# CRM & Automation for B2B Distribution — Auspex

> CRM for wholesale and distribution: account-manager pipelines, dealer-network management, 1C integration, B2B multi-line automation. Auspex on Bitrix24 since 2015.

Source: https://auspex.company/en/industries/distribution/

[Industries](https://auspex.company/en/industries) / B2B DISTRIBUTION

# CRM and automation for distribution.

Wholesale runs on relationships and reconciliations — and both buckle when a handful of account managers cover hundreds of dealers across product lines, orders, claims and documents. Auspex built enterprise CRM for an agrochemical distributor (B2B, personal account managers, multiple product lines) and a 24/7 dealer assistant for a window-profile maker with 500+ dealers — reading from 1C, writing to Bitrix24.

↳ 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.

[Book a free audit →](#contact)

↳ 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 →](/en/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 · ↓

## Ready to Get Your Sales Under Control?

Free process audit — 30 minutes, and you'll receive:

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

We'll call within 24 hours. The plan is yours, even if we don't work together.
