From pocket to CRM in one prompt
"Imagine your sales reps are at an exhibition or out meeting clients. Normally, cards sit in pockets for days. Here, the rep takes a photo or pastes a WhatsApp message, and the CRM updates instantly."
From lead to structured deal — instantly
Once a contact exists, closing deals requires immediate action. Watch the assistant build a pipeline deal, attach product line items, generate official documents, and push them directly to the client.
No more manual reports — just ask
Now switch to the manager's perspective. You don't need to run manual reports to check inventory or see who is falling behind on tasks. You just ask.
Executive insight, without the weekly status meeting
For C-level executives who need actionable insight without waiting for weekly status meetings, the assistant queries performance metrics across the organization and instantly visualizes them.
Subcontractor payments, handled like a spreadsheet never could
"Beyond standard sales, companies handling construction or project contractors deal with complex financial workflows — Subcontractor Advance Payments, Progress Claims, and Retention Releases. In Bitrix24, we use Smart Process Automation (SPA) to handle these custom entity processes. Watch how the assistant creates a record, calculates the net payable amount, generates an official Payment Voucher, and triggers approval — all through simple AI prompts."
Instead of filling out multiple financial fields across spreadsheets and Bitrix forms, the quantity surveyor simply tells the assistant the claim details.
Once verified, the assistant instantly pulls the SPA item details and generates a standardized Payment Voucher PDF for accounting and management review.
Finally, the assistant advances the process along the SPA pipeline and routes it for management sign-off.
