CRM / Bitrix24 · vehicle selection
Car selection and deal processing right in the CRM
Client:
lada-dabracar.by
Category: CRM / Bitrix24
Stack: Bitrix24 Smart Process, D7, custom fields, modals, 1C (stock/work order)
Timeline: 3–5 weeks
lada-dabracar.by
Category: CRM / Bitrix24
Stack: Bitrix24 Smart Process, D7, custom fields, modals, 1C (stock/work order)
Timeline: 3–5 weeks
Problem
At the LADA dealership lada-dabracar.by, a sales manager ran a deal in three places at once: stock was checked in a separate spreadsheet, the work order was signed on paper, and payment status came from a call to accounting. While one step was being sorted out, the client could walk to another dealer.
Constraints
Vehicle stock changes in real time, the two contract types have different legal terms and paperwork, and different payment methods (cash/transfer/credit/trade-in) need different fields and attachments.
What I did
- Vehicle and add-on selection right inside the deal card — no switching to other systems
- A live link to stock and the work order from 1C
- Extra approval modals with one-click triggers right on the deal
- A custom payment-type field (cash/transfer/credit/trade-in) that swaps the field and document set on the fly
- Receiving payment data and tracking payment status on the deal card
Screenshots
Screenshot coming soon
Deal card: vehicle selection, trim and stock
Screenshot coming soon
Approval modals with one-click triggers
Screenshot coming soon
Custom payment-type field
Screenshot coming soon
Payment intake and status on the deal
Architecture
Deal card
→ Car selection (Smart Process)
→ Stock and work order (1C)
→ Approval modals
→ Payment and status
Result
A manager closes the deal without leaving the card: from choosing the car to payment and the contract — in one window, every step visible and nothing lost between departments.
What can be reused
Car and trim selection module
Approval modals with one-click process triggers
Custom payment-type field with a dynamic field set
Payment intake and tracking on the deal