Problem
Too many manual handoffs
Before automation, requests, deal creation, driver assignment, final price calculation and payment links required too many manual steps.
Business Process Automation / CRM / Integrations
KhataGo Business Flow
An end-to-end Bitrix24 workflow for a European moving and transportation company, connecting WhatsApp, Telegram, operators, drivers and Stripe payments in one managed process.
Bitrix24WazzupStripeCRMAutomation
~40%
Less manual work
~30%
Faster request handling
~70%
Fewer payment errors
100%
Orders in one CRM
Case logic
Solution
One controlled CRM workflow
We built a Bitrix24 order pipeline with Wazzup messaging, role-based driver access, automated stages and Stripe payment links.
Process
Message → deal → driver → payment
After assignment, the driver opens the Bitrix24 app, sees the assigned order, updates job status, confirms the work and sends the payment link to the client without touching sensitive CRM setup.
Result
Operations and payments in one place
KhataGo now has an end-to-end CRM workflow that connects messaging, lead creation, deal management, driver execution and Stripe payment into one controlled process.
Overview
About the project
KhataGo provides freight transportation and moving services across Europe. Most customer requests arrive through WhatsApp and Telegram.
Client goals
Move the full order process into one CRM and reduce manual work for operators and drivers.
Challenge
Before automation, requests, deal creation, driver assignment, final price calculation and payment links required too many manual steps.
Solution
We built a Bitrix24 order pipeline with Wazzup messaging, role-based driver access, automated stages and Stripe payment links.
Order Flow
From first message to paid order.
01
Telegram / WhatsApp
02
Lead
03
Deal
04
Calculation
05
Driver App
06
Stripe Payment
Pipeline Stages
New InquiryAwaiting DetailsDetails ClarificationConfirmedDriver AssignedEn RouteWork in ProgressAwaiting PaymentClose Deal
CRM Workspace
Operators answer messages inside Bitrix24, deals move through a clear transportation pipeline, and the payment action stays directly inside the order card.
What Was Built
WhatsApp and Telegram in CRM
Wazzup connects client conversations to Bitrix24 so communication stays attached to the right lead, deal and order.
Custom Bitrix24 pipeline
Stages, required fields and transitions were adapted to the real moving-company workflow.
Operator and driver roles
Operators prepare orders, assign drivers and manage critical client data. Drivers see only assigned jobs in the app.
Driver assignment flow
When a driver is selected, responsibility changes automatically and Bitrix24 notifications guide the next step.
Automated cost calculation
Tariff, duration and order data are kept consistent between deal amount, products and final payment amount.
Stripe payment links
After the work is completed, the driver can send the client an online payment link in a few clicks.
Driver App Flow
The driver gets only the actions needed on the road.
After assignment, the driver opens the Bitrix24 app, sees the assigned order, updates job status, confirms the work and sends the payment link to the client without touching sensitive CRM setup.
Calculation
Driver App
Stripe Payment
Integrations
Bitrix24
CRM pipeline, deals, fields, roles, notifications and workflows.
Wazzup
WhatsApp and Telegram communication connected to the CRM process.
Stripe
EUR payments, payment links and final payment-state handling.
Estimated impact
These values are realistic estimates based on the workflow changes and the manual steps removed by the automation.
Less manual work
~40%
Automated stages, driver assignment, notifications, communication and payment flow.
Faster request handling
~30%
WhatsApp/Telegram to CRM, one pipeline and fewer switches between systems.
Fewer payment errors
~70%
Single EUR currency, Stripe integration, deal/payment amount sync and standardized payment flow.
Orders in one CRM
100%
The full workflow from first inquiry to payment now happens inside Bitrix24.
Final Result
A single workflow for requests, operations and payment.
KhataGo now has an end-to-end CRM workflow that connects messaging, lead creation, deal management, driver execution and Stripe payment into one controlled process.
Bitrix24WazzupStripeCRMAutomation
KhataGo
Thank you
Case study presentation by Loopvia