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
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.