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Work with client database

You need a customer database for repeat sales. If you don't have one, or if employees don't keep it properly, then CRM Marketing has nothing to work with, and you won't get repeat sales. That's why you should organize your customer database before creating segments and campaigns.


Prepare customer database for work

You can only work with CRM Marketing from Bitrix24 CRM. If you keep records of your sales in Excel, another CRM system, or even just in a notebook, transfer them to the CRM. You can transfer the records manually or import the database if you work in another system.

Migrate data to Bitrix24 CRM

After you have imported all your contacts, you can configure CRM access permissions. Specify the employees who can work with the database. If all employees can work with the database, you can divide them into groups according to their actions: some can only view records, while others can edit and delete them.

Go to the Settings - Access permissions - CRM.

Access Permissions in CRM

If you're having a problem migrating data or setting up CRM, you can request assistance from Bitrix24 partners.

Why it is important to enter all contacts into CRM

Finding a new client is very expensive and time-consuming. Any client is important, even if he/she hasn't bought anything. Add clients to CRM to make them a purchase offer using marketing campaigns.

If you got spam mailings, add this contact to the blacklist.


Enlarge customer database

Bitrix24 automatically enters all contacts that come from any source: social networks, mail, chats and calls. Employees do not need to enter them manually, so the work speed increases.

Contact Center is a tool for communicating with customers and handling incoming messages. Connect all communication channels and social networks, and after that all calls, emails, messages in chats will be saved in CRM.


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