IT and software

A CRM for IT companies: from pre-sales to support, in one tool

IT services firms, software publishers, integrators, web agencies: you handle pre-sales, quotes, specifications, development sprints, testing and support, often for clients in Morocco and abroad.

Bitrix24 brings CRM, Scrum project management, documentation and support together in one tool. MonCRM configures it for your teams.

Developer on a laptop surrounded by code and charts

The problem

What slows IT projects down

The request arrives by e-mail, the quote is built in a spreadsheet, the specification travels as an attachment, tickets live in another tool and the client chases by phone.

The result: slow quotes, contradictory document versions, bug fixes competing with new development, and no clear view of team workload.

Your challenges

IT industry challenges and how Bitrix24 solves them

  1. 01 The problem

    Client requests scattered across channels

    Missed opportunities and inconsistent scoping when requests arrive everywhere.

    With Bitrix24

    Every request in one CRM

    Every request is captured automatically, for faster and more consistent follow-up.

    • CRM
    • Contact Center
    • Open Channels
    • CRM Forms
    • Mobile App
  2. 02 The problem

    Slow, manual estimates

    Ad hoc quotes and scattered pricing stall deals and complicate tracking.

    With Bitrix24

    Fast, tracked quotes

    Templates, estimates and e-signatures keep deals moving through the pipeline with full visibility.

    • Estimates
    • Sales pipelines
    • Document Templates in CRM
    • E-Signature
  3. 03 The problem

    Scattered requirements and specifications

    Specifications are hard to track, version and get approved.

    With Bitrix24

    Centralised requirements and specs

    Every document and approval in a single, secure repository with controlled access.

    • Online Documents
    • Smart Process Automation (SPA)
    • Document Templates
    • Access Permissions
  4. 04 The problem

    Disorganised tasks and testing

    Hard to track sprints, bugs and deadlines across several projects.

    With Bitrix24

    Sprints tracked end to end

    Scrum boards give full visibility into every task, test and deadline, from kickoff to release.

    • Kanban
    • Scrum
    • Gantt chart
    • Timeline in CRM
  5. 05 The problem

    Support mixed with new development

    Without structure, bug fixes, client tickets and new features compete for the same time.

    With Bitrix24

    Structured support with SLA tracking

    A dedicated support pipeline keeps fixes, notifications and ownership separate from new development.

    • Smart Process Automation (SPA)
    • Automation rules
    • Notifications
    • Tasks
  6. 06 The problem

    Little visibility into capacity and profitability

    Hard to track capacity, sprint progress and project profitability.

    With Bitrix24

    Delivery and resources managed

    Team workload, sprint progress and profitability visible instantly.

    • Time tracking in tasks
    • Work Reports
    • CRM Analytics
    • BI Builder
  7. 07 The problem

    Disconnected development and business tools

    Manual updates and duplicated data across repositories, billing and project management.

    With Bitrix24

    Your tools connected

    Bitrix24 becomes the operational hub, connected to the company's existing stack.

    • Bitrix24 REST API
    • Webhooks and apps
    • Bitrix24 Market

What you gain

Faster, more predictable delivery

  • A unified lifecycle: requests, quotes, requirements, sprints and support managed from first contact to long-term maintenance.
  • Fewer surprises: clear pipelines and automation, without status meetings or lost requests.
  • Data-driven team management: workload, velocity and delivery performance visible in real time.

The result: faster estimates, more predictable delivery, better resource allocation and steadier growth.

How we work

Rolling out Bitrix24 in your company

  1. Scoping

    Your pre-sales cycle, development method, support organisation and service-level commitments.

  2. Configuration

    Sales pipeline and quote templates, specification and approval process, Scrum projects, a support pipeline with deadlines and escalations.

  3. Integrations

    Webhooks and API to connect your code repositories, billing and internal tools, or n8n for more complex scenarios.

  4. Training and follow-up

    Training for sales, project managers, developers and support, then KPI reviews.

IT company CRM: frequently asked questions

Does Bitrix24 support Scrum?

Yes. Bitrix24 offers Scrum projects with a backlog, sprints, task estimation, a sprint board and progress metrics.

Can we manage customer support and SLAs?

Yes. A dedicated pipeline receives support requests from every channel, assigns an owner, applies response times and alerts when they are exceeded.

Can Bitrix24 connect to GitHub or GitLab?

Through webhooks and the REST API, or with n8n, which has connectors for these platforms: for example, to create a task from an issue or update a status after a deployment.

Can we track the profitability of a fixed-price project?

Yes. Time spent on tasks is compared with the budget sold in reports by project, client and team.

Where is our data hosted?

With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.

Running an IT services or software company?

Show us your current chain, from pre-sales to support, and we will show you how to bring it together in Bitrix24.

MonCRM advisor wearing a headset, ready to help