STREAMLINE

CRM and automation for manufacturing & industry.

Updated

↳ THE LEAKS

Where does manufacturing lose money?

01

Quotes and specs live in spreadsheets and email.

A long B2B deal is tracked in a spreadsheet and a mailbox, and the version everyone is working from is anyone’s guess. We put the whole pipeline — quote, spec, approval — into one CRM record.

02

Sales is disconnected from production and ERP.

An order is closed in one system and re-keyed into accounting and production by hand. We integrate the CRM with accounting/ERP (1C) so a won deal flows into production without re-typing.

03

The dealer and distributor network is unmanaged.

Dealers, distributors and reps are tracked on personal phones, with no shared base and no pipeline by channel. We bring the network into the CRM with a clean, deduplicated base and per-channel processes.

04

Every document is typed by hand.

Quotes, specifications, contracts and invoices retyped each time, with the inevitable mistakes. We template them so they generate from the deal with the right data and requisites.

↳ HOW WE SHIP IT

What does an Auspex rollout look like for manufacturing?

  1. 01

    Map order-to-production.

    Discovery with sales and operations: the full B2B lifecycle from inquiry to quote to spec to production hand-off, and every system it touches.

  2. 02

    Unify the B2B pipeline.

    Quote, specification, approval and order in one CRM record, with multi-stage processes for long deals and a clean dealer/distributor base.

  3. 03

    Integrate accounting and ERP.

    A two-way link with accounting/ERP (1C) so a won deal posts into production and back-office without manual re-keying.

  4. 04

    Automate documents and channels.

    Quote, spec and contract templates generated from the deal, plus telephony and omnichannel intake so inbound never lands off the record.

↳ OUTCOME

What changes for manufacturing clients?

One pipeline
quote, spec and approval in one record instead of a spreadsheet and a mailbox
Into ERP
won deals flow into accounting/production without re-keying
One base
dealers and distributors deduplicated into one managed network
Templated
quotes, specs and contracts generated from the deal, not retyped
↳ STACK

Which systems do we build on?

  • Bitrix24 (On-Premise or Cloud)
  • Accounting / ERP (1C) integration
  • B2B multi-stage sales pipeline
  • Document templates (quotes, specs, contracts)
  • Telephony + omnichannel intake
↳ Our take

Manufacturing has the longest sales cycle and the most hand-offs, so the cost of a deal living in a spreadsheet compounds at every stage. Put quote, spec and approval in one pipeline, wire it into ERP, manage the dealer network and template the documents — and a long, multi-party sale stops leaking between systems. Bitrix24 — cloud or on-premise — carries the B2B pipeline, the integration and the document engine in one place.

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

Book a free audit →
↳ CASES

How it played out

Manufacturing · Ukraine

Sanitaryware manufacturer

Problem
A sanitaryware manufacturer selling through partner outlets needed a CRM on its own server, connected to 1C, and a way to check its sales reps’ field visits by country and city.
Solution
On-premise Bitrix24: the client’s team set up the CRM records with our guidance, and we built the 1C integration (outlets, holdings, deals, order numbers), a check-in app with Google Maps routes and start/end visit coordinates, cascading “country → cities” fields and outlet stock checks.
Result
About 200 hours of implementation from June 2025 to March 2026; the 1C integration and the visit app are delivered. Ongoing support since then, including Ringostat and Open Channels; deal integration with 1C is in progress.
Stack
CRM (On-Premise)1C integrationMobile check-in appGoogle Maps routesCascading geo-fieldsRingostat
Automotive products · manufacturing · Ukraine

Car accessories manufacturer

Problem
A car accessories manufacturer serves B2C and B2B customers through Instagram, Viber, Telegram and its website: many messages are routine — price, availability, delivery — and take up managers’ time.
Solution
First we analysed the archive of customer conversations in the CRM: price is asked most often, followed by the product range, delivery and documents. On that basis we wrote the specification of an AI sales agent for the messengers and the website, connected to the CRM: it is to answer routine questions, check prices and stock, calculate Nova Poshta delivery, collect order details and hand complex requests to a manager with context.
Result
The conversation analysis and the specification are done. The agent has not been launched yet, so there are no results to report.
Stack
CRMAI sales agentInstagram / Viber / TelegramWebsite chat
All cases →
↳ FAQ

Frequently asked

01 Do you integrate the CRM with our accounting/ERP (1C)?

Yes — that is central to a manufacturing rollout. A two-way link with accounting/ERP means a won deal posts into production and back-office without anyone re-keying it, and the catalogue and requisites stay in sync.

02 Can you handle long, multi-stage B2B deals?

Yes. We model the full lifecycle — quote, specification, approval, order — as one pipeline with multi-stage processes, so a deal that runs for months stays in one record rather than a spreadsheet.

03 Can you manage a dealer / distributor network?

Yes. We bring dealers, distributors and reps into one deduplicated base with per-channel pipelines, so the network is managed in the CRM instead of on personal phones.

04 Cloud or on-premise?

Either. Industrial clients often run Bitrix24 On-Premise for control and data residency; many are happy on cloud. We choose based on your IT and compliance constraints.

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02 Priorities: what to automate first
03 An implementation plan for 2-4 weeks
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