Context: Why CRM Migration Is More Than Moving Data
CRM migration is always more than just moving data. It's an opportunity to review business logic and create a system that truly works for the company. Our team recently completed a complex transition project for a large engineering business (nearly 40 active users) from Bitrix24 to the Planfix platform.
What Was the Starting Point?
The client had a complex structure: parallel B2B and B2C directions, equipment sales processes, an in-house laboratory for analysis, and a service and installation department. All of this required clear separation, yet at the same time — transparent interaction between departments in a unified environment.
The old Bitrix24 system was no longer coping: a shared unstructured space didn't allow managers to filter relevant information, and specific processes (such as "Water Analysis" or recruitment) weren't integrated into the CRM at all.
What We Implemented
Deep Process Architecture
We configured 13 separate business processes, including not only basic "Leads" and "Deals", but also specific ones: "Water Analysis," "Reservations," "Service Maintenance," and automated recruitment/HR processes.
Data Segmentation
We developed 8 unique templates for different deal types (B2B/B2C, ecology, water treatment, pumping equipment), which allowed managers to see only relevant information and significantly accelerated work with cards.
Business Customization
We implemented 84 custom fields for objects and 67 for contacts — from equipment technical parameters to UTM tags and financial details. Each field is justified by a specific business task, not "just in case."
Seamless Database Migration
We didn't just transfer current deals — we preserved all historical data from Bitrix, configuring clear field and ID mapping so that no detail was lost.
We migrated not only leads, deals, and contacts, but also tasks, reminders, files, and notes for all entities. Managers logged into the new system and saw a complete picture for each client — as if they hadn't moved at all.
Management Accounting
We integrated directories and analytics for automatic tracking of expenses, revenues, and working hours. Management now sees a real picture for each direction without manually collecting data.
Result
The company received not just a new CRM, but a full-fledged ERP system based on Planfix. Now the path from the first lead and laboratory analysis results to equipment installation and signing of acts takes place in a single controlled space — without losing information at the junctions between departments.
Planning a transition from Bitrix24 or feeling that your current CRM is limiting your growth? Browse our migration packages or contact us — we'll discuss how to adapt the system specifically to your business model.