Bitrix24 is a comprehensive CRN and project management solution for businesses to manage everything from a single dashboard.
Bitrix24 is a popular CRM, team collaboration, and project management solution that you can use to manage your business efficiently.
It comes with a comprehensive interface to make your customer relationship management process smooth and easier.
Bitrix24 can be your virtual workspace to manage everything from a single dashboard making it easier for you and your team to be more productive.
Let’s have a look at the platform in detail.
Bitrix24 comes with all the features needed for better customer relationship management.
Bitrix24 offers a complete sales pipeline management option to make sure you don't miss any potential customers.
The platform offers you multichannel communication options for better customer management.
The Lead Tracking feature of Bitrix24 makes it simple for businesses to track a customer through the sales funnel.
The marketing automation features give you the option to automate email campaigns and to automate regular tasks.
Bitrix24 is a team collaboration software as well, you can use it as your virtual office and manage your team effectively.
The task and project management features give the option to plan and manage a project from start to end.
If you are managing a business with a complete Remote team, Bitrix24 can help you through all processes.
Bitrix24 comes with a number of productivity improvement tools such as a to-do list maker, time tracking, kanban boards, and more.
Create customized tasks and automate regular workflows with workflow management features.
Bitrix24 offers one of the best free plans when it comes to CRM and project management solutions. You can use the free plan for unlimited users making it a very good solution for small businesses and teams with a tight budget.
Even in the free plan, you get features to manage projects, tasks, team collaboration, and more.
Let’s have a look at all the pricing plans.
Bitrix24 can help a business by automating some of the core processes like sales and marketing and making it a lot easier. It is a simple and easy platform to get started.
Bitrix 24 is one of the most comprehensive customer relationship management software available out there.
The process of setting up the software and customizing it as per the requirements is pretty simple and takes hardly any effort.
And yes, the process is quite similar to setting up any other CRM software. Just follow the steps below.
First of all, like in many other CRM providers out there, you have to set up your Bitrix 24 account. The setup is very simple and hardly takes up a few minutes.
This is the most common step in setting up any customer relationship management software.
Here, you add your team into the software and create a common workstation for your team.
Add your colleagues, partners, and all those people you want to include in the overall customer management process.
Bitrix 24 also provides the feature for all users to switch to another interface language, in case they need to.
This step is the setting up of the workflow that you follow. Customer relationship management software creates a pipeline according to your working structure.
This is where you create also those specific fields in your CRM pipeline that match your actual selling process. Make sure your team knows the process that is being followed and your CRM pipeline matches the real selling and management process.
Additionally, Bitrix 25 CRM allows you to create tasks and workgroups for handling sub-tasks, and create schedules in the company calendar.
Unlike in many other CRMs, Bitrix 24 also helps you organize your document library with the help of a common document library feature. Creating and managing events is also possible in Bitrix 24.
Now, finally, here you get to customize and create your dashboard. The most common practice you can apply here is placing the most used features and tools at the forefront.
Also, Bitrix24 allows you to configure the access permissions for different access levels and workgroups. Also, you can configure the worktime configuration of your CRM.
Bitrix24 offers a lot of different CRM features that altogether help your business and sales perform better.
Some of the most important and noticeable features of this CRM include:
Bitrix24 is a free CRM that offers you an email marketing option. The free plan has a limitation of 12 users and 5GB storage.
You have the option to integrate MailChimp for email marketing.
The iOS and Android offered by Bitrix24 will make it easy for you to manage your business on the go.
As Bitrix24 is used as a virtual office, it comes with all the different communication channels to communicate with your team effectively.
It comes with a comprehensive chat system so that you can get in touch with any team member quickly. It offers HD-quality video calling and conference options to make sure that you don’t need any external software for your team meetings.
Sharing tasks and assignments, as well as time bounds for them becomes much easier with Bitrix24’s calendar-sharing feature. You can create a time-specific task, add members to the task and monitor the progress.
Creating and managing user profiles for all customers becomes much easier with the user profile feature of Bitrix24.
You can actually keep track of your recurring deals, repeat leads, repeat deals, manage high recurring sales, manage recurring invoices, and so on.
Bitrix24 allows you to integrate a ton of unique tools and applications, which can be integrated with the Bitrix24 software to increase overall productivity and to increase workflow speed.
Apps like MailChimp, Slack, Skype, Office 365, Zapier, Quickbooks, Google Drive, and Xero.
Communication through the software becomes way easier with the contact center feature. You get a common platform for doing chats and task-related conversations with Bitrix24.
Bitrix24 offers you a set of amazing tools to monitor all your major activities, such as lead generation and management reports, deal reports, sales, and overall business reports, custom user-generated reports, and overall activity reports as well.
Bitrix24 allows you to manage the access levels of all your users and workforces. You can set role-based permissions, you can set automatics client routing, and also set rule-based lead distribution with Bitrix24.
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