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CRM

Read about the latest Bitrix24 product updates, tips, tricks, and how-tos.
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Bitrix24 tips and updates
Change client name format in CRM
CRM
Change client name format in CRM
You can easily change the client name format to the one you need both for leads and contacts in your Bitrix24 CRM.
1 min read
Reporting period in CRM Analytics
CRM
Reporting period in CRM Analytics
The reporting period allows you to track the elements that the employees have been working with and do much more.  
1 min read
The regular clients report shows how many clients have purchased from you within the selected reporting period.
CRM
Regular clients report in CRM Analytics
The regular clients report shows how many clients have purchased from you within the selected reporting period.
1 min read
Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.
CRM
Sales plan in CRM Analytics
Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.
1 min read
Update products by importing CSV files
CRM
Update products by importing CSV files
You can now update your product database quickly and easily by importing an already updated CSV file.
1 min read
Import and export CRM settings
CRM
Import and export CRM settings
You can now create CRM presets and deploy them in other Bitrix24 accounts.
1 min read
Change history in Bitrix24 CRM
CRM
Change history in Bitrix24 CRM
You can now view in detail all changes made within your CRM entity.
1 min read
Deal merge
CRM
Deal merge
The deal merge option helps you keep your CRM system clean and organized.
1 min read
AI Scoring in Bitrix24 CRM
CRM
AI Scoring in Bitrix24 CRM
Artificial Intelligence (AI) Scoring in Bitrix24 CRM analyzes the existing data in the CRM and shows the probability of winning a lead or a deal.
1 min read
Sales trends in Bitrix24
CRM
Sales trends in Bitrix24
Sales trends report shows the number and the percentage of won and lost deals within the selected reporting period, as well as how the number of won deals has changed comparing to the previous reporting period.
1 min read
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