CRM and automation for retail.
Updated
Where does retail money leak?
Customer data sprawled across in-store, e-shop, Instagram, WhatsApp.
A loyal customer buys offline as Maria, online as @maria_88, and DMs you on Instagram as a stranger. Three records, three histories, zero personalisation. We unify into a single CRM contact graph.
Staff tasks live in a group chat.
Price changes, display resets, callbacks to customers — assigned in a chat and lost by the afternoon. We move floor tasks into the CRM: assignee, deadline, checklist, visible to the manager.
Loyalty programme that nobody uses.
A plastic card no-one carries, points no-one redeems. We rebuild loyalty inside the CRM — phone-number-based, redeemable in-store and online, with automated re-engagement.
Shift handovers nobody can reconstruct.
The morning shift never learns what the evening shift promised a customer. We keep handovers, customer notes and open tasks in one CRM thread, so the next person picks up where the last left off.
What does an Auspex retail rollout look like?
- 01
Remote audit.
Two days of remote audit over a screen-share with your manager. We map every customer touchpoint, every system, every spreadsheet — and find the three biggest leaks.
- 02
Unify the customer.
In-store sales, e-commerce, social DMs, WhatsApp Business — all into one Bitrix24 contact, deduplicated by phone. One customer, one history, one segment.
- 03
Put the team on one board.
Staff tasks, shift checklists and store-to-office requests in Bitrix24 — assignees, deadlines, and one place for team chat. The owner sees what is open and what is done from a phone.
- 04
Activate retention.
Loyalty programme rebuilt inside CRM. Automated post-purchase flows: receipt → review request → cross-sell after 14 days → re-engagement at 60.
- 05
Train and hand off.
4 hours of staff training, 30 days of post-launch support, written SOPs. By month two, the manager runs it without us.
What changes for retail clients?
Which systems do we build on?
- Bitrix24 (CRM + tasks + telephony)
- Task management + internal chat (Bitrix24 Tasks & Workgroups)
- WhatsApp Business + Instagram open channels
- Loyalty: Bitrix24 native or UDS Game add-on
- Reporting: Bitrix24 BI + Power BI for chains
Retail is a coordination problem disguised as a sales problem. Get the customer record clean and the team on one board, and the rest — loyalty, retention, follow-up — falls out for free. Bitrix24 wins for retail because tasks, open channels and loyalty come bundled — no per-seat surprise as you grow.
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →How it played out
GRO
Online store for winemaking equipment
Tour operator
Frequently asked
01 How do you handle staff tasks and team communication?
We move floor tasks, shift checklists and store-to-office requests into Bitrix24 Tasks, with internal chat in the same workspace. Everyone sees what is assigned, due and done — no more messages lost in a group chat.
02 How long does a single-store rollout take?
Two to four weeks for a single store, four to six for a 3-5 store chain, eight to twelve for 10+ outlets with regional inventory. The bottleneck is rarely software — it is staff training and clean master data.
03 Do you integrate with Instagram and WhatsApp Business?
Yes, natively. Bitrix24 has open-channel integration that lands every Instagram DM and WhatsApp message in the customer card. Manager replies from CRM, customer sees it in their messenger. No tab-switching.
04 What about GDPR and customer data residency?
Bitrix24 EU is hosted in Germany. We provision a DPA, set up audit logs, and configure retention policies. For retail clients in the EU we always go EU cloud or on-premise — never the global cloud.
05 Can we keep using our current loyalty programme?
If it has an API and you are happy with it, yes — we sync the points balance into the CRM contact. If it is a card-only programme that nobody uses, we recommend rebuilding it inside Bitrix24 — phone-based, redeemable in-store, with automated triggers.