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Bitrix24 Case Study: Fatco

Learn how we solved this clients sales & invoicing problem with a workflow solution to seamlessly automate most of the manual intervention in their process.

Bitrix24 Case Study Fatco

Fatco, Bagota Columbia
Solution: Sales & Invoicing

Fatco is a Colombian service company founded in 1967, representing first line international companies, leaders of auto parts, mining and industrial product groups. Fatco serves both the Colombian and Ecuadorian markets and represents companies such as Parker Hannifin Corp, Eaton Corp, Corteco – Freudenberg, Magneti Marelli – Cofap, and others.

The Problem

Fatco desired a customised Bitrix24 system to meet their bespoke needs, primarily relating to the unique sales and invoicing requirements of their industry and business.

The Solution

Intreface implemented a number of customisations to the Deals and Invoices area of Bitrix24, allowing Fatco to work within Bitrix24 throughout their sales process, including various automatically calculating fields which keep track of the total payments a customer has made and where credit memos have been applied. Fatco can now easily and clearly see all payment information of their customers within Bitrix24 without the need for other external tools.

Take a look at our other Bitrix24 case studies.

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GI Group, London: Event & Learning Management

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Amazing Lash Studio, Phoenix: Sales & Project Management

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Acrelec, Paris: Maintenance Management System

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Pangea, London: Video Consultations Solution

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Incus Group, Saint Kitts & Nevis: Call Centre Solution

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Arnsbo Group, Aarhus: Marketing & CRM System

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Shorts Lifts, UK: Automation & Workflows

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CDUK, UK: Global Collaborative Portal

CDUK is a leading supplier of surface materials and complementary products in the UK and Ireland. With over 40 years of experience, CDUK supports their customers as with their expert advice and products.

Payroll Options, UK: Customer Relationship Management

Payroll Options is a leading company in fast payroll solutions. With two data centres and focus on easy access and customer needs, they provide a consistent payroll services.

British Polio Fellowship, UK: Charity CRM Solution

A charitable organisation with a mission to support and empower individuals in the UK living with the late effects of polio and post-polio syndrome (PPS) offering vital information, welfare, and support.

Frequently asked questions:

  • We are looking for a CRM system, where do we begin?

    This is the most common question we get asked. Book a discovery call with one of our team and we can gather your requirements. We can then scope out your requirements and provide you with a personalised proposal for your implementation.

  • How does licensing work with Bitrix24?

    There are two types of Bitrix24, a cloud solution and an On-Premise solution. The cloud solution is licensed on user count and features, whereas the On-Premise is just licensed on the user count. We will advise the best solution as per your requirements.

  • Do Intreface offer support for Bitrix24?

    Yes. We have tailored dedicated support packages based on the number of users you have and your support requirements. Check out our Bitrix24 support packages.

  • Do you offer training for Bitrix24?

    Yes. All our support packages and implementation come with training hours. You can also purchase training hours separately whether you would like a recorded online session or training in-person in your office.

Looking to implement Bitrix24 in your business?

Intreface help businesses get the maximum value from their Bitrix24 system. As a global gold partner, we have helped thousands of businesses implement Bitrix24 successfully.

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We transform organisations by providing them with greater speed and control of their processes. To achieve this we develop systems that are perfectly connected, simple to use and measurable.

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