Bitrix24 CRM includes several standard items: leads, deals, contacts, companies, invoices, and estimates. However, some business scenarios require different types of records. For example, a veterinary clinic may need a database of animals, while a real estate agency may need a database of apartments. Standard CRM items do not always fit these needs.

Previously, companies had to adapt leads and deals to match their workflows. Now you can create custom items and build your own workflows with Smart Process Automation (SPA).

How SPA works

Smart Process Automation lets you create custom CRM items and adapt them to your business processes. You can:

• Create forms with custom fields
• Set up separate pipelines and tunnels
• Add kanban stages
• Configure access permissions
• Connect SPA with tasks, calendars, and other Bitrix24 tools

To open SPA, go to CRM > Smart Process Automation.

SPA works for many types of businesses. For example, a real estate agency can create separate processes for apartment sales and rentals. Each apartment can have its own form with fields for the address, number of rooms, owner, and other details. This helps you keep a clear property database and track which apartments are available for rent or sale.

You can also connect different SPA and pipelines with automation rules. For example, if an apartment changes from rental to sale, the item can move automatically from the Renting process stage to the Selling process stage.

Get started with SPA

To start using Smart Process Automation:

1. Create a smart process
2. Customize the item form and kanban stages
3. Configure access permissions

Add custom fields to the SPA form. For example, in a real estate rental process, you can create an apartment form with fields for the address, number of rooms, and owner information.

Create kanban stages for each process and move items through them.

Configure access permissions.

Grant access only to specific employees.

Access Permissions in CRM