Contact management and lead history
in the CRM of Bitrix24
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.
You can send email to a chosen set of contacts or leads in the CRM by selecting records from the table and choosing to send a message. A filter form and saved filters make this process fast and convenient.
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 alongside the funnel.
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 applications. Simply click on a phone number and the IP telephony application (Skype, Lync, or other) will launch automatically.
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.
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 new 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.
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.
Mobile CRM
Work with in the CRM on your favorite mobile device – tablet or phone. The CRM is accessible in the mobile app so you can find the information you need while on the move.
The information you need is now literally in your hand. Use the product catalog and browse client records, activities and deals in the CRM.
Download the app from the Apple App Store or Google Play Market and install it on your phone or tablet.
More about the mobile app.
