IQPlanner + Bitrix24 CRM — complete synergy between sales and project execution
The integration of IQPlanner with Bitrix24 CRM creates a comprehensive, unified work ecosystem that connects sales, operations and project management in one tool. This integration enables automated data flow, realistic resource planning and seamless customer communication — something still exceptionally rare on the market.
In most companies, the sales process and execution process operate in two completely separate worlds:
• CRM handles contacts, sales opportunities, communication and documents,
• operations rely on separate task lists, calendars, Kanban boards or spreadsheets,
• resource planning is performed manually and without visibility into real team availability.
The result?
Fragmented information, a high risk of delays, no control over employee workload and constant manual handovers between departments.
The integration of IQPlanner + Bitrix24 breaks this pattern.
Automated data flow — from sales to execution
Thanks to the integration, data entered into the CRM automatically triggers operational actions.
Examples of CRM triggers:
• winning a sales opportunity,
• changing the stage in the pipeline,
• receiving documents or information from the client,
• offer approval,
• submission of materials or requirements.
Each of these events can instantly generate:
• tasks,
• checklists,
• subprocesses,
• follow-up actions.
IQPlanner then arranges these tasks on the timeline, taking into account:
• employee availability,
• their current workload,
• parallel projects,
• the team’s actual capacity.
This is a breakthrough in planning — work doesn’t land in a “queue,” it becomes a realistic, executable schedule.
Realistic daily work plan
IQPlanner is not just another “to-do list.”
It is an operational schedule that reflects the true capacity of the organization.
The system considers:
• employee working hours,
• current workload,
• long-duration tasks spread across multiple days,
• gaps between tasks,
• waiting periods for a client or supplier,
• work across several simultaneous projects.
As a result, companies receive a plan that reflects reality, not an oversimplified version of it.
Customer communication as part of the workflow
Bitrix24 CRM adds a powerful communication layer that automates client updates at every stage of the process.
Examples of automated actions:
• sending an email when a stage is completed,
• notifying the client about a delay,
• sending updates via the Contact Center,
• instant messaging notifications (e.g., Bitrix24 Chat).
This eliminates the need for manual communication — the system handles it automatically and on time.
Helicopter view — top-level visibility of company processes
The IQPlanner + Bitrix24 integration gives managers a complete overview of everything happening in the company.
The helicopter view displays:
• the entire project and all tasks,
• dependencies between stages,
• daily schedule and team workload,
• task statuses,
• deviations from plan,
• risk areas and bottlenecks,
• real progress shown on the Gantt chart.
This empowers managers to guide processes proactively, plan resources effectively and predict workload — instead of reacting only when problems appear.
✔️ automated data flow between sales and execution,
✔️ realistic time and resource planning,
✔️ full transparency of project execution on the Gantt chart,
✔️ automated client communication,
✔️ a central hub for managing all company processes.
This solution allows companies to operate faster, more predictably and without chaos.