Sales automation CRM

In every sales process, there are routine operations that could be automated to free up time and money. Bitrix24 offers you a wide choice of CRM automation tools – from standard solutions to custom third-party integrations.

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?

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+ users worldwide
  • 100% flat fee: predictable costs, no per-user pricing

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?

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?

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.



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.



Bitrix24 comes with several dozen integrations available in Bitrix24.Market. You can also create your own apps using our REST API.

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