Product
Blog New Proactive CRM

New Proactive CRM

Bitrix24 tips and updates
Bitrix24 Team
2 min
2306
Published: December 21, 2022
Bitrix24 Team
Published: December 21, 2022
New Proactive CRM

A brand-new approach to using CRM


The concept of Proactive CRM means that our system reminds your sales agents of scheduled and unfinished activities in CRM, prompting them to take action.

Proactive CRM is always there to remind you of important things:

  • Things to do
  • Autofocus mode
  • Reminders for activities in Deals
  • Counters for inbound and urgent activities
  • Counters for employees
  • Improved user scenarios 

img_proactive.jpeg

  

Proactive CRM Is Perfect For

Newcomers to quickly get up to speed (prioritize deals / helps to become more proactive).

Experienced sales managers to optimize the sales process (reminders of what needs to be done and when).

Supervisors to track sales team performance (no need to collect complicated reports from your sales reps / see your sales reps’ activity and plans by simply looking at counters).

Enter the first-ever CRM that actually helps sales agents to sell, here is a detailed description of how Proactive CRM works.


More Updates

Deal smart activities (help article)If a deal does not have planned activities, our CRM system will prompt you to create one, so that the deal is not left without your attention for a long time.

New counters of activities (help article). There is no longer a Without activities counter, but a Without activities column in Activities view. With two types of counters: Inbound and Planned.

Most Popular
Transforming Charity Operations: Addiction Family Support's Journey with Bitrix24
Bitrix24 Spring 2024 Live Webinars
Bitrix24's Seamless Drive Integration and Collaborative Editing Explained
Meet Bitrix24 CoPilot Pro
Bitrix24 Summer 2024 Live Webinars
Table of Content
A brand-new approach to using CRM    Proactive CRM Is Perfect For More Updates
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
Product Properties In Deals
Bitrix24 tips and updates
Product Properties In Deals
1 min
Bitrix24 Plans: Which One To Choose
Bitrix24 tips and updates
Bitrix24 Plans: Which One To Choose
3 min