Basic Bitrix24 Setup

We help your business operate

*only for new clients

2 hours of free consultation or special bonus

#Cooperation

#Tasks and projects

#Websites

#Automation

#CRM

Instead of dozens of services and applications — a single platform for organizing the work of the entire company

Price

What is included
in the basic setup?

Training on the CRM-system Bitrix24

Basic reports and monitoring filters configuration

Integration of CRM with e-mail

CRM card setup

Sales funnel setup

Invitation for employees to the portal

Transferring the company’s organizational structure to the portal

Portal registration and general settings

07.

We’ll train employees to work effectively with Bitrix24 tools:

Tasks and projects,
Calendar,
CRM,
Mobile CRM,
Work Reports,
Disk,
Online Documents (available on the Standard plan and higher)

Training on CRM-system Bitrix24

02.

Transferring
the company’s organizational structure to the portal

01.

Company name and domain, setting date/time/name formats

Registration
and general portal settings

03.

Any fields in the CRM card and searching through them. All communications with clients in real time:

emails,
calls,
sms,
chats.

Timeline (work and communication history, plans)

Setting up a CRM card

Any stages of transaction processing. You can see how many requests are being processed, the potential amount, what stage the deal is at, and which manager is dealing with them

Setting up the sales funnel

04.

05.

All emails from new clients are automatically saved as deals, and emails from regular clients are attached to the necessary deals

Integration of CRM with email

06.

Report on the effectiveness of managers and monitoring communication — the ability to get all the key information on sales and managers' work quickly and in one place.

Configuring basic reports and monitoring filters

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Additional services

Setting up robots and business processes
Sales Automation
Document generation
All business documents within the company
Websites development
Comprehensive services for the creation of modern landing pages and websites

Open lines
Open lines collect messages from different channels in Bitrix24, distribute them according to the queue rules among employees and invisibly save them to CRM
Phone calls recording
"Call recording" service allows you to collect all calls of the company in one place, listen to records of conversations, as well as receive various reports on calls
Integration of requests from the interactive catalog RPT
More