Free Sales Tracking Software

Free sales tracking software that really improves your office productivity might seem too good to be true, but Bitrix24 is here to make it a reality.

Free sales tracking software

Easy-to-use interface

Bitrix24’s interface is convenient and intuitive, and includes a CRM-only activity stream. This stream is a universal interface where you can project notes, emails, tasks, meetings, and phone calls, and easily see your priorities for the day.

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.

One Tool for Your Whole Team

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.

Create actionable, Detailed Sales Funnels and Reports

A quick look at your sales funnel gives you an overview of transactions in progress and the stage they’re currently at.

Easily add extra steps when needed to hone your process, and get specific with unlimited sales pipelines for different customer journeys.

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.

Track Full Sales Cycle

With Bitrix24, you define your sales funnel and get your team working like a well-oiled machine. Monitor the full cycle, from sales prospect tracking to the final deal and even beyond, to repeat customers or brand ambassadors.

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.

Make Quick, Customizable Quotes and Invoices

Like your reports, quotes and invoices have fully customizable fields and statuses, so you can adapt Bitrix24 to your industry and your personal preferences.

With flexible taxes and discounts, you can easily launch promotions and react to changes in tax law.

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.

Powerful CRM for Ambitious Teams

Bitrix24’s free CRM is a powerful platform that lets you organize and track interaction with potential or existing clients, partners, agents, and other contacts.

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.

Organize Your Team Internally

You can’t have a slick team by solely focusing on your CRM. Bitrix24’s free sales tracking software combines with tools for office productivity to improve your team’s efficiency.

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.

Fluid Communication Tools

As part of your sales software, you’ll have control over a suite of communications tools.

Get your message out there with the integrated email marketing feature before adding a more personal touch with emails and phone calls. Whatever you do, it will all be recorded within your CRM.

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.

Track Progress with CRM Dashboards

With so many features linked to Bitrix’s free sales tracking software, it might seem a bit overwhelming, but once you get started, it will quickly become clear.

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.

Customizable Software for any device

All of the features mentioned here are available wherever you need them. Offices can install Bitrix24’s sales tracking software for Mac or Windows, so you can get started right away.

Your team can download the Bitrix24 app for iOS and Android to their phone, which is perfect for teams that travel, or even just as an interface for quick interactions.

To increase your productivity even further, Bitrix24 allows you to host the software yourself and gives full source code access for customizations or scaling.

Give Your Team an Extra Boost

Sign up today to take your sales team to the next level with Bitrix24’s free sales tracking software.

These professional features on a free platform will unite your team and clear unnecessary obstacles so they can achieve their full potential.

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.

Basic Features

  • 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

Sales Tools

  • Quotes
  • Invoices
  • Product catalog
  • Email marketing
  • Telemarketing
  • Call center

Sales Reporting

  • Activity by agent
  • Sales by agent
  • Leads by stages
  • Sales funnel
  • CRM activity stream
  • Custom field reports
  • Report templates

Unlimited CRM

  • Leads/Contacts/Companies/Deals
  • Calendars & Scheduling
  • Quotes and Invoices
  • Product Catalog
  • Import & Export
  • Currencies and taxes

Sales Team Management

  • Mobile CRM
  • Task and project management
  • Document management
  • Videoconferencing
  • Group chat / instant messaging
  • Shared calendars
  • Workflow automation

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.

Be sure to check out other Bitrix24 tools:
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