Create an Invoice in FreshBooks from a Bitrix24 Contact, Company or Deal. Select a Contact, Company or a Deal from the list in Bitrix24 CRM, click on «Create invoice in FreshBooks» widget, select a product or a service in the window that will open, and switch to creation of an invoice in FreshBooks interface. A link to the Invoice will appear in FreshBooks, after the Invoice is saved in the additional field of a Bitrix24 Contact, Company or a Deal. If the status of a FreshBooks Invoice changes to «Paid», the app will automatically change the status of the corresponding Invoice in Bitrix24 and will send a notification to a responsible manager.
Yesterday we’ve introduced new Bitrix24. If you’ve missed the webinar, here’s the recording
If you are pressed for time, here’s what’s new.
Yes, you can now create websites and landing pages directly from inside your Bitrix24 account. Here’s an example what a website created with Bitrix24 free site builder looks like.
We’ve completely redesigned CRM interface and introduced sales targets, integration with Google Maps and marketing campaigns. You will soon be able to send bulk emails, bulk SMS and do voice broadcasting campaigns.
Bitrix24 Tasks and Projects
We’ve introduced Projects and linked Kanban stages to task statuses – something that many of you have asked us to do. And Efficiency Reports inside your Bitrix24 account will soon help you understand which employees and departments are the most productive.
Bitirx24 Open Channels
If you relied on Bitrix24 for providing customer support via live chat, you’ll appreciate the fact that canned replies are now at your disposal.
We’ve done a lot to beef up our communications and collaboration module. Post view statistics, video announcements, drive use statistics, safe drive cleanup, new mobile app are already or soon will be available to you. Oh, and don't forget to check out beta version of new Bitrix24 calendars.
For more details, please see https://new.bitrix24.site/
MAKE Interactive, a Bitrix24 gold partner, has updated it's CRM PDF app. This app lets you flexibly and attractively design quotes and invoices in your Bitrix24 Cloud service.
A compelling statement from one of our clients that triggered the development of this app was that a quote is often the first impression that the customer gets, since it is the first thing that they see with the company name and logo on it. Furthermore, the PDF or printed quote is an instrument of the most fundamental part of the relationship, payment for products or services.
The existing quotes in Bitrix24 are rather limited, especially concerning the layout of the components of the quote on the page. MAKE Interactive has solved this issue in an elegant way: by saving a .docx file in a special folder in the Drive, it becomes a template for your quotes. More than 1 template can be created and selected. After a Quote is made for the CRM, it can be selected in the App’s page, and the information from the quote will go into the template.
Every year something exciting happens. We imagine ourselves millionaires and want to spend hours browsing retail shelves in a search for that perfect gift for a loved one. Tis the season. For business owners this period is marked by incessant anxiety and frustration. There are way too many things to deal with! Worse even, customers are jumping ships and flee to your competitors because you happened to have missed some valuable insights about customer preferences.
But fear not. Thankfully, there is a plethora of information and research online that reveals the needs and wants of customers.
Based on the forecast for this year, the holiday retail season will be a blast. US consumers are planning to spend between 3.5 - 4.5% more than they did in 2016. Sounds like good news, doesn’t it?
But let’s look at all the data to get a comprehensive picture:
The following Pipedrive CRM entities can be transferred to Bitrix24 CRM:
CRM is evolving and changing all the time. It’s one of the fastest growing industries, that brings innovation and simplifies lives of thousands people and businesses.
CRMs are no longer viewed as an option, it’s a must. In 2018 this tendency will continue, with more companies shifting to cloud-based CRM solutions.
Trends in CRM are largely influenced by the trends in the software industry. These were defined by Kevin Kelly in the book “The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future”. The author provides a big picture view on the future of technology and how it will affect our lives. Interacting, cognifying, flowing, screening, accessing, sharing, filtering, remixing, tracking, and questioning are the 12 trends that already started revolutionizing the way we live and work. CRM trends, even though on a smaller scale, follow the same defined pattern.
If you’re using CRM in your business and want to know about latest developments in the industry, here is the list of key CRM trends to look out for in 2018: