Cases • 12

Bitrix24 case studies by industry

How real estate agencies, distributors, clinics and logistics companies moved off spreadsheets and scattered channels onto one working Bitrix24 portal. Each case: where it started, what we built, and what changed.

iReal implementations from our delivery practice, shown anonymised by industry. Named references and detailed numbers are available on request.

Implementation case studies

Case • 11 min

Case Study: AI Assistant for an Online Home Goods Store - Bot, Product Texts, and Inquiry Review in Bitrix24 A mid-sized online home goods and renovation supplies store already had Bitrix24 running as its order hub before any AI was introduced. This case describes... Read the case

Case • 13 min

Case Study: AI for a Building Materials Wholesaler - Requests and Specifications in Bitrix24 A building materials wholesale company already running Bitrix24 as its CRM added AI on top of an established process - and shifted managers from manual data... Read the case

Case • 12 min

Case Study: AI in a Freight Company - Requests, Documents, and Night-Time Replies A mid-size freight forwarding company already had its shipment funnel running in Bitrix24 - deals moved through stages, drivers were assigned, and invoices... Read the case

Case • 11 min

Case Study: AI at a Car Dealership - Calls, Sales Scripts, and Service Returns in Bitrix24 A mid-size car dealership with a full-cycle operation - new-car sales, an in-house service bay, and a parts department - layered AI on top of an... Read the case

Case • 13 min

Case Study: AI in a Clinic - Front Desk Calls, Patient Requests, and Reminders in Bitrix24 A multi-specialty clinic running Bitrix24 for over a year added seven AI scenarios on top of its existing setup - covering after-hours chat responses, call... Read the case

Case • 13 min

Case Study: AI in a Real Estate Agency - Call Review, Listing Cards, and Lead Scoring in Bitrix24 A real estate agency with 30 agents and three departments already had Bitrix24 fully configured - funnels, listing cards, showing workflows, contract... Read the case

More projects by industry

Real estate agency

Where it started
Deals lived in spreadsheets, properties in scattered folders, and enquiries from the website and messengers regularly got lost. The owner had no live view of the pipeline.
What we built
A full Bitrix24 portal in about 80 hours: separate deal pipelines for buyers and tenants, smart processes for property objects, omnichannel lead capture and automation robots.
What changed
One pipeline for every enquiry, no more lost leads, and a funnel the owner can read in real time.
Real estate industry guide

Distributor and dealer network

Where it started
Orders arrived by phone, email and messengers, every channel on its own. Managers reconciled shipments and debts by hand, which was slow and error-prone.
What we built
Unified order intake, a dealer-relationship pipeline, automated shipment and receivables tracking, and default prepayment rules for new accounts.
What changed
One system for the whole dealer network, fewer manual errors, and a clear view of who ordered and who owes.
Distribution industry guide

Multi-branch clinic network

Where it started
Each branch kept its own patient base and its own doctor schedule. The same patient existed twice, and branches could not see each other.
What we built
A single patient base and unified scheduling across all branches, kept in sync automatically (typical cadence: every 5 minutes): contacts, appointments, doctors and rooms in one place.
What changed
One patient record across the whole network, no duplicates, and cross-branch booking.
Healthcare industry guide

Logistics and freight operator

Where it started
No CRM at all. Calls went to the phone system, requests to email, questions to messengers. There was no single register, each manager kept their own notes, and enquiries slipped through.
What we built
A sales pipeline with omnichannel capture: telephony, email and messengers all landing in one register, with clear stages and ownership.
What changed
A single lead register instead of scattered notes, and a sharp drop in enquiries lost between channels.
Logistics industry guide

Engineering and project company

Where it started
The company ran 50+ projects at once: construction, work stages, contractors and clients. Project information lived in spreadsheets, email and people's heads, with no single point of truth.
What we built
Smart processes to manage the whole project portfolio: stages, contractors and clients in one structured place, with status visible at a glance.
What changed
A single cockpit for 50+ projects, so leadership can see portfolio status without chasing people.
Professional services guide

Dental clinic

Where it started
Patients did not come back for preventive check-ups, and the no-show rate on booked visits had climbed to a critical level.
What we built
Recall campaigns plus booking automation and reminders: patients are re-engaged for check-ups, and visits are confirmed automatically before the appointment.
What changed
Patients return for repeat visits, and no-shows come down systematically.
Healthcare industry guide

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