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Answers

CRM modes

Andrey Glushkov
Author: Andrey Glushkov
Last update: May 11, 2022.

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

Classic CRM mode

If you're using this mode, all the potential clients are added to Bitrix24 CRM as leads.

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 - How to work with leads.

How to get new leads? Bitrix24 gives you a big variety of tools - open channels, telephony, CRM webforms, etc.

After a lead is added, 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.

Read more about lead conversion in the article - Convert leads (generate new CRM records).

Then you keep on working with clients and get more and more information about your clients.

Clients in Bitrix24 CRM are represented by Companies and Contacts.

Leads can also be converted into deals.

Read more about deals in the article - Add a new deal.

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.

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