Bitrix24 CRM is a powerful tool that needs careful setup to be used effectively. For example, a small family business and a big company have different goals. Customizing Bitrix24 to meet these specific needs is what the implementation process is all about.
Follow the steps in this article to get started with CRM.
Configure CRM for your business
Statuses and dropdowns (CRM > Settings > CRM Settings > Start point > Statuses and Dropdowns). Setting up statuses and dropdowns is essential for getting started with CRM. Name deal stages, provide sources for contacts, and industries for companies.
Statuses and dropdowns in CRM
Products (CRM > Inventory > Products). Add products or services to CRM, depending on what you offer your customers. Divide them into sections and easily access the needed items.
Product catalog in CRM
Specify the units of measurement for your products (CRM > Settings > CRM settings > Units of Measurement). Also, set tax types and rates (CRM > Settings > CRM settings > Taxes).
Units of measurement
Taxes in CRM
Email templates (CRM > Settings > CRM settings > Email > Email Templates). Email is a key channel for customer communication, and you may need to handle many emails with similar structures. Make your work easier by creating templates for common elements like greetings or signatures. You can also automate the insertion of details such as the customer's name, company name, or deal amount.
Email templates in CRM
Company details (CRM > Settings > CRM settings > Start point > My Company Details). It is also worth entering the details of your company into the system. After that, any new account will automatically contain the necessary data for payment.
Company details
Invoice and estimate templates (CRM > Settings > CRM settings > Payment options > Payment systems). Customize invoice and estimate templates to use them in your daily work.
Invoice (an old version) and estimate templates
Access permissions (CRM > Settings > Access permissions > CRM). Consider the roles of all employees and departments in your company. Determine what data each user should access and set up access permissions accordingly.
Access Permissions in CRM
Add data to CRM
Once Bitrix24 is configured, you can start adding data to the system. If you already have a client base and deals, use the import tool to continue working with them in Bitrix24.
Also, use various communication channels to get new clients:
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Telephony: If you prefer to communicate with customers by phone, connect telephony to Bitrix24. Rent a number or use telephony applications from the Market.
Telephony connection options overview -
Email: If you are more used to email, connect your mailbox to Bitrix24. The system will automatically save customer data and communication history.
Mailbox integration -
CRM forms: To manage your business online, add a special form to your website. When a customer fills it out, their information will automatically appear in CRM.
CRM forms
Get started with CRM
Bitrix24 allows you to implement a complete accounting system. It covers everything from the first client contact to closing deals and processing invoice payments.
First, get the data about your client. Next, work with potential buyers, guiding them through each stage until you successfully close a deal.
If you want to skip cold leads and go straight to making deals, use the Simple CRM mode.
CRM modes
Integrate third-party services
Many companies rely on a variety of software tools in their operations, and it is important to access them in one place. Bitrix24 allows you to integrate with numerous third-party services via special apps.
Find and install Bitrix24 Market applications
Implementing Bitrix24 effectively is essential for your company's success and growth.