STREAMLINE
↳ CASE STUDIES ▸▸ Auspex Streamline

In the field.

Every project is the story of a company that stopped losing customers.

↳ Real estate · Spain

Vym Canarias

One omnichannel system across both offices; calls transcribed and checked against the sales script; client requests matched to listings and pushed to portals automatically.

Bitrix24 CloudWhatsApp Business APICall transcriptionXML portal feeds
PROBLEM

A 15-year agency on an outdated CRM with limited functionality. Client communication scattered across WhatsApp, email and social, with no call-quality control and no reliable way to match requests to listings.

SOLUTION

Bitrix24 Cloud with omnichannel intake (WhatsApp, email, social), call transcription and sales-script compliance control, request-to-listing matching, and XML feeds to property portals.

OUTCOME

One omnichannel system across both offices; calls transcribed and checked against the sales script; client requests matched to listings and pushed to portals automatically.

↳ Agri distribution · Ukraine

Agricultural machinery & parts distributor

The accounting↔CRM exchange on machinery deals runs on a five-minute cycle under monitoring; sales and telephony on one process; AI telephony launched and processed over 22,000 minutes of calls in its first month. Multi-year support since 2024.

CRM (On-Premise)1C two-way integrationAI telephonyGPS trackingSmart processes
PROBLEM

A large machinery and spare-parts distributor implemented CRM from scratch and needed a live two-way link with its accounting system — orders, payments, dispatch status and the parts catalogue were split between accounting and the portal.

SOLUTION

Implementation from zero plus a custom module and web service for two-way accounting↔CRM exchange: parts orders born in accounting fly into the CRM as deals, with payment flag and amount, partial-dispatch status, and first-and-ongoing contractor sync. A dedicated machinery-sales funnel, telephony, manager GPS tracking and a staging environment, with five training sessions.

OUTCOME

The accounting↔CRM exchange on machinery deals runs on a five-minute cycle under monitoring; sales and telephony on one process; AI telephony launched and processed over 22,000 minutes of calls in its first month. Multi-year support since 2024.

↳ Logistics · USA

Logistics holding

A secure per-division password smart-process, dashboards and scheduled backups are live; bulk messaging and IMAP intake configured. Ongoing support across a series of requests.

CRM (On-Premise)Smart processesManagement dashboardsScheduled backupsIMAP mail
PROBLEM

A multi-division logistics holding on a boxed CRM needed secure password storage by division, management dashboards, reliable backups and group bulk messaging.

SOLUTION

Boxed-CRM enhancements: a password-vault smart-process with a division access model (master passwords, shared vs personal, rights by division), management dashboards, scheduled portal backups and updates, group bulk messaging, IMAP mail, and custom triggers on field changes.

OUTCOME

A secure per-division password smart-process, dashboards and scheduled backups are live; bulk messaging and IMAP intake configured. Ongoing support across a series of requests.

↳ Business education · Ukraine (managed from the UK)

Business-education association

One 250-user portal with enrolment forms, mailings and an intake smart-process; an AI agent launched; SendPulse/Mailgun/Make.com integrations live. VIP support 2024–2026.

CRM (Enterprise)AI agentSendPulseMailgunMake.com
PROBLEM

A business-education association with programmes for children and adults and a 250-user multi-department structure: enrolment forms on its sites kept failing, mailings and participant intake were manual, and the owner ran it remotely from the UK.

SOLUTION

End-to-end CRM setup and support: lead-capture forms on the sites, an AI agent, mailing and automation integrations (SendPulse, Mailgun, Make.com), an enrolment smart-process with candidate and participant export, corporate mail, instructions and training.

OUTCOME

One 250-user portal with enrolment forms, mailings and an intake smart-process; an AI agent launched; SendPulse/Mailgun/Make.com integrations live. VIP support 2024–2026.

↳ Interior & decor · Ukraine

Accessories & home-goods brand

A roughly 222-hour end-to-end rollout; accounting integration launched and demonstrated; field-visit control with geo-binding in operation.

CRM (On-Premise)1C integrationGPS route trackingVisit managementCascading geo-fields
PROBLEM

A growing brand needed a turnkey rollout over roughly six months: CRM card setup, accounting integration, control of field managers and geo-logic by country and city.

SOLUTION

A turnkey CRM implementation plus accounting integration; GPS route tracking and a client-visit feature with geolocation; cascading “country → list of cities” fields; retail-point inventory via reworked product cards; and a series of demos for the client.

OUTCOME

A roughly 222-hour end-to-end rollout; accounting integration launched and demonstrated; field-visit control with geo-binding in operation.

↳ Logistics · Poland

Freight & forwarding company

Stages 1–2 delivered (base CRM + email) with demos, sales-department processes and document templates configured, WhatsApp(2)+Telegram omnichannel connected. Support since 2025.

CRMEmail automationBusiness processesDocument templatesWhatsApp (2 channels)
PROBLEM

A Polish freight and forwarding company was rolling out CRM in phases and needed email automation, sales-department processes, contract and power-of-attorney templates, debt collection and omnichannel.

SOLUTION

A phased CRM rollout (four stages by proposal): base CRM setup, email automation, internal business processes (freight sales + forwarder), online consultations; contract and PoA templates, debt-collection automation, leads and quotes, WhatsApp (two channels) plus Telegram.

OUTCOME

Stages 1–2 delivered (base CRM + email) with demos, sales-department processes and document templates configured, WhatsApp(2)+Telegram omnichannel connected. Support since 2025.

↳ Automotive services · Germany

Automotive detailing network

The full dealer base consolidated into one structured CRM; lead-nurturing automation in place; access rights set per role.

Bitrix24Lead-nurturing automationDealer-base import & dedupe
PROBLEM

A paint-protection, tinting and wrapping business needed CRM set up from scratch — proper entities, access rights, automation — and an existing dealer base imported.

SOLUTION

Bitrix24 configured with the right entities and access model, automation rules for lead nurturing, and a clean import of the existing dealer base.

OUTCOME

The full dealer base consolidated into one structured CRM; lead-nurturing automation in place; access rights set per role.

↳ Recruiting · Ukraine

UpdateActive

A transparent process from inquiry to position closure; automatic reminders at each stage; one candidate record across CRM and HRM.

UspacyCleverStaff (HRM)12+ stage funnel
PROBLEM

Recruiting processes scattered across different systems, with no transparency for hiring partners and candidates slipping between stages.

SOLUTION

Uspacy CRM with custom recruiting funnels of 12+ stages, HRM integration (CleverStaff), and automated reminders at every step.

OUTCOME

A transparent process from inquiry to position closure; automatic reminders at each stage; one candidate record across CRM and HRM.

↳ Real estate development · Ukraine

Residential developer

One source of truth for availability, deals and payments; four BI reports; payment flow automated via a smart process.

Bitrix24FloorixBI-BuilderSmart Processes
PROBLEM

No single source of truth for unit availability, deals and payments — data split across tools, with reporting assembled by hand.

SOLUTION

An apartment-inventory board (Floorix) plus four BI-Builder reports inside Bitrix24, with a payments smart-process automating the deal flow.

OUTCOME

One source of truth for availability, deals and payments; four BI reports; payment flow automated via a smart process.

↳ Financial leasing · Ukraine

Financial leasing company

An owned, auditable platform built to the compliance matrix; documents generated from templates; reporting automated; data migrated from the boxed CRM.

Custom CRMPostgreSQLClient-owned cloudData migration
PROBLEM

A boxed CRM that could not meet central-bank requirements, with lease documents assembled by hand and reporting compiled monthly from spreadsheets.

SOLUTION

A custom CRM on the client’s own cloud infrastructure with a compliance matrix, template-driven document generation, automated reporting, and integration of the existing leasing calculator — migrated off the boxed system.

OUTCOME

An owned, auditable platform built to the compliance matrix; documents generated from templates; reporting automated; data migrated from the boxed CRM.

↳ B2B wholesale · Ukraine

Agrochemical distributor

Account managers working multiple product lines from one system, with B2B sales automation per line.

Enterprise CRMB2B sales automationMulti-line workflows
PROBLEM

A large-revenue distributor of mineral fertilizers needed an enterprise-grade CRM for personal account managers working across multiple product lines.

SOLUTION

An enterprise CRM with B2B sales automation and multi-line workflows tailored to the account-manager model.

OUTCOME

Account managers working multiple product lines from one system, with B2B sales automation per line.

↳ Immigration services · Ukraine / intl.

Visa & immigration agency

Structured application pipelines with payment stages aligned to progress and expert sessions booked straight onto the case.

Bitrix24Payment stagesGoogle Meet
PROBLEM

A long, document-heavy service with no structured pipeline, payments out of sync with progress, and expert sessions booked by hand.

SOLUTION

Bitrix24 funnels with payment stages tied to progress and Google Meet integration for expert sessions, plus webhook automation between steps.

OUTCOME

Structured application pipelines with payment stages aligned to progress and expert sessions booked straight onto the case.

↳ Legal services · Poland

A structured CRM delivered and in use, with workflow automation in place.

CRM platformWorkflow automation
PROBLEM

A legal-tech firm needed a structured CRM to run its work in one place.

SOLUTION

A CRM implementation delivered end-to-end, with workflow automation around the firm’s process.

OUTCOME

A structured CRM delivered and in use, with workflow automation in place.

↳ Food & beverage · HoReCa · Ukraine

Bakery & confectionery chain with delivery

An end-to-end order path site → CRM → accounting with pay-by-link and Telegram notifications; an order funnel and delivery with time-slots. Active support since 2025.

CRM1C integrationWebsite on CRM platformBusiness processesPayment links
PROBLEM

A bakery-confectionery with online orders where the site, CRM and accounting were not connected — orders never reached accounting, payment links and Telegram notifications failed, cake items did not show, and delivery intervals were lost.

SOLUTION

A site → CRM → accounting link: a business process that posts orders to accounting, an order funnel with finalization, payment-link generation (with switchable entity/requisites), Telegram notifications, delivery fields and intervals carried through, and cake-catalogue sync.

OUTCOME

An end-to-end order path site → CRM → accounting with pay-by-link and Telegram notifications; an order funnel and delivery with time-slots. Active support since 2025.

↳ Winemaking · e-commerce · Georgia / Ukraine

Winery & wine-shop chain

A stable accounting → site feed across two domains; instalments and delivery configured; an AI consultant working on the site. A 5+ year partnership.

Sites on CRM platform (2)1C → site syncAI website chatInstalment paymentsDelivery integration
PROBLEM

A winery with online stores across two domains where the product feed from accounting to the site kept failing, and which needed bank instalments, courier delivery and an AI chat on the site.

SOLUTION

Support and enhancement of the CRM-platform sites plus a catalogue feed from accounting; payment methods (instant bank instalments) and delivery set up; an AI site chat launched with post-processing of answers and file intake for AI analysis.

OUTCOME

A stable accounting → site feed across two domains; instalments and delivery configured; an AI consultant working on the site. A 5+ year partnership.

↳ Fashion & apparel · Ukraine

Women’s evening-wear brand

A management dashboard: manager KPI, plan-vs-fact on dresses sold, upsell/cross-sell, client financials; Instagram connected to the CRM.

CRMBI-Builder (custom reports)TelephonyInstagramTelegram
PROBLEM

An evening-dress brand with no management analytics: sales, leads and manager performance never came together, upsell and cross-sell went untracked, and the owner needed KPI reporting.

SOLUTION

BI reports built in the analytics builder: sales by month, leads (source/date), client financials across all years, manager performance (dialogues, calls, average check, plan-vs-fact on dresses sold, KPI), and upsell / cross-sell with fields visible only to the owner. Plus training and Instagram/Telegram connection.

OUTCOME

A management dashboard: manager KPI, plan-vs-fact on dresses sold, upsell/cross-sell, client financials; Instagram connected to the CRM.

↳ Fashion & apparel · Ukraine

Online women’s clothing brand

An AI site chatbot launched in tandem with the CRM and messengers.

CRMAI website chatbotOmnichannelTelephony
PROBLEM

An online clothing brand with heavy inbound traffic on its website needed an AI consultant to take load off managers and work across the omnichannel.

SOLUTION

An AI chatbot for the website integrated with the CRM and omnichannel messengers, plus telephony.

OUTCOME

An AI site chatbot launched in tandem with the CRM and messengers.

↳ Healthcare & wellness · hospitality · Ukraine

Medical SPA resort

A CRM rollout with omnichannel intake and telephony for the resort’s guest journey.

CRMOmnichannelTelephonyWebsite
PROBLEM

A premium medical SPA resort implementing CRM against a deadline: guest inquiries scattered, telephony and omnichannel not unified.

SOLUTION

A deadline-driven CRM implementation: omnichannel inquiry intake, telephony, website and the resort’s core processes.

OUTCOME

A CRM rollout with omnichannel intake and telephony for the resort’s guest journey.

↳ Beauty & wellness · Ukraine + export

Beauty brand (lash/brow) with exports

A stable sales department on CRM with telephony, WhatsApp and a chatbot; multi-country reference data. Support since 2022.

CRMTelephonyWhatsAppChatbot1C integration
PROBLEM

A beauty brand selling across several countries: telephony, a chatbot, multi-country reference data and invoice requisites — many small blockers in the sales department.

SOLUTION

Long-running sales-department support on CRM: telephony setup, WhatsApp, a chatbot, added countries (Iran, Austria, China and others), mandatory fields, invoice requisites and widgets.

OUTCOME

A stable sales department on CRM with telephony, WhatsApp and a chatbot; multi-country reference data. Support since 2022.

↳ Automotive · Ukraine

Auto-parts retailer (B2C)

The AI agent closes about 70% of routine queries (price, availability, delivery); an active project with an estimated saving of around ₴180k a year.

CRMAI sales agentOpen channels (omnichannel)1C integration
PROBLEM

An auto-parts seller flooded with routine messenger queries (price, availability, delivery) — managers drowning in routine, open channels not connected.

SOLUTION

Open channels connected plus an AI agent for B2C messenger sales that closes routine queries (price/availability/delivery); accounting integration and omnichannel.

OUTCOME

The AI agent closes about 70% of routine queries (price, availability, delivery); an active project with an estimated saving of around ₴180k a year.

↳ Trade & service · international network

Large trade & service group (international network)

A corporate portal deployed and supported for the group’s foreign-market division; localization and org structure configured. Long-term enterprise support since 2024.

CRM (On-Premise)LocalizationOrg structureBusiness processesDomain migration
PROBLEM

An international trade-and-service group under a strict NDA needed an enterprise corporate portal deployed and supported for a foreign-market division, with localization and a single org structure.

SOLUTION

Deployment and support of a corporate CRM portal for the foreign market: user import, org-structure display on the portal, interface localization into two languages, business processes, and migration of the system to a new domain.

OUTCOME

A corporate portal deployed and supported for the group’s foreign-market division; localization and org structure configured. Long-term enterprise support since 2024.

↳ Online education · Ukraine

Training center (courses & study groups)

An agreed spec and a custom “Schedule” module, course and group smart processes, and Instagram lead capture.

CRMCustom module (back + front)Smart processesInstagram captureWhatsApp capture
PROBLEM

A training center needed not an out-of-the-box CRM but a custom group-scheduling module on top of it: courses, groups and subgroups as smart processes, date-conflict control, and groups linked to deals (enrolled clients).

SOLUTION

Custom development of a “Group schedule” module (backend + frontend) on top of the CRM: clickable courses/groups open smart processes, date-conflicting groups highlighted in red, course → group → subgroup → deals linkage. Plus Instagram/WhatsApp leads and staff training.

OUTCOME

An agreed spec and a custom “Schedule” module, course and group smart processes, and Instagram lead capture.

↳ Development / construction · Ukraine

Residential developer

Approval processes for technical-economic parameters / contracts / quotes are live, mobile access works, and the hiring algorithm is formalized.

CRMBusiness processes (approvals)Mobile appBI / analytics
PROBLEM

A developer needed approvals (technical-economic parameters, contracts before signing, quotes), mobile access for site foremen and a hiring algorithm tuned to the CRM.

SOLUTION

Approval business processes (automated technical-economic parameters, “contract approval before signing”, quotes), a mobile app with a resilient cache, a CRM-tuned hiring algorithm, calendar/schedule training, a server move to new hosting and backups.

OUTCOME

Approval processes for technical-economic parameters / contracts / quotes are live, mobile access works, and the hiring algorithm is formalized.

↳ Distribution · Ukraine

Group of companies (omnichannel sales)

WhatsApp/Telegram omnichannel with an AI agent connected to the CRM, with an accounting link.

CRMWhatsApp omnichannelTelegramAI agent1C integration
PROBLEM

A group of companies needed an omnichannel sales service (WhatsApp/Telegram) with an AI agent and an accounting link — customer communication was fragmented.

SOLUTION

An omnichannel WhatsApp/Telegram service plus an AI agent, accounting integration and mobile access.

OUTCOME

WhatsApp/Telegram omnichannel with an AI agent connected to the CRM, with an accounting link.

↳ Education · Ukraine

Education organization

The automatic accounting → CRM exchange is stabilized, accounting moved onto a SQL Server; telephony and open channels configured.

CRM1C → CRM syncSQL ServerTelephonyOpen channels
PROBLEM

The accounting↔CRM exchange kept breaking (manual session shutdowns, hanging sessions); a reliable one-way accounting → CRM exchange was needed, plus moving accounting onto a SQL Server.

SOLUTION

Diagnosis and stabilization of the exchange: the accounting → CRM direction confirmed, accounting raised on a SQL Server with RDP access for the specialist, accumulated data loaded, automatic exchange set up; telephony and open channels configured.

OUTCOME

The automatic accounting → CRM exchange is stabilized, accounting moved onto a SQL Server; telephony and open channels configured.

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