Automate CRM Tasks in Bitrix24: Recurring Invoices & AI Chat Summaries

True operational efficiency is often found in automating the smallest, most frequent tasks. Our latest updates take this approach, targeting two universal points of friction: predictable billing and manual data entry from conversations.

Bitrix24 now handles recurring invoices and chat-based CRM updates right inside your workspace, so your team doesn’t have to switch apps or enter data manually.

• With Recurring Invoices, you set a billing template once. The system manages the rest— generating invoices, sending them to clients, and issuing reminders on your defined schedule. This automates predictable billing cycles and removes the risk of a forgotten invoice for a regular payment.

• CoPilot in Bitrix24 CRM bridges the gap between communication and record-keeping. Available in leads and deals, it analyzes selected chats in the timeline and highlights key points. Then it automatically fills any empty CRM form fields with data from the conversation and generates a summary in the same language used by the customer. This keeps deal cards and records accurate and up to date without manual effort.
  

Implementing these features means less time on admin and more on the work that requires human judgment.

Get the technical details to implement Recurring invoices and CoPilot in CRM from our Bitrix24 Helpdesk.