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Sales enablement

Bitrix24 features every sales enablement marketing tool in the book – from estimates and invoices to e-signatures and online payments, and everything in between.

Estimates

When a person takes an interest in your products or services, you have to act quick and show what you've got and maybe even make a personalized offer – that's exactly why there are estimates in Bitrix24.

One-click estimate creation

Estimates linked to deals and/or leads

Kanban view

Estimate templates and automation

Estimates integrated with CRM

Every estimate in the Bitrix24 digital sales enablement tool can be linked to a deal, lead, contact, or company. The history of your client interactions (including estimates) is automatically saved.

Easy to create and send

When you create an estimate from a deal, certain information like client's name, products, deal amount, etc. gets automatically filled in – all you have to do is click on the Send button.

Templates and automation

To save time, you can create templates for the most popular estimates. Using rules and triggers, you can set the estimate to be automatically sent to a client once they submit a form on your website.

Ready to create estimates with Bitrix24?

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Invoices

When a deal is coming to its logical conclusion, it's time to bill the client. In the Bitrix24 sales enablement platform, you can create and send invoices right from a CRM deal, making it easier to close them successfully.

Integrated with CRM

Integrated with Storecove (e-invoicing)

Customizable fields

Invoice templates

Automated, rule-based invoicing

Easy to create

Pick an existing template or create your own invoice with custom fields – the system will automatically insert proper payment and product details. One click and your invoice is ready!

Easy to send

With our rules and triggers, you can set the system to send an invoice to your client when a deal is moved to a certain stage of the pipeline – a nice sales enablement automation tool.

Easy to track and manage

Every invoice is linked to the respective deal in CRM, making it easier to follow the history of your interaction with the client.

Ready to generate invoices with Bitrix24?

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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

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Booking

Make the most of your resources with Booking – an ideal tool for beauty salons, clinics, rental services, or any other business that relies on appointments. Integrated with our CRM, this tool allows you not only to keep your calendar full, but also retain clients.

Automated reminders and notifications via SMS and WhatsApp

Client data gets saved to CRM

Overbooking and waiting list

Booking forms and self-booking

Ideal for businesses that rely on appointments

Maximize resource utilization

Booking helps you fill every slot effectively, ensuring your resources are used to their fullest potential. With customizable forms for self-booking, your clients get a simple and accessible way to schedule appointments, keeping your calendar busy while minimizing downtime.

Automated reminders and notifications

Reduce no-shows and enhance customer satisfaction with automated booking reminders. Add custom message text, set time/conditions, and so on. Clients receive timely notifications to confirm or modify their appointments, saving you time and keeping your schedule optimized.

Integrated with CRM

Every booking can be transformed into a lead or deal to capture client data and ensure no potential business opportunity is overlooked. Plus, with your client information stored securely in one place, you can easily leverage it for future marketing campaigns.

Ready to manage your bookings with Bitrix24?

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Payments

Bitrix24 allows you to receive payments for your products and services online – just generate a payment link from a deal and send this link to the client. When the payment is complete, you receive a confirmation, and the client gets a proof of payment.

A quick and easy way to receive payments

Ideal for small businesses

Integrated with CRM

Fully trackable

Different payment methods: credit card, PayPal, Apple Pay, etc.

Convenient payment process

Pick a product from your catalog, generate a payment link and send it to your client via email, SMS, or messenger. The client opens the link and chooses the payment method.

Proof of payment

Once you've received the money from a client, the proof of payment will be sent to their smartphone.

Payment tracking

Your sales reps can always check the current payment status and track the payment process in real-time.

Ready to accept payments with Bitrix24?

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Product catalog

The product catalog in Bitrix24 has everything you need to manage your sales. Don't let the word "product" deceive you: there is a separate entity called "service" that you can use instead (if your business is service-based).

Intuitive navigation

Custom fields

Integrated with CRM

Integrated with Bitrix24 Sites & Stores

Easy to organize and manage

Add products in one click, create product categories and subcategories, import products from an existing catalog, add units of measurement, discount price, images/videos, and other parameters.

Customizable to your liking

Not only can you separate products from services in your catalog, but also add custom fields that are unique to your business (e.g., dimensions, trim level, weight, and so on).

Ideal for online sales

Our product catalog is integrated with CRM and website builder, so that every item your site visitor adds to the cart results in a deal automatically created in CRM. From there, you can receive the payment online – also via Bitrix24.

Ready to manage product catalog with Bitrix24?

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Inventory management

Track, audit, and manage your stock across multiple warehouses in the Bitrix24 sales enablement software. Every item in your catalog is accounted for and can be traced from the supplier to the customer, with real-time status updates.

Full set of inventory management tools

Integrated with CRM and product catalog

Inventory reports: stock balance, gross profit, gross margin, etc.

Multiple warehouses

Run complete inventory management

Manage multiple warehouses, create inventory documents, process stock receipts, sales orders, write-offs, transfers, audits, and more.

Customize access permissions

Set the access level for each individual employee and decide which actions are available to them: creating new products and applying discounts, editing stock receipts and sales orders, managing prices and catalog settings.

Multiple warehouses

With Bitrix24, you will always know how many products have been sold and whether you need to replenish your stock. Once an item has been sold and the deal is closed, our inventory management automatically updates your stock balance.

Ready to manage inventory with Bitrix24?

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Bitrix24 Sign

Leave your clients no time for doubt – get any document e-signed online, fast and easy. It's that final little push you need to seal the deal and make the sale happen.

Easy to use – for you and your clients

UETA and ESIGN-compliant

Integrated with CRM

Document templates and autofilling

Easy to use for you and your clients

Sign documents online quickly and easily. Go paperless in just one click – save time, money, and even trees! Anytime you need to get a document signed by your client or contractor, just send them a link via email, SMS, or WhatsApp (no need to create a Bitrix24 account).

E-sign documents right from CRM

Bitrix24 Sign is integrated with your CRM, which makes it even more convenient to use: e.g., if you need to get an invoice signed, its fields can be autopopulated with the data from the respective deal. You can also create and save document templates.

Streamline your document signing process

Use our business process automation tools to automate the process of preparing a document for signing and getting it signed. If the process gets stuck at a certain stage, you will always know where exactly and be able to step in and fix it.

Ready to e-sign documents with Bitrix24?

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CRM Store

A ready-made sales enablement solution that's easily customizable and integrated with your CRM, payments, and product catalog. If you rely on social media and messengers in your sales, this is a must-have tool for your sales enablement team.

Ideal for online sales

Receive payments online

Integrated with CRM, product catalog, and website builder

No setup or coding required

Smooth e-commerce experience

Get orders from your clients via phone, live chat, social media, or messengers. Once an order is processed, generate a link to the order page (containing order details, amount payable, and payment options) and send it to the client.

Compatible with all major payment systems

Give your clients the freedom of choice – with CRM Store from Bitrix24, they can pay orders by cash, card, Apple Pay, or Google Pay.

Track payments in real time

All the payment process details are displayed in the CRM card, which makes tracking orders really easy. You can always check if the client has received the payment link and whether the order has been paid.