STREAMLINE

CRM and automation for distribution.

Updated

↳ THE LEAKS

Where does distribution lose money?

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

What does an Auspex rollout look like for distribution?

  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 do 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
auto-docs
acts and invoices can be generated from the deal instead of assembled by hand for each dealer
↳ STACK

Which systems do we build on?

  • 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 was launching a CRM from scratch on its own server and needed it connected to its 1C accounting system, with telephony and field-sales tracking to follow.
Solution
A pre-project assessment, then on-premise Bitrix24 from 2024 and an integration with 1C 8.2 (machinery deals sync every 5 minutes); automatic call-back lists, AI call analysis, GPS check-ins for field visits and five training sessions for managers. Kyivstar telephony is being connected to the portal.
Result
Assessment, 1C integration and implementation are complete; the GPS app was delivered in July 2026; telephony is in progress. Ongoing support since 2024.
Stack
CRM (On-Premise)1C integrationAI call analysisGPS check-in appKyivstar telephony
Livestock · Ukraine

Livestock company (pig trading)

Problem
A company brokering live pigs — selling piglets, buying back finished pigs and offering free veterinary follow-up — ran suppliers, trips and payments without one system: temperature on the road was not recorded anywhere, partial payments and debts were counted by hand, and forwarders needed access limited to their own trips.
Solution
A pre-project assessment over three meetings and a written specification on Uspacy: a lead funnel with three successful outcomes, separate funnels for piglet sales and buy-back, a trip card for transport, eight smart objects, 23 reference lists, around 200 fields in the requirements and six roles with separate access, plus integration with Finmap for finance.
Result
Assessment and specification done. Setup to the specification is going in blocks — CRM module, stage automation, reporting, Finmap; the project is in progress.
Stack
UspacyLead + 2 deal funnelsSmart objectsRole-based access
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.

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