Top CRM Systems

Looking for a top CRM system? Bitrix24 should be your first stop, and not just because we offer a 100% free plan.

CRM Systems Explained

Lets take a closer look at the top 5 characteristics of an effective CRM system: 

  1. Lead management. A CRM system of this type helps company find potential customers – leads, generate and capture leads, nurture leads and turn them into paying customers – deals. This is also known as a lead-to-deal CRM. Bitrix24 lets you find new customers, capture their contact information and sell them your products or services.

  2. Sales management. The primary goal of this CRM system is to streamline sales process for maximum efficiency. This CRM type usually contains tools, such as product catalogs, quotes and invoices, sales targets and commission management.

  3. Contact management. This CRM type gives all the necessary tools to work with existing clients. Essentially, it’s a database of names, emails, phone numbers and past communications history.

  4. Marketing CRM. The goal of this type of CRM system is to improve marketing efficiency by segmenting existing customer database to reach individual clients with targeted offers via email, SMS, phone, messengers or social media. Bitrix24 lets you automate routine procedures, such as automatically sending notifications, automating email campaigns or triggering specific actions inside the CRM.

  5. Helpdesk and customer support. Maintain a high level of customer satisfaction by providing outstanding customer service experience. Bitrix24 comes with an omni-channel contact center, meaning your clients can communicate with you via website live chat, telephony, email, social networks or mobile messengers. For example, this can be accomplished by communicating with clients in real time via live chat.

* 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
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Best Free CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

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:
9,000,000+ organizations have chosen Bitrix24