Managing Leads with Mobile CRM: A Guide to Staying Connected

1 min read
Bitrix24 Team
March 22, 2024
Last updated: March 21, 2024
Managing Leads with Mobile CRM: A Guide to Staying Connected
In today's dynamic business world, quick access to customer data is key. The Bitrix24 mobile app keeps you connected with your leads, offering an efficient way to handle customer interactions on the move. Automatically generate leads from various sources like calls, emails, and feedback forms, ensuring you capture every opportunity.

Where you need to input information manually, the process is straightforward. The app lets you email, draft documents, and arrange deliveries from your phone, simplifying your tasks.

The Timeline section aids in organizing and reminding you of client-related activities, from calls to document preparation, keeping you proactive.

For clients already in your CRM, generating a repeat lead is a breeze, enhancing your ability to maintain continuous engagement.

When it's time to take the next step with a lead, converting them into a contact, a company, or a deal is just a few taps away. 

This approach not only enhances efficiency but also keeps crucial lead management tools and customer information at your fingertips, wherever your business leads you.
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