Implementation BlueprintExecution layer

Bitrix24 White-Label Setup (3-5 days)

This offer configures a white-label Bitrix24 tenant for an agency client, including CRM pipelines, omnichannel communication, and automation rules, enabling the client to manage their own customers and operations under their brand. Time: 3-5 days.

By InnovaAI ResearchPublished Updated

CRM Tools

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Blueprint

Bitrix24 White-Label Setup (3-5 days)

This offer configures a white-label Bitrix24 tenant for an agency client, including CRM pipelines, omnichannel communication, and automation rules, enabling the client to manage their own customers and operations under their brand.

Prerequisites
  • Client has identified a target SMB segment (e.g., real estate, local services) and agreed on a user count for the Bitrix24 plan.
  • Agency has a Bitrix24 partner or reseller account to enable white-labeling and access to admin panels.
  • Client provides brand assets (logo, colors, domain) for the white-label portal.
  • Agency and client agree on the scope of CRM fields, pipelines, and automation triggers to be configured.
  • Client staff are available for a 2-hour training session on day 4.
Execution Timeline
  • 1.Create the client's Bitrix24 tenant and configure the white-label portal with their logo, colors, and domain.
  • 2.Set up the CRM module: define deal stages, custom fields, and sales pipelines matching the client's sales process.
  • 3.Configure user roles and permissions for client staff, limiting access to relevant CRM and task modules.
  • 1.Integrate omnichannel communication: connect email, WhatsApp, Instagram, and telephony to the CRM's contact center.
  • 2.Build automation rules and triggers for lead assignment, follow-up tasks, and deal stage transitions.
  • 3.Set up email templates and SMS templates for common client communications.
  • 1.Configure the project management module: create task boards (Kanban, Gantt) for client delivery workflows.
  • 2.Set up shared calendars and video call integrations for team collaboration.
  • 3.Test the website builder by creating a landing page template for the client's lead capture.
  • 1.Conduct a 2-hour training session for client staff on daily CRM use, task management, and omnichannel inbox handling.
  • 2.Review automation rules and adjust triggers based on client feedback.
  • 3.Document the configuration in a handover guide.
  • 1.Run a final quality assurance check on all integrations and workflows.
  • 2.Migrate any existing client contact data into the CRM (if provided).
  • 3.Deliver the handover guide and confirm the client's acceptance.
Setup cost: $0 (using Bitrix24 Free plan for initial configuration) plus $99/month (Standard plan annual) or $199/month (Professional plan annual) for the client's ongoing subscription.3-5 days
ROI Logic

Agency charges a setup fee of $2,500-$4,000 for this 5-day engagement, while the client pays Bitrix24's subscription directly (or through the agency at a markup). With a Standard plan at $99/month, the agency's margin on the setup is over 90% after accounting for labor, and the agency can add a 20-30% management retainer for ongoing support, creating recurring revenue.

Deliverables
  • White-labeled Bitrix24 portal with client branding and domain
  • Configured CRM with pipelines, custom fields, and automation rules
  • Omnichannel communication setup (email, WhatsApp, Instagram, telephony)
  • Task boards and shared calendars for client team
  • Handover guide documenting configurations and workflows
Definition of Done

The client's team can independently manage leads, communications, and tasks in the white-labeled Bitrix24 portal, and the agency has delivered a handover guide and completed training.

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