Two systems merged into one, with amoCRM kept in place
A real estate agency in Batumi · name withheld — we publish a client’s name only with their written consent
The agency worked in two systems at once: units in one, deals in the other, with data walking between them by hand. The job was not “change the CRM” but remove the double entry: deals, tasks and conversations stay in amoCRM, units and prices move into Elystex, and the unit appears right inside the deal card.
What we did
- Inventory migrated and now maintained in the availability grid: in-tile editing, bulk actions.
- Promotions and payment plans moved off hand-kept lists onto scopes.
- amoCRM connected: deal ↔ unit link, field autofill, pipelines and stages.
- Reservation available from the deal card — the agent does not switch windows.
- Client shortlists go to buyers as a link, in the agency’s colours.
