CRM Automation Checklist

As good as the Bitrix24 free plan may be, it still lacks a lot in the sales automation department. In fact, as much as 19% of our clients who upgraded from the free to one of the commercial plans, cite “automation tools” as one of the key deciding factors.

Here's a quick overview of the CRM automation tools in Bitrix24 – see if your business could benefit from those:

1. Automated client notifications via SMS or WhatsApp
2. Conditional emails (based on customer actions)
3. Fully automated pipeline
4. Robocalling
5. Automatic invoicing or recurring billing
6. Automatic lead generation
7. Automatic sales reporting
8. Automatic lead distribution
9. Automatic call processing
10. Smart process automation

For more information about each of these tools, please visit our Helpdesk. If you're short on time, your local Bitrix24 partner can demonstrate any or all of these tools for you.