CRM Health

CRM Health embeds a set of independent "tweaks" directly into the Bitrix24 interface. Each tweak solves a specific operational problem and can be enabled or disabled individually. Settings are saved per Bitrix24 account.

Included modules
Pipeline Health Monitor
Analyses all open deals in a selected pipeline and detects systemic risks: bottlenecks (stages with accumulated stuck deals), a high percentage of frozen deals, and value concentration in a single stage. Shows a per-stage breakdown table, a risk-signal feed, and a heatmap of deal age across stages.

Sales Attention Inbox
Automatically collects deals and leads that require immediate attention based on inactivity and stagnation rules. Each item is prioritised (Critical / High / Medium) and shows the reason, the responsible manager, days without activity, and a recommended action. Supports one-click activity creation (call, email, meeting, task) directly from the inbox.

Deal Qualification Assistant
Adds a Qualification tab to every deal details form. Analyses the deal for missing data and process gaps - no methodology required. Detects signals such as: no decision-maker contact linked, no planned next step, deal amount not set, deal aging, and contact inactivity. Shows a colour-coded health badge and actionable recommendations.

CRM Maintenance Center
An admin-level hub accessible from the CRM toolbar. Combines three views:

1. Data Quality - identifies unused custom CRM fields across deals, contacts, companies, and leads; supports bulk deletion of unused fields.
   
2. Team Activity - CRM engagement statistics per manager for a configurable period: calls, emails, meetings, tasks, deals updated, and an engagement percentage with trend.
   
3. Health Overview - aggregate health score (0-100) across all sub-systems.
   

HR Health
A complete HR operations hub with three sub-modules:

1. Onboarding Automation Hub - create onboarding templates, automatically generate tasks with SLA deadlines when a new employee is started, track progress per employee, and receive Bitrix24 IM notifications when tasks are overdue or approaching their deadline. Configurable notification frequency prevents alert fatigue.
   
2. HR Attention Inbox - aggregates HR signals (SLA violations, overdue onboarding steps, review delays) into a single prioritised list with quick-action buttons.
   
3. Performance Review Manager - structured review cycles and templates for HR and line managers; tracks self-review and manager-review completion; sends soft reminders via Bitrix24 notifications.
   

Requirements

1. Bitrix24 plan: Standard or above (access to CRM custom fields, placements, and the task API is required)
   
2. Permissions granted on install: CRM, Tasks, Users, Placements, App Options
   
3. No external services or integrations required - all data stays inside your Bitrix24
   
4. No additional software needs to be installed by the user
   
5. Admin rights are recommended for full access to CRM Maintenance Center and HR Health modules
   
6. The app is a hosted SaaS solution; it connects to your Bitrix24 account via OAuth and the REST API