A deal in Bitrix24 is a CRM item that contains information about a specific sale to a customer, such as products, amount, stages, comments, communication history, and more. Deals help track the sales process — from the first inquiry to payment — ensuring nothing is overlooked.

Types of deals

CRM includes simple and recurring deals.

Simple deals. One-time sales of products or services. For example, a customer orders a consultation or purchases an equipment.

Recurring deals. If a customer has already made a successful purchase, a new deal with them is considered recurring. This helps distinguish new customers from returning ones and assess the effectiveness of repeat sales. Ways to create recurring deals:

• Manually — create a new deal for a returning customer, and Bitrix24 will mark it as recurring.
  Repeat leads and deals
• Regular deals—automatically created on a schedule, such as monthly. Suitable for subscriptions, memberships, or service contracts.
  Regular deals: what they are and how to use them
• Using the sales generator — deals are created based on scenarios, such as offering discounts to customers on their birthdays.
  Sales boost
• AI-powered repeat sales — a deal is automatically created for a customer who is likely ready to make another purchase. AI analyzes the sales history in CRM to assist with this.
  AI-powered repeat sales in CRM

Create a deal

Deals in CRM can be created manually or automatically.

Create manually. This method is suitable if you already have deal information, such as when a customer calls directly to place an order. You can immediately fill out the fields in the deal form to start working.

Web version

Mobile app

1. Go to the CRM section > Deals.
2. Click Create.
3. Fill out the fields: name, amount, customer. Add products. You can also specify additional information, such as deal type, source, or leave a comment.
4. Click Save.

You can edit deal information at any time in the CRM form.

1. Select More > CRM from the bottom menu.
2. Tap the Plus (+) button in the bottom right corner.
3. Select Deal.
4. Fill out the fields: name, deal type, amount, customer. Add products. You can also specify additional information, such as the source or leave a comment.
5. Tap Create.

You can edit deal information at any time in the CRM form.

Import. You can upload a file with a database of deals to Bitrix24.

1. Go to the CRM section > Deals.
2. Click Settings (⚙️) > Import deals.
   Import to Bitrix24 CRM

Migrate from another CRM. If you used another CRM, you can transfer data to Bitrix24 using special apps.

1. Go to the CRM section > Deals.
2. Click Settings (⚙️) > Migration from other CRM.
3. Select an app for data transfer and follow the instructions.
   Migrate from other CRM

Receive through the Contact Center. In Bitrix24, you can connect various communication channels with customers and receive deals through them, such as messengers, social networks, email, and telephony.
Connect Open Channels

1. Go to the CRM section > Customers > Contact Center.
2. Select the communication channel you want to connect, such as Live Chat.
3. Choose an Open Channel or create a new one.
4. Click Connect.

When a customer texts to you in the chat, a deal will be created in Bitrix24. The chat history will be saved in the customer's form.

Create through a CRM form. Deals can be automatically created through a CRM form on your site. When a customer fills out the form to order a product or book a service, all the information will be saved in the deal form.
CRM forms

1. Go to the CRM section > Sales > Sales Channels > CRM Forms.
2. In the CRM entities block in CRM, select Deal + Customer.

Create based on another CRM item. You can create a deal based on a lead, contact, company, or estimate. Open the CRM form and select the option to create a deal.
Create CRM items from source

A deal based on a lead

A deal based on a contact

Configure the Deals section

Before starting work, you need to configure access permissions, sales funnels, stages, and the deal form. This can be done by the Bitrix24 administrator or an employee with the Allow editing settings permission.

Configure access permissions. To ensure employees only access relevant deals, set up access permissions. For example, employees can work only with their deals, while supervisors can access all deals.

1. Go to CRM > Deals.
2. Select Settings (⚙️) > Access permissions.
   Role-based access permissions in CRM

Configure sales pipelines and stages. Pipelines allow you to separate company workflows, such as sales and customer service. Stages show how many deals are in progress, their stages, and how workload is distributed among managers.

Web version

Mobile app

1. Go to the CRM > Deals > Pipelines > Sales Pipelines and Tunnels.
2. To edit the name, color, or delete a stage, click the pencil icon. To add a new stage, click Plus (+).
   Sales pipelines
   Statuses and dropdowns in CRM

1. Select More > CRM from the bottom menu.
2. Go to Deals and tap the menu icon.
3. Tap the pencil icon next to the desired pipeline, then the pencil icon next to a stage to edit its name, color, or delete it.
4. To add a new stage, tap Create Stage.
5. Save the settings.

Customize the deal form. You can add or hide fields and group them into sections.
CRM item form features and settings

Work with deals

While working with deals, you can:

• Select a view mode
• Move deals through stages
• Plan activities
• Filter deals
• View interaction history
• Complete work on a deal

Select a view mode. CRM offers several modes for working with deals:

• Kanban — a board with columns, where each column represents a deal stage, such as New, In Progress, Closed. Deal forms can be moved between columns.
  Kanban view in CRM
• List — displays deals in a table format, where you can include necessary data like name, stage, creation date, assignee, and more. You can filter deals and edit multiple items at once.
• Activities — in this mode, the deal stage depends on the due date of an activity in the form.
• Calendar — appears as a standard calendar. This view is useful for tracking how many deals are in progress during a specific period.
  Calendar view for leads and deals

Move deals. Move deals through stages as you work with customers. For example, after sending an invoice to a customer, move the deal from the In Progress stage to Awaiting Payment.

Web version

Mobile app

You can do this in Kanban or in the CRM form.

You can do this in the CRM form in the Stage field.

Plan an activity. To ensure you don’t forget to follow up with a customer, schedule an activity like a call or a meeting.
Universal activity in CRM

View history. Track changes related to a deal in the History tab. Check the date, creator, type, and description of each event.

Web Version

Mobile App

Complete the deal. Once you have sold the goods or provided the service, complete the deal. It is not necessary to go through all the stages. You can complete it at any stage.

Tap the final stage in the deal form to complete it.