Work with leads from your smartphone (set up custom stages, forms, and fields), convert them to deals, contacts, or companies, quickly pull up any lead from your CRM and view its properties (responsible person, customer info, lead status, etc.).
Web forms
Rule-based lead qualification
Convert lead to deal, contact, company
Lead tracking and analytics
Acquire and track leads from multiple sources: web forms, email, telephony, ad campaigns on Google and Facebook, and more.
Any submitted web form, incoming email, phone call, or message/comment on social media can be easily turned into a lead and added to your mobile sales CRM.
Reach out to your leads via email, phone call, voice broadcasting, SMS, social media, messengers – all from a single dashboard in Bitrix24.
Quick-search through your deals to pull up the information you may need, track the deal progress, or issue an invoice and email it to your client – all from your smartphone. Create custom stages and move deals down the sales pipeline.
Deal tracking
Repeat deals
Invoices
Built-in e-signature tool
Access permissions & roles
Track deal status to know what's going on with a particular deal at any given moment. Set up a custom sales pipeline with stages that are specific to your line of business.
Generate an invoice in just one tap right from a CRM deal and send it to the client via email or SMS.
Choose from a variety of pre-configured rules and triggers to help your sales reps do their job: send client reminders, employee alerts, notifications, and more.
Creating invoices in Bitrix24 is really easy – the system can automatically insert proper payment and product details, making it convenient for both the seller and the customer. Easily one of the best mobile CRM tools!
One-tap invoice creation
Invoice templates
Integrated with Storecove (e-invoicing)
Integrated with payments
Automated, rule-based invoicing
Pick an existing template or create your own invoice with custom fields – our CRM will automatically insert proper payment and product details.
With Bitrix24 rules and triggers, you can set the system to send an invoice to your client automatically when a deal is moved to a certain stage of your sales pipeline.
Every invoice is linked to the respective deal, making it easier to follow the history of your interaction with the client.
You can request and receive payments from your clients right inside Bitrix24 CRM mobile app.
Send payment links via SMS or messenger
Ideal for ecommerce
More closed deals
Payment status tracking
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, they will see a confirmation message in their payment window.
Your sales reps can always check the current payment status and track the payment process in real-time.
Give your client a call right from your Bitrix24 mobile CRM software. Receive calls from your prospects, record the call audio, and attach the file to the respective deal/lead for later use (this includes missed calls as well).
Always in touch with your clients
Audio calls recording
Voice broadcasting and SMS campaigns
Custom integrations with local providers
Bitrix24 telephony features call tracking, routing, forwarding, screening, transcription, recording, and so much more.
Calls can be recorded and added to deals in Bitrix24 CRM for mobile. Incoming calls are forwarded to a sales rep responsible for a particular lead.
You can run an automatic dialer, install a callback widget on your website, send callback requests, use voice broadcasts and SMS.
Connect your existing inbox and start receiving/sending emails right from your Bitrix24. Launch email marketing campaigns, turn incoming emails into deals/leads/contacts, and manage your client communications easily.
Connect up to 10 inboxes per user
Integrated with CRM
Email marketing (up to 250,000 emails/mo)
Automated email notifications
Turn an incoming email into a lead, deal, or contact in your CRM. If it's an existing client, you can email them right from the respective deal or lead, and view their response there as well.
Launch segment-based email marketing campaigns right from your CRM. Use our rules and triggers to set up automated email notifications and reminded based on the deal/lead status.
Set up custom access permissions for each inbox you connect to make sure sensitive business data is well-protected – a highly useful tool for mobile CRM solutions.
Manage your stock, warehouses, and sales right from your mobile CRM. Get full visibility and control over the sales process, from the moment a new order is created to the product delivery.
Full set of inventory management tools
Integrated with CRM and product catalog
Ideal for ecommerce
Custom access permissions
Multiple warehouses
Stock adjustments, order management, and warehouse transfers with omnichannel sales support.
All sales data is synced with your inventory in real-time to make sure you're never out of stock.
Scan barcodes via the Bitrix24 mobile app and make inventory adjustments on the go – very few mobile CRM systems offer that.
Set up meetings with your clients in just a few taps, right from a deal or lead. Organize online video calls with your team to discuss work-related issues, or simply have a daily planning meeting.
Auto-sync with Google and Apple Calendars
Notifications and reminders
Open slots
Quick call or chat right from a calendar event
Schedule calls or meetings right from your CRM
Organize meetings and events, invite your clients and external users, schedule appointments and plan your day – all with Bitrix24 mobile app.
There's so much you can do with a simple event in Bitrix24 Calendar: create a quick chat, call up a client right from a deal/lead, set up an online meeting, assign a task, and more.
To schedule a meeting with a client, just send them a link to your calendar. Once the client picks an available time slot, it's confirmed automatically. After the meeting is over, you can update the deal in CRM.
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
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