Bitrix24’s customer relationship management (CRM) solution 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.
Jorge rene A. Especialidade: Segurança de rede e informática Número de funcionários: 2-10 funcionários
Ok, I have been using Bitrix24 for several years now... sometimes for little things, some other times just for testing and understand how the product has been changing over the time, but right now is a true hidden jewel for me. This CRM delivers everything in one package, I can run almost my entire company on it. CRM, Prospects, Projects, Intranet, Workflows, Phones, Unified Communications, etc. If this piece of software adds accounting and financials to the packages, it would be a one-stop solution for every entrepreneur.
I think that the most valuable feature I ever see on this tool is the fact that the CRM processes are truly customizable... I mean, most of the CRM systems let you customize small things like the field name, some behaviors and some other little stuff (almost meaningless), however, Bitrix24 lets you change everything to fit from a single person orden processing to a multilanguage sales operation, super easy, and if you need to try different angles, you can create multiple pipelines with different configurations...
As i said before, I have tried Bitrix24 in the past, also worked with most of the popular ones (from Microsoft to Zoho and NoCRM) and since i rediscover the new features and funcitionalitis from Bitrix 24 im not looking aymore
You can try it for free and send me a comment about it.
1.-) Super customizable, multi pipelines, streamlined CRM
2.-) Great team management and employee time sheets system
3.-) Unified communications
4.-) the ability to attach phone numbers to it (and make and receive calls)
5.-) Multichannel contact widget for your website, directly connected to the CRM
6.-) Automation and visual workflow designer
7.-) website builder included (awesome for landing and squeeze pages)
8.-) Taks, Schedule and project management
9.-) Great community support
- The free version attaches a Bitrix24 reference at the bottom of every email.
- A couple of functions are not polished or clear enough (at least for me).
- Don't have an accounting feature.
John B. Especialidade: Redação e edição de texto Número de funcionários: 13-50 funcionários
-Everything you need to work with tasks: templates, collaborators, time tracking, reminders (including e-mail), auto-renewal of paused tasks, Gantt chart with different links "in the tail and in the mane."
-Custom Kanban board.
-A calendar of tasks and events both throughout the company and by departments and selected employees.
-Robots and triggers in tasks. In a few clicks, you can implement most simple, but extremely routine-free scripts.
-Very convenient chat - you can work both on the site and through the desktop client.
-Good mobile version (Android, iPhone).
-Built-in work with mail through IMAP.
-Automatic group / project chat for members.
-Wide differentiation of access rights (if not too lazy to configure).
-Calendar-schedule of absences of employees (attendance tracking, "who/where /why").
-Meetings - it is convenient to hold meetings on a list of issues, draw up minutes of meetings.
- Many other extensions, including free ones.
-In some places there is a confusion between the new and the old interface (not all parts of the portal have moved to a new track).
-Somewhere they dropped useful commands in the context menus and the necessary buttons, and do not want to return. For example, "copy a task with or without nested subtasks" - earlier this was solved with one daw, but now only one option is hard-coded. In general, the usual story when updating to new versions (remember the transition from Windows 7 to 8, and then from 8 to 10).
In the new interface, tasks on the company page (CRM) are inconveniently done - before it was a table with search / filter and sorting, and now it's just a list without details. This is due to the transition to a new concept. You can understand, but it’s difficult to get used to. We have to go to the section "Tasks and Projects" and there already look for the tasks of the company by its name, although we have already been to the tasks page of the company ("Cases").
-We use CRM (leads, deals), chats with visitors (the chat works directly from Yandex search results through Yandex.Dialogs, as well as from the site), tasks, projects, meetings and meetings.
It works properly in a virtual machine.
If there is an active license, it is successfully updated. Technical support usually responds within 24 hours.
Most of the issues are solved (we give access to the portal with an IP restriction, then turn it off
Matthew K. Especialidade: Editoras Número de funcionários: 1.001-5.000 funcionários
Bitrix24 is amazing to manage the tracking and delegation of tasks, this allows us to easily talk with all the members of our teams, we also use it a lot to use calendars and reminders effectively to accomplish the work, thanks to this collaboration software and the teamwork has improved, our internal communication has also experienced a remarkable improvement, we plan to continue using this tool for a long time.
This software has excellent customization features, such as graphics, that help provide accounting information to all customers, I also like the user interface and custom background options and especially the video theme, with this tool I keep the community more linked through sequences of activities, group conversations between departments and other commercial networks, calendars and work groups, in addition to all this, Bitrix24 is an excellent tool for managing projects and sales, as they provide communication between all active members in the Company projects, therefore, allow each member to be aware of what is happening.
I think that the only negative aspect I have found for this software is its technical support, it takes a long time to respond, and when they do they are not clear in their answers, the times they need your help they have not been able to solve my problem.
Avaliador Verificado Especialidade: Mineração e metais Número de funcionários: 13-50 funcionários
The overall experience is positive, but it is not easy to use all the functions as they are not interoperable with each other (example: project management with CRM)
It has a lot of features if offers for free/trial, it allows addins for functionality and covers many aspects of a company operation.
Most of the functions are not clearly organized in use cases or user journeys leading to an end-result for each functionality.
Nazlı T. Especialidade: Internet Número de funcionários: 13-50 funcionários
Bitrix24 offers you more than you can imagine for your company.
We manage projects quickly and easily. With comprehensive integration options, we can manage all our business processes through Bitrix24.
Communication tools and CRM tools are ideal not only for companies but also for freelancers and entrepreneurs.
Online chat feature and task tracking tool make our work very easy.
Business processes, customer data, projects, human resources, and more are all at your fingertips with Bitrix24.
Too many integration options and features in Bitrix24 can sometimes get confused.