Bitrix24 tips and updates

Recurring deals in Bitrix24 CRM

Recurring deals in Bitrix24 CRM
Yana Zatsarnaya
November 8, 2017
Last updated: December 15, 2020
Please read our Helpdesk article for additional informationhttps://helpdesk.bitrix24.com/open/9381521

We have added recurring deals to our CRM. Right now this feature is in beta and thus available to all users. Once the testing is over, this feature will be limited to Bitrix24 Standard and Professional plans, so keep this in mind.

Who needs recurring deals in CRM? Any business that uses subscription or retainer model instead of one off sales. Once you select the interval that appropriate for your business, new deal will be automatically created when it’s time to talk to your clients about renewal.
Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
You may also like
Four Ways to Use Bitrix24 Tasks to Boost Your Productivity in 2021
Business development
Telecommuting Pros & Cons - Interview With HR Expert Lori Kleiman
Business development
Intranet review checklist – seven must-have features for ANY intranet
Marketing
Unstoppable Referrals - Interview With Steve Gordon