Professional Services Automation

Time is money, isn’t it? We share the sentiment, therefore in Bitrix24, you can find various ways to save your time with professional services automation. It shows in small templates for recurring tasks and events. No need to create from a scratch, if you can copy what you had and alter according to new circumstances. Same with workgroups and projects. Use templates and change only key fields. You can extend this even to knowledge and document management.

The same idea is in our HR tools, where you can just fill the form you need. Templates cover all main HR issues, and you can create specific forms for your company. Reporting and workload management get easier with time and productivity tracking. Check which agent works more with higher efficiency, and who does less. You can even track time on tasks by hours, excluding weekends and holidays. It is convenient in working with freelance users, that you can add to the company’s intranet with limited access. So, they will be able to work with tasks and communicated in chats and make calls, participate in videoconferencing.

And, of course, there is professional services automation in CRM and business processes. Set triggers and rules, when you deal with clients. They, for example, will get automatic invoicing or quoting or notifications that their order is received and processed. Path of the client through all deal stages can be supported with automatic extensions. In the contact center you can create forwarding of incoming messages, voicemail, canned responses and much more. In an online store, you can establish rules of payment automatization or discount application. Bitrix24 has cloud plans and available on-premise (with open source code access).