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One CRM from lead to closing documents with an AI assistant that never hands over personal data

Sales, documents and money, projects, support and a client portal in one system. The assistant finds clients, creates deals and tasks, and drafts emails and proposals on its own, while personal data is replaced with placeholders before any text reaches the model.

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servers in Russia · 152-FZ RU / EN interface Russian and CIS company details
The DP CRM deal pipeline: deal cards in the New, Qualification, Proposal and Negotiation stages, with open deals, pipeline total and weighted forecast at the top
Deal pipeline: totals per stage and a probability-weighted forecast. The interface is shown in Russian.
Why DP CRM

Less manual work between the lead and the money

A connected sale

The deal, proposal, contract, invoices, acts and project are linked. Each document is built from the previous one, and the CRM suggests the next step.

Proposals accepted online

The client opens the proposal from a link and accepts it on the page. The deal is marked as won, and invoices are created for each payment stage.

An AI assistant that acts

It finds clients, creates deals and tasks, and drafts emails and proposals. It never sees personal data: our own masking model hides it first.

Only the modules you need

Modules are switched on per company. Disabled ones disappear from the interface, so your team only sees what it uses.

Connected sale

From lead to closing documents, with no retyping

Documents are linked: each one is built from the previous one, and at every step the CRM suggests what to do next.

  1. DealA lead from your website form or a phone call lands in the pipeline.
  2. ProposalThe client gets a link and accepts the proposal online, and the deal is won.
  3. ContractA PDF contract is generated from the proposal.
  4. InvoicesInvoices for each payment stage are created automatically; bank payments are matched to them.
  5. ActsCompletion acts for invoices, sent via Saby e-document exchange and exported to 1C.
  6. ProjectTasks, time tracking and project economics, plus invoices for hours.
Modules

Everything for working with clients, in one system

Turn on what your company needs now and add the rest when you need it.

Sales

  • Deal pipeline board
  • Lead forms for your website, with consent to personal data processing
  • Calls and telephony
  • Proposals shared by link and accepted online

Documents and money

  • PDF contracts, invoices and acts
  • E-document exchange via Saby, export to 1C
  • Payments from T-Bank Business and Tochka matched to invoices

Projects and time

  • Tasks, kanban and sprints
  • Time tracking with a timer
  • Project economics
  • Invoicing clients for hours

Support

  • Tickets from email and messengers: MAX, WhatsApp, VK, Telegram
  • SLA and a knowledge base
  • Client satisfaction ratings

Client portal

  • Clients see their projects and tasks
  • Documents and invoices
  • Support requests

Team

  • Employees, absences and vacations
  • Salaries and workload planning
  • Approvals and BPMN processes

Meetings and notes

  • Meetings with built-in video calls
  • Documents and notes
  • Public tenders from GosPlan, as a separate module

Integrations

  • Import from amoCRM and Bitrix24
  • Automations and webhooks
  • Banks, e-documents, 1C, telephony and messengers
Russian and English interface Russian and CIS company details: INN, IIN, PINFL CIS phone numbers
AI assistant

AI with no personal data leaks

The assistant runs on DeepSeek and acts on its own: it finds clients, creates deals and tasks, and drafts emails and proposals. But the model never sees your clients' personal data.

  1. Mask. Our own model finds full names, phone numbers, passports, SNILS numbers, personal tax numbers (INN), addresses and dates of birth in the text and replaces them with placeholders.
  2. Send. DeepSeek receives text with placeholders, not the data itself.
  3. Restore. The CRM puts the real values back into the answer, with Russian names in the right grammatical case.
≈99% of personal data is caught by the masking model in blind tests
152-FZ CRM data is stored on servers in Russia
You write

Find Anna Smirnova, phone +7 900 000-00-00, and set a task to call her tomorrow

DeepSeek receives

Find [PER_1], phone [PHONE_1], and set a task to call her tomorrow

You see

Done: found Anna Smirnova and set a task for tomorrow to call +7 900 000-00-00.

An example with made-up data. Masking is on by default; the placeholder table lives only in server memory for the duration of the request and never reaches the database or logs.

Switching over

Moving from amoCRM and Bitrix24

Import is built into DP CRM, so you won't have to move clients and deals by hand.

Straight from your CRM

Companies, contacts and deals are pulled over the API: from Bitrix24 with an incoming webhook, from amoCRM (Kommo) with the account address and a token. The key is used only for the import and is not stored. Running it again adds what is new and moves deals to their current stages, with no duplicates.

From a spreadsheet

Excel or CSV, including amoCRM and Bitrix24 exports. Columns are recognised by their names, and before saving you see which rows will be imported and why any were skipped.

Interface

What it looks like

A project in DP CRM: a task kanban with Planning, To do, In progress, Testing and Done columns, and tabs for sprints, team, documents and economics
Project: a task kanban, with sprints, team, documents and economics on the tabs.
An invoice in DP CRM: client, project, line items with quantity and price, 20% VAT and total, status Paid
Invoice: line items, VAT and payment status.

Screenshots were taken in a test company; all data in them is made up. The interface is also available in English.

Getting started

Three steps to working in DP CRM

1

We show it on a demo company

We walk you through the system on demo data: sales and documents, projects, support — whatever matters to you.

2

We set you up

We create your company in DP CRM and switch on the modules you need.

3

We move your data

We import companies, contacts and deals from amoCRM, Bitrix24 or spreadsheets.

Pricing

The price depends on the number of employees and modules

We'll give you a quote after the demo, based on your team size and the modules you need.

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