Bitrix24’s customer relationship management (CRM) solution provides a platform for businesses to organize and track interactions with potential or existing clients and partners. With it, users can log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences.
Leads received from a user’s website (from an order or feedback form, for example), can be fed directly to the CRM. From there, users can create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks.
Users can also create personalized invoices for clients by automatically inserting client information and sending them directly to the client's email address.
Bitrix24’s sales funnel functionality offers an overview of sales transactions in progress and their respective stages. With the sales dashboard, sales agents can see how many deals they’ve won, how many clients haven’t been invoiced yet and an agent’s rating in comparison with other sales team members.
Luciano from Clarity Solutions
Specialty: Software / IT
I really like the following features: companies, contacts, timeline for social interactions, internal search tool and the groups structure for segmentation of data. The software is user friendly and you can start using it quickly (free until 12 active users). Mobile App works fine.
Ongoing changes in the product for limiting features that were available before (loss of registered data). Reporting could be improved, mostly for sales forecasts (we gave up using this feature).
This kind of product is basic in terms of registering companies and contacts. Be aware about how it may be used to respect your sales processes / funnel analysis with flexibility and productivity. Evaluate reports.
Peter from Forest & Ray Dental
Specialty: Healthcare / Medicine
The best about Bitrix24 is the way it combines the CRm with the telephony, by giving the necessary tools of a contact-center for an average company with a really user friendly online platform. We are implementing the features one by one, so organical change is also possible.
We had to use a SIP telephone provider, as we found that EU prices of telephony were more expensive than our previous provider. But using the built in SIP connector, we could connect our Voip provider and it took less than 1 hour to make this connection.
We were lookiing for a solution to help our CRM and telephony come together, while making sure that we fulfill the legal obligations of Healthcare. First we decided what our key points were and then we tried numerous solutions from the user point of view.
Graham from Agyma
Specialty: Software / IT
I like the idea of managing clients and projects on the same platform. Moreover, we can include our clients in the project workgroups via extranet.
At first we were using the free version. But later upgraded to professional using 50% discount for web studios which is very convenient.
I wish the project management had more possibilities for agile. At least, Kanban board would do. At the moment they have Gantt chart view, but we'd prefer Kanban. Hope it will be applied soon.
Check out the free version first. Maybe it will be more than enough for you.