Setting up Bitrix24 for a car dealer

Our company is engaged in the development, support and maintenance of Bitrix and Bitrix24 solutions of any complexity. From simple one-page sites to complex online stores, CRM systems with 1C and telephony integration. The experience of developers is confirmed by certificates from the vendor.
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Setting up Bitrix24 for a car dealer
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Setting Up Bitrix24 for an Auto Dealership

An auto dealership has multiple lead sources simultaneously: phone calls, website, automotive portals (Auto.ru, Avito), messengers. Without a unified funnel, leads are lost — the manager didn't call back, the lead went cold. Bitrix24 collects all sources into one CRM, but out of the box it's configured for a universal business. For an auto dealership, separate configuration is needed.

Sales Funnels and Deal Stages

For an auto dealership we set up at least two funnels: new car sales and trade-in / used cars. Stages for new car sales:

New Lead → Invite to Showroom → Test Drive Scheduled → Test Drive Completed → Quote Issued → Credit/Installment → Contract Signed → Car Delivered

Each stage has its own automation: when moving to "Test Drive Scheduled" — task for the manager, when moving to "Credit" — task to contact the bank, upon delivery — email to the customer asking for feedback.

Deal Card for a Vehicle

The standard card has no fields for VIN, brand, model, color, equipment. We add custom deal fields: UF_CAR_BRAND, UF_CAR_MODEL, UF_CAR_VIN, UF_CAR_YEAR, UF_CAR_COLOR, UF_COMPLECTATION, UF_TRADE_IN_CAR. For brand/model fields — use List type with predefined values.

Integrating Sources

  • Telephony: SIP connector or PBX integration (Mango, Dom.ru, Asterisk). Incoming call → automatically creates a lead, attaches call recording
  • Website: form via Bitrix24 CRM form or via REST API crm.lead.add
  • Auto.ru / Avito: via connector or application parser. If no ready connector — email parser: applications from Auto.ru arrive to email → handler reads letters via IMAP and creates leads
  • WhatsApp/Telegram: via Open Lines (OL), messages arrive in CRM as requests

Robots and Tasks

Key robots for an auto dealership:

  • Reminder about test drive appointment 2 hours before (SMS + task to manager)
  • If deal is in "Invite to Showroom" stage for more than 3 days without activity — task to supervisor
  • After car delivery in 7 days — automated call with NPS rating
  • When moving to "Contract Signed" — create task to prepare documents

Setup Timeline

Basic funnel configuration, fields, robots and integration of 3-4 sources: 2-3 weeks.

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