Free Professional Services Automation Software

Bitrix24 is professional services automation software available online (as cloud SaaS) and on-premise (with full source code access). It works as a virtual office where employees can freely communicate through chats, calls and videoconferences in the intranet space. There is, like in any social network, newsfeed with commenting, likes and picture attachments. Posts can have levels of publicity and are visible only to relevant users, for example, included in a particular work/project group or just mentioned as receivers.

There is a simple employee directory, and every user has a customizable profile. Clients and freelance workers can be added via extranet and get limited access to tasks, calendars, chats and other places. Generally, any access rights can be customized for every tool in Bitrix24.

Task and project management modules allow having an unlimited number of tasks, set deadline dates and even track time needed to get them done. And everyone can find a suitable format with regular lists, Gantt chart or Kanban options. All tasks can be ranked depending on what matters to the user – deadline, responsible person, task creator and other factors.

And because there are CRM and calendar integration, you will be able literally to schedule what you going to do with the inclusion of tasks and even CRM leads. Like, if you need to make appointments with several clients, you can add their cards to tasks and set events in your calendar. And every user can create several calendars for private, group or company usage. Same with task or projects boards and documents.

CRM, by the way, is fully featured and free. There is an in-build contact center with telephony and other integrations. All incoming messages or calls automatically get lead cards or add to a timeline of existing elements. You can run email marketing campaigns, use live chat widget for 24/7 support or set generator of web forms of any kind.