CRM, Tasks & Projects, Chat & Video, Document Management, Telephony and more
What is a Customer Relationship Management (CRM) system?
A CRM system is a smart centralised environment where you can store your contacts, data, analyse your customer behaviour and fragment your data for effective communications.
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The CRM in Bitrix24 provides a platform to organise and track interaction with potential or existing clients, partners, agents and other contacts.
Bitrix24's 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.
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There is little question that the wild popularity of social networks comes from the fact that they solve a basic problem - ease of communication - in a way that is superior to previous options. Imagine putting the power of enterprise social networking into your company's daily operations!
Bitrix24 provides tools for task management, document sharing, and time tracking integrated into just this type of social interface for maximum efficiency of communications and work. Use Bitrix24 in your office, or anywhere you like with the free mobile app!
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TASKS & PROJECTS
Bitrix24 has extensive organisational 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. Project management features of the product are embedded in the groups.
Any project can have a dedicated group where all of the files, discussions, and tasks pertaining to that project are stored and accessed only by those users who are relevant to the project. Time spent on each task within the project can be tracked, and tasks are integrated into the group calendar. Furthermore, projects can be created in the Extranet, so clients or partners can participate fully in them.
CHAT & VIDEO
Time is money and nothing is faster than real time communications. Bitrix24 gives you a wide choice of real-time communication tools, from instant messaging and group chat to phone calls, mobile messaging, video calls and video conferencing. There is no need to integrate anything, these real-time communication tools are built into your Bitrix24 account including Instant Messenger, Voice & Video calls, and Group Chat.
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. Most importantly, you can find any document quickly through the internal search.
Check out the video on Document Management in Bitrix24. This video demonstrates the main features of the powerful document library in Bitrix24. See how to edit, share, and retrieve versions from the public library or from libraries in user and group profiles.
Make phone calls to your clients and co-workers from your portal with one click. You don't need any special IP-telephony equipment, you can call from your Bitrix24 portal anywhere where there's a reliable internet connection.
You can call directly from the CRM and record the conversation. The Bitrix24 telephony feature provides a high-quality connection that is completely integrated into your most important business communication tool. Yes, you can use Bitrix24 as a virtual call center.
HR documents and forms are available in a single location, preventing unnecessary trips to HR or the accounting office. Business processes in Bitrix24 let you automate workflows, such as Leave Approvals, Business Trips, General Requests (Internal Helpdesk), Purchase Requests and Expense Reports.
These are included in the Activity Stream, don't require setup and are available free of charge. You can modify them, if necessary, or create custom workflows from scratch using visual Business Process designer. Workflows developed by Bitrix24 partners can also be installed from the Marketplace.
If you work away from the office a lot, you are sure to appreciate the fact that Bitrix24 tools are available on smartphones and tablets as well as PCs. You can view the Activity Steam, make new posts, and like or comment on existing ones right from your phone. Want to post a new photo? Easy!
Bitrix24 mobile app can synchronise contact information for your co-workers from the employee directory with your smartphone contacts. You will receive push-notifications any time your attention is required. Your tasks and scheduled events are also accessible from the mobile device. And if your internet connection is spotty - it's no problem, because Bitrix24 mobile app has offline work mode.
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CUSTOMISATIONS & INTEGRATIONS
Click-away front-end and back-end editing of content, layouts and structure let you quickly customise your intranet. Bitrix24 features AJAX / Active-X support and an adaptive interface with flexible settings and drag-and-drop components. The product is supplied with the full source code and an open API, meaning you can change both the content and appearance of your intranet anytime you want. Besides several layouts and colour schemes, you can create and manage an unlimited number of templates for your Bitrix24.