CRM with workflow automation

Use Cases

CRM with workflow automation

CRM with workflow automation
Another reason why Bitrix24 is ranked as #1 free CRM software and has over 8 million customers is workflow automation. There are many typical CRM workflow examples – such as distributing leads by geography. Or automatically sending SMS or an email with subscription renewal notices. Or upselling customers who already bought something from you.

Bitrix24 also supports very complex dynamic CRM workflows, called ‘sales tunnels’. Essentially, these are pre-designed sequences of actions that the CRM performs based on a path chosen by or for the customer. Importantly, multiple parallel workflows can be set in our CRM software at the same time. For example, you sell air conditioners. One workflow can be designed for new customers who respond to your ad, get a quote from you and pay for the unit and installation. Another workflow is designed for existing customers, who need an annual HVAC system setup or repairs. 

Bitrix24 lets you connect those workflows, when a customer that buys something from you is automatically entered into the next workflow for additional services that you plan to offer later on. It’s much more than a typical CRM workflow diagram that can’t carry out any actions. So if this is the type of CRM with workflow you are looking for, see it in action now.