3 min read
June 23, 2017
Last updated: May 5, 2023
Depending on the way you are going to work with your clients in the CRM, we have designed 2 Bitrix24 CRM interface templates for you to choose from:
How it works:
- Simplified Client Management: this CRM interface doesn't have leads (lead - is an individual who might become your customer, but currently isn't) and is built around contacts and companies. This option will better suite your team if you either do not work actively with new leads or when you have qualified clients form the beginning. For example, if you run a dental clinic and most of your calls are for appointment settings.
you add new clients directly as contacts or companies to the CRM.
How it works
- Full Lead Management: When you have a large volume of incoming leads (via calls, emails, web forms, social networks) and only part of them becomes qualified clients. For example, if you are a real estate agent and most of your incoming inquiries will never end in a deal.
: you add new leads to the CRM first, and convert them to contacts, companies or deals later. You can add new contacts & companies directly too, skipping lead stage.
You can change your Bitrix24 CRM interface template in Lead or Deal Settings at any time.
What is CRM Lite in Bitrix24?
CRM Lite is a simplified version of the Bitrix24 CRM that allows you to work without using the "leads" stage. Instead, it focuses on "deals" and "contacts".
How is CRM Lite different from the regular Bitrix24 CRM?
The main difference is that CRM Lite does not have a "leads" stage. This means that all new contacts are automatically added as "contacts" and any new deals are automatically created for those contacts. In the regular CRM, new contacts are added as leads and must be qualified before they can be turned into deals.
How do I set up CRM Lite?
To use CRM Lite, you need to first disable the "leads" stage in the CRM settings. You can then customize the "deals" and "contacts" stages to fit your business needs.
Is CRM Lite suitable for all businesses?
CRM Lite may be suitable for businesses that have a simple sales process and do not require lead qualification. However, businesses with a more complex sales process may still require the use of leads in the CRM.