Professional Services Automation

With Bitrix24 you can set automatic processes in CRM, contact center and online store. There are also short-cuts from business processes of HR, task and project, document and knowledge management.

Time is money, isn’t it? We share the sentiment, therefore in Bitrix24, you can find a various way 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.

The best thing, that it’s not even everything that Bitrix24 has. You can explore it on your own on the totally free plan or with a 30-day trial of Premium subscription. In addition, Bitrix24 has cloud plans and available on-premise (with open source code access).

* 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

  • Free for 12 users
  • Unlimited users - $99/mo
  • Web-based (cloud) or self-hosted
  • A desktop application or Internet browser
  • Social network interface
  • 35+ free business tools
  • Mobile apps (iOS and Android)
  • API, apps, integrations, open-source code

CRM and client management

  • Unlimited leads, contacts, companies, deals
  • Unlimited quotes and invoices
  • Customizable fields and access rights
  • Web store with online payments
  • Product catalog
  • Contact center
  • Learn more

Task and project management

  • Unlimited projects and workgroups
  • Unlimited tasks and subtasks
  • Task dependencies 
  • Checklists
  • Gantt chart 
  • Kanban style
  • Learn more

Time management

  • Clock-in/Clock out
  • Time tracking
  • Flexible worktime settings
  • Employee workload planning
  • Personal, group and shared calendars
  • Work reports
  • Learn more

HRMS and talent management

  • Company directory
  • Org chart
  • Departments & Workgroups
  • Leave requests
  • Employee profiles
  • Intranet
  • HRMS
  • Learn more

Contact center and internal communications

  • In-built telephony
  • Phone number rental
  • PBX connector
  • Videoconferencing
  • Chats and calls
  • Mail server
  • Social networks integration
  • Live chat widget
  • Webform generator
  • 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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