CASE STUDY
CHALLENGE:
Organize the complex process of handling leads from receiving to completion of the payment transaction.
CRM, BPMN process and workflow
RESULT:
- Queue with checkpoints to distribute leads among dealers
- Linking with personal calendars to organize calls and meetings (with reminders)
- Generation of offer and contract documents from templates
- Harmonization of payment and contract stages with the client
- Monitoring and reminders for key process points
- Calculation of funding milestones
- Calculation of margins for the merchant
VUE.js , CRM API, Cal-Dav
![](https://cdn.bitrix24.pl/b7652237/landing/6d9/6d9f000a8e5c757a4815d5e4362c7f2c/7_1x.jpg)
![](https://cdn.bitrix24.pl/b7652237/landing/46d/46d0ac67c0b27ce64d1ee092c56ed30a/8_1x.jpg)
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