In Bitrix24 CRM there is an option to change the responsible person for a CRM element in case needed. You can change the responsible for a specific CRM element one by one or perform a group action for several items.
While working with customers in your CRM, would it be convenient to have all the information automatically collected from the history of all interactions with them? We do think it is, and we do offer this option in Bitrix24 CRM. Learn more in this article.
You can fully customize CRM profile views and assign these views to all users, separate departments or employees individually. Learn more in this article.
If you need to create and send out large numbers of quotes and invoices each day, a useful quote and invoice templates option in Bitrix24 CRM will help you with that.