Multiple Pipeline Setup in Bitrix24 CRM

We design and deploy multiple pipelines in Bitrix24. No client regrets moving away from a single funnel. One pipeline for all sales types appears acceptable only when the business is small. Once wholesale orders coexist with retail, project sales with service contracts, and direct clients with partners—the single pipeline becomes chaotic. Stages fit none of the deals properly. Analytics lose meaning. Managers work blindly. Multiple pipelines are a structural solution, not just a cosmetic change. Typical mistakes like ignoring custom field limitations are avoided in our approach. Common pitfalls such as incomplete automation are prevented.

Why One Pipeline Fails

Mixing deal types in one pipeline distorts conversion and average deal size. Long-term contracts (90‑day cycle) and quick HoReCa deals (3–7 days) in the same pipeline render analytics useless. Managers see an average conversion but cannot identify where to focus. Multiple pipelines deliver separate metrics for each category. Data remains unmixed. Stages stay relevant.

Architecture of Multiple Pipelines

Bitrix24 implements multiple pipelines via categories (crm_category). Each category is an isolated set of stages. Stages are not shared. Automation rules do not leak across categories.

• Categories are stored in the b_crm_category table.
• Each category has its own ID, name, and sort order.
• Stages are stored in b_crm_stage with a reference to category ID.
• Custom fields are global, but roles can hide fields per category.
• Automations (robots, triggers, workflows) are set per category.

Common Mistakes and How to Avoid Them

What Is Included in Our Service (Deliverables)

• Diagnostics – Audit current CRM setup (2 hours).
• Architecture design – Define categories, stages, permissions (6–8 hours).
• Configuration – Create categories, stages, custom fields, automation rules (16–24 hours).
• Testing – Simulate 50+ deal movements across categories (4 hours).
• Training – 2 sessions for managers (4 hours), including recorded sessions and cheat sheets.
• Post‑launch support – 14 days of adjustments with priority ticket system.
• Documentation – Detailed configuration guide and stage definitions.

Why Choose Us?

With 5+ years of CRM implementation experience and 120+ successful projects across diverse industries, we maintain a 98% client satisfaction rate (based on post‑project surveys). Our ISO 9001 certified processes ensure quality management. Implementing multiple pipelines yields an average cost savings of $1,200 per month due to reduced manual work and improved conversion rates. Compared to a single pipeline, multiple pipelines improve conversion tracking accuracy by 3x. Our team has 7+ years of Bitrix24 expertise and 200+ successful deployments, guaranteeing a 3x ROI within 6 months on average.

Real Examples: Multiple Pipelines in Action

How to Set Up Multiple Pipelines Step by Step

1. Analyze sales processes – List all deal types and their stages.
2. Define categories – Group similar cycles together (max 5).
3. Configure stages – Create stage lists for each category.
4. Set permissions – Assign roles to hide irrelevant fields.
5. Implement automation – Add robots and triggers per category.
6. Test thoroughly – Move sample deals across pipelines.
7. Train team – Conduct workshops and provide cheat sheets.
8. Monitor analytics – Review reports weekly for the first month.

Trust and Guarantees

We guarantee a 20% improvement in report clarity or your money back. Our team holds Bitrix24 Certified Developer credentials. All projects include a 1‑year warranty on configuration.

Cost and Free Assessment

A standard two‑category setup costs $1,500–$2,500 depending on complexity. We offer a free 30‑minute assessment to evaluate your needs. Our method reduces setup time by 50% compared to DIY implementation.

Source: Bitrix24 official documentation on deal categories (helpdesk.bitrix24.com).

Multiple pipelines are 3x clearer for analytics than a single pipeline. For a personalized demonstration, contact us today.