Dubovoi: Max - processing orders and leads via messengers

What this solution does

Dubovoy: Max is a mobile sales workspace integrated into messengers. The MAX and Telegram platforms operate in a unified environment, providing a shared team, role distribution, a single lead queue, and access via Mini App. Managers view daily priorities, process orders and leads, review customer cards, and plan next steps.

The manager receives a dedicated workspace for managing sales, assessing risks, monitoring team workload, and processing inquiries requiring intervention. From the summary indicator, one can navigate to a specific application, add a comment, take it under personal control, or reassign it within the scope of available permissions.

The Dubovoy: Max module handles orders and leads via messengers. Basic operations with website orders and requests do not require a CRM system. Integration with Bitrix24 is configured separately. When integration is active, linked responsible persons, comments, and tasks become available. Note that changing an order status should not be automatically interpreted as changing a deal stage.

The setup wizard helps sequentially connect communication channels, form a team, configure task distribution, and integrate the Mini App. The detailed guide describes the initial launch procedure, daily operation organization, manager actions, and diagnostic methods.

When needed, General iT can implement “Dubovoi: Max - processing orders and leads via messengers”, configure the module and verify it against the current website setup.