STREAMLINE

CRM and automation for distribution.

↳ THE LEAKS

Where distribution leaks

01

Account managers buried in reconciliations.

Order status, balances, claims, documents — every dealer asks the same things, and two managers cannot cover hundreds. We structure the requests so routine lookups stop eating the manager’s day.

02

The dealer base and orders split from 1C.

Stock and orders live in 1C; relationships live in a manager’s head. They never meet. We read 1C (read-only) into the CRM so the account manager sees stock, orders and history on one card.

03

Multi-line orders, one flat pipeline.

Several product lines, each with its own logic, crammed into one funnel. We build per-line workflows so a fertilizer order and a profile order do not share a broken pipeline.

04

Documents and claims by hand.

Acts, invoices, claim records assembled manually per dealer. We generate documents from the deal and log claims against the contact.

↳ HOW WE SHIP IT

How an Auspex distribution rollout looks

  1. 01

    Map the wholesale flow.

    Two days with sales and account management. Dealer onboarding → order → fulfilment → reconciliation → claim → repeat. Multi-line logic surfaced.

  2. 02

    Wire 1C and the dealer base.

    1C (read-only SQL or API) for stock and orders, dealer base imported and segmented. The account manager sees everything on one card.

  3. 03

    Build per-line pipelines.

    Separate workflows per product line, B2B sales automation, account-manager assignment and load balancing.

  4. 04

    Automate documents and self-service.

    Document generation (acts, invoices), claim logging, and a 24/7 assistant for routine dealer questions — reconciliations, order status, documents.

  5. 05

    Coordinate the account-management team.

    Fulfilment handoffs, claim resolution and reorder follow-ups become tasks with owners, and account managers coordinate per dealer in one internal thread instead of scattered calls.

↳ OUTCOME

What distribution clients typically see

500+
dealers served by a 24/7 assistant covering the five main request types (window-profile maker)
1C-linked
stock and orders read into the CRM, so the account manager works from one card
per-line
pipelines, so multi-line distribution does not share one broken funnel
enterprise
CRM built for personal account managers across product lines (agrochemical distributor)
↳ STACK

Stack we typically deploy

  • Bitrix24 (CRM + tasks + telephony)
  • 1C integration (read-only) — stock, orders, balances
  • Per-line B2B sales pipelines
  • Document generation (acts, invoices, claims)
  • Dealer self-service assistant (Telegram)
  • Task management + internal chat (account-manager coordination)
↳ Our take

B2B distribution is a memory-and-reconciliation business. When a few account managers cover hundreds of dealers, the win is taking routine lookups off their plate and putting stock, orders and history on one card. Read 1C into the CRM, split the pipeline by product line, automate the documents — and managers go back to selling.

Let's map what this means for your business — in a free 30-minute audit.

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↳ CASES

How it played out

Agri distribution · Ukraine

Agricultural machinery & parts distributor

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.
Result
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.
Stack
CRM (On-Premise)1C two-way integrationAI telephonyGPS trackingSmart processesStaging environment
B2B wholesale · Ukraine

Agrochemical distributor

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.
Result
Account managers working multiple product lines from one system, with B2B sales automation per line.
Stack
Enterprise CRMB2B sales automationMulti-line workflows
Trade & service · international network

Large trade & service group (international network)

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.
Result
A corporate portal deployed and supported for the group’s foreign-market division; localization and org structure configured. Long-term enterprise support since 2024.
Stack
CRM (On-Premise)LocalizationOrg structureBusiness processesDomain migration
Distribution · Ukraine

Group of companies (omnichannel sales)

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.
Result
WhatsApp/Telegram omnichannel with an AI agent connected to the CRM, with an accounting link.
Stack
CRMWhatsApp omnichannelTelegramAI agent1C integrationMobile
All cases →
↳ FAQ

Frequently asked

01 Do you integrate with 1C?

Yes — commonly read-only SQL or API for stock, orders and balances, written into the CRM so the account manager works from one card. We have done this for distribution clients with large dealer networks.

02 Can the system handle several product lines?

Yes. We build per-line pipelines so each product line keeps its own logic and stages instead of being forced into one flat funnel.

03 Can dealers self-serve routine requests?

Yes — a 24/7 assistant can cover the main dealer request types (reconciliations, order status, documents), escalating the rest to a manager. We built exactly this for a maker serving 500+ dealers.

04 How long for a distributor with a large dealer base?

Typically 4–8 weeks depending on 1C integration depth and the number of product lines. Base import and 1C wiring are the main variables, not the CRM setup itself.

↳ FREE AUDIT 30 min · free · ↓

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1,200+ companies since 2015 · 30-day median go-live

01 A map of where you're losing leads
02 Priorities: what to automate first
03 An implementation plan for 2-4 weeks
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