Good potential as long as you have some agency that helps you adapt it to your business and that keeps it updated to the new software developments.

I would rate it as a total garbage. The worst is that we are losing money every day because of it.

Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.

They don't have birthday greeting features for leads, it is only possible when they have done deals this is just a weird example. Your email bounce back no reports.

The Mobile version does not include all features that reveal problems in my travel period.

The ability to share folders and secure files were very welcomed. Also, the fact that it is free is quite helpful.

The program has a very pleasant interface that is orderly and easy to work with. Entering customer is data is both easy to enter and then subsequently to access.

The customer service you keep on banging your head but their support is like if they want they will give else you keep on reminding.

Very poor customer service, most of functions are useless. So regretted that bought this shit.

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

It was easy to learn how to use, they have multiple tutorials available for helping you understand and make a better use of the tools.

Inadequate technical support. Accumulation of fraudsters who sell pictures on the Internet for the price of sites.

We love the Bitrix24 as we just adopted this tool as CRM but then we explored the more features and started using them. Thanks for Bitrix24 team for making this brilliant tool.

And that could be the case, but the problem is that when onboarding a team and asking them to use it for a few simple tasks it causes information overload for them.

I love the fact that Bitrix24 makes collaboration easy with the team. It also makes Good use of accountability tools since your co-staff are also monitoring the company's general dashboard.

Ease of use, amazing user experience and short learning curve.

Bitrix24 is very friendly user overall and the basic features are really useful that help teams collaborate and follow up on one another's role. The advanced features require further training.

Too many integration options and features in Bitrix24 can sometimes get confused.

They can not call you and you can't call them. So when you have an issue your screwed.

We got a great deal on Black Friday and they have so many integrations and so many products that you will never end discovering new features.

We used the software in a test environment for 3 months and had problems all along the way. Adoption from our team was minimal as the software was clunky to use.

High level of options, great price, good usability.

I have informed you that we want to leave you and want the money back, but even after months still no answer I call the fraud.

Since during the event management and organizing period we use our telephones instantly, the feature of connecting to the phone number is an amazing feature.

The user interface is ugly. The learning curve is steep with poor documentation.

Xanatek provides great functionality and excellent service. The texting option with clients is a HUGE bonus as well.

Easy, user friendly insurance management system.

Technology is a necessary evil in our industry.

It is very user friendly, easy to pick up on how to use it and manage the agency within it. Another pro I like about it, is you can input Prospects as opposed to every input being a Customer.

It's the best way to organize an otherwise chaotic influx of data.

Excellent value; great tech support and realible.

What I like most about IMS is that it allows customizable organization. Xanatek has also done well to integrate this software into other programs.

The interface is straight forward, and easy to implement.

The only thing I dislike about it, are the error messages that we get when we drag and drop an email from Outlook into Xanatek but that isn't on Xanatek - it's Outlook.

They are always available when the error message pops up.

We hardly ever call anymore but we still appreciate it. Great Product for a Great Price.

The accessibility of being able to see all of our clients ion one platform, that is very easy to use.

So easy to use, you can correct your mistakes, merge duplicate clients together. We can also text clients.

We appreciate that the program has regularly been updated over the years to keep up with the latest technological developments, including successful integration into other programs.

So you can know to reach out to them at a certain point in the future for a quote.

Downloads have been great and now getting downloads from commercial vendors is even better. I cant say enough good about Xanatek and their team.

US Dollar

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more!

Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate.

With over 12 million users, Bitrix24 is one of the most popular business software solutions in the world.

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to 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 (for example, from an order or feedback form) can be fed directly to the CRM. Users can then create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks.

Users can 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.



LongDescription

File Management

Commenting/Notes

Third-Party Integration

Support Ticket Management

Milestone Tracking

Job Board

Content Delivery

Bar Chart

Cataloging/Categorization

Multi-board

Employee Management

Call Transfer

Lead Notifications

Sales Analytics

Case Management

Leave Tracking

Online Voice Transmission

Multi-Channel Marketing

Messaging

HR Management

Surveys & Feedback

Personalization

Invoice History

Status Tracking

Social Marketing

Visual Workflow Management

Billable & Non-Billable Hours

Meeting Management

Caller Profiles

Internal Chat Integration

Committee Management

Payment Processing

Idea Management

Two-Way Audio & Video

Recurring/Subscription Billing

Product Catalog

Time Tracking

Online Forms

Lead Engagement

Lead Capture

Performance Management

Document Storage

Mass Texting

Proposal Generation

Access Controls/Permissions

Data Storage Management

Activity Tracking

Vacation/Leave Tracking

Process Change Tracking

SEO Management

Transfers/Routing

Data Synchronization

Customer Segmentation

Activity/News Feed

SMS Messaging

Templates

Progress Tracking

Drip Campaigns

Task Board View

Employee Directory

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Social Media Management

Workflow Configuration

Task Scheduling

Financial Management

SSL Security

Real Time Editing

Marketing Calendar

Pre-built Templates

Policy Management

Electronic Signature

Product Configurator

Guided Selling

IVR/Voice Recognition

Client Database

Group Scheduling

Confirmation/Reminders

Automatic Call Distribution

Variable Workforce

Calendar/Reminder System

Relationship Tracking

Applicant Tracking

Invoice Management

For Nonprofits

Voice Mail

Project Planning/Scheduling

Attendance Tracking

Timesheet Management

Project Management

Approval Process Control

Customizable Invoices

Gantt/Timeline View

Rules-Based Workflow

Auto-Dialer

Data Extraction

Lead Distribution

Real Time Synchronization

A 15-day free trial is available, and a free plan for starter business tools, after which pricing is as follows:

Cloud 
Basic: $61/mo 
Standard: $124/mo
Professional: $249/mo

On-premise
Business: $2990 (one-time license)
Enterprise: $24990 (one-time license)

Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Bitrix24

Webinars

Documentation

Videos

IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy details in a centralized database, assign tasks to multiple staff members and streamline customer interactions via texts or email.


Agencies can access the file center to automatically link documents with notes, tasks, previous interactions and Association for Operations Research and Development (ACORD) forms. Managers can use IMS 4 to process invoices, create customizable dashboard reports and organize them according to user-defined categories and tags. Additionally, it lets insurers download renewal documents related to claims, policies or commissions and collect clients' signatures on official documents


IMS 4 offers integration with ActiveCampaign, which enables businesses to monitor the entire sales pipeline and implement strategies accordingly. Pricing is available on request and support is extended via phone, email and other online measures.



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