Free Sales Prospecting Tools

Bitrix24 allows you to fully automate the process of searching for clients. Instead of finding clients, clients will find you.

Free Sales Prospecting Tools


The process of finding clients gets very challenging - there are so many people and companies your employees need to contact regularly. With the sales prospecting tools inside Bitrix24, your employees can forget about doing tedious manual tasks and concentrate more on closing deals.


Basic Features

Total automation of sales becomes possible thanks to a huge set of useful features: 

●      Free online storage

●      Sales reporting

●      Tele- and email marketing

●      Document and task management

●      API and open-source code soft

●      Integration with GoogleDrive and DropBox. 

The list can go on and on. With prospecting sales tools inside Bitrix24, easily establish and automate the full sales cycle.


Let’s take a look a look at some of the most helpful features and tools that can help you attract more leads: 

●      Search filters. Find old and new customers, sort them by different parameters.

●      Custom fields in forms help analyze and categorize the information about clients.

●      The product catalog helps to access the necessary data in a couple of clicks.

●      Lead creation is made possible via web forms, email, and phone calls.

●      Sales automation is achieved via access rights, automated task assignment.

●      Calendar and notifications keep the staff informed - employees won’t miss a thing. 


Thus, the entire workflow is automated. Thanks to document synchronization, you establish efficient communication with loyal and potential customers.

Aside from that, Bitrix24 lets you search for new customers via different channels: email, phone, social media, websites, messengers, and so on. You can establish flawless communication and scale your business.


Boost Your Progress with Detailed Reports

You can track sales performance by using the following analytical and reporting tools:

●      Leads

●      Sales channels

●      Activity by agent

●      Reports with custom fields

●      Sales funnel

Sales Prospecting tools inside Bitrix24 make sales easy and efficient.

Sales Prospecting


Sales prospecting is a process of looking for potential clients. There are many different sales prospecting methods and strategies, but they all both boil down to active sales prospecting vs passive sales prospecting. Here’s an example. Suppose your company provides sales training or safety training or any other kind of training. You could pick the Yellow Pages or send cold emails to local businesses, offering your services. That’s active sales prospecting.

Or you could get your own YouTube channel, host series of free webinars and become Quora expert on sales or safety training. Once your audience grows big enough, you’ll start getting incoming enquiries for your services. That’s called passive sales prospecting. Passive sales prospecting isn’t necessarily better than active prospecting, but active prospecting is kind of like digging a ditch with a shovel. First, it’s going to take a lot of time. Second, you’ll definitely be tired by the end of the day. Finally, you are guaranteed to get pissed when you see that a backhoe or another piece of equipment does the same job in 10 minutes.

That’s where Bitrix24 comes in. It supports both active and passive sales prospecting BUT it automates as much of it as possible. Let’s get into the details.

Bitrix24 has omni-channel contact center. This means that Bitrix24 lets you find new clients via phone, email, social networks, landing pages, website forms, messenger and yes, even WhatsApp. Next, Bitrix24 CRM marketing module. This lets you do prospecting and outreach on a massive scale, reaching up to million businesses or individuals a month. Third, sales prospect automation via rules and triggers. Fourth…

Well, you get the idea. With over 35 sales prospecting tools at your disposal, it’s just easier to take Bitrix24 for a spin. After all, free is free.

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

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic features

  • Free for up to 12 users
  • 5GB free online storage
  • Full sales cycle
  • Sales reporting
  • Email and telemarketing
  • Task and document management
  • Free mobile apps for iOS and Android
  • API and 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

    Sales automation

    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

    Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.

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