Your CRM is ready to use in 30 seconds. You can import your data inside Bitrix24 CRM from Excel or .csv file. You can enter your clients and prospects manually. Leads can be created automatically when someone fills out a form on your website, sends email request to a specified address or calls your phone number. Yes, it's that simple.
Our CRM comes with quotes and invoices. Quotes contain taxes, discounts and can be emailed to your prospects, saved as PDF files or printed out. Quotes are converted to invoices with just one click. They are both easily customizable, allowing you to add company logo, address and payment information.
Bitrix24 lets you send emails to you clients and prospects directly from the CRM. You can make different email templates for your marketing campaigns. Most importantly, Bitrix24 keeps incoming emails attached to relevant CRM records to have the entire history of communications in one place.
Bitrix24 makes it easy to distribute leads automatically among your sales agents based on set rules. Want a task to be created each time certain deal stage is reached? Need document review and approval workflow? Business process designer and sales automation tools inside Bitrix24 can do all this and lots of other things.