Bitrix24 Free plan allows small team of 12 users to try & use Bitrix24 basic CRM features for free without any time limit. The basic CRM set includes leads, contacts, companies, deals, quotes & invoices and main actions with them. Though several actions & sections of the CRM are available in Advanced CRM only, such is a CRM History. Advanced CRM is available for all commercial plans – Bitrix24 Plus, Standard and Professional.
Bitrix24 Advanced CRM shows the history of changes - i.e. who accessed or changed CRM entry - and you will be able to restore previous values, if necessary. Here is a list of actions shown under History:
- New fields added to CRM records form
- CRM record’s field value change
- CRM record status change
- Activities created (tasks, meetings, calls)
- Activities status change
- Products added
The History can help you to track sales managers activities or restore some data, i.e. when user has accidentally deleted contact phone number, etc.
Call Activities & Call LogsCall activities are shown both under CRM History & Activities (use Filter type = calls to view calls separately from other activities). Besides that you can find detailed call logs & recordings under Telephony > Balance & Statistics > Itemized Bill (read more about Call Logs).