What Is CRM System And How It Works

Customer Relationship Management system is an online database with a set of specific tools to collect, store and manage customer information, increase sales and improve customer experience. The best up-to-date CRM platforms also allow to automate sales and marketing processes and get detailed sales analytics.

CRM System - what is it?

What is a CRM system? Do they always cost a lot of money, and can you get a great CRM totally free? We’ve got the answers to these and many other questions.

A CRM system, short for a customer relationship management system, is software for collecting, storing and managing customer information.
First, CRM system helps manage potential clients – leads. Lead management includes lead generation, capture and qualification tools.
Second, with the help of a CRM system you can manage existing customers – deals and contacts. Pipeline management gives deal and sales pipeline management with unlimited pipelines.
Third, you can handle day-to-day client interactions from a CRM system – generating and sending quotes and invoices from inside CRM. Fourth, you can also control and automate sales processes inside a CRM system. Sales automation includes dozens of sales and marketing automation rules and triggers.
Last but not least, multichannel customer contact center and helpdesk in a CRM system helps maintain a decent level of communication with customers and clients.

Now that you know what a CRM system is, let’s talk money. Most CRM software is quite expensive. However, there are exceptions. Take Bitrix24, for example. It comes with a Free plan including client management, deals, product catalog, pipeline management and much more! Commercial plan subscribers get CRM system with lead management, marketing automation, sales intelligence and other great sales tools like multiple pipelines, workflow automation, etc.

Bitrix24 is available in cloud and on-premise (with open source code access) and on iOS and Android mobile devices. Register now to see why over 10 million companies worldwide choose Bitrix24 as their CRM system.

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

Basic Features

  • Unlimited users free
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Register Free

Unlimited CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Register Free

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Register Free

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Register Free

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

Register Free

For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
12.000.000+ organizations have chosen Bitrix24