CRM

Reporting just got faster and easier. With our project management tool, you can save a lot of time and energy creating customized reports for clients and management. Since all the required information is centralized to one spot, you can create advanced reports with only a few clicks.

Managing a sales pipeline is a big job. Having a CRM that can track potential customer progress is a great way to let sales teams watch the progress. The better the management of the sales pipeline is, the more successful a sales team can act to help leads through it. With Bitrix24, your teams will have all the tools they need in one program.

Creating invoices is easier with Bitrix24. Not only can our software help create the invoices, but it also tracks hours and projects for individual clients. With all the information in one place, managers and billing can easily communicate prices, view or create contracts, and send off invoices for payment. If a client asks for a breakdown of costs for products or services, it is easily located in the same CRM software for quick reference.

A vital part of capturing leads is keeping the information for tracking purposes. Bitrix24 can help manage your information for better lead management and tracking. Users can watch as leads move through the sales funnel, giving more opportunity to act at critical points. If you need help capturing leads through web forms, Bitrix24 can help with that too. Just use our tools on your website to easily ask visitors for their information.

Communication within a company is key to working as a team. With Bitrix24, there are many channels of communication available to keep everyone on track and informed. From live chats and comment boxes in tasks to built-in telephony services for web calls, there is no reason that team members should not be communicating with each other. If you are looking for multichannel communications with customers, we have just as many options for that too.

Take some work off your plate by using the Bitrix24 marketing automation features. Create an email marketing campaign and use the tools to send them out on a schedule. Create custom task templates to automatically renew every week, month, or build a customized timetable. This way, marketing tasks and efforts are done more consistently and never forgotten.

If your company is small, you may need some extra help. With bots and AI through Bitrix24, your company just gained more resources and hands to help with customer support. Utilizing bots and AI on your website to answer common customer questions through chat features frees up employees for other tasks.

The more data that companies can use, the better decisions they can make. One of our CRM software tools is tracking sales analytics. Sales teams require this data to know what tactics are working, where customers are coming from, tracking leads, and knowing where certain cuts can be made. This CRM software not only helps sales teams strategize but also helps managers work out their budgets for the year.

Take Bitrix24 with you on the go. With our easy-to-use mobile app, everyone on your team can have access to all the features Bitrix24 offers on a desktop from your phone. Having the mobile app gives you more flexibility to work from anywhere at any schedule. Since information can be accessed in cloud storage, it does not take up all your storage either. If your company depends on employees being in multiple locations, being in client meetings, working on the road, or working from home, having access to all the CRM software tools through the mobile app is a fantastic benefit.

Bitrix24 is the CRM tool your company needs to improve its performance. Being more organized is one of the best features for helping companies to improve. There are also more chances for teams to communicate with each other and clients. Sales teams and management like Bitrix24 because they can watch a customer move through the sales pipeline and leverage critical points. With the ability to put notes in the tool, employees are kept current and informed on all client interactions.