Sales funnel setup in Bitrix24

A funnel with stages called «in progress», «thinking» and «stuck» shows nothing: it tells you neither where the bottleneck is nor what to do next. We build stages so each one means a specific action.

Timelinefrom 2 weeks

Givesforecast and control

Estimateby scope of work

Get an estimate on WhatsApp Contacts

We scope the estimate before the work starts; timelines and warranty go in the contract.

What the work includes

Stages as actions

Each stage means what was done, not how the manager feels.

Several funnels

Retail, wholesale and repeat sales run separately.

Required fields

A deal does not advance without the necessary data.

Automation on transitions

Tasks and notifications are created automatically.

Reports for the manager

Stage conversion, cycle length, stalled deals.

Team training

We show how to run deals — otherwise the setup will not stick.

Why a funnel does not work

First, the stages describe the customer's state rather than the company's action. «Thinking» can last forever, and such a funnel cannot be planned against.

Second, one funnel for everything. A retail deal and a tender follow different rules; mixing them means seeing neither.

Third, empty fields. If the amount and the source are optional, they will be left empty, and the reports become meaningless.

What we configure

We map the department's real process: how a request travels from first contact to payment and what happens at each step.

We build stages around actions — «invoice issued», «quote sent», «contract agreed». Such stages can be measured and they show where the money is lost.

We add required fields, automatic tasks on transitions and reports. And we always train the team: without that, old habits return within a month.

How we run it

Process review. How the deal actually flows today.
Funnel scheme. Stages, fields, transition rules.
Setup. Funnels, automation, permissions.
Training. Team and manager separately.
Observation. Two weeks of watching what is genuinely filled in.

Discuss the task

Frequently asked

How much does the setup cost?

By scope: number of funnels, fields and rules. We estimate after reviewing the process.

We have several business lines — what then?

Separate funnels, each with its own stages and timings. A combined report still works.

Will managers resist?

Usually for the first week. That is why we explain the benefit to the manager, not only to the supervisor.

Can existing deals be moved?

Yes, deals are mapped onto the new stages during the transition — that is part of the work.

How is conversion calculated?

By funnel stage. We build the report so it is clear at which step most is lost.

Other Bitrix24 work

Mobile app connected to Bitrix24 Sending website requests into Bitrix24 Inventory and products in Bitrix24 End-to-end analytics in Bitrix24 Corporate portal on Bitrix24 Bitrix24 for service companies Data migration into Bitrix24 Bitrix24 customisation for your business Bitrix24: cloud or on-premise