3. Phone lead capture
Just like with email, you can automatically create a lead in your CRM when you receive a phone call from a number that’s not in your database. This requires using Bitrix24 telephony services.
4. Import/Export via CSV
You can import your leads in Excel or CSV file into Bitrix24 CRM. Export from CRM is available as well.
5. Manual entry
Finally, your sales agents can enter lead information in Bitrix24 manually. Lead forms are 100% customizable.
Once the lead is captured by Bitrix24, you can use lead management, lead qualification, lead distribution, email marketing, quotes, invoices and other sales automation tools available to you at no charge (Bitrix24 comes with over 35 free tools).
Still not convinced?
Register now or check out videos and
CRM manual for quick start.
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.