Over the last 7 years at ProcessFather, we have seen many companies attempt to implement world-leading CRM solutions. Often, the result fell short of expectations: the system was set up, yet managers continued to work out of messengers, and data still had to be collected manually.

The main reason usually lies in the gap between how the software is designed and how the customer is used to buying. In European and American markets, commerce is largely centered around websites: a customer visits, chooses a product, and completes the order via a shopping cart. However, in many other regions, the consumer culture is different — the lion’s share of communication and sales happens in Telegram, WhatsApp, or Instagram. This is why Western CRMs, primarily focused on email and web forms, often become a "bottleneck" for local businesses.

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The Problem with Third-Party Integrations

Most standard CRMs lack a direct connection to messengers. To link them, one must use third-party connectors. This creates additional risks: loss of context (when chats aren't linked to the customer card), extra subscription fees, and general system instability due to too many links in the chain.

We deliberately chose to work exclusively with Planfix, as it is a system where social media and messenger integrations are native. When you write to a client on Instagram or Telegram directly from the CRM, the dialogue automatically becomes part of the task or customer profile.

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CRM Integration Comparison Table

We have analyzed the capabilities of various systems based on the criteria of native communication.

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What does this mean in practice?

Native integration allows you to see the entire customer history without switching windows. In systems operating via connectors, you often encounter fragmented message history or require complex technical support.

Planfix operates on a "building block" principle. There is no need to purchase separate modules — you build the architecture for your specific tasks using the system's core entities. This allows for creating solutions for warehouse management, finance, or document flow using our ready-made integrations with banking APIs and electronic document management (EDM) services via Webhooks.

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Self-Implementation vs. Working with an Integrator

Planfix has a detailed knowledge base — the Planfix Academy and text-based help documentation. These are sufficient to understand how the system works. However, Planfix is a very deep tool. In our own Integrator School, a specialist trains for at least 3 months under the guidance of mentors before starting work with clients.

Why ProcessFather is more reliable:

• Project Manager: A dedicated person is assigned to each project, keeping focus on your goals and controlling deadlines.
• Team Stability: We operate under strict response time regulations and have internal interchangeability — your project does not depend on a single person.
• Industry Universality: Over 7 years, we have implemented projects in dozens of niches — from medical centers and law firms to logistics, online education, and complex field services. Any business is a sequence of processes that we know how to structure and adapt within Planfix.

We are focused on turning Planfix into a solid foundation for your business, taking into account all the specifics of the local market.

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