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CRM
CRM Manage sales and clients effortlessly
Sales management Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
See all CRM features
Tasks & Projects
Tasks & Projects Get work done easier & faster
Task management Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Work faster with chat, video calls, comments, file storage, documents, external users, task templates
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
See all Tasks & Projects features
Collaboration
Collaboration Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
See all Collaboration features
Sites & Stores
Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
See all Sites & Stores features
HR & Automation
HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
See all HR & Automation features
CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
See all CoPilot features
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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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All categories
Communications
Tasks and projects
CRM
Contact center
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Business development
Bitrix24 tips and updates
Change client name format in CRM
CRM
Change client name format in CRM
You can easily change the client name format to the one you need both for leads and contacts in your Bitrix24 CRM.
1 min
Reporting period in CRM Analytics
CRM
Reporting period in CRM Analytics
The reporting period allows you to track the elements that the employees have been working with and do much more.  
1 min
The regular clients report shows how many clients have purchased from you within the selected reporting period.
CRM
Regular clients report in CRM Analytics
The regular clients report shows how many clients have purchased from you within the selected reporting period.
1 min
Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.
CRM
Sales plan in CRM Analytics
Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.
1 min
Update products by importing CSV files
CRM
Update products by importing CSV files
You can now update your product database quickly and easily by importing an already updated CSV file.
1 min
Import and export CRM settings
CRM
Import and export CRM settings
You can now create CRM presets and deploy them in other Bitrix24 accounts.
1 min
Change history in Bitrix24 CRM
CRM
Change history in Bitrix24 CRM
You can now view in detail all changes made within your CRM entity.
1 min
Deal merge
CRM
Deal merge
The deal merge option helps you keep your CRM system clean and organized.
1 min
AI Scoring in Bitrix24 CRM
CRM
AI Scoring in Bitrix24 CRM
Artificial Intelligence (AI) Scoring in Bitrix24 CRM analyzes the existing data in the CRM and shows the probability of winning a lead or a deal.
1 min
Sales trends in Bitrix24
CRM
Sales trends in Bitrix24
Sales trends report shows the number and the percentage of won and lost deals within the selected reporting period, as well as how the number of won deals has changed comparing to the previous reporting period.
1 min
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