Bitrix24 Helpdesk

Sales boost

As your customer base grows, finding new clients becomes harder. That is why repeat sales matter. In Bitrix24, you can automate repeat sales for a group of customers.

Sales Boost is a tool that automatically creates repeat leads and deals. You can use it to send special offers to customers, such as birthday discounts.

Check if this option is available on your plan.
Bitrix24 plans and pricing

How Sales Boost works

  1. Go to the Marketing section in the left menu.
  2. Select Repeat Deals.

You can choose one of the prebuilt templates or create your own.

    3. Create a new customer segment and specify the details.

Repeat leads can only be created from successful leads. Sales Boost works with client types such as contacts and companies. It does not support static lists.

    4. Click Save and start the sales boost.

Bitrix24 will automatically create repeat deals and add comments for managers.

You can track the process status in Marketing > Sales Boost.


Prebuilt templates

When you start Sales Boost, you can choose one of the prebuilt templates. Templates are available for birthdays, recent deals, and holidays.

Hover over the question mark icon to view campaign details.

Templates also include ready-to-use conversation scripts for customer communication. Select a script and start working with repeat sales.


In brief

  • Sales Boost automatically creates repeat leads and deals. You can use Sales Boost to run special offers, such as birthday discounts.

  • Open Marketing > Repeat Deals.

  • Choose a prebuilt template or create a custom campaign.

  • Bitrix24 automatically creates repeat deals and adds comments for managers.

  • You can track campaign progress in Marketing > Sales Boost.
Go to Bitrix24
Don't have an account? Create for free