales rep.
3. Knowledge base in the CRM
Employee guides right inside Bitrix24: leads, activities, chats, deals, marketing. Two editors, everyone else has read access. Full-text search works correctly with Ukrainian.
4. Automated reports
Daily and monthly sales reports: qualified, unqualified and missed leads, lead → meeting → deal conversion across 4 business lines, prepayments, design contracts, plan vs. actual — about 25 metrics with a per-rep filter. It replaced the manual Excel report.
5. Telegram ↔ Bitrix24 bridge
Two-way exchange of messages and files between Telegram groups and Bitrix24 chats. The CRM chat is created automatically, and thanks to a local Bot API server, Telegram's file size limits aren't a problem.
The result
The CRM reflects reality again: management sees which deals have been forgotten and by whom, the report arrives on its own, and new hires learn from the knowledge base without distracting their colleagues.
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