Sales automation CRM
CRM rules and triggers
Take the weight off your shoulders, eliminate the human error, and make the sales process run even smoother – all that is more than possible with our CRM automation rules and triggers.
Automated emails and text messages
Tasks and events created automatically based on a trigger
Deal/lead status changed automatically
Proactive CRM
CRM rules
Set an automation rule (e.g., "create a new task") that will get activated once a lead (or deal) moves to a new status in the sales pipeline. Automation rules can specify the activation time and the action: task, notification, email, call or any other action of your choice.
CRM triggers
Triggers in Bitrix24 are used to move leads/deals from one stage to another. For example, you can set a trigger to track if the client you've sent an email to has opened it. Once this happens, the corresponding deal will be moved to the next stage of your sales pipeline.
Proactive CRM
Once activated, the Proactive CRM mode inside Bitrix24 automatically reminds your employees of scheduled, urgent, and unfinished activities, prompting them to take action. This helps employees to prioritize their deals and reduces micromanagement.
Ready to automate your sales with Bitrix24?
Workflow automation
In addition to streamlining various sales routines, you can also automate other workflows in your company – from approvals to expense reporting and everything in between.
No-code RPA
Requests & approvals
Smart process automation (SPA)
Business process designer
CRM workflow automation
Robotic process automation (RPA)
Get rid of multistep approval processes by implementing our in-house RPA – a great HR and CRM automation tool.
Automate routine workflows
Streamline standardized processes like leave requests, purchase requests, expense reporting, and more.
Smart process automation (SPA)
Create new, custom entities in the Bitrix24 workflow automation CRM to match your company's needs and automate them using SPA.
Ready to automate your workflows with Bitrix24?
What makes Bitrix24 better than 99% of other solutions on the market?
- Replaces all your current SaaS solutions
- Free forever for unlimited users
- Easy to migrate your data from other systems
- Integrated with all your favorite services and apps
- Used, loved, and trusted by 15,000,000+ organizations worldwide
- 100% flat fee: predictable costs, no per-user pricing
Automated funnels
Configure automation rules and triggers to simplify the way you work with deals. Connect different sales pipelines via tunnels.
Automated reminders and notifications
Automated deal status change
Automated tasks
CRM sales automation
Custom access permissions
Sales tunnels and pipelines
Connect different sales pipelines – e.g., when a deal reaches a certain status in pipeline A (sales), it gets transferred to pipeline B (delivery) to continue its path to success there.
Automated deal status change
The deal status can be changed automatically when a trigger that you've set is activated.
Reminders and notifications
Based on the deal (or lead) status, our CRM automation software sends a reminder or notification to the specified user.
Ready to automate your funnels with Bitrix24?
AI-powered sales
Use our AI-powered tool CoPilot to create original ideas for your special offer, write compelling copy for a promotional email, or even transcribe your phone call with a client.
Fresh ideas for your sales and marketing
Call transcription
Autocompleted fields in CRM deals/leads
Quality copy for email marketing and landing pages
Fresh ideas for your sales and marketing
Need to come up with a solid idea for your marketing campaign or special offer? Let CoPilot do the job – just be sure to describe your goals and target audience.
Call transcription
Got off the phone after a 35-minute call with a client? No need to go back and listen through it all – our CoPilot will transcribe your call in a nice and easily readable text format.
Autocompleted fields in CRM deals or leads
Can't be bothered to fill in the fields in your CRM manually? Not only can CoPilot transcribe your calls, but it can also automatically fill in the right fields (name, phone, company, etc.).
Ready to do AI-powered sales with Bitrix24?
API and integrations
We offer hundreds of CRM integrations with popular apps and services, as well as cool add-ons and custom solutions developed by our partners to enhance your product functionality – all available for download on Bitrix24 Market.
Integrations with payment systems
Integrations with telephony and SMS providers
CRM integration with chatbots
REST API
Integrations with popular apps and services
Make your Bitrix24 CRM integration software compatible with Zoho, Jira, Pipedrive, Trello, Quickbooks, Shopify, Mailchimp, Google Analytics, PayPal, Xero, Ringcentral, and others.
Custom solutions from our partners
Everything and anything to enhance the functionality of your Bitrix24 – from industry-specific CRM templates to advanced CRM marketing automation.
REST API
You can use our CRM API integration to implement and integrate your custom solutions into Bitrix24 – e.g., custom field types, data transfer, reports, and more.
MCP in Bitrix24
Connect external AI tools like ChatGPT to Bitrix24 to perform actions inside your workspace: create a task, find a deal, and more. That means faster work, less routine effort, and a smoother daily workflow.
Secure AI access
No-code setup
Natural-language actions
Permission-based control
Fast connection
MCP at a glance
MCP stands for Model Context Protocol. It gives popular AI tools like ChatGPT and Manus AI a structured, secure way to interact with Bitrix24 instead of only providing text responses.
External AI in Bitrix24
With MCP, Bitrix24 becomes part of the AI's working environment. That means the AI can read data, understand context, and carry out actions inside your workspace.
Easy to connect
Setup is quick and straightforward. In Bitrix24 settings, open MCP Servers and enable the option that allows external AIs to connect to your workspace.
More than just automation & integrations
Explore the full potential and amazing capabilities of Bitrix24 CRM.
Bitrix24 is the driving force behind 15 million businesses worldwide
+43% lead conversion rate
+26% task completion rate
+32% employee engagement rate
Felipe Fernández
Sales & Marketing Director, Cayuga
Switching from the Bitrix24 Cloud edition to Bitrix24 On-Premise has allowed us to streamline operations and improve both efficiency and customer satisfaction.
Learn more
Adrienne Kelly
Associate, Tangent Solutions
Bitrix24 has enabled us to ensure that the Sales team effectively tracks their leads from initial engagement to deal closure.
Learn more
Jefferson Rodrigo Bauer
Clients relations manager - Celepar
Supported by a set of task management, analysis and information sharing tools, we've been able to create workflows for communications and approvals of internal processes, generating increased productivity.
Learn more
Integrations
Bitrix24 comes with several dozen integrations available in Bitrix24 Market. You can also create your own apps using our REST API.
Ready to get started?
Used and trusted by over 15,000,000 organizations around the world, Bitrix24 is a perfect choice for your business
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