Customer Relationship Management (CRM)
Bitrix’s intranet software includes built-in CRM tools that provide a unique customer management experience. Store contacts and leads, and organize relevant information under company specific sections. Create and bill clients through the included invoice generation system, and view company profitability over time using the sales funnel tool.
Client and Lead Management
Easily create a database of leads, contacts, and companies, and assign responsible employees to manage each. CRM details can be attached to assigned tasks for quick access to relevant contact information at all times.
Bitrix24’s CRM tools allow you to track data related to clients and sales including emails, phone conversations, products of interest, and the lead’s sales value. The integrated email system allows for the creation of email templates and logging of all client communications, allowing for easy filtering of client data and employee engagement.
CRM Software Dashboard
Each employee has access to their personal CRM Activity Dashboard showing an up-to-date list of actions and information stored within the CRM. Extended filtering options provide quick access to high priority clients, current projects, or a history of completed requests. Management is provided with a company-wide overview of all active information.
Unique Permissions and Access
Administrative functions allow for custom control of the intranet software’s CRM tools for standard portal users. These settings allow an organization to custom-tailor the customer relationship experience based on their existing client management processes. Create designated groups with extended CRM permissions for the creation of initial client information, while allowing employees the ability to add new, trackable details.
CRM tools like these make Bitrix24 a truly unique and full-featured intranet software solution.