VI

+84 909 685 155

Book a free 30-minute call

Home / Services / Bitrix24 CRM implementation

Bitrix24 CRM implementation

Bitrix24 is customer management software (a CRM); CROSS sets it up as your company’s shared customer list on every phone, so each customer reaches the right person and stays when staff leave.

Book a free 30-minute call

Or ask us on Zalo

Timeline
Usually 2–4 weeks
Works on
Computer and phone
Already on Bitrix24?
We revive it, no new licence

Sound familiar?

Who it is for

  • Customers live in each rep’s personal Zalo and leave when the rep does
  • Managers can’t see who is handling which customer
  • Quotes go out and nobody follows them up
  • You bought Bitrix24 but nobody uses it

Deliverables

What you get

  • A step-by-step sales process: New → In discussion → Quoted → Won
  • Website, Zalo, Facebook and phone enquiries in one list
  • Customers assigned automatically by region, product or in turn
  • Task reminders and alerts for forgotten customers
  • A morning report on Zalo for managers
  • When a rep leaves, their customers move to someone else in a few taps
  • Role-based training with short videos for new staff

See it

Who is handling which customer, at a glance

Mock-up · sample data

Note: every customer is a card showing who is in charge.

  1. New customers land in the first column
  2. Each card shows where they came from
  3. Drag the card as the deal moves

Illustration · a fictional business

A practical example: ABC Plastics

Before
Buyers asked for quotes in each rep’s personal Zalo. When one rep left, the whole customer list left too.
What CROSS does
Bitrix24 set up with New → Quoted → Won stages, Zalo, the website and the hotline brought into one list, customers assigned by region and a call-back reminder after 3 days.
After
Customers belong to the company. Managers open their phone and see which quotes are waiting, and who owns each one.

The number-one worry

How do you get staff to actually use it?

Software gets abandoned when staff have to type everything twice. Here a rep does three things a day on their phone, a few minutes in all.

  1. Open the Zalo alertName, number and what they asked. Nothing to look up.
  2. Call the customerStraight from the Bitrix24 app on their phone.
  3. Tap to log the resultCall back, quoted or won.
  • If someone slips back to personal Zalo, the morning report lists the customers nobody called, with the rep’s name.

How it works

From first call to handover

Usually 2–4 weeks from signing to the whole team using it every day.

  1. A free 30-minute callYou tell us where customers come from and how you track them now. We show you where they slip away.
  2. Survey and a fixed quoteWe look at how the work really runs, then send the scope and the cost in writing before you sign.
  3. Set-up and data moveWe build the sales process, connect the channels, move your Excel data and test it with the sales team.
  4. Training by roleWe train reps and managers, record short videos for new staff and support you after handover.

The cost depends on the scope. After the survey CROSS sends the scope and the cost in writing, and you sign only once you agree.

Technical detail (for your IT person)
  • Leads from website forms, Zalo OA (Zalo’s business account) and Facebook go straight into Bitrix24 through automations.
  • Customers and transaction history moved from Excel or your old software.
  • KiotViet, Sapo or MISA connected via API where needed, confirmed during the survey.
  • The account is in your company’s name, bought on bitrix24.vn or through CROSS.

FAQ

Questions about this service

Don’t see your question? Call or message us on Zalo at +84 909 685 155.

Is Bitrix24 in Vietnamese? Does it work on a phone?

Yes. Bitrix24 has a Vietnamese interface and a phone app. Most reps only use the app to receive new customers, call them, add notes and move each deal to the next step. Managers read the reports on a computer or right on their phone.

Why Bitrix24 and not another CRM?

CROSS works deepest in Bitrix24: one account covers the customer list, tasks, team chat and a phone app, in Vietnamese for your staff. If you already use MISA for accounting or Pancake for messages, keep them; CROSS connects the customer data so nobody types it twice.

Can we bring over our old Excel data?

Yes. CROSS moves your customer list and transaction history from Excel or your old software into Bitrix24, merging duplicates first. Exactly what moves is written into the scope of work we send you after the survey, so there are no surprises.

Who do we pay for the Bitrix24 licence?

You pay Bitrix24 directly, by number of users and the plan you choose, at the prices listed on bitrix24.vn. The account is in your company’s name. CROSS helps you pick a plan that fits, adds nothing on top, and only quotes for the rollout work.

How soon will we see a difference?

Usually within 2–4 weeks the list is live and reps get a Zalo alert for every new customer. From then on, anyone not yet called shows up in the morning report with the rep’s name, so a manager can chase it the same day.

We bought Bitrix24 but nobody uses it. Now what?

You don’t need to buy it again. CROSS looks at why people stopped, usually too much typing. Then we clean up the process, bring customers in automatically from every channel and retrain by role, so a rep only needs a few taps a day on their phone.

A free 30 minutes to find where to start

You get:

  1. What is costing you time or losing customers.
  2. What to hand to AI or automate first.
  3. A one-page written summary to keep.

Leave your details; we’ll confirm a time




    No sales pitch. We only use this to schedule the call.

    Or ask us on Zalo

    Send your industry and how many staff will use it; we’ll call to set a time.