Customer Relationship Management system
CRM system is a convenient tool that adds structure to relationships with your clients. Bitrix24 offer a totally free CRM and project management software for your team of up to 12 people. There are unlimited database for your clients, free invoicing and quoting, no limits on deals or revenues. No tricks. With a flexible system of customizable fields and access rights, you can mindfully organize your business. Automation and sale funnel help to successfully manage the process and ease routine simple tasks that take time, but still necessary.
Every step of your customers AND your agents in the CRM is visible and later can be analysed in terms to improve and nurture the value. Contact center operations become transparent from timeline in each lead/deal card. Therefore, you can track every promise you or your colleagues make. And most of your communication channels are available to plug into the CRM to grow your client base and analyse.
Task and Project Management
Having a CRM is a great help for business indeed. But agents and managers need supervision, they need agenda every day. Tasks to accomplish, projects to manage, reports to write, all that jazz. Do we really need to explain, why project management software is important for a company? Let’s just say, that in Bitrix24 you can set as many tasks as you need – no limitations and for free. There are templates, task sequences, dependencies, checklists, deadlines and so on. You can even track how much time spent on each task, excluding weekends and holidays.
In addition, there are also 5 GB of storage, calendars, document management, HR tools. Free internal communications shaped as a social network are included. Chat with colleagues, make call and video conferences. Have groups for projects and interests, workgroups. Every employee gets a profile and a place in the company organization chart.
But why Bitrix24 is actually better than having two separate CRM and project management software pieces?
Because there is deep cross integration. You simply can include your CRM elements in your calendars and tasks. Need to make a call to several people? Want to discuss particular deals with your colleague? Attach them to a meeting in the calendar, put in the task. Applications of these features are endless. Choose what suits you’re the most!
There are a free plan and 15-day trial of all premium features that our project management CRM software has to offer. Register today to see it all.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.