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CRM

Everything you need to know about CRM in Bitrix24: latest updates, tips, tricks, and how-tos.
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Bitrix24 tips and updates
The Best CRM Use Cases Beyond Sales Management
CRM
The Best CRM Use Cases Beyond Sales Management
A CRM is a structure that enables businesses to optimize their relationships with clients. This system should be available to all or, at least, most departments of the organization.
9 min
How to Analyze Sales Data?
CRM
How to Analyze Sales Data?
Sales data analysis enables managers to make forward-thinking decisions. In the article, we talk about how to analyze sales data and how to fine-tune this technique to your company's needs.
14 min
Personalized CRM Forms and "Client Match" Feature
CRM
Personalized CRM Forms and "Client Match" Feature
What if the CRM forms that you use for various purposes could be personalized and have your customer data filled in automatically into the form? Bitrix24 CRM forms can do just that.
1 min
CRM Form Settings: Placements and Domain Change
CRM
CRM Form Settings: Placements and Domain Change
In this article we'll cover the CRM form settings options like placements and domain change.
3 min
Resource Booking: CRM Card Set-up
CRM
Resource Booking: CRM Card Set-up
If you have a beauty salon, computer repair shop, fitness studio, car wash, pet grooming salon or run any other service-based business, you will find this Bitrix24 option especially handy and useful - the resource booking in CRM.
2 min
New CRM Form Designer
CRM
New CRM Form Designer
The new update CRM form designer will let you create and edit existing CRM forms much easier and make the whole process much more enjoyable.
2 min
New Automation Rules and Triggers in CRM
CRM
New Automation Rules and Triggers in CRM
We are glad to inform you that there are several new automation rules and triggers we've added to your Bitrix24 CRM.
1 min
 Change the Responsible Person in the CRM
CRM
Change the Responsible Person in the CRM
In Bitrix24 CRM there is an option to change the responsible person for a CRM element in case needed. You can change the responsible for a specific CRM element one by one or perform a group action for several items.
1 min
Personalized Email Campaigns in Bitrix24 CRM Marketing
CRM
Personalized Email Campaigns in Bitrix24 CRM Marketing
Now there is an option to create personalized emails for your email campaigns in Bitrix24 CRM Marketing. Learn more in this article.
2 min
Customer Profile in CRM
CRM
Customer Profile in CRM
While working with customers in your CRM, would it be convenient to have all the information automatically collected from the history of all interactions with them? We do think it is, and we do offer this option in Bitrix24 CRM. Learn more in this article.
1 min
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