CRM

Customer Profile in CRM

Customer Profile in CRM
Oksana Bednenko
November 11, 2020
Last updated: November 3, 2020
Dear Bitrix24 users, 

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. 

Each contact and company in Bitrix24 has a Profile tab with all the information automatically logged from the all the interactions and presented in a report, including: 
  • contact information and the responsible person for the contact or company,
  • communication load with the average number of activities per deal,
  • value of won, lost deals and deals in progress,
  • total amount of deals and active invoices,
  • conversion rate,
  • total number of calls, emails, meetings,
  • other useful data.
You can change the reporting period and view the data of any reporting period needed. You can also add custom reports with the data you and your team needs to be displayed.

Screen Shot 2020-10-30 at 2.31.53 PM.png

For more information and detailed instructions, please see this article

Enjoy the way you work with contacts and have all the important data right inside the profile! 

Happy customer relationship management, 
Your Bitrix24 team 
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