Bitrix24’s CRM forms a contact base where the interaction and the background of contacts are handled and stored.

Fully customizable self-evident variations of Bitrix24 with source code access can be found.

Managing Interaction

The CRM comprises instruments to create reports, import/export contacts, carry out investigation, and to perform segmentation of the target audience as precisely as needed. Incoming contacts or leads can be split among sales managers, marketing campaigns could be examined, and access permission to any deal or lead can be varied depending on parameters or its status.

The interface at the CRM is handy and intuitive, and it features a CRM-only activity flow. This stream is a universal interface that enables actions (notes, emails, tasks, meetings and telephone calls) to be initiated on any object or objects in the CRM from one point. Most importantly, Bitrix24 lets you choose whether to save data in cloud or in your server.

Reports and Revenue Funnels

A quick look at the sales funnel provides a direct account of transactions in advance and their respective stages. Stages can be added and each one appears in colour and a line. The amount of the line corresponds to the complete amount of the deals and a table with the values is displayed below the funnel. Significantly, Bitrix24 lets in case you have a lot of product lines or profit centres, you have sales pipelines and construct sales funnels.

CRM Dashboards

Dashboards in CRM are immediate snapshots of the main sales activities. Each agent can see how many deals they’ve won, how many customers have not been invoiced broker’s rating in comparison with sales team members and so on. Dashboards are now available for bargains, leads & invoices and are in the process of being added to all other CRM entities (Contacts, Companies). Information from the Bitrix24 CRM are automatically inserted into a statement – select the right Contact or Lead. Recurring invoices are encouraged.

Products and services which are included in an invoice can be chosen from existing items, or you could create new ones on the fly. When done, you can send the invoice directly from your CRM to the client’s email address, save the invoice as a PDF file, and print it out directly from your web browser!

Revenue targets and quotas

Sales targets can be set straight inside Bitrix24 CRM. This means you monitor their progress in real time, and can set goals for all your sales representatives, whole company, each pipeline. They can be set in two distinct ways – either as a number of deals that have to be won for a predetermined time period, or a minimum required sales volume.

CRM Website Forms

Free web form builder within Bitrix24 may be used to make any form. Templates for form types are already included. The forms are customizable, such as using pictures and custom CSS, and can be embedded into sites or hosted with Bitrix24 pages. Bitrix24 forms encourage field rules (conditional logic), post submit redirects, product catalog and online payments. Information submitted via these forms ends up in Bitrix24 CRM as companies, contacts, prospects, deals, quotes or invoices, depending on settings.

Open stations

Open stations connect most popular social networks and messengers with Bitrix24 CRM. Messages from other programs and Facebook, VK Skype are dispersed according to the rules. All responses will be seen by the customers in the network or the messenger Though your workers use Bitrix24 and customers to communicate real time they initiated the contact with. Open channels work with web, desktop and mobile versions of apps.

Mobile CRM

The CRM is available in the Mobile App so that you can get the information you need while on the move. Bitrix24 Mobile CRM allows creation or editing of CRM entrances and invoices directly. You browse client records may use the product catalog, and even make calls! Find out more about the Mobile App.

Download the app from the Apple App Store or Google Play Market and install it on your phone or tablet.

Emails to clients

Email marketing is free in Bitrix24 CRM. Send individual or group emails to a list. Each CRM manager can use another email account or you can assign one email address to be used by all.

Message templates, mail merge and integrations with most popular email marketing platforms are available as well.

Calls to customers

Calls to customers can be made directly from the CRM using IP telephony via Zingaya VoxImplant. The built-in integration using VoxImplant.Com allows you to make web telephone calls directly from a browser or Desktop App at prices which are lower than Skype’s. You can record phone calls that you make from the Bitrix24 CRM.

Access Rights and Roles in CRM

it is possible to assign access to CRM components in a very flexible way, dividing them among company employees at any stage of the customer engagement process. Any group, department or individually selected user in the intranet may be assigned a’function’ such as sales supervisor, team leader, administrator, etc..
These roles can be allowed access.

Bitrix24 maintains a detailed log of which employees accessed your CRM documents and what they did together. As an administrator, you are able to see this information if necessary, and restore values.

Marketing Automation

There are several sales and marketing automation principles inside Bitrix24 CRM that can be triggered by an assortment of events. You can add or remove remarketing lists and clients together based on their behaviour. Ahead of their subscription expires or you send emails to customers or can automatically call a fixed number of days. You can fully automate your sales funnel, segment leads based on their actions and responses and push down deals the pipeline with minimal involvement.

Business procedures in the CRM

Leads and Deals can be processed with substantial automation using business processes. Business processes fill in fields, can change the status of elements, and create new elements such as deals.

Have a look at our video on Business Processes in Bitrix24 CRM. Business processes in the CRM and document library would be the perfect way to generate Bitrix24 fit your company’s special operations. This video shows how to prepare a simple action that sends a notification to a user located depending on the properties of the CRM object itself.

Apps & Integrations

Mailchimp
Xero
Gmail
Dropbox, Box, Google Drive, OneDrive, etc
Data2CRM (migrate to Bitrix24 from other popular CRM systems)
Web forms for any website
Helpdesk
More

Integration with your Website

You can easily integrate this free CRM with your website. Lead capture tools, such as callback widget, site forms or live chat come with code that works with any CMS or e commerce platform — no coding necessary!

Additional integration options are available via REST API.

Site and landing page creator

Create free site and landing pages that are linked to a CRM straight from within your Bitrix24 accounts. Bitrix24.Sites utilize visual block based editor, do not require any HTML coding and come with free templates as well as royalty free HD images. They set with Bitrix24 email and marketing automation tools and we’ll provide you free hosting with bandwidth and unlimited pages.