CRM

You can easily change the client name format to the one you need both for leads and contacts in your Bitrix24 CRM.

The reporting period allows you to track the elements that the employees have been working with and do much more.  

The regular clients report shows how many clients have purchased from you within the selected reporting period.

Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.

You can now update your product database quickly and easily by importing an already updated CSV file.

You can now create CRM presets and deploy them in other Bitrix24 accounts.

You can now view in detail all changes made within your CRM entity.

The deal merge option helps you keep your CRM system clean and organized.

Sales trends report shows the number and the percentage of won and lost deals within the selected reporting period, as well as how the number of won deals has changed comparing to the previous reporting period.

Sales Tunnels help you easily control and connect separate sales funnels with each other.