A video example and CRM structure for this niche: no unverified KPIs, focused on pipeline, integrations, tasks and lead control.
The video is used as a practical scenario example. We do not claim unverified KPIs, testimonials or financial results.
▶Typical problems
- консалтинг leads arrive from several channels and lose context.
- Managers need a clear next step between “Лид” and “Предложение”.
- Owners need control over “Сопровождение”, payments and repeat requests.
Implementation scenario
- Map lead sources and required fields for the niche.
- Build the pipeline from real working stages, not abstract statuses.
- Add tasks, message templates and overdue control for every transition.
Example pipeline
- Лид
- Квалификация
- Диагностика
- Предложение
- Договор
- Проект
- Отчёт
- Сопровождение
Automations
- Auto-task for the responsible manager after a new lead.
- Client reminder before consultation, visit, lesson, showing or payment.
- Owner alert for stuck deals or overdue tasks.
Fields and reports
- Lead source and responsible manager.
- Lost reason, payment status and next contact.
- Stage conversion: Лид → Квалификация → Диагностика → Предложение.
Integrations
WhatsApp, Instagram, формы сайта, телефония, Telegram, Google Sheets, API и МойСклад подключаются только если они действительно нужны процессу.