A CRM with a customer portal allows your clients to log in to a secure area where they can track orders, view invoices, submit support requests, and access shared documents. All interactions are linked directly to the CRM for better customer management.
Yes. Bitrix24 includes a customer portal in its free CRM plan. Clients can access their requests, files, and communication history at no additional cost.
Customers can create and track support tickets, view orders, access documents, communicate with your team, and use knowledge base resources.
The portal is fully integrated with Bitrix24 CRM. All requests, messages, and documents are automatically linked to customer profiles, giving your team complete interaction history.
Yes. The portal uses encrypted connections and role-based access to ensure that only authorized users can access data.
Yes. You can brand the portal with your logo and colors, adjust access rights, and decide which features are available to clients.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open-source code, please visit the Bitrix24 Self-Hosted page.