Instead of dozens of services and applications — a single platform for organizing the work of the entire company
Price
Portal registration and general settings
Transferring the company’s organizational structure to the portal
Invitation for employees to the portal
Sales funnel setup
CRM card setup
Integration of CRM with e-mail
Basic reports and monitoring filters configuration
What is included in the basic setup?
Training on the CRM-system Bitrix24
Transferring the company’s organizational structure to the portal
02.
Registration and general portal settings
Company name and domain, setting date/time/name formats
01.
Setting up a CRM card
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)
03.
04.
Setting up the sales funnel
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
Integration of CRM with email
All emails from new clients are automatically saved as deals, and emails from regular clients are attached to the necessary deals
05.
Configuring basic reports and monitoring filters
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.
06.
Training on CRM-system Bitrix24
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)
07.
By clicking the button you consent to your personal data processing and accept the privacy policy
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