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Bitrix24 : Sales

Sales

The CRM in Bitrix24 provides a platform to organize and track any interactions with potential or existing clients, partners, agents and other contacts.

Bitrix24’s CRM forms a contact base where the interactions and the histories of contacts are managed and stored. All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interactions can be planned by using integrated tasks.

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Managing interaction

The CRM contains tools to create reports, import/export contacts, carry out analysis, and perform segmentation of the target audience as precisely as required. Incoming contacts or leads can be divided among sales managers, marketing campaigns can be analyzed, and access permissions to any deal or lead can vary depending on its status or other parameters.

The interface in the CRM is convenient and intuitive, and it includes a CRM-only activity stream. This stream is an universal interface that enables actions (notes, emails, tasks, meetings and phone calls) to be initiated on any objects in the CRM from a single point.

Reports and sales funnel

A quick look at the sales funnel gives an immediate account of the transactions in progress and their respective stage. Stages can be added easily and each one appears in a separate line and different color. The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel.

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Dashboards

Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they have won, how many clients have not been invoiced yet, agent’s rating in comparison with other sales team members and so on. Dashboards are currently available for deals and are in the process of being added to all other CRM entities (Leads, Contacts, Companies, etc).

Quotes

  • Customizable fields
  • Customizable statuses
  • Add items from products catalog or manually
  • Flexible taxes and discounts
  • Convert quotes to CRM documents (invoices)
  • Print or email quotes
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Invoices inside the CRM

The CRM in Bitrix24 enables you to create personalized invoices instantly. Clients information from the Bitrix24 CRM is automatically inserted into an invoice – just select the appropriate Contact or Lead.

Products and services that are included on an invoice can be selected from existing items, or you can create new ones on the fly. When done, you can send the invoice directly from your CRM to the client’s email address, save the invoice as a PDF file, and even print it out right from your web browser!

Mobile CRM

The CRM is accessible on the mobile application so you can find the information you need while on the move. Bitrix24 Mobile CRM support the creation or editing of CRM entries and invoices directly from a mobile device. You can use the products catalog, browse client records, and even place calls from your Mobile CRM! Find out more about the mobile application.

Download the application from the Apple App Store or Google Play Market and install it on your phone and/or tablet.

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Emails to clients

Send individual or group emails to a list of leads, contacts, or companies.

Attach files either from your local machine or a document library.

Message templates can be created in the CRM using mail merge, these can be sent immediately or modified.

If the email address of the CRM is used as the return address, responses to the messages will be saved in the CRM and appended to the appropriate CRM object.

Calls to clients

Calls to clients can be placed directly from the CRM using IP telephony via Zingaya VoxImplant. The built-in integration with VoxImplant.Com enables you to place web phone calls directly from your browser or desktop application at lower prices than Skype. You can also record phone calls that you place from the Bitrix24 CRM.

Additionally, it is possible to use IP-telephony applications (Skype, Lync, or other).

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Access rights and roles

You can authorize access to CRM elements in a very flexible manner, dividing them among the company’s employees at any stage of the customer engagement process. Any group, department or individually selected user on the intranet may be assigned a ‘role’ such as Sales Manager, Team Leader, Administrator, etc. Those roles can then be authorized to access elements of the CRM.

Business processes

Leads and Deals can be managed with substantial automation using business processes. A business process can contain any possible actions with CRM elements: sending email, assigning responsibility, setting tasks, etc. Business processes can change the status of elements, fill in fields, and create new elements such as deals.

Check out our video on Business Processes in Bitrix24 CRM. Business processes in the CRM and document library are the best way to make Bitrix24 fit your company’s unique operations. This video shows how to set up a simple, automatic action that sends a notification to a user located using the properties of the CRM object itself.

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Applications & integrations

  • Mailchimp
  • Xero
  • Dropbox, Box, Google Drive, OneDrive, etc
  • Data2CRM (migrate to Bitrix24 from other popular CRM systems)
  • Web forms for any site
  • Helpdesk
  • More

Integration with your website

If you receive leads from your website (if there is an order form or some kind of feedback form), you can feed the leads generated directly into the CRM.

REST API allows you to deliver data into your Bitrix24 CRM from other websites, which was acquired through submitted web forms.

Connect your internet store based on Bitrix Site Manager to your CRM and your sales managers will be able to process orders from your website directly with the CRM.

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