For more macro jobs, you can monitor your sales from lead to deal, pull out detailed reports, and automate those repetitive tasks that distract from your primary goal.
In Bitrix24’s Business Plans, sales tracking software is available for an unlimited number of users and comes with unlimited CRM records and email marketing.
Everything is securely saved in the cloud to keep track of all your contacts and progress with each one. All of this combined gives small and medium-sized teams powerful tools without spending a penny.
In terms of features, Bitrix24 combines a customer relationship management database with tools such as customizable quotes and invoices; emails, telephone, and instant messaging; and powerful reporting for analytics.
It is even equipped with internal team management capabilities to optimize your processes.
When it comes to analytics, this sales lead tracking software helps you boost your conversion rates by identifying strengths and areas for improvement.
You can see activity and sales by agent, leads by stage, sales funnels, or even use customized fields for your reports.
With automations, you can skip a lot of the time-consuming tasks, like changing lead status, sending automatic emails, and assigning tasks to other people and departments.
Bitrix24 consolidates your entire sales process while boosting efficiency.
Your free sales tracking software integrates with other areas of your business, so you can add items to your quotes from your product catalog or select them manually.
Print or email your quotes to customers, and after the deal, upload it as an invoice to your CRM.
With 12 users and 5 GB of storage on the free version, you can store the full interaction and history of your contacts.
Keep track of all new events, from phone calls and emails to meetings and complaints, and each member of your team will be aware of each contact’s history.
Use the project management features to assign tasks, set deadlines, and share calendars with your team. Store all working documents and important company archives in Bitrix24’s cloud system.
Collaborative documents with customizable access rights mean you can fully control your content, both internally and externally.
For internal communications, Bitrix24 offers videoconferencing for those all-important shareholder meetings, as well as group chat and instant messaging for in-team collaboration.
Having all of this in one space improves your capabilities both individually and as a team.
Use your CRM dashboard for a rundown of your most important sales activities.
Each agent can see their own personalized stats, including deals closed, outstanding invoices, pending calls, and much more. As a manager, you can get all this information in one place to plan your working day.
To increase your productivity even further, Bitrix24 allows you to host the software yourself and gives full source code access for customizations or scaling.
For more information, take a look at our sales tracking and sales management manual.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
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.