Bitrix24 crm contacts. What is CRM, in general, and Bitrix24.CRM, in particular? Email connection

The concept of CRM (Customer Relationship Management) means that disparate business tools are combined into a well-functioning system. Instead of Excel tables, instant messengers, a lot of documents and running around offices, there is only one service. It includes programs for collecting customer data, managing deals, monitoring managers, analytics and forecasting. It simplifies the routine, speeds up making the right decisions and eliminates mistakes.


  • The advantages of using such systems:

    • A single database of customers and contractors, which stores all the collected data.
    • Transparency and control over the work of the sales department. It is immediately clear who is responsible for what tasks and at what stages of the transaction.
    • Accounting and analysis of statistics on the movement of orders. You can quickly determine whose fault the order failed, analyze the reasons and draw conclusions.
    • Based on statistics and analysis, you can predict revenue and plan the development of an enterprise.


  • Sales department automation and control

    Bitrix24 includes a database of leads, contacts and companies. The related transactions and tasks are handled by standardized procedures in the form of semi-automated business processes. With their help, you can organize letters, calls, invoicing, adding items and assigning people in charge.

    The head of the department at any time sees the dynamics and results of work of subordinates. For each operation, you can find out the time spent on it and track problem stages, set up a "sales funnel".

    Each CRM manager calculates performance indicators and compiles a summary rating for them


  • Integration with accounting

    Bitrix24 and 1C-Enterprise exchange data automatically. Sales department employees work only at current prices, warehouse balances and payments. The possibility to write out goods that are not in stock or sell a position at old prices is excluded in principle.


  • Mobility

    The leader cannot waste time. It uses any waiting for control and orders if the mobile version of CRM is installed on the phone. Receives a report, appoints a person in charge, orders to issue an invoice to the client directly from the traffic jam or queue at the tax office

    Our mobile application allows you to quickly receive information on new leads and deals, and fully manage the product catalog, customer base, tasks and plans.



  • Analytics and forecasts

    The collected information not only simplifies the day-to-day customer experience. Analysis of various indicators gives grounds for correcting and forecasting sales plans.

    Bitrix24 includes 8 reports in different sections, including the "sales funnel", the amount of contracts, payments, forgotten and current transactions. Using the visual designer, you can create your own complex reports.


  • Safety

    Private enterprise information systems are full of trade secrets. Customer contacts and contract details must be strictly confidential. Bitrix24 restricts access according to user roles (subordinate, head of department, director, administrator, etc.), as well as by groups, departments, departments and specific employees.


  • CRM types

    Bitrix24 is universal. It includes the functionality of 4/5 of the well-known CRM customer relationship management systems.
    • Automates the operational processes of marketing and sales, like SFA systems;
    • Supports customer service like Service Desk;
    • Provides a single interaction with subscribers' requests coming through various channels (voice telephony, website, e-mail), like Contact-center;
    • It accumulates transaction data, stores and organizes it, and also provides intelligent processing of indicators, like analytical management systems.


Bitrix24.CRM requires no investment!

Bitrix24 functionality provides everything that is necessary to organize the company's activities. The tools are tightly coupled, which means you don't have to switch between multiple services. No additional software required. You don't need a long painful implementation. You can start working immediately after registration. Any browser is enough.


Free and unlimited!

Tasks and projects in Bitrix 24

With Bitrix24 you can fully automate the work of a company. Checklists and task templates, document and filter constructor - a huge number of convenient tools will help you make the company's work even more efficient. Assign tasks to subordinates, evaluate work, take into account the time spent, plan deadlines in the Gantt chart. Develop a motivation system based on reports. Make appointments with clients and planning meetings on calendars. You will always know what your employees are doing and where your team is heading.

Collaboration with documents in Bitrix24

Documents are created in order to work with them - to make changes, supplement, correct. Therefore, the organization of work with documents is very important for the overall efficiency of the company. Discuss, make edits, see the history of changes, use smart search, coordinate and approve documents right in your Bitrix24.
With Bitrix 24 you can save a lot, since you no longer need to purchase office software! Cloud file storage Bitrix24.Disk is integrated with GoogleDocs and OfficeOnline and allows several employees to simultaneously work with documents right in the browser.

Planning in Bitrix24

Do you want the process of planning working hours in your company to be simple and efficient? Combine personal calendars of employees and teams - and tasks on one calendar grid. Turn on reminders for upcoming events - the system will remind you of them.
The absence schedule will help you plan vacations in the company so that the absence of employees does not affect the overall work.
Hold meetings and planning meetings, invite attendees, and schedule a time and place for the meeting. Participants see the agenda of the meeting and add reports on their own. The results of the discussion are recorded in the minutes, following the results of the meeting, tasks are immediately set for the employees.

Business processes Bitrix 24

Bitrix 24 provides a simple and convenient creation of business processes and their management in any organization. You can work with standard operations or customize your own. Payment of invoices, accounting of internal and outgoing documentation, execution of applications, invoices - now these operations will not take too much time. With the help of the settings, you can correct the operation of the system according to the internal order and mode of operation. Business automation has never been so accessible, Bitrix24 business processes significantly increase the efficiency of the company's employees.

CRM in Bitrix 24

CRM Bitrix24 is a convenient system for managing relationships with customers, partners and suppliers, a guarantee of excellent sales and increasing business efficiency. Store contacts, write letters and make calls, conduct transactions, issue invoices and analyze the "sales funnel" in Bitrix24 CRM, while the CRM system records the entire history of your interaction. CRM system Bitrix24 provides endless opportunities for building long-term relationships and satisfying any requests of your customers. For 12 employees, you can use the Bitrix24 CRM system for free. If this is not enough, use our Bitrix24 promo code

CRM Bitrix24 is easily configured to work in any company, has an intuitive interface and convenient presentation modes in the form of lists and kanban.

CRM marketing in Bitrix24

Website builder in Bitrix 24

Create websites and landing pages in a simple and convenient Bitrix24 website builder to promote goods, services, events, for your company or for customers.
The Bitrix24 website does not need to be specially integrated with CRM, it has already been created inside the CRM. All contacts of customers who write to you from the website or call you are immediately entered into CRM and get into the work of managers.
Choose a theme, easily change texts, backgrounds, images, add the ready-made blocks you need from the catalog. You will immediately see how the site will look on a computer, tablet, smartphone, the site is adapted for all resolutions and devices. It is SEO-friendly and ready for indexing by search engines.
Bitrix24 sites are hosted free of charge in the bitrix24.site domain. You can also link any of your domains to the site!

Mobile app

    How to choose a 1C-Bitrix: Site Management license that suits me?


    The product "1C-Bitrix: Site Management" includes 4 licenses - "Start", "Standard", "Small Business" and "Business". Take a look at a convenient detailed comparison table of licenses, which clearly shows the functionality of each of them.

    2. Contact our partners for improvements. How to choose the right developer is described here.

    3. You can also upgrade to an older license that contains more advanced features.

    Does 1C-Bitrix have a subscription fee?

    There is no subscription fee.

    Within a year after purchasing the 1C-Bitrix software product, you can download and install all released updates for your license for free. After a year, if you want to continue receiving updates, you will need to purchase a renewal license.

    Grace renewal
    After the expiration of the update period, you can renew them at a preferential rate within a month for 22% of the price of your license. The update period is extended by exactly one year from the end of the previous period.

    Standard renewal
    If more than a month has passed, you can purchase a standard renewal for 60% of the price of your license. As soon as you renewed the license, updates become active for one more year. You will be able to download and install the latest updates, as well as any and those that came out of the previous period.

    How long is the license valid?

    After purchasing a license, you can use all its capabilities for a year.
    Even if you do not purchase a renewal for the next year, then after a year of license activity, the site will not shut down and will continue to work.

    After paying for the right to use the program, you simultaneously receive two licenses:

    1. Standard - it allows you to use the product, receive updates, install solutions from the Marketplace. Its validity period is one year. After that, an extension is required.

    2. Limited - which gives the right to use the product without access to updates and solutions from the Marketplace. The limited license is not granted under a written agreement, but under an EULA (End User License Agreement) and does not count towards accounting. Its purpose is to confirm the legality of the use of the software product by the client after a one-year period.

    The term of the Limited License coincides with the term of the exclusive rights to the software product (according to Article 1281 of the Civil Code of the Russian Federation).

What you need to know to stay ahead of the competition:

  • how to quickly implement CRM into work,

    • How to work with a client in CRM,

    What are the settings for deals and multi-funnels,

    How to work with online accounts,

    How to distribute access rights,

    What are business processes,

    How a mobile app improves your productivity.

What is Omnichannel CRM?

There are different ways to conduct sales and negotiations with customers: by phone or in a messenger, on a social network or through a website form, by e-mail or in person. Interacting, you accumulate data about the client, about the meetings held, use some services, as a result, the information is stored separately. But you can connect CRM to all this, which will automatically collect and save all the information received for you.
CRM is an essential part and it is closely interconnected with other portal services. Thanks to this, for example, when setting a task, you can immediately indicate which client it is associated with. In addition, you can attach documents or customer cards to CRM, set up business processes for processing incoming or outgoing leads. There is also a full connection with telephony, which allows you to record all telephone conversations with clients.

Connecting connectors and collecting data

For CRM to become your indispensable assistant, it must be connected and properly configured. Where to begin? First, you need to choose connectors - the services through which you will receive the contact information of your potential customers. The first is email.

Email connection

On the left in the menu bar, select "CRM", go to the "Mail" item and on the opened page select the last tab "Mail services":



You will see a list of email services that can be connected to your CRM.
Select the service in which the mail through which you are in correspondence with clients is located, and on the open page:
  • enter your mailbox login and password,

    • Check the box next to "Link to CRM"

    Check the box next to the "Collect data for ..." parameter: please note that here you yourself choose the period for which data will be collected from your mailbox. (Note. You can collect data for the entire time only if you have an upper tariff connected, by default it is selected “3 days in advance”),

    Enter the list of addresses that need to be excluded from processing and do not need to be entered into CRM,

    Click the "Connect" button.

After a short time (up to five minutes), all data received from your mailbox is uploaded to the "Leads" section. Remember that Lead is not a client's card yet, but information that you can “catch on” and get a client in the future. Simply put, Lead is a cold contact that has yet to be worked with.

Connecting social networks and messengers

Another popular and modern way of communicating with potential customers: social networks and instant messengers. This is convenient for the client, but not always convenient for you, since all information is stored separately, and in order to access it, you need to enter dialogs with clients in social networks or instant messengers again and again. Of course, you can manually transfer data to CRM, but it will be a waste of the manager's time. It is much easier to immediately connect CRM to your page on a social network or messenger.
To do this, in the "Company" section on the left menu, go to the "Open Lines" subsection. On the page that opens, select the "Create a new line" item. You will be presented with a page that needs to be filled in and configured:




Using the fine-tuning of an open line, you can set up automatic lead creation, assign responsible employees, set up the queue and distribution of messages between employees, select the necessary actions for processing unanswered messages, set up the working hours of an open line (for example, from 8.00 to 17.00), etc. etc.
Enter the name of the open line so that later you can see where the client came to you from. Scroll down the page and select the required communication channel from the list (online chat, Telegram, Vkontakte, Facebook, Network 2.0, Viber - the list will be gradually replenished), for example, Vkontakte:




To connect a social network, you need to be an authorized user. After you click the "Connect" button, you will see a list of groups where you are an administrator, and you will be able to choose: connect a personal page or a group (public page). In the dialog box that opens, allow the portal to access messages on the public page.
The main advantage of this integration is that you can instantly respond to customer messages, as you receive them directly in a business chat, and your customer sees the response in a social network or messenger.




Please note that in the business chat you have several additional functions. At the top, where the contact details are indicated, there are two hint indicators: CRM - means that this contact has already been entered as a lead, and the icon of the social network or messenger from which you receive the message.
You can:
  • invite one more interlocutor to the dialogue - an employee of the company who will see all previous correspondence with the client, even if he joined in the middle or at the end of the conversation,
  • forward the current conversation to another employee,
  • pin the dialogue so as not to search in the future in the chat contact list,
  • go to CRM to view customer data,
  • end the dialogue,
  • view message history.
You can also enable hidden dialog mode by clicking on the icon at the bottom of the chat dialog box. In this mode, you can discuss the issue with the employee before giving an answer to the client, while the client himself will not see your correspondence. In addition, you can send documents and images, emoticons, etc.

Phone connection

In order for your CRM to be replenished with telephone numbers of potential customers, use the Telephony service. To do this, select the appropriate menu item on the left and go to the "Room Management" page, where you can choose a method convenient for you:




You can:
  • link your number - you already have a corporate number,
  • rent a room from an operator,
  • connect your own PBX.
Let's consider one of the most popular options - "Rent a room". Click on the "Connect" button in the corresponding window. You will be able to choose a number for the country, and if you are in Russia, then for each city. After the number appears, next to it you will have a button "Configure number", where you can:
  • process the extension number,
  • check the number against the CRM database (if the number is found, automatically create a lead),
  • set up a queue,
  • configure handling of unanswered calls,
  • enable recording of all calls,
  • include service quality assessment,
  • set up the working hours of the room,
  • ringtones.
All your calls will be automatically recorded and the records themselves will be attached to the lead, in the future you can listen to them by going to the corresponding menu.

Connecting the form to the site

One of the mandatory elements of the site is a form of feedback or contact with the company. It can also be connected to CRM and even created directly on the portal. Go to the "CRM" section and select "CRM-forms". On the page that appears, select "Create Forms".
All the fields that you fill out in this form are already integrated into CRM, that is, in the future you will see them already in the customer card, lead, etc.
Fill in the headings field: the first is your internal one, the second is the one that your potential client will see. Select the required fields from the side menu: first and last name, phone number, e-mail, etc.
You can also customize:
  • message color,
  • button label,
  • appoint a responsible employee who will process this data,
  • what to do with this data (create a lead, client, deal, offer, account),
  • required fields for filling,
  • background and shape type,
  • license agreement or rules (for example, consent to the processing of personal data),
  • actions after filling out the form: upon successful completion of the form (for example, say “thank you”), redirect to the previous page, if the form is not completed successfully (indicate what to do).
After saving the form, you need to make it active - on the form creation page, enable the bear. When a customer fills out a form, a lead is created, or a customer is entered, the responsible employee receives a notification.
Also, when creating a form, you receive not only a link to its web version, which you can provide to your client, but also below in the "Links and Codes" section - a code for embedding the form on your existing site. It is enough to copy the script and paste it into the code of your site.

Connection 1C

You also have the opportunity to transfer your clients from 1C. To do this, select "1C-Bitrix24" in the menu on the left and follow the prompts of the connection wizard that will appear on the page that opens. You will need:
  • download and install the 1C + Bitrix24 module,
  • link 1C with as shown in the picture of the master,
  • enter the specified key,
  • fill in two fields.
Important!
This is a one-way connector: data is transferred only from 1C to , everything that you will fill in the future in the opposite direction, that is, in 1C, will not be automatically entered. There is a separate integration of 1C and that works both ways. This feature is available at higher rates.
These are the most common connectors, the list of which will be gradually expanded and supplemented. You can also manually fill in actions that have been performed in various services, for example, specify an appointment: date, time and result. In the future, you can view this information in the customer card and lead, if it was created.

Working with contacts in CRM

After configuring the connectors, your CRM will gradually fill with contacts, which, depending on the specified settings, can be leads, contacts, companies, deals, offers or invoices. In the future, by going to the appropriate section, you can customize the contact card. Cards in CRM are fully customizable, that is, you yourself choose the fields that you need and give them names. To do this, go to edit a contact and click on the "Add field" button at the very bottom of the page.
CRM allows you to convert a lead into a contact (for working with individuals) or a company (for working with legal entities), a deal, offers and invoices. To do this, open the lead and in the right corner click on the arrow next to the item "Create based on". Select the required action from the drop-down menu.




After that, a customer or company card will appear in the appropriate CRM tabs (depending on the action you selected). Then you can edit the card, add a deal or offer to a contact or company, issue an invoice.
When conducting a transaction, you can set its status, which will indicate at what stage it is. You choose the stages of the transaction yourself in the settings. To do this, in the upper right corner, click on the "Add direction" button, select the required deal, go to "More", "References" and select those steps and transaction statuses. In the future, when you create a deal, in the menu above you will already have the name of the deal, and by clicking on the plus sign, you will create exactly the deal you need.

Viewing statistics

A convenient way to analyze your trades is multi-funnel. To visually see at what stage the deals are, go to the "Reports" tab.




Use the filters and set the period for which you want to view statistics. Multi-funnel reports can be viewed across all CRM sections (leads, contacts, companies, offers, deals, invoices).

CRM billing

When you have processed a lead, converted it into a contact or company, and done the appropriate work, you arrive at a deal or offer. The logical completion of a transaction or the implementation of an offer is a sale, one of the stages of which is invoicing. To invoice your clients and companies, you need to perform basic settings: fill in the details.
Click the More button and select Settings and Payment Methods. On the page that appears, enter all the necessary data (if you have different accounts for legal entities and individuals, you can set up two different payment methods).
On the page that appears, you fill in the bank details, add a logo, facsimile and print scan and save. After your template is saved and all the data is entered correctly, go to the invoices tab.

Go to the list of invoices and click on the "Issue an invoice" button.
On the page that opens, fill in the fields:
  • subject (for what payment),
  • status,
  • payer (company or contact from the list),
  • payment method (such as bank transfer),
  • choose a product from the catalog.
And be sure to save your account.
You can print the finished invoice, save it in PDF, send it by e-mail.
You can also get a link to the generated invoice and provide it to your client. The main convenience is that the client can not only save and print such an online account, but also pay through the payment service you have connected.
You can connect and configure a payment service for paying online bills in the CRM settings - "Payment Methods". In the same place where you entered your bank details for payment (for bank transfer), you can select "Yandex.Money" and "PayPal". On the page that opens, fill in all the fields yourself: you can get information from payment systems.
You can also link your invoicing to a CRM form. Go to the creation of a CRM form and to the contact fields (first name, last name, phone number, e-mail), add fields from the "Account" category. After filling out such a form, the client will immediately receive an invoice for payment through the selected payment system.

Distribution of access rights to different CRM elements

When company managers perform different functions and have different responsibilities, it is important to distribute access rights between them. Go to the CRM settings, select "Rights", "Access rights". On the page that opens, you can configure the rights for each manager in accordance with his role: manager, department head, director, general director. You can also add a role yourself.
By choosing a role, for example, "Manager", you can flexibly and finely configure access rights for each manager who works with leads, deals, companies, offers, contacts in a specially designed interface.




By choosing a value for the CRM entities, you can allow the manager to see your own and others' deals, add, change, delete, export and import entities - both your own and other managers. Thanks to the variety of customization options, you can combine managers, for example, if you have several employees in a pair. You can also deny access to some functions.

CRM automation

One of the main advantages of CRM is that it can be automated. For example, set up the automatic creation of tasks when a lead appears, or set up the distribution of deals between your managers (for example, up to a certain amount of customers is served by one employee, and above - by another). To do this, go to the CRM settings, select "Automation" - "Business Processes". You can set up business processes for leads, contacts, company and deal. In the constructor, you create a business process template, according to which, when a new lead appears, your employee is automatically assigned a task,
Attention!
Business processes are only available at the top cloud plans .

Mobile app

As a rule, not all employees have the opportunity to constantly be near the computer during the working day: field visits, meetings with a client, etc. The mobile application will always help you stay in touch, communicate with customers and fully manage CRM .
The mobile version allows you to perform the same actions in CRM as the full version for PC: create and process leads, conduct transactions, issue invoices, view statistics and analyze the work of employees.

Thus, the CRM system will become your reliable assistant in doing business. Everything will be collected and conveniently structured in it: history of correspondence with a client, important information (contact information, notes on negotiations, etc.), transaction statuses, conversation records. You will be able to issue invoices to him and keep track of their payments, analyze transactions for a selected period and assign roles between managers, and even automate work thanks to business processes. A mobile application will help you constantly monitor the work of the team. significantly saves your time, integrates into a large database of customers and contractors, allows you to quickly respond to customer requests and analyze the entire company.

Bitrix24 (Bitrix24) is more than a CRM system, Bitrix24 is a software and hardware complex that serves to create a unified workspace of a company in which employees communicate; share their thoughts; prepare, exchange and approve documents; set tasks for each other; conduct transactions; process incoming requests from clients from the company's website and emails; create and review work instructions; arrange planning meetings; communicate by text, voice and video chat; make reports to the manager on the work done; receive calls and make them to clients; make plans and make appointments; compete in activity within the portal; work within the framework of automated algorithms incorporated during the implementation of the system and much more.


Let's take a closer look at each of the tools of the Bitrix24 CRM system.

Contacts and companies in Bitrix24 crm

Within the entities Contacts and Companies of the Bitrix24 CRM system, the contact information of your customers is stored and edited.

The Contacts entity is used to store information about individuals. If a company sells products to end consumers, then this entity will reflect the company's customers. If the company operates on the B2B system, then the Contacts entity will contain information about the contact persons of the companies.

The essence of the Company contains the contact details of the clients of legal entities. Both of these entities are very similar in appearance. They contain fields with data (phones, addresses, types, e-mail, responsible, etc.). If you lack some of your own value, then you can always add and use it for reading, in business processes and other entities ...

This figure shows a list of companies. It displays standard fields. If you need, the list can be customized to suit your specifics by making the required fields visible.

The built-in filter system will help you to select companies by any fields and conditions.


Order a consultation

Bitrix24 has a built-in corporate social network where employees can discuss work issues, vote, exchange opinions, and report important news about the company. When using this tool, the question no longer arises of how to make sure that all employees are familiar with the order or order of the manager. The system automatically detects everyone who opened such a document.

Using the functionality of social. networks in Bitrix24, you no longer waste precious time on transitions from department to department in order to collect the necessary information or coordinate your further actions.

Transfer files, attach pictures, videos to the discussion. Track a topic that interests you in order not to miss important information or valuable opinion of your colleagues.

Leads in Bitrix24

Lead (lead, target lead) - a potential client, in one way or another, reacted to marketing communication. There is an entity Lead in the Bitrix24 CRM system. It can be used for different purposes.

In Leads, you can collect requests to the company's website for further processing by managers. A lead can be created after a missed call from a client to a company, as well as a lead can be generated from an incoming mail to a mailbox registered in the system.

In the Lead system, you can solve various issues, ranging from purchasing to technical support for your products. The Lead entity has a status field, which is an indicator of the work progress and clearly informs the stage at which each request to the company is located. Lead contains fields with product content, contact details of a potential client, and if you wish, you can convert data from a Lead into a Deal, or simply enter contact information in the Company and Contacts entity.

Lead, however, like other entities, has an employee responsible for its implementation. Within Lead, you can create events and send Offers.

Order a consultation

suggestions

In the Bitrix24 CRM system, the Proposition entity serves as an intermediate link between the Lead (contacting the company) and the Deal (carrying out activities closely related to mutual settlements). Not all companies use the offer functionality; often, Lead is immediately followed by a deal. If your company requires a long-term agreement on the price of a product or you need to describe the characteristics of a product and its competitive advantages, then it will be difficult for you to do without this functionality.


As well as other entities of Bitrix24, Proposals have a status by which it is easy to determine the state in which this or that document is located. This helps a lot to track the speed of work of both company employees and customers. Within the framework of the offer, you can also create your own fields to reflect any service information. From the Offer, unlike Lead, you can invoice your client for payment. The generated document can be immediately sent to your client's mail from the Bitrix24 service.

The essence of the Transaction in the Bitrix24 CRM system has one of the most important values, since it exchanges information, and displays all the data on the current workflows related to financial issues.

Deals have standard fields in which you can enter the necessary data, link directories of existing contacts and companies. With the help of connections within the Bitrix24 system, you can link other entities to deals (Lead, Offer, Account). This allows you to study in detail the course of the transaction from the moment of circulation to the moment of the end of the transaction.


Within the framework of the essence of the Deal, you can build various business processes of the company. If we take the type of transaction as a basis, then it is possible to organize not only the sale of goods, the provision of services, but also the purchase of goods and the consumption of services of third-party organizations. By using the filter system, you can always separate the deals you need from the total mass. Tasks and events in the calendar will help you control the execution of transactions.

Order a consultation

Bitrix24 Accounts

The essence of the Account is classic in any CRM system, in this case Bitrix24 is no exception. Within the framework of this functionality, you can draw up a document and print it for presentation to the client. After registration, you can immediately send it by e-mail. If you have entered the facsimiles of the signatures of the responsible persons and the seal of the organization into the system in advance, the document will be created already signed.


The account, like other entities, has a status that reflects its current state. If you have 1C Trade Management or 1C Accounting, then on paid Bitrix24 tariffs you can set up the exchange of information regarding bill payments, which will automatically change the account status.

In practice, this is a very convenient mechanism, especially for companies in which there is a large workflow.

Reports and sales funnel

There are many reports in the Bitrix24 CRM system that allow you to analyze various data. Even standard reports are quite enough to cover most of the emerging needs of managers at different levels. If some report cannot show the necessary information, then you have the opportunity to create your own.


One of the main trade reports is the Sales Funnel. If you want to familiarize yourself with its capabilities in detail, you can do this.

The second most important report is the "Completed by managers" report. This report in the Bitrix24 CRM system allows you to display general information about user actions.


Based on this report, you can draw conclusions about the performance of the sales department, because Before the conclusion of transactions, it is necessary to go through many stages and perform many actions (calls, meetings, letters).


In this video you can get acquainted with the general description of work in the CRM module of the Bitrix24 system.

Order a consultation

Bitrix24 Disk

The Bitrix24 CRM system has a full-fledged storage of all files. It is a great tool that allows you to sync your work files across multiple locations. Bitrix24 Disk allows you to attach files located in popular storages Dropbox, Google disk, Yandex disk, Box, OneDrive to your workspace. There are many advantages in Bitrix24 disk. Firstly, this functionality allows you to control file versions and you can always track the history of changes. Secondly, you can edit files even from the portal using the functionality of Google or MS online at the same time by a group of employees.



Thirdly, Bitrix24 disc has the ability to approve and coordinate documents. This is especially important for certain types of businesses. Fourthly, you can manage access rights to files at the level of departments, departments and just individual users.

IP telephony

Bitrix24 is one of the few CRM systems that has built-in IP telephony. It should also be noted that Bitrix24 has the ability to integrate any third-party telephony. This means that if you currently have IP telephony from another provider and there you rent a city number, then you can connect it with the Bitrix24 portal completely painlessly. At the same time, you get an excellent opportunity to write conversations and add information about calls in the entities of the Bitrix24 CRM system.


In this system, you can transfer incoming and outgoing calls to other specialists during a conversation, and during a conversation it is possible to create the entities "Contact" and "Lead" for the convenience of the manager.

For example, a client calls you and asks to clarify the availability of any product and the manager during a call creates a Lead entity, fills in the required fields and transfers this information to interested parties for further processing. As a result, a Lead is created and it will contain information filled in by the manager, and a conversation record will be saved (if this option was enabled).

Not so long ago, the system added the ability to connect landline IP telephony devices for the convenience of users. And now you can make calls from familiar and favorite devices.

Order a consultation

Business processes

There are few products on the CRM systems market that, at the moment, can boast a high level of "flexible" automation. It's about business processes. Many companies are switching to the process type of activity management, because the classical functional diagram (hierarchy) is already outdated and does not correspond to modern realities. Today, maximum speed and coordination of personnel is required in order for an enterprise to withstand competition, since in many niches it is already quite crowded.

Bitrix24 is a CRM system that already has on board a flexible system for building business processes by setting tasks and controlling the passage of documents, transactions, etc. entities.


If earlier it was necessary to constantly monitor the conduct of the transaction, tug at the manager in order to clarify the timing and progress of the sale process, now with the functionality of business processes you calmly deal with your functionality, and the system itself controls the correctness of business and compliance with the deadlines. If the deadlines are violated, the system will notify you of this.


Business processes are more than just control, business processes are the ability to perform calculations and receive arbitrary data according to specified parameters. You can read a little more about the functionality of Business Processes

Calendars

Bitrix24 has a multi-level calendar system, in which you can record such events as tasks, appointments, calls, letters. Calendars are present within the project (interest group), intranet group, employee's personal calendar. At the moment, Bitrix24 has a very convenient function for integrating third-party calendars into a CRM system. You can attach your calendar to the portal and add important events to it so that they are reflected in your usual phone interface.


You can read more about the functionality of calendars and scheduling.

Order a consultation

The structure of the company

CRM-system Bitrix24 has the necessary tool for personnel work, which is called "Company Structure". This tool allows you to graphically create a hierarchical structure of subordination and interaction of both departments, divisions, and individual employees within the same company. Based on the structure of the company, subordination is built, and with it the rights of access to documents and entities within Bitrix24.



This tool will be appreciated by all new employees of the company who have just arrived and do not yet have all the information about who is responsible for what and who can be contacted in the event of a problem situation that is beyond their competence.

Mobile app

Heading for a meeting or business trip? Take with you a mobile phone with your Bitrix24. The main functionality is available on iOS and Android operating systems. You will be able to view deals, Leads and other entities during the trip; contact colleagues using a voice or video line (if the Internet channel allows); read the document; set a task for an employee and much more.


You can read more about the mobile client

Bitrix24 download

In fact, you can download only the Desktop client in Bitrix24, which is installed on the employee's computer and serves as a system for exchanging messages and notifications from the portal. This system can completely replace Skype and other messengers in the company, because Bitrix24 has the main advantage - communication security. If you have a corporate portal, then your communications will generally only go inside your server.




With the help of the desktop client, you can make calls to regular telephony or video calls to your colleagues. This is especially true when your employees are located in different cities and countries. Also, the desktop client is used to synchronize files from the cloud to the local computer and vice versa.

Order a consultation

Meetings and planning meetings

In each company, sooner or later, they begin to hold meetings and planning meetings. These activities help to solve collectively common problems and contribute, under certain circumstances, to the rapid solution of problems. The Bitrix24 functional - Meetings and plans will help to achieve such results.


Raise questions, write comments, set tasks right during the planning meeting, and then the productivity of such events will increase significantly. It is important to record all the voiced thoughts and proposals. For these purposes, a secretary is selected, who keeps all the records during the meeting. These events include the obligatory participation of certain interested parties, therefore, Bitrix24 provides the opportunity to notify all participants of the event and include it in the plans of employees so that they do not forget about it, plunging into the abyss of work assignments.

Data exchange with 1C

Bitrix24 is a product of 1C-Bitrix, i.e. a subsidiary of the undisputed leader of management and accounting software. Without exaggeration, we can say that 1C company owns more than 50% of the market, which means that integration with the products of this enterprise is simply mandatory for any CRM system, since otherwise, all information on transactions and payment of invoices will simply be informational and will not allow to fully automate the company's document flow.


In addition to exchanging information on payment statuses and new orders, Bitrix24 has recently added functionality that allows you to publish any reports from popular 1C configurations (Trade Management 11 and Enterprise Accounting 3.0). This functionality will be appreciated by managers of different levels, because at the moment they have to constantly go into the program in order to get any report, although they do not work constantly in this program.

Still have questions?
Do you have other tasks or do not understand how to do it?

 

It might be helpful to read: