Case study · CRM · Door & glass company

Reliance Doorsmith: a Bitrix24 CRM where no enquiry gets lost

Reliance Doorsmith installs doors and glass in Canada. We implemented Bitrix24 as one sales system with a deal pipeline, client cards, tasks and automation, so no request is lost between the first call and the installation.

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Client: Reliance Doorsmith
Location: Toronto & GTA
System: Bitrix24 CRM
Scope: Pipeline, integrations, automation

Bitrix24 CRM set up for Reliance Doorsmith by Thrive Solutions

01

One system instead of scattered requests

Bitrix24 CRM for Reliance Doorsmith on a laptop

Requests arrived from the website, phone calls and messengers in different places, and some were never answered.

The business needed one system that shows every client and the status of every deal.

Bitrix24 brought all enquiries into a shared pipeline: managers see the history, the next step and the deadline, and the owner gets a live view of sales.

Every lead in one pipeline
Full client history
No forgotten follow-ups
Real-time sales picture

02 · What we did

Bitrix24 for the whole sales cycle

CRM, telephony, website and automation connected so every enquiry reaches a deal.

01
Deal pipeline

Stages built around the real process, from first contact to door installation and repeat orders.
02
Client card

Calls, emails and requests stored in one card, so managers see context without switching tools.
03
Website integration

Website form submissions land in the CRM as new deals, with nothing lost or entered by hand.
04
RingCentral telephony

Calls are linked to client cards: incoming callers are recognised and recordings are kept in the deal.
05
Automation and tasks

Robots create tasks, send reminders and move deals, so follow-ups and deadlines are never missed.
06
Sales analytics

Reports on pipeline conversion, lead sources and team workload support decisions with numbers.

03 · Pipeline & client card

The whole sales process in one window

Managers work in a single interface, and the owner sees every deal moving through the pipeline.

Bitrix24 deal pipeline for Reliance Doorsmith — **Deal pipeline**Stages from new lead and estimate to follow-up and closed deal.

Bitrix24 pipeline stages — **Pipeline stages**Each deal shows its status, owner and next step.

Bitrix24 client card with CoPilot — **Client card**History of calls, emails and requests in one place.

Bitrix24 client card details — **Client details**Contacts, notes and related deals without switching tools.

04 · Integrations & analytics

Website, phone and reports connected

Every channel feeds the same pipeline, and reports show where leads come from and how they convert.

Website lead notifications for Reliance Doorsmith — **Website leads**Form submissions arrive as deals with instant notifications.

Bitrix24 UTM source tracking — **Lead sources**UTM tags show which campaign brought each request.

RingCentral calls linked to Bitrix24 — **Telephony**Calls are recognised and recorded in the deal.

Bitrix24 CoPilot call summary — **Call summaries**AI summaries of calls saved to the client card.

Bitrix24 sales analytics dashboard — **Sales analytics**Conversion by stage and team workload in real time.

Bitrix24 sales report — **Reports**Numbers instead of guesswork for every decision.

05 · Result

Every request in one system, not in scattered chats

Reliance Doorsmith now runs sales in Bitrix24: one pipeline, client cards, RingCentral telephony, website integration and automation. Requests are no longer lost and sales are transparent and manageable.

For the owner

A clear pipeline and analytics: team workload, lead sources and conversion by stage without manual reports.

For managers

All requests, calls and tasks in one window: less routine, more time for clients and closing deals.

CRM & analytics Sales process Lead tracking Website integration