CRM

Documents in CRM: Access Permissions

Documents in CRM: Access Permissions

You can configure different access permissions to documents in your Bitrix24 CRM. Access permissions can be set for users, departments and groups.

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CRM
Filters in CRM Cards

Filters in CRM Cards

Filters in CRM cards are especially convenient when you are working on long-term deals with a client.

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CRM
Connect your online store to the Sales Intelligence

Connect Your Online Store to the Sales Intelligence

You can connect your online store (even if it's not a Bitrix24 Online Store) to the Sales Intelligence. 
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CRM
Sales Intelligence in Bitrix24

Sales Intelligence in Bitrix24

Sales Intelligence shows which source of traffic converts into sale inside CRM, how much money is spent on marketing campaigns and how effective marketing channels are.


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CRM
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Bitrix24 è uno spazio in cui tutti possono comunicare, collaborare a incarichi e progetti, gestire i clienti e non solo.
Recycle Bin in Bitrix24 CRM

Recycle Bin in Bitrix24 CRM

Now all deleted leads, deals, contacts and companies first get into the recycle bin. Any CRM element can then be permanently deleted or restored from the recycle bin.
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CRM
Simple CRM mind map

Simple CRM mind map

CRM may mean totally different things for different people. We’ve compiled a ‘CRM mindmap’ so that you are able to understand all capabilities available to Bitrix24 users. 

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CRM
Customer service

How to Help Your Team Get Better at Customer Service

Customer service is an essential part of business, not a back-up plan. Everyone on your team, no matter what their role, can benefit from developing their customer skills. 
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CRM
Observers in Bitrix24 CRM Leads and Deals

New in CRM: Observers in Leads and Deals

You can add observers to a lead or a deal and observers will be able to view the CRM element, send and read messages in the chat of the element.
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CRM