CRM System Definition

Understanding the meaning of CRM will change the way you do business with your clients.

CRM - What does it mean? 

CRM is an abbreviation for customer relationship management, and a CRM system is usually defined as a database with a set of specific tools to easily collect, safely store, effectively manage customer information, cultivate strong customer relationships, serve customer needs and increase sales.

Understanding the meaning of CRM is important for any company. Why? Cause big or small, every single day your company interacts with potential and existing customers via multiple communication channels and gets tons of data through telephone, email, company website, website live chat and web forms, social media. CRM system meaning for the company and its main goal is to systemize data to know customers, give clients goods and services they expect, as well as grow sales and increase company profit.

All in all, having a good CRM system is a great advantage. The only disadvantage, though, is that most CRM systems cost a lot of money. Most CRM systems, but not all of them. Luckily, you have already found an exception – Bitrix24. Bitrix24 is a free CRM system with unlimited records that has dozens of CRM tools like lead management, pipeline management with unlimited pipelines, CRM booking and scheduling, CRM marketing, quotes and invoices, reporting, 360-degree customer view, sales automation and many more great tools. Bitrix24 is available online in cloud, on-premise as a self-hosted edition, on Android and iOS mobile devices.

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

Basic Features

  • Unlimited users free
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Best Free CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
9,000,000+ organizations have chosen Bitrix24