CRM

Organize and manage leads

After acquiring a sufficient number of leads, it is valuable to sort and qualify them. Use the built-in lead scoring tool to determine which potential customers the sales representatives should focus on and automatically assign them.
  1. Configurable online CRM forms
  2. Facebook, Instagram, Google ad campaigns
  3. Mass messaging, SMS, instant messengers, telemarketing campaigns
  4. Data migration from another CRM system
  5. Easy data transfer within the CRM system using a CSV file
  6. Import contacts from vCard, Gmail, Outlook, etc.

Sales funnel

Set up your own custom sales funnel and guide deals through each stage using Bitrix24 automation rules and triggers. Save time and eliminate issues by focusing on what really matters – converting potential leads into paying customers.
  1. Configurable CRM automation rules and triggers
  2. Meeting reminders via SMS and email
  3. Autoresponders
  4. Recurring deals and invoices
  5. Document creator
  6. Webhooks and application triggers

Advanced CRM reports

Track and analyze useful sales metrics. All data is received and processed automatically, requiring minimal configuration. Make informed marketing decisions using Bitrix24 Sales Intelligence.

CRM automation rules

  1. Send emails, SMS, notifications, or online chat messages
  2. Change lead or deal statuses
  3. Change responsible person
  4. Targeting on Facebook, Google, Instagram
  5. Create tasks
  6. Add to calendar schedule

CRM triggers

  1. Incoming email messages, mailbox, link clicks
  2. Incoming calls
  3. Incoming messages
  4. Submission of online forms
  5. Webhooks and triggers in applications

CRM permission management

Configure access rights in CRM to control information access for your sales managers. Assign different roles to team members based on their level of access.

Customer data management

Navigate through CRM records easily and find relevant customer data with a few clicks. Configure access rights to CRM fields when you want certain fields (e.g., deal amount) to be invisible to specific users.

  1. Visual funnel management in the CRM system
  2. 360-degree customer view
  3. Role-based permission management
  4. Configurable CRM system access rights
  5. Lead and deal rules/triggers

Marketing campaigns

With our Marketing CRM module (also part of Bitrix24 CRM), you can conduct email marketing, SMS marketing, telemarketing, voice broadcasts, and retargeting campaigns on Facebook/Google directly from the CRM system.

  1. Customer segmentation (static and dynamic)
  2. Campaign templates and statistics
  3. Recurring sales campaigns
  4. Sales generator
  5. Mass messaging
  6. Retargeting in advertising networks

Online store

Our CRM store offers e-commerce capabilities without additional effort. Display products, accept online payments, manage orders or shipments directly from the CRM system.

  1. Products and assortments
  2. Payment processing
  3. Orders and delivery
  4. Real-time payment tracking
  5. Accept card payments, Apple Pay, or Google Pay
  6. Take orders via phone, live chat, or social media

Multichannel communication

Reach potential and existing customers through the most effective channels – whether it’s Facebook, email, phone calls, SMS, push notifications, or instant messengers. Provide exceptional customer service with CRM and nurture your leads.

  1. Multichannel CRM contact center
  2. VoIP telephony
  3. Advanced CRM marketing tools
  4. Calendar in CRM
  5. Meeting scheduling
  6. Confirmations and reminders

Email integration with CRM

  1. Create leads from incoming email messages
  2. Shared mailboxes
  3. Email marketing
  4. Email automation
  5. Email triggers
  6. Email statistics

CRM telephone integration

  1. Incoming and outgoing calls
  2. Call recording
  3. Call forwarding
  4. IVR
  5. Voicemail
  6. Number rental (local, international, toll-free)
  7. Automatically recorded calls (robocalling)
  8. Call transcription

Live chat integration with CRM

  1. Free built-in live chat
  2. Call routing
  3. Automatic responses
  4. Contact information logging
  5. Reports and statistics
  6. Chatbots

Messengers and social networks

  1. Facebook and Facebook Messenger Instagram
  2. Telegram, Viber
  3. Slack
  4. Microsoft Bot Framework

Integration of online forms with CRM

  1. Free online form builder
  2. Free form templates (contact, feedback, support)
  3. Callback request form
  4. Forms with online payments
  5. Forms with acceptance of terms
  6. Built-in widget
  7. Integration with Jotform, Google, etc.
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