Why CRM needs maintenance
Sales processes change: new products, new regions, new scripts — and the CRM stays behind. Unmaintained, it accumulates drift: stages nobody uses, fields nobody fills, robots that spam the team, duplicates that poison every report. Managers then stop trusting the system, and management loses sight of the pipeline. Maintenance is the opposite motion: a fixed monthly cycle in which the CRM is adjusted to the process, routine is pushed into robots, data is cleaned and users get answers fast. The system stays small, sharp and believed — which is the whole point of having one.
What the care plan includes
The monthly cycle covers four layers. Funnels: stages, fields, screens and transitions reworked as the process evolves — without developers-on-staff latency. Automation: robots, triggers and business workflows built and tuned — reminders, stage moves, documents, NPS surveys. Data: deduplication, required-field enforcement, permission reviews, integration health checks with the site and telephony. People: a support channel for your team with answers within a working day, plus short how-tos when something changes. Everything is logged in a monthly report: what was done, what is queued, what we recommend next.
Robots and workflows: routine on autopilot
The biggest wins hide in routine: assignments that follow rules instead of moods, reminders that fire at the right hour, documents that assemble themselves, follow-ups that never depend on memory. Each automation shipped removes a manual step your sellers hate — and each removed step is hours returned to calls every week. We build automations in Bitrix24 and amoCRM natively where possible and keep the logic documented, so your team understands what happens and why — no black boxes that only the contractor can touch.
Data quality — trust in reports
Reports are only as good as the records beneath them. We keep the database fit: merge duplicates on a schedule, enforce required fields where they matter, prune dead stages and stale deals, check that telephony and site leads land in the right pipelines with the right sources. The result is a CRM where the sales funnel report matches reality — the precondition for any honest forecast. Data health metrics are part of the monthly report, so drift is caught early instead of becoming an annual "cleaning project".
Cost and format
The "Standard" subscription — from 20 000 RUB/mo: up to 8 hours of development work, weekday support, a monthly report. "Extended" — from 35 000 RUB/mo: up to 16 hours, priority support, a monthly data audit. "SLA" — from 60 000 RUB/mo: a dedicated specialist, 2-hour response, a quarterly development plan. One-off tasks without a subscription — from 6 000 RUB each. We work with Bitrix24 (cloud and on-premise) and amoCRM; on-premise installs also get updates and administration. Switching from another contractor is free: we review current settings and hand you a plan.
Why ZXY
We implement CRMs and then live with them: maintenance is done by the same team that builds funnels and integrations, so fixes land in hours, not tickets. You get engineering discipline — changes in a staging copy first, a changelog every month, no unapproved edits in a working system. And we are vendor-neutral: if a cheaper native robot replaces an expensive integration, we will say so. The subscription has no lock-in: every artefact — workflows, docs, data — stays yours, and handover takes days, not months.
