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