Robotic Process Automation (RPA)

Robotic process automation (RPA) is a software technology that helps companies automate almost any business process. RPA optimizes workflows and helps make companies more profitable and flexible.

RPA For Your Business

Set up automation rules for repetitive and time-consuming tasks, which will allow employees to focus more on high-value work. Besides, robots perform work faster than human workers. RPA optimizes workflows and helps make companies more profitable and flexible.

If you wish to increase the productivity and resilience of your organization, consider the RPA provided by Bitrix24. Robotic process automation is available in Kanban boards since the interface is very intuitive.

To create RPA, you will need to add stages and actions that should be performed at every step. This does not require any coding skills. Introducing this technology to your business will speed up the process of document approval, payments, and other operations. All stages are displayed on the screen in real time.

RPA can be broadly used. For instance, if your company operates internationally and you wish to provide round-the-clock client support, you may use robots and artificial intelligence for that.
They can assist with many common issues regarding products and services or collect information on the problem for someone to resolve it later. So RPA might be a valuable tool for establishing long-lasting connections with your customers.

The company offers a full-featured mobile application that is free of cost. You can set up RPA on your smartphone and monitor your workflows. 

Basic features

  • 5 GB of online storage
  • Unlimited deals and contacts
  • Unlimited companies
  • Custom stages
  • Client profiles
  • Timeline
  • Invoicing
  • Kanban boards and Gantt charts
  • A mobile solution
  • Cloud and on-premise editions
  • Multiple external integrations


Sales funnel automation

Setting up RPA for your sales funnel will help you increase marketing productivity. 

Bots can send notifications, emails, and messages to your potential clients. Using RPA will allow your sales team to work with more clients than before. 

This system can significantly improve conversion rates even with your current customer database and website visitors. You can set up RPA for multiple sales funnels and between them as well.


Sales intelligence

With RPA, what keywords and phrases encourage customers to make a purchase or fill out a form.

  • Call tracking
  • An intelligence reporting engine
  • Performance tracking and ROI measuring
  • Keyword analysis in sales intelligence


Smart telephony

RPA is a great tool for providing exceptional customer service. It allows managers to handle calls more efficiently. For this sector, you can create RPA according to your own rules as well.

  • Call routing
  • Call transcription
  • Call recording
  • Call quality evaluation
  • Interactive voice response menus

* 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

  • Unlimited users free
  • Ready to use in 30 seconds
  • Minimal setup
  • Company structure
  • Templates
  • Default and custom BP
  • Cloud and self hosted
  • iOS and Android apps
  • API and open-source code available

Business Process Management

  • BP in the HR system
  • Leave requests
  • Business trips
  • Expenses, purchase and other forms
  • General helpdesk
  • Absence charts
  • Clocking
  • Task management tools
  • CRM tools
  • Online shop automation

Task Automation

  • Task creating triggers from BP
  • Recurring tasks
  • Templates
  • Interval or event recurring tasks
  • Task secuences 
  • Task dependencies
  • Learn more

Contact Center

  • Autodialer
  • Canned responses
  • Voicemail
  • Website widget
  • Integration with bots
  • Automated replies
  • Call routing and transfer
  • Learn more

Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling
  • Learn more

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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