CRM system types

Five common types of CRM systems

There are five types of CRM software. Let’s have a closer look at each:

  1. Lead management. A CRM system of this type helps company find potential customers – leads, generate and capture leads, nurture leads and turn them into paying customers – deals. This is also known as a lead-to-deal CRM.
  2. Sales management. The primary goal of this CRM system is to streamline sales process for maximum efficiency. This CRM type usually contains tools, such as product catalogs, quotes and invoices, sales targets and commission management.
  3. Contact management. This CRM type gives all the necessary tools to work with existing clients. Essentially, it’s a database of names, emails, phone numbers and past communications history.
  4. Marketing CRM. The goal of this type of CRM system is to improve marketing efficiency by segmenting existing customer database to reach individual clients with targeted offers via email, SMS, phone, messengers or social media.
  5. Helpdesk and customer support. This CRM solution is designed to maintain high level of customer satisfaction by providing outstanding customer service experience. For example, this can be accomplished by communicating with clients in real time via live chat.
Bitrix24 is one of few CRM software that combines all of these types in a single platform. And it’s totally free of charge.

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

Basic features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Free call center
  • Free custom fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)
crm system

Free Fully Featured CRM With No Limits

top crm system

Fully customizable

  • Custom fields
  • Sales automation
  • Custom forms
  • Custom access right settings
  • Web to CRM
  • Email to CRM
  • Call to CRM
  • Learn more
top crm systems

Free contact center

crm system example

Powerful reports

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more
crm system examples

More than just CRM

  • Tasks inside CRM
  • Document management
  • Cloud file server
  • Sales agent management (HR)
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!
crm system

Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.

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