Bitrix24: Agility & Business Collaboration

Bitrix24 is an agile online service comprising all vital tools for running and managing a business. It gives a possibility to transfer and automate all work communications in one single place. Sales data, projects, and all business processes develop and change over time, but they are conveniently concentrated within one comprehensive central platform called Bitrix24.

Bitrix24: Key Details

Bitrix24 is a free CRM system for growing businesses. It features plenty of capabilities that go beyond your standard CRM, including:

• Unlimited leads, deals, contacts;
• Invoices and online payments;
• Pipelines and sales automation;
• E-signature;
• CRM form designer and website builder;
• Calendar;
• File storage;
• Built-in chat and online meetings;
• Online documents;
• Work time tracking;
• Custom access permissions
• RPA and business process automation.

What Is a CRM System?

CRM stands for Customer Relationship Management.

Put simply, it’s an online database with a set of specific instruments helping to:

• Collect customer data;
• Store customer data;
• Manage customer data;
• Develop customer relationships;
• Serve customer requests.

Bitrix24 is not the only CRM system on the market, but it’s one of the most widely used, with over 12 millions accounts worldwide.

Contact Center

Bitrix24 is a CRM system offering a versatile contact center. You get a number of fields to build up a custom list of contacts. You can search, import, and export contacts.

Every contact comes with a detailed description, which is helpful in aggregating data about the clients. The more detailed information you have about your clients, the more secure a deal is.

Contact list does not look like a regular phone book anymore. Each contact in Bitrix24 is connected with sales data and numerous, smart visualization instruments, which makes great value and saves time.

Leads

You can use numerous channels for lead generation. They are web forms, live chats, phone calls, or social media. A CRM can also automatically add the leads for you.

You can also automatically assign your sales agents to the potential customers who need more attention through the Bitrix24 built-in lead scoring tool.

Deals

Another Bitrix24 tool allows you to interact with clients or companies interested in collaborations and transactions with your business.

The deals dashboard will help you learn more about sales opportunities for your business. You’ll know everything about the positive sides of every deal on each stage. It will make your company more sales-oriented.

The deals in Bitrix24 are connected with the contact management system. This way you’ll always be aware of the main information about every client before you arrange a deal.

Telephony

You’ll have to deal with numerous calls while managing your business online. Bitrix24 offers free calls to any of your team members regardless of how remote they are. The service includes more than 58 countries so far.

The enhanced telephony tool solution implies:

• Call tracking;
• Forwarding;
• Routing;
• Transcription;
• Screening;
• Recording.

There’s a possibility to use an automatic dialer. You can also use voice broadcasts and send callback requests.

Benefits you get with telephony from Bitrix24:

• 24/7 phone connection;
• No need to extra equipment;
• Interactive voice response.

Integration with Social Media & Messengers

The best way to get massive social coverage is to connect your business with social platforms and popular phone messengers. Bitrix24 gives you a possibility to:

• Connect to Instagram, Facebook, WhatsApp, and any other popular social platform or messenger for a more fluent and more intuitive interaction with the clients.
• Manage, store and analyze customer interactions in social networks through a single dashboard.
• Measure customer satisfaction through their interactions in social media and messengers.

Apple Business Chat integration is also available with Bitrix24.

Manage Your Team with Bitrix24

Bitrix24 helps your team move together

What we’re getting at is this:

More About Gantt Charts & Kanban Board

Through various view modes, you can easily see who’s doing what in your team and how to improve transparency.

Gantt charts are a perfect representation of project management tools. They show who’s lagging behind in your team, and who’s the main driving force. Here, you can also coordinate tasks and create project schedules.

Kanban is a drag and drop technique designed to visualize and simplify production processes. Team tasks get through changing statuses while being completed. You create a task, someone undertakes the task, someone completes the task, and someone reviews it.

Bitrix24 Is Not Only Communication

As soon as you start using Bitrix24, you get involved in a perfectly arranged set of communication tools that can be integrated into numerous social platforms.

Nevertheless, Bitrix24 is not all about communication. It offers the following tools as well:

Mobile Task Management

Use any mobile device or any mobile platform to:

• Set new tasks for your team and follow deadlines;
• Stay aware of all changes within your company with regular task reminders and notifications;
• Navigate through the business databases with the use of smart search filters.

The mobile application is free to use no matter where you are — at home, in the office or on vacation. Create check-lists, sub-tasks, pick the responsible person and the observers, share roles within your team and tackle the tasks in the process through Bitrix24 mobile application.

Use tags if you have an urgent task that has to be checked frequently.

Knowledge Base

Bitrix24 offers a corporate knowledge base. It comprises articles, documentation, check-lists, how-tos, tutorials, and other content that may come in handy for the team.

Bitrix24 knowledge base:

• Keeps all useful and informative data properly arranged and close at hand;
• Saves time on training new team members;
• Shares mutual experience within the team;
• Helps you find necessary information in no time.

You can easily create, edit, and share images, videos, articles, and any other content to help other users avoid mistakes and get new knowledge. No coding skills are required — Bitrix24 is too intuitive to learn any special skills to share knowledge with business partners.

You can give access to certain pieces of content or restrict it for certain users. Everything depends on the information you’re planning to share.

Drive

Bitrix24 offers online file storage so that you can:

• Create and share data within the team;
• Access this data from any device;
• Integrate your data with Office 365 and Google Docs;
• Configure access permissions;
• Get access to knowledge database from any device 24/7;
• Be sure your data is safe.

Sales Intelligence

Bitrix24 Sales Intelligence is about convenient analytics tools. It’s a built-in function, and you don’t have to set up anything extra.

With Bitrix24 Sales Intelligence, you’ll be able to:

• Collect instant data about your finances and other metrics;
• Follow clients’ feedback on all levels;
• Calculate the monetary value of your business investments.

You’ll finally learn more about the motivation of your customers, which will help you optimize your marketing efforts.

You can easily connect all social networks, platforms and sites with Bitrix24 and make the system track your strong and weak points.

Bitrix24 Sign

Get any document electronically signed with your CRM effortlessly. It’s the final push your agents require to close the transaction and deal with the sale.

• It’s a fast and secure method of sharing links through SMS or chat messengers;
• It saves personal e-signing templates.
• It automatically creates and attaches signed documents.

CRM Payments

In Bitrix24, multiple payment systems are available, and the payment processes are the same for all of them. You can connect your merchant accounts to the integration apps for seamless incorporation of standard payment choices.

You’ll find complete guidelines on the official website, where you can get detailed info on suitable account types and verification procedures.

If you are planning to receive payments from your clients, you’ll have to get a verified business account.

• You can get e-invoice payments;
• You’ll receive Online Store payments;
• You’ll officially earn from Deals;
• You’ll get access to chat-enabled Sales;
• You’ll use CRM + Online Store;
• All payment systems in CRM forms will be available to you.

Mobile CRM

Bitrix24 is a substantial, comprehensive mobile CRM where you can handle customers and sales.

This tool implies:

• Team management (simplified online communication, planning, and reports);
• Client management (deals’ control on all stages);
• Sales management (tracking your team’s key performance indicators).

Inventory Management

Using Bitrix24 CRM will help you manage your inventory, warehouses, and sales. Obtain full control over the sales process, on all order stages.

• Manage stock and inventory through omnichannel sales support;
• Complete CRM integration helps to control your inventory real-time;
• You’ll always have your mobile ready to make adjustments through the Bitrix24 mobile version.

Sales Automation

Bitrix24 is more than a CRM system and lead management software — it also builds custom workflows, automates leads, manages deals and partners, communicates with clients, and much more. Bitrix24 is a self-hosted program.

With sale automation system you’ll get:

• Contact Management;
• Sales Analytics;
• Enterprise Messaging;
• Team meetings;
• Client meetings;
• Sales force engagement tools.

ROI Reports

ROI stands for Return on Investment. It’s one of the chief measures helping you understand whether your business is efficient or not. It measures the amount of return on an investment.

Bitrix24 shares info on how you spend your money, and how your business manages to generate new clients in real time.

You’ll get all numbers and stats. You’ll also receive detailed breakdowns for all deals so that you could track your clients’ activity, starting from the first interest and finishing with the purchase of your product or service.

If you want to know how effective your sales are, Bitrix24 Sales Intelligence will help. You’ll learn more about the ad traffic determining which sources have the highest deal conversion rate among your sales representatives.

Bitrix24: Bottom Line

Bitrix24 is partially similar to numerous CRM platforms, but it’s got something that makes it stand out. The price, functionality, and integration are so appealing that none of your team members will worry about your increasing bills.

The application can be paid monthly or yearly, depending on your needs. There are also several plans, starting from a FREE option and finishing with ENTERPRISE one.

Let’s have a look at the plans available.

Bitrix24 is an efficient CRM tool acknowledged worldwide. It will help you run the business even if you have no idea where to start.