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CRM

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Bitrix24 tips and updates
CRM Profile View Customization
CRM
CRM Profile View Customization
You can fully customize CRM profile views and assign these views to all users, separate departments or employees individually. Learn more in this article.
2 min read
Invoice and Quote Templates
CRM
Invoice and Quote Templates
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.
1 min read
Total Amount Calculation Modes in Bitrix24 CRM
CRM
Total Amount Calculation Modes in Bitrix24 CRM
Now there are two total amount calculation modes in Bitrix24 CRM: manual and automatic modes.
1 min read
Product Catalog Update
CRM
Product Catalog Update
We've updated the product catalog in Bitrix24 CRM. Now working with products in product catalog has become easier.
1 min read
Address and Contact/Company Details Fields Update in CRM
CRM
Address and Contact/Company Details Fields Update in CRM
You can now add client details, including their address, when creating a new lead or a new deal.
1 min read
Access Permissions for Custom CRM Fields
CRM
Access Permissions for Custom CRM Fields
This option will allow you to control which CRM fields can be seen by which employee or employees.
1 min read
Access Permissions in CRM Marketing
CRM
Access Permissions in CRM Marketing
You can now configure access permissions for each section of Bitrix24 CRM Marketing.
1 min read
New reports in CRM Analytics
CRM
New reports in CRM Analytics
There are two more types of reports available in Bitrix24 CRM Analytics: Individual Performance Report and Top Grossing Clients Report.
2 min read
New in Bitrix24: CRM Store
CRM
New in Bitrix24: CRM Store
Process, get and store payment data inside a single CRM system and never loose clients at the payment stage!
2 min read
Workflows: Actions in Bitrix24 CRM
CRM
Workflows: Actions in Bitrix24 CRM
Automate you daily CRM routine using Actions in business processes.
1 min read
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