CRM system
Manage your customer base, automate sales manager workflows, and boost your sales volume with a modern CRM system and built-in artificial intelligence (AI) assistance.
- Start right away, without long settingsMarta AI's artificial intelligence will configure CRM for your business in a matter of minutes, asking just a few questions in the chat. Do you need to change or clarify something? Just ask Marta - she will tell you where everything is, help you figure it out and will always be there.
- Unlimited customer base managementCreate an unlimited number of deals, contacts, and companies within your CRM. The entire history of customer interactions—including email correspondence, phone calls, and purchase history - is securely stored in a single database and is always accessible to your team.
Sell right where your customers are
Connect all your sales channels directly to the CRM system: phone calls, emails, social networks, online chats, and website inquiry forms. Respond to customers instantly on their preferred platforms.
- All inquiries and calls are consolidated into one Contact Center: you no longer need to check dozens of different messaging apps and platforms.
- Instant customer recognition: if a client is already in your database, the CRM recognizes them and automatically opens their personal profile with their entire interaction history.
Make and receive calls directly from your CRM
- Connect your IP telephony to Bitrix24 and seamlessly use virtual phone numbers.
- Call recordings are automatically saved right inside the customer's profile, keeping your communication history easily accessible.
- Utilize proven sales scripts to elevate the performance of your sales representatives and increase conversion rates.
- Automatic caller identification: during incoming calls, the CRM displays the client's information and automatically routes them to the responsible account manager.
Online booking system to automate your scheduling
Bitrix24's online booking feature automates appointment scheduling, making your team’s calendar allocation 100% efficient.
- Share your booking link on your website, Telegram channels, or send it directly via messengers. Clients can select an available date and time, book a consultation, and pay instantly.
- The automated reminder system ensures your clients never miss an appointment, eliminating empty slots in your team's schedule and keeping your business productive.
Complete customer communication history inside your CRM
Keep 100% of your customer interaction history secure. All deals, emails, chats, and calls are automatically logged in the CRM database. Even if a sales representative leaves the company, your valuable customer data remains fully accessible to your business.
CRM marketing automation to attract and retain clients
Segment your audience and launch targeted marketing campaigns with ease. Send personalized email newsletters, automated SMS alerts, and run highly targeted social media ads on Google and Meta platforms - all directly from one unified CRM dashboard. Boost customer retention and drive repeat sales with automated loyalty workflows.
Smart Push CRM system for proactive task management
Never miss a lead or lose track of a potential deal. Our proactive task management system automatically structures daily schedules and sends timely reminders to your sales representatives:
- Daily task visualization: view your entire agenda at a glance to stay focused on high-priority leads.
- Zero missed follow-ups: automatic system notifications remind sales reps to schedule the next contact.
- Real-time performance monitoring: easily track employee workloads, progress, and pending tasks.
Let an intelligent AI CRM assistant
handle your routine work
handle your routine work
Optimize your workflow by outsourcing repetitive administrative tasks to our integrated AI CRM assistant. The AI automatically analyzes client conversations, transcribes phone call recordings, highlights critical action points, and fills out the deal fields in your CRM card, freeing up your managers to focus entirely on closing sales.
- Increase repeat sales with AIThe system analyzes past successful deals to identify customers ready for their next purchase and automatically generates new opportunities. Each new lead comes
pre-loaded with smart recommendations, guiding your reps on the best upsell offers and tailored communication angles. - Decrease irrelevant incoming callsOur integrated AI pre-qualifies incoming inquiries. If a call is flagged as spam or non-targeted, the system filters it out without creating a new deal, saving your sales representatives valuable time and keeping your CRM workspace clean.
- AI-powered sales scriptsDeploy ready-made sales scripts or use built-in AI to generate high-converting communication flows. Define your core customer dialogue requirements and let the system guide your team.
- Speech analytics with AIAI listens to phone call recordings, evaluates script compliance, rates overall communication quality, and provides actionable recommendations to improve conversion rates across all sales reps.
- Hands-free task creationFollowing every client conversation, the AI automatically schedules the next steps, sets reminders, and drafts follow-up tasks, ensuring zero details fall through the cracks.
Full mobile CRM system for on-the-go management
Run your business and close deals from anywhere in the world. The feature-rich mobile CRM app gives your team instant access to customer profiles, pipeline progress, invoicing, and messaging, ensuring seamless operational workflow outside the office.
Document Automation
- Generate custom templates: draft contracts, invoices, and service agreements instantly.
- Flexible payment solutions: send professional invoices via convenient QR codes or direct payment links.
- Full pipeline sync: all created documents are automatically attached to the corresponding client card.
Real-time warehouse accounting
Manage your supply chain and stock levels without limits on your product catalog.
- All core warehouse operations: track stock arrivals, product transfers, inventory audits, and write-offs directly in Bitrix24.
- Instant documentation: print warehouse receipts and delivery notes straight from your dashboard.
- Mobile barcode scanning: scan product barcodes using any smartphone camera to update inventory levels instantly.
External Team Collaborations
Create specialized, secure collaboration spaces to work seamlessly on projects with external vendors, freelance contractors, and clients directly within your CRM․
- Unified project workspaces: centralized group chats containing all external and internal participants.
- Task & file synchronization: immediate shared access to current tasks, project folders, documents, and interactive calendars.
- Advanced data security: flexible access permission controls to guarantee absolute data privacy and protection.
Leverage the most advanced 1C ERP and accounting integration available on the market to synchronize your financial data and operations automatically.
- Instant counterparty mapping: automated data fetching and verification of client profiles from 1C.
- Two-way directory synchronization: product catalogs, stock listings, and pricing models remain consistent across both systems.
- Automated financial reporting: real-time tracking and synchronization of custom invoices, sales reports, transactions, and client orders.
Advanced Analytics & BI
Transform raw company data into structured visual business intelligence to accurately scale operations and track milestones․
- Sales pipeline forecasting: generate automated performance reports and monitor real-time sales targets.
- End-to-end marketing analytics: evaluate the exact ROI of your advertising spend across all operational channels.
- Advanced BI dashboard integration: sync deep analytical indicators with custom BI systems for granular managerial insights.
The All-in-One Modern CRM
A complete ecosystem of automation tools
to accelerate sales and optimize company-wide workflows.
to accelerate sales and optimize company-wide workflows.
