Integration of the chatbot with CRM systems
This is not just about "connecting CRM." It is a stage where marketing transforms into a concrete, manageable business system rather than a set of disparate tools. The JTBD approach focuses on results rather than activities per se – we build processes that lead to increased sales and efficiency in the sales department.
We connect leads, the system, and the team into a single working ecosystem.
- The problem that clients come to us with.
What usually happens with clients:
- There is targeting, but no sales
- Leads are not targeted
- Managers work "blindly"
- There is no understanding of where money is lost
Key mistake:
Marketing and sales exist separately, without a connecting mechanism.
We do not sell targeting, bots, or CRM separately.
We create a unified funnel where each element enhances the other..
2.Our approach.
CRM (Bitrix24)
Analytics on lead stages MQL / SQL
The system involves:
Targeted advertising
Chatbot
Targeted advertising
Chatbot
3.What the service consists of (by stages)
Important: a lead enters the system only after qualification.
Chatbot development
- We develop dialogue scenarios
- Incorporate branching for different requests
- Implement the bot in Russian and Uzbek languages
- Set up the collection of requests and contacts
(stage 3)
Tracking conversion and optimization.
- We track transitions between MQL → SQL
- Analyze bottlenecks in the funnel
- Optimize advertising and bot scenarios
- Increase conversion at each stage
(stage 6)
Training agents/managers
- We explain the logic of qualification
- Train on working with lead stages
- Implement unified rules for processing requests
- Synchronize marketing and sales
(stage 5)
Integration with CRM systems or messengers
- We integrate the chatbot
- Set up lead stages
- Separate MQL and SQL
- Automate the creation of lead cards
- Transfer requests without delays
(stage 4)
Setting up and launching targeted advertising
- We create offers for different segments
- Set up advertising campaigns
- Direct traffic not "into nowhere," but into the bot
- Test creatives and audiences
(stage 2)
Strategy and funnel design
- We analyze the product and target audience
- Identify who is MQL and SQL
- Design the customer journey from click to deal
- Formulate the qualification logic
(stage 1)
4. Speech analytics of calls with AI technology.
When a business receives leads, the key stage begins: working with voice, dialogue, and persuasion. This is what standard targeting + bot without analysis does not cover. The call analysis system provides exactly this depth of understanding.
- Reports for each manager
- Analysis of strong/weak scripts
- Statistics on refusals and successful transitions
- Growth points for training and optimization
2. Quality dashboards and communication reporting
You see not only how many calls there are, but how they actually go:
- Which phrases most often lead to conversion
- Where managers lose clients
- Which topics need to be reinforced with scripts in future campaigns
- This makes your funnel smarter with each new call
3. Automatic recommendations and insights
The system analyzes dialogues and can suggest:
- Adhering to the script
- Stages of dialogue
- Working with objections
- Reasons for refusals and lead losses
1. Recognition and analysis of calls and chats
The system automatically transcribes all incoming and outgoing conversations, turning audio into text and analyzing:
5.What the client ultimately receives?
Managed flow of requests
Qualified leads
Automatic processing
Transparent analytics
Linking marketing + sales
6. Who the service is suitable for
Companies where lead qualification is important
Projects with expensive leads
Online and offline business
Developers and real estate
Services and B2B
Do you want to stop wasting targeting and start managing requests?
We will conduct an audit, show the funnel, and offer a solution tailored to your business.
