2. BITRIX 24
Bitrix 24 is a collaboration platform that’s
perfect for CRM. Unlike traditional CRM
software. Bitrix 24 has over 30 tools that will
help your business grow and enjoy the work
in a team.
3. Bitrix Features
There are 6 main features that Bitrix offers
amongst many others and these are:
Customer relationship management
Tasks
Calendars
Like
Files
Time management
4. Customer Relationship Management
The CRM forms a contact base where the
interaction and the history of contacts are
managed and stored. All new events (phone
calls, messages, meetings) connected with a
contact or company are easily logged and
further interaction can be planned, including
by using integrated tasks.
5. Tasks
Bitrix 24 has extensive organizational
features which enhance efficiency at the
personal and group levels. Tasks can be
defined for oneself or assigned to a colleague
or delegated after being received. Time spent
on each task within the project can be
tracked and tasks are integrated into the
group calendar.
6. Calendars
Would you like to coordinate the schedules of
employees and resources easily and
transparently across all your platforms?
Personal calendars and work group
calendars can be shared easily inside the
system, with mobile devices and with outlook.
7. Like
Aside from being personalized, the activity
stream is interactive. Comments can be
directly from the main interface, the task and
photograph viewer can be brought up without
additional navigation and items can be liked.
8. Files
Uploading your shared files to Bitrix24 will
make them accessible in a powerful
document management system.
Presentations, documents, videos and any
other files can be placed for download,
collaboration or private use.
9. Time Management
The time management system instills
discipline in the work schedule without
creating a high pressure atmosphere.
Clocking in and clocking out and breaks are
transparently recorded and a convenient
planner and daily report keep tasks organized
and prioritised.
10. Bitrix Instruments
Bitrix contains instruments to perform several
tasks including;
Create Reports.
Import/export contacts.
Carry out analysis.
Perform segmentation of the target audience.
Dividing contacts/leads to be divided among sales
managers thus marketing campaigns can be
analyzed.
11. Access permission can be varied depending on its
status/parameters as per deal/lead.
Sales funnel gives an immediate account of
transactions in progress and their respective
stages.
CRM dashboard gives an instant snap shot of the
most important sales activities.
CRM allows you to create personalized invoices
instantly.
Bitrix Instruments
12. It also has a free web builder to create any form.
Open channels connects most popular social
networks and messengers with CRM.
Accessibility via a mobile app.
Email marketing is free.
Calls to clients can be made directly from the
CRM using I.P telephony.
Bitrix Instruments
13. Divide access rites among company employees
as you wish.
Facial recognition.
Marketing automation.
Website integration.
Automated business processing.
Bitrix Instruments
14. Bitrix 24 provides a platform to organize and
track interaction with potential or existing
clients, partners, agents and other contacts.