Free Sales Call Planner
IMPORTANT! As of January 1, 2021, telephony options are available only to Bitrix24 commercial plan users. Please see Bitrix24 pricing page for current information.
What is Sales Call Planning?
Meet Bitrix24, #1 free CRM and sales call planning tool used by over 6 million companies in 187 countries. Yes, Bitrix24 is currently the only free CRM that comes with built-in telephony.
Sales call planning can be divided in several activities. First, phone call scheduling. Most call planning templates are nothing more than Excel spreadsheets, containing phone numbers of people who need to be contacted at a specific time. This inefficient task can fully be replaced by automatic dialers or automatic call schedulers. For example, Bitrix24 can be set up, so that the next call is automatically scheduled in a week from the initial call or follow up calls are done once a month.
Using Sales Call Planning
Pre-call preparation. You need to understand the person or the company you are planning to talk to and the history of previous conversations. Lucky for you, Bitrix24 comes with free call recording, this means that you can actually listen to your previous call, if it was made through Bitrix24. Also, when making a phone call, the name of the person you are calling is clearly displayed and there’s a comment section available as well.
CRM Integration
If you are using sales scripts, these can be easily integrated via marketplace apps. After the calls are completed, you can analyze the calls individually or in-bulk. For example, CRM reports in Bitrix24 can help you understand how many calls it takes to make a sale on average or how much revenue do you generate from 1000 calls.
And that’s just a small part of call center capabilities available inside Bitrix24 CRM. Want to learn more? Contact your local Bitrix24 partner to or register your free Bitrix24 account today.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic features
- 12 users free
- Unlimited users $99/mo
- 5GB free online storage
- Sales management
- Sales reporting
- Sales tools
- Cloud and self hosted
- Marketplace
- Desktop and mobile apps
- API and open source code available
Full sales cycle management
- Lead creation from web forms, email or phone calls
- Custom sales stages
- Custom fields and CRM forms
- Duplicate entry prevention
- Duplicate merge
- Search filters
- Product catalog
- CRM activity stream
- Learn more
Sales automation
- Access rights
- Automatic lead assignment
- Workflows (see video)
- Tasks / Projects
- Documents
- Calendar
- Birthday reminders
- Mobile CRM
Sales Reporting
- Activity by agent
- Sales by agent
- Leads by stages
- Sales funnel
- Sales channels analysis
- Custom field reports
- Report templates
Quotes and invoices
- Print, email, PDF
- Logo and company info
- Fully customizable
- DocDesigner
- Local taxes
- Xero integration (beta)
- Learn more
Email management
- Emails to CRM
- Emails from CRM
- Email storage inside CRM records
- Email templates
- Email marketing (free and unlimited)
- MailChimp integration
- Learn more
Call center and telemarketing
- Calls to/from CRM (no integration required)
- Rent a number or user your current number
- Toll free, local, international phone number rental
- Phone call recording (mp3 files)
- Employee extensions
- Forward to mobile
- Learn more
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.