CENTRALIZED PRODUCTIVITY
Bitrix24
an ecosystem that blurs the lines between supply chain,
partner, customer, crowd, and employee..."
-Isaac Sacolick
Bitrix24
Centralized Productivity
-Isaac Sacolick
Collaboration
Tasks & Projects
CRM
Drive
Contact Center
Websites
Online Stores
Marketing
Online Documents
Sales Intelligence
Process Automation
Human Resources
NEW!
Bitrix24.sign
Bitrix24.Sign streamlines your document management processes. This powerful tool allows you to create signature-ready documents and send them to your counterparties quickly. Once properly configured, Bitrix24.Sign is user-friendly and intuitive, even for non-tech-savvy users.
Streamline document management
Optimize the way documents are handled and stored. Improve efficiency and reduce errors and delays in document-related tasks.
create signature-ready documents
Create secure and valid signature-ready documents with custom fields from your own templates with Bitrix24.sign's intuitive interface and user-friendly design.
Track the status of documents
Check whether your recipients have received, viewed, or completed their document in an easy to navigate kanban view.
Signature Notifications
Choose whether you would like to be notified by email, push notification, or task automation at different stages of the Bitrix24.sign automation process.
Suitable for non-tech-savvy users!
Looking for more advanced configuration?
We can help you create custom documents, field mapping CRM forms, business automation, and more!
CRM That works for you
The anatomy of a card
The Bitrix24 pipeline cards are more than a simple tool for managing customer relations. They serve as a centralized hub that brings together all the different components of your CRM database. Properly configuring the elements of these cards will not only streamline your sales process, it will also improve customer interactions.
Live Update Feed
The log feed in Bitrix24 CRM cards shows a history of interactions with a contact or deal, including notes, calls, and other important details. Teams working on a project can use this feature to stay informed about important updates in real-time.
Statuses & Stages
Statuses and stages help track deal and project progress. By defining stages, you can understand where you are in the sales process and what's next. Proper use of statuses and stages can also identify bottlenecks and improve efficiency.
Documents
Documents store important information and customer interactions like contracts, proposals, and invoices. Bitrix24 allows attaching documents to CRM cards for organization in one place, and also offers automation tools and templates to streamline document workflows and improve efficiency.
Custom Card Views
Custom profile views in CRM cards let you create and save personalized views of your CRM database. They boost organization and efficiency by allowing each team member to focus on information relevant to their role, which can be shared with others. This feature is particularly useful for teams with varied responsibilities in the CRM.
Streamline CRM with a unified view
for your deals, company, and contacts!
Need help configurating your CRM?
Take advantage of our professional services, consultations, and training!
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