Blogs

Access Permissions in CRM Marketing

Access Permissions in CRM Marketing

You can now configure access permissions for each section of Bitrix24 CRM Marketing.
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CRM
New reports in CRM Analytics

New reports in CRM Analytics

There are two more types of reports available in Bitrix24 CRM Analytics: Individual Performance Report and Top Grossing Clients Report.
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CRM
New in Bitrix24: CRM Store

New in Bitrix24: CRM Store

Process, get and store payment data inside a single CRM system and never loose clients at the payment stage!
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CRM
Workflows: Actions in Bitrix24 CRM

Workflows: Actions in Bitrix24 CRM

Automate you daily CRM routine using Actions in business processes.
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CRM
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Change client name format in 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.
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CRM
Reporting period in CRM Analytics

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.  
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CRM
The regular clients report shows how many clients have purchased from you within the selected reporting period.

Regular clients report in CRM Analytics

The regular clients report shows how many clients have purchased from you within the selected reporting period.
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CRM
Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.

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.
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CRM