Sales and Account Management software
If you are looking for the best sales and account management software, Bitrix24 is it. Making your first sale is easy. Keeping your customer happy for life is hard. Bitrix24 is here to help.
Most sales and account management software come with the same set of features - client management, billing, product catalog, email marketing, appointment setting, tasks, projects, billable hours, recurring invoices, birthday reminders and so on. Bitrix24 has those features, too, but it also gives you a number of account management features that aren't available inside other CRM software.For example, intelligent routing automatically connects clients to their dedicated account managers when they call you or contact you via email.
You can also create customer portal (extranet workgroup) or dedicated live support channel. A number of real time communication tools Bitrix24 offers is substantial - automatic call back, video conferencing, group chat, visit tracker, and and 35+ other account management tools that will help you build long term relationships with your clients.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
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
Cloud 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
