Bitrix24 lets you manage your leads and customers from your browser, no expensive software, lengthy deployment or expensive consultants required. There are several ways leads, prospects and customers get in you CRM. First, you can import them via Excel file. Second, you can enter them manually. Third, can be automatically imported when someone fills out a form on your website (web to lead), sends you an email (email to lead) or calls you (phone to lead). Even if you don't answer the phone, the lead can be automatically created. Lead forms in Bitrix24 are fully customizable.
Email marketing is integrated inside Bitrix24 and is available free of charge. You can send emails individually or do massmailing. You can create custom email templates. You can create email marketing campaigns. You can keep all email correspondence with your prospects and clients inside CRM so that you know who wrote what and then. Bitrix24 also has a free email server inside, which lets you create email addresses for your employees, including using your own domain name, as well as connect to free web based email services, such as Gmail.com, Hotmail.com, Yahoo!Mail and so on.
Integrated web based PBX inside Bitrix24 lets you make and receive phone calls to and from your CRM in less then a minute after you've registered. Again, you don't need any servers, special hardware, IP telephony headsets and so on. All you need is a computer and a microphone. You can use your own phone number or rent a local one in any US state, UK, Russia and several other countries. Toll free numbers are supported. All phone calls are automatically logged inside CRM and are recorded, if necessary. Please watch this video if you'd like to know more.
What is workflow automation aka business process automation? This means leads can be automatically assigned based on where they come from, total deal amount, or currency. Or that a task is automatically assigned when a certain deal stage is reached. Or that email message is sent when a condition is met. Or that a phone call is scheduled automatically. And lots of other things, like expense approvals, business trip requests and so on. Please read our business process manual for technical details.