Best deal tracking software

Keep an eye on what happens with your customers with Bitrix24 CRM software. Structure your customers’ journey, track interactions history, customize processing and set robots to make it more effective.

First of all, what is Bitrix24?

Bitrix24 is a cloud or self-hosted deal tracking software with more than 35 tools. There are tools for business, like CRM, Contact Center, website builder, CRM form designer, product catalog, online store, 24/7 live chat and website widget. If we list them very briefly. The platform is quite versatile and highly customizable, which makes it suitable for most business cases.

 

And this means?..

Our CRM is totally free and has no limitations in data size, profits you make or anything else. There are free invoicing and quoting available, free email marketing. Every lead/deal/contact/company card has a flexible design and can bend to your needs. All information is saved and stored there forever. What is more important – there is a timeline of interactions. Everything what happens with the CRM entityl is recorded there. Moved to a new stage of sales funnel? Check. Agent sent a message to a client? Check. Customer contacted you in instant messenger? Check. Every action made by your agent, robot or customer is noted in the timeline and available instantly. So, no more trouble with “Oh, they did it twice” or “I thought you would do it”.

And take your time to think about your client’s deal processing. Make a sales funnel with positive and negative outcomes. Set automation and robots to lift basic interactions from your agent’s shoulders. You can even set triggers for fields filling. If some information is not filed in the card, the deal won’t process further. Employees will appreciate it. They will be able to draw their attention there, where it’s needed most. And you will appreciate it, as they have more time to do something better than simple routine tasks. 

Bitrix24 deal tracking software gets leads and deals automatically from connected communication channels. Email, telephony, instant messengers, social networks and others are available from Contact Center. CRM forms and live chat also can bring you various types of feedback and contact details. Even deals. Our CRM form designer, live chat and website widget are CMS compatible, so you can use them on a website made from our templates or use your own. They are responsive to different device formats.

 

And pst… There is a ton of other brilliant free features!

Like task and project management. Or HR tools. Or document management, internal communications, knowledge management, groups and newsfeed, likes and comments…  Why don’t you check yourself? Our free plan is free forever, and there is a 15-day trial for all premium features, which include marketing tools, analytics, time management and more.

When we say 'best deal tracking software', we mean it.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional (2.400 €/yr value).

Basic features

  • Lead/deal/contact/company generation
  • Automatic timeline of interactions
  • Sales funnels
  • In-built Contact Center
  • Communication channels from/to CRM
  • Customizable deal cards and access rights
  • Automatic and robots
  • API & open source code
  • Desktop and mobile apps
  • Internet browser access

CRM system

  • Leads/Contacts/Companies/Deals
  • Sale funnel
  • Calendars & Scheduling
  • Quotes and Invoices
  • Product Catalog
  • Online store
  • Import & Export
  • Currencies and taxes
  • Learn more

Contact Center

More than just CRM!

  • Intranet and extranet users
  • Tasks and projects inside CRM
  • HR tools
  • Document management
  • Knowledge base management
  • Cloud file server
  • Sales agent management (HR)
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!

Communication and collaboration tools

  • Free private social network
  • Individual/group/private chats
  • Calls and Videoconferencing
  • Calendars, scheduling and planning
  • Mobile messenger and notifications
  • Workgroups/projects
  • Polls, discussions, appreciations, tags, mentions
  • Email collaboration
  • More

Task and project management

  • Personal or group tasks
  • Projects with start/end dates
  • Task dependencies
  • Checklists
  • Task deadlines 
  • Task time tracking
  • Exclusion of holidays and weekends
  • Tasks to calendar events
  • Email to tasks or tasks to emails
  • Task time tracking
  • Gantt charts or traditional lists
  • CRM elements to tasks and calendar events
  • Learn more
Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self-Hosted page.
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