Mobile CRM
Leads
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
Collect leads from multiple sources
Acquire and track leads from multiple sources: web forms, email, telephony, ad campaigns on Google and Facebook, and more.
Convert anything into a lead
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.
Nurture leads via multiple channels
Reach out to your leads via email, phone call, voice broadcasting, SMS, social media, messengers – all from a single dashboard in Bitrix24.
Ready to manage your leads with Bitrix24?
Deals
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
Mobile deal management
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.
Create invoices from smartphone
Generate an invoice in just one tap right from a CRM deal and send it to the client via email or SMS.
Automation rules & triggers
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.
Ready to manage your deals with Bitrix24?
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+ organizations worldwide
- 100% flat fee: predictable costs, no per-user pricing
Invoices
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
Easy to create
Pick an existing template or create your own invoice with custom fields – our CRM will automatically insert proper payment and product details.
Easy to send
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.
Easy to track and manage
Every invoice is linked to the respective deal, making it easier to follow the history of your interaction with the client.
Ready to manage your invoices with Bitrix24?
Payments
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
Convenient payment process
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.
Payment confirmation
Once you've received the money from a client, they will see a confirmation message in their payment window.
Mobile CRM payment tracking
Your sales reps can always check the current payment status and track the payment process in real-time.
Ready to accept payments with Bitrix24?
Telephony
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
Enhanced VoIP telephony solution
Bitrix24 telephony features call tracking, routing, forwarding, screening, transcription, recording, and so much more.
Integration with Bitrix24 mobile CRM
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.
Advanced telemarketing
You can run an automatic dialer, install a callback widget on your website, send callback requests, use voice broadcasts and SMS.
Ready to do telemarketing with Bitrix24?
Emails
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
CRM integration
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.
Mighty email marketing
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.
Access permissions
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.
Ready to do email marketing with Bitrix24?
Inventory management
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
Manage stock and inventory
Stock adjustments, order management, and warehouse transfers with omnichannel sales support.
Complete CRM integration
All sales data is synced with your inventory in real-time to make sure you're never out of stock.
Mobile-ready
Scan barcodes via the Bitrix24 mobile app and make inventory adjustments on the go – very few mobile CRM systems offer that.
Ready to manage your inventory with Bitrix24?
Calendar
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
Plan your day
Organize meetings and events, invite your clients and external users, schedule appointments and plan your day – all with Bitrix24 mobile app.
Organize events
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.
Schedule meetings
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.
More than just mobile sales
Explore the full potential and amazing capabilities of Bitrix24 CRM.
Integrations
Bitrix24 comes with several dozen integrations available in Bitrix24 Market. You can also create your own apps using our REST API.
Ready to get started?
Used and trusted by over 15.000.000 organizations around the world, Bitrix24 is a perfect choice for your business
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