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CRM
First steps

CRM modes

Stacy Smith
Author: Stacy Smith
Last update: May 23, 2023.

There are two ways to work with Bitrix24 CRM - Simple CRM (without leads) and Classic CRM (with leads).

Web version
Mobile app

Classic CRM mode

Classic CRM mode is recommended for large and medium-sized businesses. When using this mode, all the potential clients are added to Bitrix24 CRM as leads.

Check if Classic CRM mode is available in your Bitrix24 plan. You can find all the information about Bitrix24 plans on the pricing page.
A lead is a CRM object containing information (telephone number, email, website) of a person or company who has the potential to become a customer – that is, to complete a deal.

After a lead is added to CRM, you continue to communicate with a potential client and then convert this lead to contact. This process is called Lead conversion. You can convert leads to contacts, companies, or deals. Then you keep on working with clients and get more and more information about them. If you convert leads to deals, you can track there the amount of the sale, accept the payment, calculate profit, etc.

Recommended articles:

Simple CRM mode

Simple CRM mode is available in all Bitrix24 plans. You can find all the information about Bitrix24 plans on the pricing page.

Working in Classic CRM mode requires a lot of resources and time. For small companies, we've made a Simple CRM mode without leads.

In Simple CRM mode, all inbound emails, calls, requests and chats immediately become deals and/or contacts.

Read more about switching CRM mode in the article - Switch CRM mode.

Classic CRM mode

Classic CRM mode is recommended for large and medium-sized businesses. When using this mode, all the potential clients are added to Bitrix24 CRM as leads.

Check if Classic CRM mode is available in your Bitrix24 plan. You can find all the information about Bitrix24 plans on the pricing page.
A lead is a CRM object containing information (telephone number, email, website) of a person or company who has the potential to become a customer – that is, to complete a deal. Read more in the article - Work with leads in CRM.

After a lead is added to CRM, you continue to communicate with a potential client and then convert this lead to contact. This process is called Lead conversion. You can convert leads to contacts, companies, or deals. Then you keep on working with clients and get more and more information about them. If you convert leads to deals, you can track there the amount of the sale, accept the payment, calculate profit, etc.

Recommended articles:


Simple CRM mode

Simple CRM mode is available in all Bitrix24 plans. You can find all the information about Bitrix24 plans on the pricing page.

Working in Classic CRM mode requires a lot of resources and time. For small companies, we've made a Simple CRM mode without leads.

In Simple CRM mode, all inbound emails, calls, requests and chats immediately become deals and/or contacts.

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