To minimize migration times, we proposed the following technical solution:
Load historical data into standard Bitrix24 objects — Contacts, Companies, Deals. Objects that are not in Bitrix24 are transferred to smart processes. At the same time, we set up the appropriate connections between them.
After the import of objects is latvia mobile database completed, we implement:
your own custom field type in CRM,
automation of the process of forecasting revenue for a transaction,
distribution of revenue to the project team,
automatic generation and maintenance of an up-to-date contact list on the client's side,
Automatic creation and updating of a team of employees working on a transaction, as well as dynamic issuance of access rights to team members for all real estate objects related to a specific transaction.
The data model that was implemented in SalesForce: