"Exactly" automated sales using "Bitrix24" with a rent program

2024: Real Estate Sale Automation

GK EXACTLY with the help of the IT integrator "First Bit" automated sales of real estate objects based on the platform "Bitrix24" and the industry solution "BIT.Stroitania." The integrator announced this on May 27, 2024.

GK EXACTLY has been working in the market for the construction of real estate and improvement objects since 2013, the head office is located in Krasnodar. The company's managers have always communicated with customers through sites, telephone communications, WhatsApp and a chatbot.

Communication with clients is an important part of the developer's activity. At the same time, the volume of the client base of the EXACT Group of Companies is constantly expanding, so it became more difficult to distribute the load between communication channels every year.

The management of the company turned to the office "First Bit" in Krasnodar with a request: to create a system for automating the sale of real estate objects and monitoring the activities of the developer.

Experts of the company "First Bit" analyzed the client's request and selected a suitable set of products. The main means of automating the sales department was the corporate portal with the CRM functionality "Bitrix24." A couple of him made a specialized solution for accounting and management in the construction companies "BIT. Construction," developed by the First Bit on the 1C platform.

Synchronization of data exchange between the two systems made it possible to correctly display all information, avoiding duplication of data. After automation, requisitions from all sales channels are displayed in Bitrix24, and incoming calls are distributed among managers in order of priority. With a long wait on the line, the calls are switched to the number of the head of department - which allows you to clearly organize communication with customers and prevent lost contacts.

The company also needed a tool to take into account the status of booking and sales of real estate. Therefore, an important stage in the implementation of the project was also the introduction of the tenement of the EXACT Group of Companies.

It is a visual display of apartments in residential complexes, similar to a chessboard, with summary information for each object and the status "Free for sale," "Reservation" or "Sold." Employees of the EXACTLY ledger register objects in 1C and the data is automatically pulled up in CRM. The information in the apartment diagram is updated once a minute.

The results of automation certainly met our expectations, because thanks to the First Bit team from the Krasnodar office on Kozhevennaya, all the main business processes became verified by ergonomics and efficiency, and it became much more convenient to keep internal records, "said Oleg Artemyev, head of the project office of the EXACT Group of Companies.

2023: Automation of accounting with the "First Bit"

Krasnodar office - ITintegrator First Bit"" automated federal processes. The developer GC "EXACTLY" holding has tools for the treasury budgetings and in the planning and economic department, a comprehensive project accounting based on roadmaps, CRM the system has simplified interaction with clients. This was announced on September 14, 2023 by the First Bit company.

The group of companies specializes in construction using monolithic-brick technology and provides for the whole range of work: from creating a project idea to its implementation and managing ready-made development projects.

The company turned to the First Bit to improve the sales process and project management: plan and control the implementation of different stages, manage temporary, financial and human resources. Despite the fact that market there are software products whose functionality would close the top-level goals of the project by 80%, it was decided to develop functionality directly for business processes the client based on the "" with BIT.Finance for 1C: Accounting modules "" configuration. Enterprise BIT. Construction Portal was selected as the CRM for Sales.Bitriks24"

Treasury functionality has been flexibly configured for company processes. This helps you organize payment requests, define criteria for making a payment decision, obtain information cash gaps through the payment calendar, and set up approval chains based on payment type. In different directions in the EXACTLY Group of Companies, payment decisions must be made by different responsible persons, therefore different approval chains have been created. The signatories make a decision on the application: accept, refuse, partially pay. You can now agree on the application in the mobile application. Access rights for articles, Central Federal District, projects are configured for employees. The treasurer's workplace is conveniently organized, in which all applications are collected, as well as the payment calendar.

Among other improvements implemented specifically for EXACTLY Group of Companies: a workplace for monitoring the stages of work, automatic filling out of forms of reports on the completed stages, setting up an exchange with 1C: Document Flow and Bitrix24 with automatic integration of document changes, and much more. The BIT Construction module made it possible to minimize the sectoral difficulties of accounting and tax accounting. The program is able to form all the necessary printed forms, reflect revenues and expenses "as soon as ready," separate warranty withholdings from other financial documents.

Depending on the area of ​ ​ the object and the amount of expenses, the module calculates a separate cost of each room. At the same time, he divides the premises into categories: purchased under an equity agreement, company property for further sale, as well as premises-fixed assets for the company's own needs.  The comprehensive implementation of the solutions "BIT.Finance," "BIT.Stroitania," "1C: Accounting" and "Bitrix24" comprehensively improved the administrative and operational processes of the holding. The average processing time of customers by sales managers has decreased, it has become easier to agree on changes in conditions, applications of shares and benefits. It now spends 30% less time collecting regulated reporting. The growth of profit and labor productivity due to the optimization of labor costs is estimated at 20 %.