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Implementation and integration of CRM systems for automating sales and controlling leads

We translate chaos in Excel tables, notebooks and scattered messengers into a transparent controlled system. We integrate leading Ukrainian and international CRM: eliminate lead losses, reduce request processing time to 15 minutes and configure end-to-end analytics turnkey.

KeyCRM Creatio SalesDrive KeepinCRM NetHunt Zoho CRM HubSpot Pipedrive Binotel / Ringostat API Integration
0% Loss

Lost Leads

No application from the site, chats, or calls is lost — 100% requests enter the funnel.

15 min Speed

Processing Speed

Automatic distribution of orders among managers and immediate sending of notifications.

+35% Growth

Conversion growth

Increase repeat sales thanks to client base segmentation and reminders.

3–4 Weeks

Implementation out of the box

Quick transition without interrupting current sales with full training of your employees.

SYSTEMATIC APPROACH TO SALES

Why 70% attempts to implement CRM independently end in failure and employee sabotage

Buy a cloud CRM subscription — this is just 5% of success. Real problems start when employees refuse to fill in fields, the funnel does not correspond to real stages of the deal, and calls and correspondence are conducted on personal smartphones. We do not just create an account — we thoroughly analyze the company's business processes, create procedures, configure two-way integrations with the website, telephone, and warehouse, train every manager, and support work on real orders.

✓ We sign an official contract with fixed price and development terms
✓ Warranty SLA support 90 days after the system is put into operation
✓ 100% transfer of intellectual property and source code of the project to the client

Single window of communication

Calls (Binotel, Ringostat), chats (Telegram, Viber, Instagram Direct), letters and leads from the site arrive in a single interface with a full client history.

Automation of routine operations

Automatic creation of TTN Nova Poshta, invoicing, fiscalization Checkbox/On time and immediate sending of notifications to clients.

Base control and data security

Access rights separation: managers see only the contacts assigned to them, prohibition of downloading the database to Excel and protection against data leakage.

end-to-end analytics and reports

The leader in real time sees the conversion of each manager, customer acquisition cost (CAC), average check, reasons for failures and LTV.

[ 9 Categories of Solutions ]

Specialized solutions for CRM implementation and integration

Choose the optimal system or automation direction for your business processes, team, and sales scale.

[ 01 ] E-commerce No. 1 in Ukraine
KeyCRM implementation

KeyCRM implementation ↗

Leading Ukrainian CRM for trade and online stores. Full synchronization with Rozetka, Prom, own site, Instagram Direct, generation of Nova Poshta and Ukrposhta TTN, fiscalization Checkbox.

What is included in the implementation:
✓ Connecting sales channels: website, Prom, Rozetka, Instagram
✓ Integration of delivery services: Nova Poshta, Ukrposhta with automatic TTN generation
✓ Programmatic RRO (Checkbox, Vchasno.Kasa)
✓ Inventory Stock Tracking and Costing Setup
KeyCRM API / Rozetka / Prom / Checkbox / New Postman
[ 02 ] Enterprise & BPM
Creatio implementation

Creatio implementation ↗

Powerful no-code platform for comprehensive automation of sales, marketing and service in medium and large companies. Complex business processes, branched funnels and corporate security.

What is included in the implementation:
✓ Modeling and automation of end-to-end BPM processes
✓ Deep Customization of Interfaces for Employee Roles
✓ Integration with corporate ERP systems and banks
✓ Multi-level access rights separation according to ISO standards
Creatio Studio / BPMN 2.0 / REST API / Enterprise Security
[ 03 ] Ukrainian online retail
SalesDrive implementation

SalesDrive implementation ↗

Reliable CRM for Ukrainian online stores and trading companies. Convenient order processing, instant invoicing, payment tracking and shipment tracking in one window.

What is included in the implementation:
✓ Integration with Ukrainian CMS (OpenCart, WooCommerce, Horoshop)
✓ Synchronization with payment services LiqPay, Monobank, WayForPay
✓ Automatic tracking of package statuses and client notifications
✓ Accounting of Intercompany Transactions with Suppliers and Inventory Balances
SalesDrive API / Horoshop / Monobank / LiqPay
[ 04 ] Small business and services
KeepinCRM implementation

KeepinCRM implementation ↗

Flexible and easy-to-learn CRM system for small businesses, B2B services, service centers and small manufacturing. Excellent functionality-to-total cost of ownership ratio.

What is included in the implementation:
✓ Configuration of Individual Lead and Agreement Locks
✓ Generation of contracts, commercial offers and acts in PDF
✓ Control of debts and phased payment of projects
✓ Task Module for Staff with Deadlines and Reminders
KeepinCRM API / PDF Templates / Webhooks
[ 05 ] Gmail & Google Workspace
NetHunt CRM implementation

NetHunt CRM implementation ↗

Convenient CRM, embedded directly in Gmail and Google Workspace. Ideal solution for B2B companies that conduct active correspondence and negotiations via email.

What is included in the implementation:
✓ Full integration with Gmail, Google Calendar and Drive
✓ Automatic Saving of Correspondence History in Client Card
✓ Configuration of Email Chains and Mass Personalized Mailing Lists
✓ Automatic reminder tasks for managers about responses
NetHunt API / Gmail Add-on / Google Workspace
[ 06 ] Active Sales Pipelines
Pipedrive implementation

Pipedrive implementation ↗

Specialized CRM for active sales departments oriented towards making cold and warm calls, meetings and multi-stage negotiations in the B2B sector.

What is included in the implementation:
✓ Construction of visual sales pipeline funnels according to the methodology of active sales
✓ Bidirectional Synchronization of Corporate Email and Calendars
✓ Automatic reminders for the next mandatory step upon agreement
✓ Sales forecasting (Sales Forecasting) and activity analytics
Pipedrive API / Smart Contact Data / Sales Pipeline
[ 07 ] Inbound & B2B marketing
HubSpot CRM implementation

HubSpot CRM implementation ↗

Deployment of a leading international cloud ecosystem for B2B companies oriented towards content marketing, lead generation and export sales to the US and EU markets.

What is included in the implementation:
✓ Configuration of multi-channel Inbound funnels and lead scoring
✓ Automation of Email Chains and Personalized Marketing
✓ Integration with Stripe, LinkedIn Sales Navigator and Zoom
✓ Global Compliance with GDPR Requirements and Corporate Data Security
HubSpot API / Marketing Hub / Sales Hub / GDPR
[ 08 ] Global Ecosystem
Zoho CRM implementation

Zoho CRM implementation ↗

Flexible international system with hundreds of modules for companies of any scale. Supports multilingualism, complex routing rules and integration with 40+ Zoho applications.

What is included in the implementation:
✓ Configuration of Zoho CRM, Zoho Desk (Support) and Zoho Books
✓ Automation of Blueprint business rules and automatic notifications
✓ Two-way integration with telephony, website, and email
✓ Construction of detailed manager efficiency dashboards
Zoho CRM API / Zoho Deluge / REST API
[ 09 ] Custom engineering

Development of Custom CRM Systems and API Integrations ↗

Creation of individual CRM systems from scratch based on PHP 8.3+ and MySQL 8.4 for companies with specific business processes, where standard off-the-shelf solutions are not suitable or cost too much.

What is included in the implementation:
✓ Design of database architecture for unique business model
✓ Development of a Fast Adaptive Interface in Pure Code
✓ Deep API-integrations with internal services and payment gateways
✓ 100% transfer of rights to intellectual property and source code
PHP 8.3 / MySQL 8.4 / RESTful API / Zero Subscriptions
[ Technological Ecosystem ]

Technological Ecosystem and Integration Protocols

We build reliable architectural connections between CRM, website, telephony, accounting and payment services based on secure APIs.

CRM platforms

Leading Systems for Any Business Model and Geography

  • KeyCRM
  • Creatio BPM
  • SalesDrive
  • KeepinCRM
  • Zoho CRM / HubSpot

IP TELEPHONE AND CONNECTIONS

Cloud-Based PBXs, Call Monitoring, and Secure SIP Channels

  • Binotel Smart CRM
  • Ringostat Call Tracking
  • Phonet Cloud PBX
  • Asterisk / FreePBX
  • WebRTC SIP Trunks

Messengers and Channels

Omnichannel Communication with Customers in Real Time

  • Telegram Bot API
  • Viber Business API
  • Instagram Direct API
  • WhatsApp Cloud API
  • Meta Webhooks

Accounting, Finance and Delivery

Synchronization of products, fiscalization and logistics

  • Checkbox / Vchasno.Casa
  • Nova Poshta API v2.0
  • Monobank / LiqPay / Stripe
  • MASTER / Dilovod ERP
  • RESTful API & Webhooks
[ METHODOLOGY AND STAGES ]

CRM Implementation Methodology Without Business Interruption

Step-by-step engineering approach: from studying regulations to launching in production mode and training employees.

01

Pre-project interview and funnel audit

We analyze how the lead is moving now: where it comes from, who processes it, where the information is lost and which fields are critical to fix.

02

Architecture design and technical specifications

We are forming a deal status map, a lead distribution scheme among managers, the logic of automatic tasks and an integration protocol.

03

Configuration of the system and integration of channels

We configure funnels, connect the website, telephone, messengers, delivery service, payment gateways and fiscalization.

04

Secure migration of the database and testing

Cleaning up the old database from duplicates and loading into the new CRM. Conducting test requests and verifying the correctness of data transfer.

05

Training of personnel, start and support

We conduct a practical workshop for managers, record personal video instructions and accompany the first month of work.

Our Clients

Companies that trust ALL IT Agency for development, scaling, and security of their digital solutions

Wizeclub
Partner Enterprise
DIM Service
Meregi Group
Valikhnovski Surgery Institute
Partner Case 11
TOV Zagin Alpha
Partner Case 6
Partner Case 5
Wizeclub
Partner Enterprise
DIM Service
Meregi Group
Valikhnovski Surgery Institute
Partner Case 11
TOV Zagin Alpha
Partner Case 6
Partner Case 5
[ FREQUENT QUESTIONS ]

Answers to questions from the client

Key details regarding terms, warranties, transfer of source code and the development process.

The choice depends on your business model. For Ukrainian E-commerce and online stores, KeyCRM or SalesDrive are ideal, as they have native connections with Prom, Rozetka, Nova Poshta, and Checkbox. For the services sector and small B2B, KeepinCRM is perfect. For large enterprises with branched business processes, Creatio is optimal, and for international export sales — Zoho or HubSpot. During the free audit, we will help choose the best solution.
No, not for a second. We are configuring and testing the new system on a separate environment. The current work of managers continues in the usual mode. Channel switching and data migration are carried out during non-working hours or on weekends according to the previously agreed schedule.
We take this task entirely upon ourselves. Before importing, we perform data normalization: we correct phone number formats, remove obvious duplicates, align field structures, and correctly distribute clients among responsible managers.
Resistance occurs when a system is complicated, unclear, or adds unnecessary routine work. We configure the system to make the manager’s work easier: automatically filling in data, creating waybills in one click, and eliminating manual report completion. We also provide live training, answer every question, and create short, clear video instructions for each employee.
Yes. ALL IT Agency has its own in-house team of web developers. We create custom modules, complex API integrations with your website, ERP or internal company services, which are not available in the basic CRM settings.

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Confidentiality

Official NDA contract for system audit

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