CRM

You can fully customize CRM profile views and assign these views to all users, separate departments or employees individually. Learn more in this article.

If you need to create and send out large numbers of quotes and invoices each day, a useful quote and invoice templates option in Bitrix24 CRM will help you with that.

Now there are two total amount calculation modes in Bitrix24 CRM: manual and automatic modes.

We've updated the product catalog in Bitrix24 CRM. Now working with products in product catalog has become easier.

You can now add client details, including their address, when creating a new lead or a new deal.

This option will allow you to control which CRM fields can be seen by which employee or employees.

You can now configure access permissions for each section of Bitrix24 CRM Marketing.

There are two more types of reports available in Bitrix24 CRM Analytics: Individual Performance Report and Top Grossing Clients Report.

Process, get and store payment data inside a single CRM system and never loose clients at the payment stage!

Automate you daily CRM routine using Actions in business processes.