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 the offices, there is only one service left. It includes programs for collecting customer data, managing transactions, 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 counterparties, which stores all the collected data.
    • Transparency and control of 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 fell through, analyze the reasons and draw conclusions.
    • Based on statistics and analysis, you can predict revenue and plan the development of the enterprise.


  • Automation and control of the sales department

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

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

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


  • Integration with accounting

    Bitrix24 and 1C-Enterprise exchange data in automatic mode. Employees of the sales department work only on current prices, stock balances and payments. Possibility to issue out-of-stock goods or sell a position at the old prices is excluded in principle.


  • Mobility

    The leader cannot waste time. It uses any wait for control and orders if the mobile version of CRM is installed on the phone. He will receive a report, appoint a responsible person, order to issue an invoice to the client directly from a 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 facilitates current work with buyers. An analysis of various indicators gives grounds for correcting and forecasting sales plans.

    "Bitrix24" includes 8 reports in various sections, including the "sales funnel", contract amounts, payments, forgotten and current transactions. With the help of the visual designer, you can create your own comprehensive reports.


  • Security

    Information Systems private enterprises are full trade secrets. Contacts of clients and details of contracts 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.


  • Types of CRM

    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 service maintenance customers like Service Desk;
    • Provides unified interaction with subscribers' requests coming through various channels (voice telephony, website, e-mail), like Contact-center;
    • Accumulates transaction data, stores and systematizes them, and also provides intelligent processing of indicators, like analytical control systems.


"Bitrix24.CRM" does not require investments!

Bitrix24 functionality provides everything that is necessary for organizing the company's activities. The tools are tightly coupled, which means you don't have to switch between multiple services. No additional software required. It doesn't take 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 the company. Checklists and task templates, document and filter constructor - a huge number of handy tools will help you make your company's work even more efficient. Set tasks for subordinates, evaluate work, take into account the time spent, plan deadlines in the Gantt chart. Develop a motivation system based on reports. Schedule appointments with clients and meetings in 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 changes, view the history of changes, use smart search, agree and approve documents right in your Bitrix24.
With Bitrix 24 you can save a lot, because you no longer need to purchase office software! Cloud file storage Bitrix24.Disk is integrated with GoogleDocs and OfficeOnline and allows several employees to work with documents at the same time right in the browser.

Planning in Bitrix24

Do you want to make the process of planning working time in your company simple and effective? Combine personal calendars of employees and workgroups - 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 participants, set the time and place of the meeting. Participants see the agenda of the planning 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 employees.

Bitrix 24 business processes

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

CRM in Bitrix 24

CRM Bitrix24 - convenient system to manage relationships with customers, partners and suppliers, the key to excellent sales and 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. Bitrix24 CRM system provides unlimited opportunities for building long term relationship and satisfy 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 promotional 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 CRM. All contacts of clients who write to you from the site 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 to all resolutions and devices. It is SEO friendly and ready to be indexed 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 is right for me?


    The product "1C-Bitrix: Site Management" includes 4 licenses - "Start", "Standard", "Small Business" and "Business". Check out the handy detailed license comparison table, which clearly shows the functionality of each of them.

    2. Contact our partners for revisions. 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 license renewal.

    Grace renewal
    After the updates have expired, you can renew them within a month at a discounted rate of 22% of the price of your license. The update activity 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 an extension under the standard option for 60% of the price of your license. Once you have renewed your license, the updates become active for another 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 for?

    After purchasing a license, you can use all its features for a year.
    Even if you do not purchase an extension for the next year, after the expiration of the year of license activity, the site will not turn off 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 granted not under written contract, but according to the EULA (End User License Agreement) and is not taken into account in accounting. Its purpose is to confirm the legality of using the software product by the client after a year period.

    The term of the Limited License is the same as the term of the exclusive rights to software(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,

    • How to work with a client in CRM,

    What are the settings for deals and multi-funnel,

    How to work with online accounts,

    How to allocate access rights,

    What are business processes

    How a mobile app improves your efficiency.

What is Omnichannel CRM?

There are different ways to conduct sales and negotiate 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 bundle with telephony, which allows you to record everything telephone conversations with clients.

Connecting connectors and collecting data

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

Email connection

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



You will see a list mail services that can be connected to your CRM.
Select the service in which the mail is located through which you correspond with customers, and on the open page:
  • enter your mailbox username and password,

    • Check the box next to the "Link to CRM" option,

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

    Enter a list of addresses that you want to exclude from processing and do not need to be entered into CRM,

    Click the "Connect" button.

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

Connecting social networks and messengers

Another popular and modern way communication 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 gain access to it, you need to enter dialogues with clients in social networks or instant messengers again and again. Of course, you can manually transfer data to CRM, but this will be a waste of time for the manager. It is much easier to immediately connect CRM to your page on a social network or messenger.
To do this, in the "Company" section in the menu on the left, go to the "Open Lines" subsection. On the page that opens, select "Create a new line". You will see a page that you need to fill out and configure:




Using fine tuning open line, you can set the automatic creation of a lead, assign responsible employees, set up the order and distribution of messages between employees, select the necessary actions when processing unanswered messages, configure work time open line (for example, from 8.00 to 17.00), etc.
Enter the name of the open line so that later you can see where the client came from. Scroll to the very bottom of 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 updated), for example, "Vkontakte":




To connect to 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 access to public page messages.
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 answer in a social network or messenger.




Please note that in business chat you have a few extra features. 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 another 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 end of the conversation,
  • forward the current conversation to another employee,
  • pin the dialog so as not to search further in the chat contact list,
  • go to CRM to view customer data,
  • end the dialogue
  • view message history.
You can also turn on the 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 an 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 the phone numbers of potential customers, use the Telephony service. To do this, select the appropriate menu item on the left and go to the "Manage Numbers" page, where you can choose the method that is convenient for you:




You can:
  • link your number - your existing corporate number,
  • rent a number from the operator,
  • connect your own PBX.
Consider one of the most popular options - "Rent a room". Click on the "Connect" button in the corresponding window. You will be able to select 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 “Set up number” button, where you can:
  • process extension number
  • check the number in 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 assessment service quality,
  • set the working hours of the number,
  • ring tones.
All your calls will be automatically recorded and the recordings themselves will be attached to the lead, in the future you can listen to them by going to the appropriate 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 in this form are already integrated into CRM, that is, in the future you will see them already in the client card, lead, etc.
Fill in the heading field: the first is your internal one, the second is the one that your potential client will see. Select the required fields in the menu on the side: first and last name, phone, e-mail, etc.
You can also set up:
  • message color,
  • button lettering,
  • appoint a responsible officer who will process this data,
  • what to do with this data (create a lead, client, deal, offer, invoice),
  • required fields to fill,
  • background and form type,
  • license agreement or rules (for example, consent to the processing of personal data),
  • actions after filling out the form: on successful completion of the form (for example, say "thank you"), redirect to the previous page, on unsuccessful completion of the form (indicate what to do).
After saving the form, you need to make it active - on the form creation page, turn on the mixer. When a customer fills out a form, a lead is created, or a customer is entered, the responsible employee is notified.
Also, when creating a form, you receive not only a link to its web version, which you can provide to your client, but also at the bottom in the "Links and Codes" section - a code for embedding the form on your existing site. Just copy the script and paste it into your site's code.

Connection 1C

You also have the opportunity to transfer your clients from 1C. To do this, select the "1C-Bitrix24" item 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,
  • connect 1C with as shown in the master picture,
  • 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 later in reverse side, that is, in 1C, will not be automatically entered. There is a separate integration of 1C and which works both ways. This feature is available on higher plans.
These are the most common connectors, the list of which will be gradually expanded and supplemented. You can also manually fill in the actions that were performed in various services, for example, indicate the appointment: date, time and result. In the future, you can view this information in the client card and lead, if it was created.

Working with contacts in CRM

After setting up the connectors, your CRM will gradually be filled with contacts, which, depending on the settings you have specified, can be leads, contacts, companies, deals, offers, or invoices. In the future, by going to the appropriate section, you can set up a contact card. Cards in CRM are fully customizable, that is, you choose the fields that you need and give them names. To do this, go to contact editing 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 “Create based on” item. Select the desired action from the drop-down menu.




After that, a client or company card will appear in the corresponding CRM tabs (depending on the action you choose). After that, you can edit the card, add a deal or offer to a contact or company, and 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, click on the "Add direction" button in the upper right corner, select the required deal, go to "More", "References" and select the steps and statuses of the deals. In the future, when you create a deal, you will already have the name of the deal in the menu above and by clicking on the plus sign, you will create exactly the deal that is required.

View statistics

A convenient way to analyze your transactions is multi-funnel. To visually see at what stage the transactions 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).

Invoicing in CRM

Once you've processed a lead, converted it into a contact or company, and completed the related work, you've reached 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 issue invoices to your clients and companies, you need to complete the 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 out Bank details, add a logo, facsimile and print scan and save. After your template has been saved and all the data has been entered correctly, go to the invoice tab.

Go to the list of accounts and click on the "Issue an invoice" button.
On the page that opens, fill in the fields:
  • topic (for what payment),
  • status,
  • payer (company or contact from the list),
  • payment method (for example, 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 invoice, but also pay through the payment service you connected.
You can connect and set up a payment service for paying online bills in the CRM settings - Payment Methods. In the same place where you entered the bank details for payment (for a 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 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 this form, the client will immediately receive an invoice for payment through the selected payment system.

Distribution of access rights to different elements of CRM

When company managers perform different functions and have different responsibilities, it is important to allocate access rights among them. Go to the CRM settings, select "Permissions", "Permissions". On the page that opens, you can configure the rights for each manager in accordance with his role: manager, head of department, director, CEO. 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 CRM entities, you can allow the manager to see his own and other people's transactions, add, modify, delete, export and import entities - both his own and those of other managers. Thanks to the variety of setting items, you can combine managers, for example, if you have several employees working in pairs. You can also restrict access to certain features.

CRM Automation

One of the main advantages of CRM is that its work can be automated. For example, set up automatic creation of tasks when a lead appears or set up the distribution of deals between your managers (for example, before a certain amount customers are 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, companies, and deals. 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 on 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 trips, meetings with the client, etc. Always stay in touch, communicate with customers and fully manage CRM will help the mobile application .
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: the history of correspondence with the client, important information (contact, notes on negotiations, etc.), transaction statuses, conversation records. You will be able to issue invoices to him and monitor their payment, analyze transactions for the selected period and distribute roles between managers and even automate work thanks to business processes. A mobile application will help you to constantly monitor the work of the team. significantly saves your time, combines a large database of customers and counterparties, 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 company workspace in which employees communicate; share their thoughts; draw up, exchange and approve documents; set tasks for each other; conduct transactions; process incoming requests from customers from the company's website and emails; create and review work instructions; organize planning meetings; communicate via text, voice and video chat; make reports to the manager on the work done; receive calls and make them to customers; make plans and make appointments; compete in activity within the portal; work within the framework of automated algorithms laid down 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 Contacts and Companies entities of the Bitrix24 CRM system, the contact data of your customers are stored and edited.

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

The essence of the Company contains the contact details of customers 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 are missing some value of your own, then you can always add it 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 your specifics by making the required fields visible.

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


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Bitrix24 has a built-in corporate social network, where employees can discuss work issues, vote, exchange opinions and report important company news. 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 head. The system automatically determines everyone who opened such a document.

Using the functionality of social networks in Bitrix24, you no longer spend precious time moving from department to department in order to collect necessary information or agree on their next steps.

Transfer files, attach pictures, videos to the discussion. Keep track of the topic you are interested in in order not to miss important information or the valuable opinion of your colleagues.

Leads in Bitrix24

Lead (lead, target lead) - a potential client who in one way or another reacted to marketing communication. There is a Lead entity in the Bitrix24 CRM system. It can be used for various 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 the company, or a lead can be generated from incoming mail to a mailbox that is registered in the system.

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

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

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Offers

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


Just like other Bitrix24 entities, Offers have a status by which it is easy to determine the state in which a particular document is located. This greatly helps to track the speed of work of both company employees and customers. As part of the proposal, you can also create your own fields to reflect any service information. From the Offer, unlike the Lead, you can invoice your client for payment. The generated document can be immediately sent to the mail of your client from the Bitrix24 service.

The essence of the Deal in the Bitrix24 CRM system has one of the most important values, because it exchanges information and displays all data on current work processes 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 links within the Bitrix24 system, you can link other entities (Lead, Offer, Account) to deals. This allows you to study in detail the progress of the transaction from the moment of contact until the end of the transaction.


Within the framework of the Deal entity, you can build different 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. Using the filter system, you can always separate the transactions you need from the general mass. Tasks and events in the calendar will help you control the execution of transactions.

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Bitrix24 Accounts

The Account entity is a classic in any CRM system, in this case Bitrix24 is no exception. As part 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 previously entered into the system a facsimile of the signatures of responsible persons and the seal of the organization, then 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 Bitrix24 paid tariffs you can set up the exchange of information regarding bill payments, which will automatically change the status of the account.

In practice, this is a very convenient mechanism, especially for companies with a large document flow.

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 deals reports is the Sales Funnel. If you want to get acquainted with its capabilities in detail, then this can be done.

The second most important report can rightfully be recognized as the report "Performed by managers". 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 effectiveness of the sales department, because. before concluding transactions, it is necessary to go through many stages and take many actions (calls, meetings, letters).


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

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Bitrix24 Disk

The Bitrix24 CRM system has a full-fledged storage of all files. This is a great tool that allows you to synchronize your work files in various places. Bitrix24 Disk allows you to attach files located in popular storages Dropbox, Google disk, Yandex disk, Box, OneDrive to your workspace. Bitrix24 disk has many advantages. 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 disk has the ability to approve and approve documents. This is especially important for some types of business. Fourth, you can manage file access rights 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 have this moment IP-telephony from another provider and there you rent a landline number, then you can completely painlessly connect it with the Bitrix24 portal. 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; also, during a conversation, it is possible to create the "Contact" and "Lead" entities for the convenience of the manager.

For example, a client calls you and asks to clarify the availability of a product, and during the call the manager creates the Lead entity, fills in the required fields and passes 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, as well as a recording of the conversation (if this option was enabled).

Not so long ago, the system added the ability to connect fixed telephone sets to ip-telephony for the convenience of users. And now you can call from familiar and favorite devices.

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Business processes

There are quite a few products on the CRM-systems market that, at the moment, can boast of a high level of "flexible" automation. It's about business processes. Many companies are moving to a process type of activity management, because. the classical functional scheme (hierarchy) is already quite outdated and does not meet modern realities. Today is required maximum speed and coherence of personnel in order for the enterprise to withstand competition, tk. 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 means of setting tasks and controlling the passage of documents, transactions, etc. entities.


If earlier it was necessary to constantly monitor the conduct of the transaction, to pull the manager to clarify the timing and progress of the sales process, now with the functionality of business processes you can calmly deal with your functionality, and the system itself controls the correctness of doing business and meeting deadlines. If the deadlines are violated, the system will notify you about 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 system of calendars in which you can record events such as tasks, meetings, calls, letters. Calendars are present within the project (interest groups), intranet groups, personal calendar employee. At the moment, Bitrix24 has a very convenient function of integrating third-party calendars into the CRM system. You will be able to attach your calendar to the portal and enter into it important events so that they are reflected in your familiar phone interface.


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

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The structure of the company

The Bitrix24 CRM system has essential tool for personnel work called "Company Structure". This tool allows you to graphically create a hierarchical scheme of subordination and interaction of both departments, divisions, and individual employees within the same company. Based on the Company Structure, subordination is built, and with it the access rights 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 case of a problem situation that is beyond their competence.

Mobile app

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


You can read more about the mobile client

Bitrix24 download

In fact, only the Desktop client can be downloaded 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 instant messengers in the company, tk. Bitrix24 has the main advantage - the security of communications. If you have a corporate portal, then your communications will generally go only inside your server.




Using 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.

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Meetings and meetings

In every company, sooner or later, they begin to hold meetings and planning meetings. These activities help to decide collectively general tasks and contribute to the rapid resolution of problems under certain circumstances. Bitrix24 functionality - 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 voiced thoughts and suggestions. For these purposes, a secretary is selected who takes all the notes during the meeting. These events include the mandatory participation of certain stakeholders, so Bitrix24 provides the opportunity to notify all participants in the event and include it in the plans of employees so that they do not forget about it, plunging into the abyss of work tasks.

Data exchange with 1C

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


In addition to exchanging information about payment statuses and new orders, Bitrix24 recently introduced 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 log into the program in order to get any report, although they do not work constantly in this program.

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