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. Especialidad: Seguridad informática y de redes Número de empleados: 2-10 empleados
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.
Bitrix24 has an astonishing number of advanced services available in its free tier -- basically everything except Advanced CRM and Tasks or a lot of online storage, restricted to 12 users. That has to be some kind of record for a service of this type and power. 12 users! For a small business that needs a comprehensive space to communicate, collaborate, get things done, follow up leads, even answer emails and make telephone calls! I really can't think of a more powerful solution at this price. The Activity Stream is among the best of its kind.
The paid plans are also very reasonable considering what you get. There's even a special plan at $69/month for businesses that don't need a lot of users or storage space but have a lot of sales to make and/or leads to follow up on. That strikes me as very very smart. The price is this aggressive, I would imagine, because of the traction of well-known solutions like Salesforce, which all the better for consumers, of course.
Even though I appreciate everything there one page ready for me to use, the sheer amount of choices can be a bit daunting. Luckily, the lefthand nav can be configured so you can hide stuff you don't need. The design looks to my eyes about 5 years out of style so the UI could use an upgrade, for sure. I'm not sure design is this company's strong point. For instance, the default desktop image makes the menu items hard to read. These seems like quibbles though, don't they. My team ultimately decided on another collaborative space because our needs were half-editorial and Bitrix24 can't really help you there.
Matthew K. Especialidad: Edición Número de empleados: 1001-5000 empleados
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.
Irfan A. Especialidad: Tecnología y servicios de la información Número de empleados: 51-200 empleados
We are using Bitrix24 for internal communication and basic task management. Its been a great experience especially with a lot of features. I would surely keep on using.
- Bitrix24 consist of lots of features and modules that can be switched on or off as needed which is huge plus because it makes it really easy to manage your projects while keeping software simple
- Implementation and learning of the software is very easy and that's what our staff loved about it
- It has great value for money and pricing is unbeatable as compared to other software solutions in the market for same purpose
- Brilliant within the company social feature.
- Accessible on multiple platform which is huge plus. Can be accessed through Web site, Mobile apps and Desktop application for WIndows, Mac and even Linux platform. That's a brilliant thing I would say
- There is a lot of room in improvement of user experience. If developers can work on User Experience that would be great
- Navigation is not that easy and is really confusing for project management features again this might be related to user experience. I would say they can really improve that.
- Configurations are not very flexible i.e you can not configure the software according to your needs you have to work with what is provided by the developers itself.
- It would have been great if they had a training scheduler or calendar management feature.
Yaroslav K. Especialidad: Educación superior Número de empleados: 1001-5000 empleados
Bitrix24 has a lot of great features, but its biggest advantage that I have used is an all-in-one solution. We have a chat there, can work with deals, create schedules, assign tasks with ease and track progress on specific work with history and recent actions taken by the responsible person
Bitrix24 has its own marketplace where you can set integration with many services, like mail chimp or a certain work process optimizer.
Since I started working in Bitrix24, their UI has changed a lot and has become more user friendly. At first it was a bit complicated, but the team is working a lot to make it user-friendly. I can see the work
Even in a free plan, bitrix24 leaves a lot of space for adjusting the platform to the companies approach. you can create teams and spaces and plan sales and development processes
I also don't believe that their approach to upgrades is comfortable. Even though it does not take much time, but once in a while, the whole service goes down displaying that it is updating and you need to wait. This sometimes can slow work of the department and cause problems
Being a power house CRM system, bitrix24 is sometimes slow, although I can see that bitrix team is working to improve it.