Sales Pipeline Software

If you are looking for a free sales pipeline software, you are in the right place. Bitrix24 offers an effective sales pipeline management plus 35+ business tools to help run your business.
Set up processes that streamline your customer journey and exude professionalism. As part of Bitrix24’s overall sales intelligence technology, our free sales pipeline management software lets you link together every stage that leads up to a deal, both within your sales team and in other departments.

Take control of every step from advertising until a confirmed goal and track the progress throughout. You can set up pipelines that continue after your objective to attract customers back to your business, or create separate pipelines for different segments of your database — a huge range of possibilities.


How does sales pipeline software work?

With Bitrix24 you get the tools to structure your work processes, ultimately making your customer journey easier for you and more enjoyable for your clients. Much like a workflow, you can follow it step by step and avoid tasks — and leads — from falling through the cracks.

Identify your customers, set the stages of your pipeline, and connect them all together in Bitrix24. With seamless integrations connecting all your apps on one platform, you can turn your sales process into an example of efficiency while keeping your team motivated.


Set goals and achieve targets

Without goals, you can’t measure your success. Each company and each workflow has its own aim, which could be a sale, a sign up, or an event, and from there you can work backwards to set up the stages necessary.

Bitrix24 allows you to take whatever your objective is and create a pipeline that gets you there. For example, a successful deal could consist of lead generation, an automated email marketing campaign, a personal telephone call, and an invoice. If you find you aren’t achieving your goals, take a look at the pipeline and work out which stages need to be improved.


Keep clear records in your CRM

Bitrix24’s sales pipeline CRM software saves every interaction you have with your customers from first contact to post-sale care. Use this vital information to analyze what works and what doesn’t, and as a springboard from which to launch remarketing campaigns.

You can save all kinds of communication information too, from email addresses and telephone numbers to an array of social media accounts. All of this allows you to pinpoint the most efficient ways to reach your target audience and consolidate your approach. Got multiple different demographics? With Bitrix24’s sales pipeline software, you can segment your database and curate specific workflows for each group.


See the bigger picture of your projects

Bitrix24 goes beyond just being the best free sales pipeline software out there. While your pipeline sets out the roadmap, you still need to find an efficient way of getting your tasks done.

The features of our project management software are seemingly endless and give you the perfect overview of all the tasks that lead to your objective. You can use Kanban boards to see your completed tasks, those in progress, and the ones still left to do at a glance. Share your Kanban view with your team to keep them motivated and to let them know what tasks are coming up.


Make your tasks more efficient with automations

On your project management software, you’ve created your tasks, assigned them to team members, and set deadlines. Bitrix24 can speed up all these processes and more with automations.

Simple reminders that tell you when a task is reaching a deadline give you more control for less effort. Fit dependencies into your sales pipeline software so that new tasks are assigned once previous ones end.

You can even offload assigning tasks to the machines. Every lead that comes in will automatically be paired with a sales agent to save you time and allow your team to react as quickly as possible.


Use automated marketing campaigns to warm up leads

Use Bitrix24 to design automated email sequences that drip feed your users’ information and push them towards a sale. This is a huge part of your sales pipeline, and with a big initial effort, you can save yourself an incredible amount of time from your daily processes.

Draw your users in with content that speaks to the virtues of your product and you as a company. Once you’ve grabbed their attention, add a call to action inviting them for a call to seal the deal. With Bitrix24’s software for sales pipeline stages, your team can be automatically notified when a lead is close to the phone call step, further reducing your admin tasks.


Analyze performance and make adjustments

Your approach should evolve regularly when new communication methods appear, when the style of your content needs a refresh, and when your analytics tell you something isn’t working. With Bitrix24’s sales intelligence software, you can identify weak spots in your pipeline and focus your efforts on modifications or A/B testing for a smoother process.

Delve into the details of each agent’s activity and assign tasks according to everybody’s strong points. This data-driven approach focuses on getting results rather than guesswork, and you can customize your analytics to suit your own business needs.


The same technology across all your devices

Use Bitrix24’s sales pipeline software and all the tools it comes with on your office desktop, laptop, and smartphone. You never need to be more than a few seconds away from your workflows, meaning you can update tasks, review documents, and read emails in no time.

You can stay on top of your whole pipeline with its user-friendly app, and receive notifications so you don’t overlook any stages. Similarly, if you have traveling sales agents, they can sign off their tasks, launch email sequences, and make phone calls without having to return to the office.


Sign up and supercharge your processes

Now you can see what Bitrix24 can offer your company, it’s time to sign up! It’s so easy to use, you’ll start boosting your productivity within minutes. With your new sales pipeline software, you’ll increase your internal and external professionalism and increase your sales as you decrease your workload.

Over 10 000 000 companies have already put their trust in our all-in-one business platform, so it doesn’t matter what sector you’re from, you can upgrade your processes immediately.

 

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Contact center
  • Free customizable fields
  • Free quotes & invoices
  • Free call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Fully Featured CRM

  • Free unlimited customer database
  • Customer history
  • Leads, Contacts, Companies, Deals
  • Multiple customer managers with access rights for each
  • Flexible forms with custom fields
  • Customer birthday reminders
  • Free unlimited product catalog

Contact Center

  • Free unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

Sales 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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