What is CRM. Bitrix24 is an honest review of CRM for business. Who suits? How to use? Connecting social networks and messengers

11.03.2020

How to choose a 1C-Bitrix: Site Management license that is right for me?

The product "1C-Bitrix: Site Management" includes 4 licenses - "Start", "Standard", "Small Business" and "Business". Check out the handy detailed license comparison table, which clearly shows the functionality of each of them.

2. Contact our partners for revisions. How to choose the right developer is described here.

3. You can also upgrade to an older license that contains more advanced features.

Does 1C-Bitrix have a subscription fee?

There is no subscription fee.

Within a year after the purchase of the 1C-Bitrix software product, you can download and install all released updates for your license for free. After a year, if you want to continue receiving updates, you will need to purchase a license renewal.

Grace renewal
After the updates have expired, you can renew them within a month at a discounted rate of 22% of the price of your license. The update activity period is extended by exactly one year from the end of the previous period.

Standard renewal
If more than a month has passed, you can purchase an extension under the standard option for 60% of the price of your license. Once you have renewed your license, the updates become active for another year. You will be able to download and install the latest updates, as well as any and those that came out of the previous period.

How long is the license valid for?

After purchasing a license, you can use all its features for a year.
Even if you do not purchase an extension for the next year, after the expiration of the year of license activity, the site will not turn off and will continue to work.

After paying for the right to use the program, you simultaneously receive two licenses:

1. Standard- it allows you to use the product, receive updates, install solutions from the Marketplace. Its validity period is one year. After that, an extension is required.

2. Limited- which gives the right to use the product without access to updates and solutions from the Marketplace. The limited license is granted not under a written agreement, but under the EULA (End User License Agreement) and is not accounted for in accounting. Its purpose is to confirm the legality of using the software product by the client after a year period.

The term of the Limited License is the same as the term of the exclusive rights to software(according to Article 1281 of the Civil Code of the Russian Federation).

Bitrix24 (Bitrix24) is more than a CRM system, Bitrix24 is a software and hardware complex that serves to create a unified company workspace in which employees communicate; share their thoughts; draw up, exchange and approve documents; set tasks for each other; conduct transactions; process incoming requests from customers from the company's website and emails; create and review work instructions; organize planning meetings; communicate via text, voice and video chat; make reports to the manager on the work done; receive calls and make them to customers; make plans and make appointments; compete in activity within the portal; work within the framework of automated algorithms laid down during the implementation of the system and much more.

Let's take a closer look at each of the tools of the Bitrix24 CRM system.

Contacts and companies in Bitrix24 crm

Within the Contacts and Companies entities of the Bitrix24 CRM system, the contact data of your customers are stored and edited.

The Contacts entity is used to store information about individuals. If the company sells products to end consumers, then this entity will display the company's customers. If the company works according to the B2B system, then the Contacts entity will contain data on the contact persons of the companies.

The essence of the Company contains the contact details of customers legal entities. Both of these entities are very similar in appearance. They contain fields with data (phone numbers, addresses, types, e-mail, responsible person, etc.) If you are missing some value of your own, you can always add it and use it for reading, in business processes and other entities .

This figure shows a list of companies. It displays standard fields. If you need, the list can be customized to your specifics by making the required fields visible.

The built-in filter system will help you select companies by any fields and conditions.

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Bitrix24 has a built-in corporate social network where employees can discuss work issues, vote, exchange opinions and report important company news. When using this tool, the question no longer arises of how to make sure that all employees are familiar with the order or order of the head. The system automatically determines everyone who opened such a document.

Using the functionality of social networks in Bitrix24, you no longer waste precious time on transitions from department to department in order to collect the necessary information or coordinate your further actions.

Transfer files, attach pictures, videos to the discussion. Keep track of the topic you are interested in in order not to miss important information or the valuable opinion of your colleagues.

Leads in Bitrix24

Lead (lead, target lead) - a potential client who in one way or another reacted to marketing communication. There is a Lead entity in the Bitrix24 CRM system. It can be used for various purposes.

In Leads, you can collect requests to the company's website for further processing by managers. A lead can be created after a missed call from a client to the company, or a lead can be generated from incoming mail to a mailbox that is registered in the system.

In the Lead system, you can decide different questions from purchasing to technical support for your products. The Lead entity has a status field, which is an indicator of the progress of work and clearly informs the stage at which each contact with the company is. The Lead contains fields with product content, potential client contact information, and if desired, you can convert the data from the Lead to a Deal or simply enter contact information in the Company and Contacts entities.

The lead, however, like other entities, has an employee responsible for its implementation. Within the Lead, you can create events and send Offers.

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Offers

In the Bitrix24 CRM system, the Offer entity serves as an intermediate link between the Lead (applying to the company) and the Deal (carrying out activities closely related to mutual settlements). Not all companies use the functionality of offers; often, a deal immediately follows a lead. If your company requires a long-term agreement on the price of a product or it is necessary to describe the characteristics of the product and its competitive advantages, then it will be difficult for you to do without this functionality.

Just like other Bitrix24 entities, Offers have a status by which it is easy to determine the state in which a particular document is located. This greatly helps to track the speed of work of both company employees and customers. As part of the proposal, you can also create your own fields to reflect any service information. From the Offer, unlike the Lead, you can invoice your client for payment. The generated document can be immediately sent to the mail of your client from the Bitrix24 service.

The essence of the Deal in the Bitrix24 CRM system has one of the most important values, because it exchanges information and displays all data on current work processes related to financial issues.

Deals have standard fields in which you can enter the necessary data, link directories of existing contacts and companies. With the help of links within the Bitrix24 system, you can link other entities (Lead, Offer, Account) to deals. This allows you to study in detail the progress of the transaction from the moment of contact until the end of the transaction.

Within the framework of the Deal entity, you can build different business processes of the company. If we take the type of transaction as a basis, then it is possible to organize not only the sale of goods, the provision of services, but also the purchase of goods and the consumption of services of third-party organizations. Using the filter system, you can always separate the transactions you need from the general mass. Tasks and events in the calendar will help you control the execution of transactions.

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Bitrix24 Accounts

The Account entity is a classic in any CRM system, in this case Bitrix24 is no exception. As part of this functionality, you can draw up a document and print it for presentation to the client. After registration, you can immediately send it by e-mail. If you have previously entered into the system a facsimile of the signatures of responsible persons and the seal of the organization, then the document will be created already signed.

The account, like other entities, has a status that reflects its current state. If you have 1C Trade Management or 1C Accounting, then on Bitrix24 paid tariffs you can set up the exchange of information regarding bill payments, which will automatically change the status of the account.

In practice, this is a very convenient mechanism, especially for companies with a large document flow.

Reports and Sales Funnel

There are many reports in the Bitrix24 CRM system that allow you to analyze various data. Even standard reports are enough to cover most of the emerging needs of managers different levels. If some report cannot show the necessary information, then you have the opportunity to create your own.

One of the main deals reports is the Sales Funnel. If you want to get acquainted with its capabilities in detail, then this can be done.

The second most important report can rightfully be recognized as the report "Performed by managers". This report in the Bitrix24 CRM system allows you to show general information about user actions.

Based on this report, you can draw conclusions about the effectiveness of the sales department, because. before concluding transactions, it is necessary to go through many stages and take many actions (calls, meetings, letters).

In this video you can get acquainted with general description work in the CRM module of the Bitrix24 system.

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Bitrix24 Disk

The Bitrix24 CRM system has a full-fledged storage of all files. This is a great tool that allows you to synchronize your work files in different places. Bitrix24 Disk allows you to attach files located in popular storages Dropbox, Google disk, Yandex disk, Box, OneDrive to your workspace. Bitrix24 disk has many advantages. Firstly, this functionality allows you to control file versions and you can always track the history of changes. Secondly, you can edit files even from the portal, using the functionality of Google or MS online at the same time by a group of employees.

Thirdly, Bitrix24 disk has the ability to approve and approve documents. This is especially important for some types of business. Fourth, you can manage file access rights at the level of departments, departments and just individual users.

IP telephony

Bitrix24 is one of the few CRM systems that has built-in IP telephony. It should also be noted that Bitrix24 has the ability to integrate any third-party telephony. This means that if you currently have IP-telephony from another provider and you rent a landline number there, then you can connect it with the Bitrix24 portal completely painlessly. At the same time, you get an excellent opportunity to write conversations and add information about calls in the entities of the Bitrix24 CRM system.

In this system, you can transfer incoming and outgoing calls to other specialists during a conversation; also, during a conversation, it is possible to create the "Contact" and "Lead" entities for the convenience of the manager.

For example, a client calls you and asks to clarify the availability of a product, and during the call the manager creates the Lead entity, fills in the required fields and sends this information interested parties for further processing. As a result, a Lead is created and it will contain information filled in by the manager, as well as a recording of the conversation (if this option was enabled).

Not so long ago, the system added the ability to connect fixed telephone sets to ip-telephony for the convenience of users. And now you can call from familiar and favorite devices.

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Business processes

There are quite a few products on the CRM-systems market that, at the moment, can boast of a high level of "flexible" automation. It's about business processes. Many companies are moving to a process type of activity management, because. the classical functional scheme (hierarchy) is already quite outdated and does not meet modern realities. Today is required maximum speed and coherence of personnel in order for the enterprise to withstand competition, tk. in many niches it is already quite crowded.

Bitrix24 is a CRM system that already has on board a flexible system for building business processes by means of setting tasks and controlling the passage of documents, transactions, etc. entities.

If earlier it was necessary to constantly monitor the conduct of the transaction, to pull the manager to clarify the timing and progress of the sales process, now with the functionality of business processes you can calmly deal with your functionality, and the system itself controls the correctness of doing business and meeting deadlines. If the deadlines are violated, the system will notify you about this.

Business processes are more than just control, business processes are the ability to perform calculations and receive arbitrary data according to specified parameters. You can read a little more about the functionality of Business Processes

Calendars

Bitrix24 has a multi-level system of calendars in which you can record events such as tasks, meetings, calls, letters. Calendars are present within the project (interest groups), intranet groups, employee's personal calendar. At the moment, Bitrix24 has a very convenient function of integrating third-party calendars into the CRM system. You can attach your calendar to the portal and enter important events into it so that they are reflected in your usual phone interface.

You can read more about the functionality of calendars and scheduling.

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The structure of the company

The Bitrix24 CRM system has the necessary tool for personnel work called "Company Structure". This tool allows you to graphically create a hierarchical scheme of subordination and interaction of both departments, divisions, and individual employees within the same company. Based on the Company Structure, subordination is built, and with it the access rights to documents and entities within Bitrix24.

This tool will be appreciated by all new employees of the company who have just arrived and do not yet have all the information about who is responsible for what and who can be contacted in case of a problem situation that is beyond their competence.

Mobile app

Heading to a meeting or business trip? Take with you mobile phone, which will contain your Bitrix24. The main functionality is available in operating systems iOS and Android. You will be able to view transactions, Leads and other entities on the trip; contact colleagues by means of a voice or video line (if the Internet channel allows); read the document; assign a task to an employee and much more.

You can read more about the mobile client

Bitrix24 download

In fact, only the Desktop client can be downloaded in Bitrix24, which is installed on the employee’s computer and serves as a system for exchanging messages and notifications from the portal. This system can completely replace Skype and other instant messengers in the company, tk. Bitrix24 has the main advantage - the security of communications. If you have a corporate portal, then your communications will generally go only inside your server.

Using the desktop client, you can make calls to regular telephony or video calls to your colleagues. This is especially true when your employees are located in different cities and countries. Also, the desktop client is used to synchronize files from the cloud to the local computer and vice versa.

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Meetings and meetings

In every company, sooner or later, they begin to hold meetings and planning meetings. These activities help to solve collectively common tasks and, under certain circumstances, contribute to the rapid resolution of problems. Bitrix24 functionality - Meetings and plans will help to achieve such results.

Raise questions, write comments, set tasks right during the planning meeting, and then the productivity of such events will increase significantly. It is important to record all voiced thoughts and suggestions. For these purposes, a secretary is selected who takes all the notes during the meeting. These events include the mandatory participation of certain stakeholders, so Bitrix24 provides the opportunity to notify all participants in the event and include it in the plans of employees so that they do not forget about it, plunging into the abyss of work tasks.

Data exchange with 1C

Bitrix24 is a product of 1C-Bitrix, i.e. subsidiary of the undisputed leader of programs for management and accounting. Without exaggeration, we can say that 1C owns more than 50% of the market, which means that integration with the products of this company is simply mandatory for any CRM system. otherwise, all information on transactions and payment of bills will simply be informational and will not allow you to fully automate the company's workflow.

In addition to exchanging information about payment statuses and new orders, Bitrix24 recently introduced functionality that allows you to publish any reports from popular 1C configurations (Trade Management 11 and Enterprise Accounting 3.0). This functionality will be appreciated by managers of different levels, because on the this moment they have to constantly go into the program in order to get any report, although they do not work constantly in this program.

Do you have any questions?
Do you have other tasks or you do not understand how to do it?

Tasks and projects in Bitrix 24

With Bitrix24 you can fully automate the work of the company. Checklists and task templates, document and filter constructor - a huge number handy tools help you make your business even more efficient. Set tasks for subordinates, evaluate work, take into account the time spent, plan deadlines in the Gantt chart. Develop a motivation system based on reports. Schedule appointments with clients and meetings in calendars. You will always know what your employees are doing and where your team is heading.

Collaboration with documents in Bitrix24

Documents are created in order to work with them - to make changes, supplement, correct. Therefore, the organization of work with documents is very important for the overall efficiency of the company. Discuss, make changes, view the history of changes, use smart search, agree and approve documents right in your Bitrix24.
With Bitrix 24 you can save a lot, because you no longer need to purchase office software! Cloud storage Bitrix24.Disk is integrated with GoogleDocs and OfficeOnline and allows several employees to work with documents at the same time right in the browser.

Planning in Bitrix24

Do you want to make the process of planning working time in your company simple and efficient? Combine personal calendars of employees and workgroups - and tasks on one calendar grid. Turn on reminders for upcoming events - the system will remind you of them.
The absence schedule will help you plan vacations in the company so that the absence of employees does not affect the overall work.
Hold meetings and planning meetings, invite participants, set the time and place of the meeting. Participants see the agenda of the planning meeting and add reports on their own. The results of the discussion are recorded in the minutes, following the results of the meeting, tasks are immediately set for employees.

Bitrix 24 business processes

Bitrix 24 provides simple and convenient creation and management of business processes in any organization. You can work with both standard operations and customize your own. Payment of invoices, accounting of internal and outgoing documentation, execution of applications, invoices - now these operations will not take extra time. With the help of settings, you can adjust the operation of the system according to internal regulations and mode of operation. Never before has business automation been so accessible, Bitrix24 business processes significantly increase the efficiency of the company's employees.

CRM in Bitrix 24

CRM Bitrix24 is a convenient system for managing relationships with customers, partners and suppliers, the key to excellent sales and improving business efficiency. Store contacts, write letters and make calls, conduct transactions, issue invoices and analyze the “sales funnel” in Bitrix24 CRM, while the CRM system records the entire history of your interaction. The Bitrix24 CRM system provides unlimited opportunities for building long-term relationships and satisfying any requests of your customers. For 12 employees you can use CRM system Bitrix24 is free. If this is not enough - use our Bitrix24 promotional code

CRM Bitrix24 is easily configured to work in any company, has an intuitive interface and convenient presentation modes in the form of lists and kanban.

CRM marketing in Bitrix24

Website builder in Bitrix 24

Create websites and landing pages in a simple and convenient Bitrix24 website builder to promote goods, services, events, for your company or for customers.
The Bitrix24 website does not need to be specially integrated with CRM, it has already been created inside CRM. All contacts of clients who write to you from the site or call you are immediately entered into CRM and get into the work of managers.
Choose a theme, easily change texts, backgrounds, images, add the ready-made blocks you need from the catalog. You will immediately see how the site will look on a computer, tablet, smartphone, the site is adapted to all resolutions and devices. It is SEO friendly and ready to be indexed by search engines.
Bitrix24 sites are hosted free of charge in the bitrix24.site domain. You can also link any of your domains to the site!

Mobile app

The concept of CRM (Customer Relationship Management) means that disparate business tools are combined into a well-functioning system. Instead of Excel tables, instant messengers, a lot of documents and running around the offices, there is only one service left. It includes programs for collecting customer data, managing transactions, monitoring managers, analytics and forecasting. It simplifies routine, speeds up acceptance right decisions and eliminates errors.

The advantages of using such systems:
- A single database of customers and counterparties, which stores all the collected data.
- Transparency and control of the work of the sales department. It is immediately clear who is responsible for what tasks and at what stages of the transaction.
- Accounting and analysis of statistics on the movement of orders. You can quickly determine whose fault the order fell through, analyze the reasons and draw conclusions.
- Based on statistics and analysis, you can predict revenue and plan the development of the enterprise.

Automation and control of the sales department
Bitrix24 includes a database of leads, contacts and companies. The related transactions and tasks are handled by standardized procedures as semi-automated business processes. With their help, you can organize letters, calls, invoicing, adding products and assigning responsible people.
The head of the department at any time sees the dynamics and results of the work of subordinates. For each operation, you can find out the time spent on it and track the problematic stages, set up a "sales funnel".
CRM calculates performance indicators for each manager and compiles a summary rating for them
Integration with accounting
Bitrix24 and 1C-Enterprise exchange data automatically. Employees of the sales department work only on current prices, stock balances and payments. Possibility to issue out-of-stock goods or sell a position at the old prices is excluded in principle.
Mobility
The leader cannot waste time. It uses any waiting for control and orders if the phone has a mobile CRM version. He will receive a report, appoint a responsible person, order to issue an invoice to the client directly from a traffic jam or queue at the tax office.
Our mobile app allows you to quickly receive information on new leads and deals, and fully manage the product catalog, customer base, tasks and plans.
Analytics and forecasts
The collected information not only simplifies the current work with buyers. An analysis of various indicators gives grounds for correcting and forecasting sales plans.
"Bitrix24" includes 8 reports in various sections, including the "sales funnel", contract amounts, payments, forgotten and current transactions. With the help of the visual designer, you can create your own comprehensive reports.
Safety
Information Systems private enterprises are full of trade secrets. Contacts of clients and details of contracts must be strictly confidential. Bitrix24 restricts access according to user roles (subordinate, head of department, director, administrator, etc.), as well as by groups, departments, departments and specific employees.
Types of CRM
Bitrix24 is universal. It includes the functionality of 4/5 of the well-known CRM customer relationship management systems.
- Automates the operational processes of marketing and sales, like SFA systems;
- Supports customer service like Service Desk;
- Provides a unified interaction with subscribers' requests received through various channels (voice telephony, website, Email) as Contact-center;
- Accumulates transaction data, stores and organizes them, and also provides intelligent processing of indicators, like analytical control systems.

"Bitrix24.CRM" does not require investments!

Bitrix24 functionality provides everything that is necessary for organizing the company's activities. The tools are tightly coupled, which means you don't have to switch between multiple services. No additional software required. It doesn't take a long, painful implementation. You can start working immediately after registration. Any browser is enough.