What this solution does
RutegoCRM is a module for tracking leads and clients within the 1C-Bitrix admin panel that does not require deploying a separate CRM system.
Leads and Kanban
The Kanban board features status columns, fast search, status filtering, and configurable final statuses. A side panel allows viewing and editing a lead without leaving the board. Available features include a leads list, lead card, comment feed, and change history.
Clients and Directories
The client card displays data, associated leads, and a unified activity feed. Users can configure statuses and priorities with custom color assignments.
Integrations
The module automatically creates leads from the Web Forms component. Leads are generated from online store orders (Sale) via phone. It includes a REST API and a PHP factory named CrmUpsertFactory, with documentation provided inside the module.
Administration
Access rights are managed by user groups. The system supports email notifications and form code mapping. REST connections are supported using tokens.
General iT can handle the implementation of “RutegoCRM — a module for tracking requests and clients in the 1C-Bitrix admin panel: Kanban, cards”, from installation to configuration and compatibility checks.