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CLIENT / CRM / Automation

Krest-NN - Bitrix24

Bitrix24 for B2C sales: orders, payment, delivery and the manager’s next actions.

BYstudio’s role
Existing Bitrix24 configuration, activity automation and technical checks of B2C V1. Website development is outside this case.
Status
B2C V1 configured and technically tested
Diagram of the configured B2C path. Safe CRM captures and a configuration comparison appear below.

The challenge

The company already had Bitrix24. It needed a dedicated B2C path from qualification through delivery, receipt and payment reconciliation.

Solution

We refined an existing Bitrix24 setup for B2C sales: order records, required data, stage activities and next-action deadlines.

Every order has a visible next action.

A dedicated B2C sales pipeline in Bitrix24.

Stages

Stages

Enquiry, order, payment and delivery in one process.

Record

Record

Key information and the next action stay together.

Control

Control

Delays call for a manager or supervisor to act.

What we delivered

  • Dedicated B2C sales pipeline
  • Deal stages and transition rules
  • Order, amount, payment and delivery fields
  • Manager next-action tracking
  • Response deadline control
  • Delay notifications and escalation
  • At-risk deal and supervisor workflow

The configured manager workflow

The manager records the contact result and next action. Order confirmation requires payment and delivery methods, with separate shipping and receipt data. The manager reconciles payment manually; successful closure checks payment confirmation and a positive amount.

What happens when a deadline changes

Testing revealed that changing the next deadline in the deal did not update the existing activity. We built a separate synchronisation service and tested deadline changes on a technical deal. Four older delayed notifications were disabled when switching to that service.

How the setup was checked

A technical deal passed through the workflow to completion, including required-field checks and a return when payment was unconfirmed. Wazzup messages were configured for order agreement, delivery, collection and review requests. Testing every messaging branch and confirming staff adoption remain separate checks.

Why this approach

  • A dedicated pipeline keeps B2C rules clear and separates different sales journeys.
  • Order state and payment need separate fields; the stage cannot replace deal details.
  • Deadline control matters while a delay can still be addressed.
  • A next action keeps the deal moving after the first contact.

Result

B2C V1, required data and stage activities were configured. Transitions and payment checks were tested on a technical deal; a separate service was tested for activity deadline changes.

Tools and technology

Bitrix24

Inside the live CRM

Bitrix24 captures from 19 October 2026. They show test deals and configuration without customer personal data.

B2C V1: two test deals. Amounts are test values, not company revenue.
B2C V1: two test deals. Amounts are test values, not company revenue.
Stage rules captured on 19 October. Four older delayed notifications were disabled on 16 October when switching to a separate deadline service. The service was tested on 16 October; this capture does not establish continued operation on 19 October.
Stage rules captured on 19 October. Four older delayed notifications were disabled on 16 October when switching to a separate deadline service. The service was tested on 16 October; this capture does not establish continued operation on 19 October.

The archive establishes early V1 and later refinements. BYstudio did not build a website for Krest-NN. Messages were configured in the existing Wazzup setup; not every branch or the three-day review-request delay has been independently verified.

How B2C V1 was refined

Bitrix24 already existed. This comparison covers early V1, prepared within this project, and its 16-17 October 2026 refinement. It reconstructs configuration from archived evidence, rather than measuring team performance.

Early V1: 5-7 October

  1. Qualification

    A stage and a first-activity rule with a 15-minute deadline exist. Execution in early V1 is unverified.

  2. Proposal

    The stage exists. No automation was found on this stage in the 7 October check.

  3. Order confirmation

    Order fields exist. Payment and delivery options are not yet populated.

  4. Delivery

    A stage and logistics fields exist. No automatic stage activity was found in the archive.

  5. Receipt and reconciliation

    The stage and successful ending exist. An enforced closure condition in early V1 is unverified.

After refinement: 16-17 October

  1. Qualification

    Initial activity, 15 working minutes and escalation. Progress requires a contact result and the next deadline.

  2. Proposal

    An agreement activity is created. A separate service synchronises the open activity when its next deadline changes.

  3. Order confirmation

    Payment and delivery methods are required. A shipping preparation activity is created and an order message is enabled in Wazzup.

  4. Delivery

    A receipt-control activity, shipping data and separate carrier and collection messages. The manager supplies the tracking number.

  5. Receipt and reconciliation

    The manager reconciles payment manually. Without confirmed payment or with a non-positive amount, the deal returns for checking.

Basis: archived stages and fields, configuration logs and technical checks, reviewed on 19 October 2026. The complete pre-project process, staff adoption and measured sales impact are not established.

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