The templates we use in projects

Two documents from our practice. Leave your e‑mail — we send the link and open the download right away.

3 pages · PDF

CRM board template for distribution

Stages, required fields, 6 automations, 3 AI agents and a manager dashboard — the structure we start distribution projects with.

2 pages · PDF

Bitrix24 / amoCRM migration checklist

Five weeks of migration step by step: audit, field map, test import, switch‑over without downtime, typical mistakes.

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