Completed • 2024

Manager Assistant: Bitrix24 Integration, document generation and NFC business card saving

Multi-functional Go application that comprehensively automates routine manager tasks in client work.

From CRM to NFC business card in few clicks

Manager assistant system architecture with Bitrix24 integration

Problem: Creating NFC business cards with QR codes for loyal customers

Manual mockup preparation based on Bitrix24 information, printing and card programming takes no less than 15 minutes

Time loss on information search

Managers spend a lot of time searching for information in the CRM system to prepare templates and program cards.

Visitors can't wait that long and give up on the card

As a result, issuing individual client cards didn't happen due to the slowness of the process.

Human factor errors

When manually transferring data from CRM to documents, typos and inaccuracies in details often occur.

Lost opportunity to support loyal customers

Individual card is an excellent reminder of customer value for the brand.

Modern CRM systems contain all necessary information, but extracting and utilizing this data remains a slow and labor-intensive process.

Our solution: intelligent manager assistant in Go

Application that transforms Bitrix24 data into ready documents and modern NFC business cards with one command

Secure Bitrix24 integration

Application securely connects to Bitrix24 REST API to obtain current information about contacts, companies and their details.

Intuitive interface

User interacts with the program through step-by-step dialogue, selecting the needed contact, associated company and other parameters.

Automatic document generation

Based on selected data, the application automatically prepares documents, substituting current information from CRM.

Built-in QR code generation

Tool generates QR code with contact information and automatically inserts it into the template for card printing.

NFC technology support

Program detects connected NFC reader and saves contact information on NFC tags for modern data exchange.

Cross-platform compatibility

Thanks to using Go, application compiles to work on Windows, macOS and Linux without additional dependencies.

Value for your business

Manager time savings

Automation of routine tasks allows managers to focus on client work instead of filling documents.

Error reduction

Automatic document filling with CRM data eliminates errors in manual information transfer.

Modern company image

Using QR codes and NFC technology demonstrates the company's technological advancement to clients.

Solution universality

One application solves many tasks: from CRM work to creating modern business cards.

Implementation simplicity

Interface doesn't require complicated training, and cross-platform compatibility ensures work on any devices.

Scalability

Solution easily adapts to different business processes and can be extended with additional functionality.

Technology Stack

Go 1.21
Bitrix24 API
NFC Technology
QR Generation
Cross-platform
REST API
JSON Processing
Template Engine
Document Generation
Hardware Integration

Results

We created an effective tool for back-office task automation that transforms routine CRM work into a fast and precise process. Managers gained the ability to create professional templates and modern NFC business cards within minutes, allowing them to dedicate more time to direct client work.

Want to automate your managers' work?

We can adapt this solution to your CRM system or create a custom tool for routine task automation

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