CRM

CRM (Customer Relationship Management)

The CRM in Bitrix24 provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts.

Bitrix24's CRM forms a contact base where the interaction and the history of contacts are managed and stored. All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.

Managing Interaction

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

The interface in the CRM is convenient and intuitive, and it includes a CRM-only activity stream. This stream is a universal interface that enables actions (notes, emails, tasks, meetings and phone calls) to be initiated on any object or objects in the CRM from a single point.

Reports and Sales Funnel

A quick look at the sales funnel gives an immediate account of transactions in progress and their respective stages. Stages can be added easily and each one appears in a separate line and different color. The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel.

CRM Dashboards

Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on. Dashboards are currently available for deals and are in the process of being added to all other CRM entities (Leads, Contacts, Companies, etc).

Quotes

• Customizable fields
• Customizable statuses
• Add items from product catalog or manually
• Flexible taxes and discounts
• Convert quotes to CRM documents (invoices)
• Print or email quotes

Invoices inside the CRM

The CRM in Bitrix24 allows you to create personalized invoices instantly. Client data from the Bitrix24 CRM are automatically inserted into an invoice - just select the appropriate Contact or Lead.

Products and services that are included in an invoice can be selected from existing items, or you can 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 even print it out right from your web browser!

Mobile CRM

The CRM is accessible in the Mobile App so you can find the information you need while on the move. Bitrix24 Mobile CRM allows creation or editing of CRM entries and invoices directly from a mobile device. You can use the product catalog, browse client records, and even make calls from your Mobile CRM! 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

Send individual or group emails to a list of leads, contacts, or companies.

Attach files either from your local machine or a document library.

Message templates can be created in the CRM using mail merge, these can be sent immediately or modified.

If the email address of the CRM is used as the return address, responses to the messages will be saved in the CRM and appended to the appropriate CRM object.

Calls to clients

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

Additionally, it is possible to use IP-telephony applications (Skype, Lync, or other).

Access Rights and Roles in CRM

You can assign access to CRM elements 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 'role' such as sales manager, team leader, administrator, etc. These roles can then be allowed access to elements of the CRM.

Bitrix24 keeps a detailed log of which employees accessed your CRM records and what they did with them. As an administrator, you are able to view this information and restore previous values if necessary.

Business processes in the CRM

Leads and Deals can be processed with substantial automation using business processes. A business process can contain any and all possible actions with CRM elements: sending email, assigning responsibility, setting tasks, etc. Business processes can change the status of elements, fill in fields, and create new elements such as deals.

Check out our video on Business Processes in Bitrix24 CRM. Business processes in the CRM and document library are the best way to make Bitrix24 fit the unique operations of your company. This video shows how to set up a simple, automatic action that sends a notification to a user located based on the properties of the CRM object itself.

Apps & Integrations

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

Integration with your Website

If you receive leads from your website (if there is an order form or some kind of feedback form), you can feed the leads generated directly to the CRM.

REST API allows you to deliver data into your Bitrix24 CRM from other websites, which was acquired for instance though submitted web forms.

Connect your internet store based on Bitrix Site Manager to your CRM and your sales managers will be able to process orders from your website directly in the CRM.