Free Sales Team Management Tools

Bitrix24 provides free sales team management tools to help increase sales and efficiency.

Manage Inside Sales Teams

Inside sales definitions vary, but the essence is the same. It’s a type of inbound and outbound sales that are done remotely without having to visit a client. Inside sales are almost always done with the help of telephony, email, SMS, messengers, social networks or webinars. The opposite of inside sales are door-to-door in-person sales.

Bitrix24 is the world’s most popular (6 million companies and growing) free sales team management software with a special focus on inside sales and team management.

It is designed with the entire sales team in mind. For example, Bitrix24 comes with Activity reports. Activity reports give an in-depth look at how many calls, emails, presentations or any other type of inbound sales activities were performed by each sales team member at any given time. And if you are ready to use premium Bitrix24 plans, you can know how close each sales agent is to hitting their sales target

Sales Automation


Bitrix24 comes with mighty powerful sales and marketing automation, meaning your sales team can automate menial tasks that take a lot of time. This is crucial for effective sales team management, because it can totally eliminate human factor by automating lead distribution, follow ups or deal status change.

Then, consider Bitrix24 CRM marketing module. It helps your sales team fill your pipeline with deals and opportunities by running email, SMS and social media marketing campaigns. If your sales process requires appointment scheduling, this option as well as online calendars, are available in the free version of Bitrix24 CRM.

Finally, reporting. In order to improve sales team efficiency and calculate commissions for each sales person, you need sales reports. These too are available inside your free Bitrix24 account.

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

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Basic features

  • 12 sales agents free
  • Unlimited sales agents only $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

Bitrix24 is a full-featured CRM and sales cycle management solution (lead – contact – company – deal). We understand that each sales process is unique, so sale stages are 100% customizable, as are CRM forms that you can alter as you need. Custom fields are free and unlimited. Reminders, birthdays, appointment scheduling, shared calendars, tasks, documents, notes (comments), CRM activity stream, mobile CRM, duplicate entry prevention, product catalog, search filters – these are just of few of the tools that your sales agents will have at their disposal. Learn more

Sales Agent Assignment

Bitrix24 comes with very flexible access rights. You can set it up so that each agent sees only his or her clients. You can create ‘free for all’ lead pool. You can automatically assign leads to sales agents based on arbitrary criteria (such as location, deal amount or product of interest). Bitrix24 has absence chart and business trip requests too. Agent calendars show schedule for each sales rep.

Quotes and Invoices

Quotations (proposals) and invoicing are sales agents best friends. In Bitrix24 they are easy to customize, you can enter your company logo, activate invoice numbering system, use any currency, include discounts and local taxes (VAT, sales tax, etc). Do take a look at our marketplace apps like DocDesigner if you need more customization options. Integration with accounting services, such as Xero, are currently being tested.

Email Marketing

You can manage all your email correspondence with your prospects and customers inside Bitrix24. This means sending emails from CRM, receiving emails inside CRM, where each email will be attached to an appropriate lead or contact. Email templates are available. For full blown email campaign analytics you can use MailChimp app. Email marketing inside Bitrix24 is free and unlimited.

Virtual Call Center

You can also make and receive phone calls to/from the CRM. This doesn’t require any integration and our calling rates are dirt cheap. Most importantly, when someone phones you, the call will be automatically directed to a sales agent assigned to that prospect or lead. If the agent is not available, the call can be forwarded to a mobile phone, voicemail or another sales agent. Phone calls can be recorded, if necessary. You can use your current phone number, rent a toll free number, rent local number in any of the 50 US states or rent international numbers in over 40 countries. 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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