Call Management in Bitrix24

1 min read
Vlad Kovalskiy
October 16, 2023
Last updated: October 16, 2023
Call Management in Bitrix24
Managing incoming and outgoing calls in Bitrix24 is effortless thanks to the Telephony feature. When a call comes in, the call form automatically pops up on your screen, ensuring you never miss an important conversation.

There are 3 convenient ways to make calls in Bitrix24:

1. Initiate a call directly from the CRM: connect with your contacts and keep track of all communication in one place.

2. Using the Dialer: place calls without leaving your current conversation. 

3. From Chat Rooms: with call notifications.

Whether you're handling inbound or outbound calls, Bitrix24 provides an active call form that appears on your screen and is accessible through your browser, Desktop or Mobile app, ensuring you can manage calls from anywhere. It not only helps you stay organized but also allows you to create or update CRM entities effortlessly.

During a call, you can manually create a new CRM record directly from the call window. Additionally, you have the option to set up automatic lead or deal creation in the number settings, streamlining your sales workflow and saving you valuable time.

Enhance your communication and automate your CRM processes with Bitrix24's comprehensive call management capabilities. Start making and answering calls in Bitrix24 to take your business communication to the next level.
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