When a person takes an interest in your products or services, you have to act quick and show what you've got and maybe even make a personalized offer – that's exactly why there are estimates in Bitrix24.
One-click estimate creation
Estimates linked to deals and/or leads
Kanban view
Estimate templates and automation
Every estimate in the Bitrix24 digital sales enablement tool can be linked to a deal, lead, contact, or company. The history of your client interactions (including estimates) is automatically saved.
When you create an estimate from a deal, certain information like client's name, products, deal amount, etc. gets automatically filled in – all you have to do is click on the ‘Send' button.
To save time, you can create templates for the most popular estimates. Using rules and triggers, you can set the estimate to be automatically sent to a client once they submit a form on your website.
When a deal is coming to its logical conclusion, it's time to bill the client. In the Bitrix24 sales enablement platform, you can create and send invoices right from a CRM deal, making it easier to close them successfully.
Integrated with CRM
Integrated with Storecove (e-invoicing)
Customizable fields
Invoice templates
Automated, rule-based invoicing
Pick an existing template or create your own invoice with custom fields – the system will automatically insert proper payment and product details. One click and your invoice is ready!
With our rules and triggers, you can set the system to send an invoice to your client when a deal is moved to a certain stage of the pipeline – a nice sales enablement automation tool.
Every invoice is linked to the respective deal in CRM, making it easier to follow the history of your interaction with the client.
Bitrix24 allows you to receive payments for your products and services online – just generate a payment link from a deal and send this link to the client. When the payment is complete, you receive a confirmation, and the client gets a proof of payment.
A quick and easy way to receive payments
Ideal for small businesses
Integrated with CRM
Fully trackable
Different payment methods: credit card, PayPal, Apple Pay, etc.
Pick a product from your catalog, generate a payment link and send it to your client via email, SMS, or messenger. The client opens the link and chooses the payment method.
Once you've received the money from a client, the proof of payment will be sent to their smartphone.
Your sales reps can always check the current payment status and track the payment process in real-time.
The product catalog in Bitrix24 has everything you need to manage your sales. Don't let the word "product" deceive you: there is a separate entity called "service" that you can use instead (if your business is service-based).
Intuitive navigation
Custom fields
Integrated with CRM
Integrated with Bitrix24 Sites & Stores
Add products in one click, create product categories and subcategories, import products from an existing catalog, add units of measurement, discount price, images/videos, and other parameters.
Not only can you separate products from services in your catalog, but also add custom fields that are unique to your business (e.g., dimensions, trim level, weight, and so on).
Our product catalog is integrated with CRM and website builder, so that every item your site visitor adds to the cart results in a deal automatically created in CRM. From there, you can receive the payment online – also via Bitrix24.
Track, audit, and manage your stock across multiple warehouses in the Bitrix24 sales enablement software. Every item in your catalog is accounted for and can be traced from the supplier to the customer, with real-time status updates.
Full set of inventory management tools
Integrated with CRM and product catalog
Inventory reports: stock balance, gross profit, gross margin, etc.
Multiple warehouses
Manage multiple warehouses, create inventory documents, process stock receipts, sales orders, write-offs, transfers, audits, and more.
Set the access level for each individual employee and decide which actions are available to them: creating new products and applying discounts, editing stock receipts and sales orders, managing prices and catalog settings.
With Bitrix24, you will always know how many products have been sold and whether you need to replenish your stock. Once an item has been sold and the deal is closed, our inventory management automatically updates your stock balance.
Leave your clients no time for doubt – get any document e-signed online, fast and easy. It's that final little push you need to seal the deal and make the sale happen.
Easy to use – for you and your clients
UETA and ESIGN-compliant
Integrated with CRM
Document templates and autofilling
Sign documents online quickly and easily. Go paperless in just one click – save time, money, and even trees! Anytime you need to get a document signed by your client or contractor, just send them a link via email, SMS, or WhatsApp (no need to create a Bitrix24 account).
Bitrix24 Sign is integrated with your CRM, which makes it even more convenient to use: e.g., if you need to get an invoice signed, its fields can be autopopulated with the data from the respective deal. You can also create and save document templates.
Use our business process automation tools to automate the process of preparing a document for signing and getting it signed. If the process gets stuck at a certain stage, you will always know where exactly and be able to step in and fix it.
A ready-made sales enablement solution that's easily customizable and integrated with your CRM, payments, and product catalog. If you rely on social media and messengers in your sales, this is a must-have tool for your sales enablement team.
Ideal for online sales
Receive payments online
Integrated with CRM, product catalog, and website builder
No setup or coding required
Get orders from your clients via phone, live chat, social media, or messengers. Once an order is processed, generate a link to the order page (containing order details, amount payable, and payment options) and send it to the client.
Give your clients the freedom of choice – with CRM Store from Bitrix24, they can pay orders by cash, card, Apple Pay, or Google Pay.
All the payment process details are displayed in the CRM card, which makes tracking orders really easy. You can always check if the client has received the payment link and whether the order has been paid.
Explore the full potential and amazing capabilities of Bitrix24 CRM.
Bitrix24 comes with several dozen integrations available in Bitrix24.Market. You can also create your own apps using our REST API.
Used and trusted by over 15,000,000 users around the world, Bitrix24 is a perfect choice for your business
Start for free Request assistance from Bitrix24 partnersCookies: This website uses cookies for analytical and technical reasons. ‘Analytical Cookies’ are inserted by Google Analytics to help us understand which countries our visitors come from, which pages they visit and what actions they take on this site. ‘Strictly Necessary Cookies’, as the name implies, are a type of cookies that are required for proper functioning of certain features of this website, such as the ability to use live chat. Disabling these cookies will disable access to those features and degrade your website experience.
Cookies of both types can be enabled or disabled within this plugin.
More information about our Cookie Policy