Bitrix24 crm

Copy your CRM settings from one Bitrix24 account to another using CRM solution presets. For example, your company has different regional offices, and they all use Bitrix24 CRM. You can configure Bitrix24 CRM only once and import its settings to other offices' CRMs. When you bring these settings into another Bitrix24 account, some parameters will be deleted and replaced with the new ones: Custom fields (except the Bind To Information Block type) CRM entity form settings Deal pipelines Lead and deal stages Workflows, automation rules, and triggers Apps The import will also delete existing leads and deals. Make sure to export this data before you start. To transfer CRM settings, do this: Open the CRM you want to transfer. Click the Configure button on the first stage of Kanban view. Or, click the gear button and select Solution presets. Open the Export section. Click Export and download the file. Next, in the other Bitrix24 CRM: Open the Solution presets section in the same way. Select Import. Upload the exported file. Then click Continue to confirm the changes. You'll see a notification when CRM settings are successfully imported, and you are ready to use your newly configured Bitrix24 CRM. Was this information helpful? Integration specialist assistance That's not what I'm looking for Complicated and incomprehensible text The information is outdated It's too short. I need more information I don't like the way this tool works

Skip to content HomeConfiguration guides and docsBitrix24 Integration Bitrix24 CRM IntegrationIntroductionStep 1: Configure Bitrix24Step 2: Configure 3CXStep 3: Configure Call & Chat JournalingStep 4: Configure e164 contacts and caller IDStep 5: Configure Contact CreationSee AlsoIntroduction3CX provides integration with Bitrix24 via the 3CX API for CRM with the following features: Caller ID to Contact Name – inbound calls trigger a Bitrix24 contact lookup.Contact Lookup in Bitrix24 based on Name, Number or Email if you search for a name in the 3CX WebclientCall & Chat Journalling – calls and chats are logged in the Bitrix24 Contact Card as CRM call records.Create a new Bitrix24 contact from the 3CX client for calls from new numbers.Click to Call – launch calls straight from Bitrix24 via 3CX, using the 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge.Step 1: Configure Bitrix24Login to your Bitrix24 portal account, click on the menu icon on the top left corner and go to “Developer Resources” > “Other” > “Inbound webhook”.Assign a name on top, scroll down to the “Assign permissions” section, then select “CRM”, “Users” and “Lists” and click “Save” when done.Copy the Web Hook URL to use for 3CX configuration, which is under the title “Webhook to call REST API”. Then click “Close”.Step 2: Configure 3CXIn 3CX Management Console go to “Settings” > “CRM Integration” > “Server Side” tab.Select “Bitrix” from the dropdown list.Enter the Web Hook URL generated previously in Bitrix24, in the “Web Hook URL” field.Enter your Bitrix24 domain in the “Domain” field.Select the preferred contact lookup order.Step 3: Configure Call & Chat JournalingTo report external calls and chats to Bitrix24, the email address configured for the 3CX extension must match the email address of a Bitrix24 user. This way 3CX can map the 3CX extension receiving the call or chat to the Bitrix24 user.Check the “Enable Call Journaling” option to report external calls to the CRM, and configure these “Call Journaling” parameters:“Subject” - the call’s subject.“Answered Inbound Call” - description for answered inbound calls.“Missed Call” - description for missed calls.“Answered Outbound Call” - description for answered outbound calls.“Unanswered Outbound Call” - description for unanswered outbound calls.Please note that you can use variables in the “Call Journaling” parameters, denoted as , e.g. the external number is specified as . The available variables to use are listed here.Check the “Enable Chat Journaling” option to report chats to the CRM, and configure these “Chat Journaling” parameters:“Subject” - the subject of the chat session.Please note that you can use variables in the “Chat Journaling” parameters, denoted as , e.g. the external number is specified as . The available variables to use are listed here.Step 4: Configure e164 contacts and caller IDTo get a match with Bitrix24, the incoming

Month (billed annually) Conclusion Bitrix24 is a popular all-in-one workplace platform that gives users one centralized location for the bulk of their sales, marketing and project management needs. While it’s a good choice for businesses that will take advantage of all that Bitrix24 has to offer, its variety of features may be overkill and overwhelming for users who are simply looking for a CRM solution. Frequently Asked Questions (FAQs) Is Bitrix24 trustworthy? Bitrix24 is a trustworthy CRM software that is very reliable. It’s not the easiest software to use but the company and platform can both be trusted with your data. It should be noted that Bitrix24 is a Russian company but has never shown any reason not to be trustworthy. Why is Bitrix24 so cheap? With Bitrix24, you get a lot for the money you’re paying. It can be substantially more affordable than other CRMs because it is priced for your team’s use of the software instead of by each user. The more users you have, the more affordable the software becomes to you. However, it is difficult to use, so there might be internal costs that are required on top of the normal pricing, such as learning and development hours. What is Bitrix24 used for? Bitrix24 is a customer relationship management (CRM) software that helps businesses manage their sales pipeline and internal projects. It helps teams streamline their processes while improving communication and collaboration on their work. What are the benefits of a CRM like Bitrix24? CRM benefits include the ability to segment customers, personalize outreach, centralize and organize lead, customer and partner data, forecast sales trends, scale internal and external communication, automate tasks and data entry and discover actionable trends in customer data. All of these benefits come together to help companies offer better lead and customer experiences, ultimately boosting lead conversion rates and customer lifetime values.

Very differently from Bitrix24, which avoids the information overload and confusion for new users. Overall, the average small business will likely find Zoho CRM to be the better choice—especially for those who are on a budget or want to minimize the learning curve.Bitrix24 vs. PipedriveWhen comparing Bitrix24 and Pipedrive, the two CRMs are very different. Bitrix24 is a comprehensive sales, marketing, project management and website tool in one, whereas Pipedrive is a sales CRM. Though Pipedrive is a feature-rich CRM, it does lack the ability to create and send estimates, which is something Bitrix24 offers. It’s also worth noting that while Pipedrive lacks a lot of other features that Bitrix24 has, it does offer a great deal of integrations, which give users the ability to add many of these functionalities.Bitrix24 vs. HubSpotIn the battle of Bitrix24 vs. HubSpot, the two powerhouses offer a wide array of features that give users a centralized platform for nearly all things sales and marketing. The two are very comprehensive and thus users can expect a learning curve with both—and while HubSpot has lower-priced plans, it also has far more expensive plans, depending on which features you need. HubSpot does have far more automations, whereas Bitrix24 has more features for project management. Who Is Bitrix24 Best For? Bitrix24 isn’t our highest-rated CRM on the market today (it did make our best free CRM list), but it is a solid option. If you’re looking for something that integrates with lesser-known third-party software or something that can be customized to fit your specific needs better than other options, then this might be the right solution for you.However, it’s important that your team has the time dedicated to set it up and learn how to efficiently use it if you’re planning to move forward. Additionally, the software is best for medium to large teams that meet that description because those teams can take advantage of the pricing plan that is for unlimited users.CRM PartnersStarting Price Free; $12 per user per month for basic featuresStarting Price Free; $15 per user per month (billed annually)Starting Price $14 per user per

Bitrix24 fits any company at any scale either a small company or a government entity. The Only Business Software You'll Need. What is Bitrix24? Bitrix24 is a business automation platform launched in 2012. Bitrix24 provides a complete suite for your business, It includes Intranet solution , internal social collaboration, communication channels, Project management tools, full-fledged Free CRM , social media channels integration, digital assets management, project management, calendars with meeting rooms booking, and more. Bitrix24 is available in cloud version and on-premise version. Bitrix24 offers FREE subscription plan. START FOR FREE. Using Bitrix24 can take your marketing plans to the next level by helping you organize your efforts. View your company data for work hours, SEO efforts, and track ROI with Bitrix24 CRM software. Saabsoft & Bitrix24 Saabsoft company is a Bitrix24 partner in Dubai, UAE; Serving MENA Region. Our hands on Bitrix24 since 2016, we are Bitrix24 experts in implementation, configuration, customization and training. Saabsoft's team helped many enterprises at different industries to automate their business processes by Bitrix24 UAE . Saabsoft's team offers you a FREE consultation. We will support, guide, advise, lead automation process and give users’ training. As we are authorized Bitrix24 partner , we are developing custom Bitrix24 Dubai Apps to enhance the features based on specific requirements. We do integrations with third party systems and other online platforms to deliver the optimum automation process. 10,000,000+ Organizations have chosen Bitrix24 Communications Virtual office for your company to work, communicate and collaborate - at home or

Is that it doesn’t do a good job of walking new users through how to use it. For example, upon clicking on the sales hub, it redirects to a page with seemingly unrelated options, such as “CRM Payment,” “CRM Forms” and “Recommends.” That said, new users can expect a fairly steep learning curve. Bitrix24 Security When it comes to security, Bitrix24 has numerous measures built in to help ensure and uphold your personal information. For example, it has seven layers of protection that cover its operating system, data storage, data isolation, a specialized server, browser-level authentication, data transfer and application-level security. However, outside of the security features that are baked into Bitrix24, it does not offer users a great deal of security options beyond two-factor authentication. Bitrix24 Customer Service and Support Customer support is available by live chat on paid plans only. Otherwise, users can refer to its comprehensive help center where they can find an immense amount of documentation and educational materials. Though it’s not particularly surprising that live chat would not be available with its free plan, it is disappointing that it does not offer more live support channels with its paid plans—especially for how expensive they can get. The Fine Print The biggest downside of Bitrix24 is that it’s difficult to learn and use the product. The user interface isn’t as intuitive as some of its competitors and users can struggle to get up to speed to learn the software, especially if it’s being implemented to already very busy teams. It is recommended that the software is only used for businesses that have the resources and time dedicated to setting up the platform correctly and learning how to use it efficiently. Bitrix24 Alternatives and How They Compare Bitrix24 vs. Zoho CRMBitrix24 and Zoho CRM are two popular CRMs; however, the two are not without their differences. Zoho CRM has a higher rating than Bitrix24 for a number of reasons, such as its more affordable price point and its more user-friendly interface. Along with Bitrix24, Zoho offers a long list of features and capabilities; however, it is structured