A popular name among the CRM software, Bitrix24 is used by millions of businesses from across the world. Bitrix24 offers a number of sales and marketing automation tools and makes it easier for the business to manage the processes.
Bitrix 24’s CRM offers a wide variety of must-have customer relationship management tools and lead management basic tools. The software is targeting small and midsize businesses from around the world.
Features like communication centralization, web-based lead capture forms, popular integration support and so on make this CRM a nice option to try.
How Bitrix24 Can Help?
Bitrix24 can help a business by automating some of the core processes like sales and marketing and make it a lot easier. It is a simple and easy platform to get started.
How to Use The Bitrix 24 CRM?
Bitrix 24 is one of the easiest and simplest to use 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.
01. Setup Your Account
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.
02. Add Users
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 if they need to.
03. Create Workflow
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.
04. Create Tasks
Additionally, Bitrix 25 CRM allows you to create tasks, workgroups for handling sub-tasks, 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.
05. Create a Custom Dashboard
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, BItrix 24 allows you to configure the access permissions for different access levels and workgroups. Also, you can configure the worktime configuration of your CRM.
06. Overview of Bitrix24 CRM features
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:
07. Email Marketing
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.
08. Calendar Sharing
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.
09. User Profiles
Creating and managing user profiles for all customers becomes much easier with the user profile feature of Bitrix24.
10. Repeat Sales and Manage Subscriptions
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 the overall productivity and to increase the workflow speed.
Apps like MailChimp, Slack, Skype, Office 365, Zapier, Quickbooks, Google Drive, and Xero.
12. Contact Center
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.
13. Advanced Reporting Feature
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.
14. CRM Permission Management
Bitrix24 allows you to manage 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.
Pros and Cons of Bitrix24
Bitrix24 offers all its services and features at zero costs for up to 12 users. This is quite an amazing and unique feature as there isn’t much of other CRM available out there that provide something like this. Bitrix24’s target business sizes, the startups, and the small ones are very well targeted with this offering.
Bitrix24 also offers a mobile application version of the software for on the go business management. And yes, both the iOS and Android apps are also free to use.
The integration offers, the visual business processes, the customization features pretty much fulfill the requirements of their target business houses.
You can also manage all your external communications through the extranet integration, and that too with minimal navigation on the CRM.
Features like instant messages, user profiles, workflow management, bulk email management, activity stream intranet center, and video conferencing make the overall working a lot easier for startups and small businesses.
The interface is a bit old and confusing.
The free version gives a “Bitrix24” reference at the bottom of every outgoing email, which is frustrating.
CRM lacks an accounting feature.
Top Features of Bitrix24
Free plan for unlimited users
Easy to use and manage business CRM
Complete sales process automation tool
Complete marketing automation tool
Easy and faster communication tool
Easy to use team collaboration tool
Integration with top third-party software
Unlimited lead generation even in free plan
Unlimited contact management in free plan
Create quotes in CRM and save as PDF or send via email
Product catalog in CRM
Private chat system for team
Email management within CRM
Easy migration from other CRM
Project planning and management tool
Task time tracking
Create website or landing pages
Use your own domain
Coupon management for customers
What Kind of Support Bitrix24 Offers?
Bitrix24 offers comprehensive support via a number of different channels. You can learn about the platform through the video tutorials, documentation, and knowledgebase or the regular webinars that are done by the team.
Tutorial Videos & Documentation
Forum & Ticket
Web-Based, Cloud: Supported
iPhone / iPad: Supported
What is Bitrix24?Bitrix24 is a business collaboration & communication software. It will help you to manage your business by offering the right kind of tools that will automate your tasks and make sure that you have more time to focus on your business. You can manage your serve your clients better by using the Bitrix24 platform.
Is Bitrix24 to Use?You can get started on Bitrix24 for free. You don’t have to pay anything or give your credit card, you can simply sign up and start using the platform. If you need more features options you can update to a paid plan later.
Is Bitrix24 a CRM?Yes, Bitrix24 is a CRM (Customer Relationship Management Platform) that you help you to manage your customers as well as your employees effectively. Other than offering a number of different tools to serve your customers better, Bitrix24 offers you an integrated call center system that will help you to make and receive customers’ calls right from the CRM.
Bitrix24 offers two options to go for as far as the deployment is concerned.
The cost vary depending on the option you select and there are different plans available for both the platforms.
Cloud Platform Pricing
On premise Platform Pricing
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