#1 CRM with follow up automation

Best sales follow up software

If you are looking for an automated sales and lead follow up tools, you’ve arrived to your destination. Meet Bitrix24, a leading free CRM and multichannel follow up software that’s used by over 6 million sales team to automate what’s sales people hate the most – follow up.

So, that is follow up in sales and lead management?

For most industries, especially B2B, a sale requires at least five touches. A touch is any interaction with a prospect – phone call, email, office visit, webinar or in-person presentation. This means that every sales person who wants to be successful needs to keep track of all interactions with prospects and schedule all future follow ups. Email follow ups are easy and can be automation with hardly any work. Phone follow us are more difficult (you need to remember to add next call to your schedule and actually call on the due date) but Birix24 and others can automate this routine as well. But what happens if you don’t have person’s phone number or email and most of your pre-sale interactions happen in Facebook, Instagram, WhatsApp or other social networks and messengers? 

Meet Bitrix24, a multichannel CRM, contact center and follow ups solution, where you can easily do follow ups via multiple channels, from email to Instagram. OK, once you are able to do multichannel follow up, the next thing to do is to automate as much of this process. Programmatic follow up (yes, Bitrix24 does that as well) allows you to build automatic follow up sequences that require little or no human involvement. 

For example, your automated follow up sequence could look something like this. Day 1 – Email 2, Day 3 – email 2, Day 7 – SMS, Day 15 – robocall, Day 21 – invitation to book a meeting. With automatic follow up system, a single sales person can handle thousands of leads, because his or her involvement is required only when prospects respond.

Once you start using Bitrix24 follow up tools, you’ll see your conversion rate skyrocket. You see, your competition does no follow up, follows up manually or does automatic email follow up AT BEST. With Bitrix24 you can build lead follow up system that chases your prospects with Facebook or Google ads, in social networks and messengers, with email, text messages and phone calls.

Ready to try Bitrix24? Schedule a demo with your local Bitrix24 reseller or sign up for the forever free Bitrix24 plan.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic features

  • 12 users free
  • Unlimited users $99/mo
  • 5GB free online storage
  • Sales management
  • Sales reporting
  • Sales tools
  • Cloud and self hosted
  • Marketplace
  • Desktop and mobile apps
  • API and open source code available

Full sales cycle management

  • Lead creation from web forms, email or phone calls
  • Custom sales stages
  • Custom fields and CRM forms
  • Duplicate entry prevention
  • Duplicate merge
  • Search filters
  • Product catalog
  • CRM activity stream
  • Learn more

Sales automation

Sales Reporting

  • Activity by agent
  • Sales by agent
  • Leads by stages
  • Sales funnel
  • Sales channels analysis
  • Custom field reports
  • Report templates

Quotes and invoices

  • Print, email, PDF
  • Logo and company info
  • Fully customizable
  • DocDesigner
  • Local taxes
  • Xero integration (beta)
  • Learn more

Email management

  • Emails to CRM
  • Emails from CRM
  • Email storage inside CRM records
  • Email templates
  • Email marketing (free and unlimited)
  • MailChimp integration
  • Learn more

Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.

6,000,000+ organizations have chosen Bitrix24