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Sales automation CRM

In every sales process, there are routine operations that could be automated to free up time and money. Bitrix24 offers you a wide choice of CRM automation tools – from standard solutions to custom third-party integrations.

CRM

Tasks and projects

Collaboration

Sites and Stores

HR and automation

CoPilot

CRM rules and triggers

Take the weight off your shoulders, eliminate the human error, and make the sales process run even smoother – all that is more than possible with our CRM automation rules and triggers.

Automated emails and text messages

Tasks and events created automatically based on a trigger

Deal/lead status changed automatically

Proactive CRM

CRM email automation

CRM rules

Set an automation rule (e.g., “create a new task”) that will get activated once a lead (or deal) moves to a new status in the sales pipeline. Automation rules can specify the activation time and the action: task, notification, email, call or any other action of your choice.

CRM triggers

Triggers in Bitrix24 are used to move leads/deals from one stage to another. For example, you can set a trigger to track if the client you’ve sent an email to has opened it. Once this happens, the corresponding deal will be moved to the next stage of your sales pipeline.

Proactive CRM

Once activated, the Proactive CRM mode inside Bitrix24 automatically reminds your employees of scheduled, urgent, and unfinished activities, prompting them to take action. This helps employees to prioritize their deals and reduces micromanagement.

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Workflow automation

In addition to streamlining various sales routines, you can also automate other workflows in your company – from approvals to expense reporting and everything in between.

No-code RPA

Requests & approvals

Smart process automation (SPA)

Business process designer

CRM workflow automation

Robotic process automation (RPA)

Get rid of multistep approval processes by implementing our in-house RPA – a great HR and CRM automation tool.

Automate routine workflows

Streamline standardized processes like leave requests, purchase requests, expense reporting, and more.

Smart process automation (SPA)

Create new, custom entities in the Bitrix24 workflow automation CRM to match your company's needs and automate them using SPA.

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What makes Bitrix24 better than 99% of other solutions on the market?

Replaces all your current SaaS solutions
Free forever for unlimited users
Easy to migrate your data from other systems
Integrated with all your favorite services and apps
Used, loved, and trusted by 15.000.000+ users worldwide
100% flat fee: predictable costs, no per-user pricing

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Automated funnels

Configure automation rules and triggers to simplify the way you work with deals. Connect different sales pipelines via tunnels.

Automated reminders and notifications

Automated deal status change

Automated tasks

CRM sales automation

Custom access permissions

Sales tunnels and pipelines

Connect different sales pipelines – e.g., when a deal reaches a certain status in pipeline A (sales), it gets transferred to pipeline B (delivery) to continue its path to success there.

Automated deal status change

The deal status can be changed automatically when a trigger that you’ve set is activated.

Reminders and notifications

Based on the deal (or lead) status, our CRM automation software sends a reminder or notification to the specified user.

Ready to automate your funnels with Bitrix24?

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AI-powered sales

Use our AI-powered tool CoPilot to create original ideas for your special offer, write compelling copy for a promotional email, or even transcribe your phone call with a client.

Fresh ideas for your sales and marketing

Call transcription

Autocompleted fields in CRM deals/leads

Quality copy for email marketing and landing pages

Fresh ideas for your sales and marketing

Need to come up with a solid idea for your marketing campaign or special offer? Let CoPilot do the job – just be sure to describe your goals and target audience.

Call transcription

Got off the phone after a 35-minute call with a client? No need to go back and listen through it all – our CoPilot will transcribe your call in a nice and easily readable text format.

Autocompleted fields in CRM deals or leads

Can’t be bothered to fill in the fields in your CRM manually? Not only can CoPilot transcribe your calls, but it can also automatically fill in the right fields (name, phone, company, etc.).

Ready to do AI-powered sales with Bitrix24?

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API and integrations

We offer hundreds of CRM integrations with popular apps and services, as well as cool add-ons and custom solutions developed by our partners to enhance your product functionality – all available for download on Bitrix24 Market.

Integrations with payment systems

Integrations with telephony and SMS providers

CRM integration with chatbots

REST API

Integrations with popular apps and services

Make your Bitrix24 CRM integration software compatible with Zoho, Jira, Pipedrive, Trello, Quickbooks, Shopify, Mailchimp, Google Analytics, PayPal, Xero, Ringcentral, and others.

Custom solutions from our partners

Everything and anything to enhance the functionality of your Bitrix24 – from industry-specific CRM templates to advanced CRM marketing automation.

REST API

You can use our CRM API integration to implement and integrate your custom solutions into Bitrix24 – e.g., custom field types, data transfer, reports, and more.