Bitrix24 is free CRM with workflow, sales and marketing automation #1. Nobody else gives you as much for free. Please note, because workflow automation is free, we DO NOT provide any consultations on the subject. If the manual or video tutorials are not enough, you can hire Bitrix24 partner to create custom CRM sales automation scenario for you. The rates vary from $50/hr (India) to $150/hr (US, Western Europe) and should be negotiated with a partner directly.
What are some of the automation scenarios for Bitrix24? You can use Bitrix24 to automatically assign leads to agents in CRM based on given criteria. You can use Bitrix24 for any types of approvals – leave requests, business trips, expense reporting, purchase requests. Bitrix24 can be set up as an autoresponder, do drip marketing campaigns and perform other standard email automation scenarios. Tasks can be created automatically for your employees when a condition is met. Events can be scheduled automatically in Bitrix24 calendars as well.
The self hosted version of Bitrix24 comes with open source code and gives you even more automation options. Helpdesk and ticketing, contract management, time management and call center automation are just a few examples. Bitrix24 can track sources of your customers, tell you which invoices haven’t been paid, build sales projections and do much more. APIs are available for both cloud and self hosted versions. API access is free.
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.