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New version "Bitrix24. Organization of group chats in the service "Bitrix24 Chat Bitrix 24

Bitrix24 - That's all you need for the right job of your company: CRM, tasks and project management, internal corporate network, Chat, video chat and telephony, work with online documents, integration with mail and social networks, the ability to automate business processes, accounting of working time and working reports.

The task of any company is to receive profits, by creating some value. So that this process is light and efficient - order the embedding of the Bitrix24 from us.

Free site designer

You can easily create a site yourself in a simple and convenient designer. The site already has an online chat, callback, application form. All customer contacts from the site are immediately recorded in CRM. You do not need hosting. The site is ready and works!

Business communications

Work in the corporate portal with pleasure - as in the social network. We work on projects together and discuss everything in real time. Use the usual tools for communication, task management, documents, working time and other services. All tools you have "at hand" - in an interactive "live ribbon".

Invite colleagues in group business chat, communicate with them with voice and with video, write messages, edit one document together. Contact your colleague that is offline, "call him mobile directly from the portal. Call customers to a regular CRM phone with built-in telephony. Work with partners together in the extrape - on the protected and neutral territory.

Management of tasks and projects

Employment in tasks Manage tasks and projects with comfortable tools. Task functionality includes integration with calendars, delegation mechanism, check-sheets, ready-made task templates, filter designer and an extractal task for working with partners. Control the timely execution of tasks in the divisions, helping the subordinates to prevent violations. Consider the time and other resources for the tasks within the project.

Track the task process using the Gantt chart - how many tasks, how many of them are completed and how much is in work, what tasks are overdue, and which are generally no longer. Check the workload of the colleague using a special chart before putting it a new task. Rate work with tasks, receiving reports on people / departments / projects. Load the results of work in the month - on the department and for each employee.

CRM: Customers and Sales

CRM-forms in their CRM database of contacts and companies with which you cooperate. Manage lidas and transactions from any device, including mobile. Enter an e-mail tracker so that Lida is created according to new letters, and the entire correspondence remained in their cards. Fix all events (calls, letters, meetings), expose bills to customers, build reports and "sales funnel". Plan a case without leaving CRM. Create tasks, use business processes for processing leads and transactions, send letters and call customers directly from CRM to regular phones.

Turn on 1C tracker, and in your CRM there will always be an actual catalog of goods and a "fresh" price list. Integrate the CRM with the online store, and your managers will lead and "live" transactions until a successful completion from the CRM itself.

Create a professional web form as simple as MS Word document. Turn on the field form from any CRM documents (contact, Lida, etc.). Tie any web form on the site with your Bitrix24, and data from this web form will be automatically sent to CRM.

CRM: Integration with 1C

The portal can be integrated with most popular 1C: Enterprise. There are several levels of synchronization: accounts and nomenclature, counterparties and full bilateral synchronization, including transactions created on the side of Bitrix24 and sales created on the side 1C: Enterprise

Open lines

Combine all digital communication channels with customers in Bitrix24 (Vkontakte, Facebook, Telegram, Skype. Soon - Viber, WhatsApp). Communicate with customers in real time.

It does not matter how the channel is drawn by the client - social network, messenger or chat on the site - all messages are redirected to Bitrix24. A free employee responds to them in real time, if necessary, redirects the question to a colleague or on upper level Support. Now the client receives an answer in the same environment where he left the question.

Collaboration with documents

Connect "Bitrix24.dysk" and manage your workfiles and from your computer, and directly from the portal. Connect the folder with files of the company and discs to your folder folder, allow your colleagues and work with files together. Share documents with colleagues, discuss them in "Living Tape", get for them external links for social networks and partners

Work with documents even in the absence of office software. Through external online google services DOCS and MS Office Online You can open, view and edit directly on the portal any files of popular formats. Edit any documents on the portal using the "native" applications installed on your computer. The whole history of changes is saved, you always restore previous version Document, and the document you need will easily find the internal search.

Scheduling and accounting of working time

Include working hours accounting to increase the discipline in the company. Employees will celebrate the beginning and end of the working day, breaks, absence, plan tasks for the day. On the basis of this data, a working time report is formed for the manual. These reports will also take into account the costs of task execution.

Plan an event in the calendar. Load it to B. mobile phone Or the tablet so that it is always with you, even on the road. Collect colleagues at the collection directly from the "live ribbon". Spend it efficiently using the service of internal meetings. The service will help you quickly invite participants, automatically send the agenda and discussion results, create events in personal calendars and put the tasks on the basis of the meeting.

HR: Personnel Management

Manage the company's oppructure visually. Just drag the employee's mouse to another department, add a new, change the manager. Find out who this employee is subordinate to, find it searching, quickly get all its data on personal pageContact the phone number through the portal, get in the directory. Synchronize contacts from the portal with a mobile phone, MS Outlook and other applications to always stay in touch.

Find out who in the company is absent, who is on a business trip, and who is on maternity leave. Distribute employee holidays, using a schedule of absence. Post ads in Living Tape with mandatory condition Reading. Create polls to find out your colleagues, approve the document, conduct research or simply vote for something. Track the activity of the use of portal tools by employees and the entire company as a whole. Award employees with the help of "badges" and congratulate them on holidays.

Automation of business processes of the company

Manage through the portal with the most different business processes in the company - from shipment of orders prior to interaction with affiliate network or customers. Use ready templates Business processes or create your own in the visual designer. Automate your routine operations: Registration of travel, vacation, approval and payment of accounts, publishing official orders and orders.

Automate the workflow in the company with the help of "universal lists". Take into account all incoming documents and configure their phased processing: from receipt by the secretary before approving by management and transfer to the archive. Automate the processing of leads and transactions using business processes. Include in the business process all possible actions Above the CRM element: send letters, assign responsible, put the task of the employee, etc.

Desktop applications

Install the desktop application (for Mac or Windows) to communicate with colleagues, even if the browser is closed. Communicate with colleagues: Call them through the portal and mobile phones, invite to group chat, including with video, see the post history. Get the most important notifications about new events in the "live ribbon", likes and comments to them, about the tasks set and the progress of their implementation. Connect from the Bitrix24.Disk desktop application and work with files in your portal from any device.

Mobile applications

Install your mobile application (iOS, Android) and work with a tablet or smartphone portal: Read and comment on the "live tape"; Manage documents, tasks and files. Manage Mobile CRM client base, assign colleagues to meetings in the calendar, confirm your participation in new events. Make a lot more, for example, send photos from the phone directly to the tape. Push notifications allow you to be aware of events in the company and always stay in touch with colleagues.

Integration with 1C, Microsoft, Google, Apple

Box version - "1C-Bitrix24" - integrates with many applications from leading software developers.

Security and reliability

This is a secure product for collaboration. Your data will be securely stored, and only you will get access to them in accordance with the system of user rights. Your employees can quietly open a corporate portal in cafes, shopping centers, airports - in an unprotected environment, connecting via WiFi or mobile phone. The attackers will not intercept their passwords to use for their own purposes. All connections with the portal are manufactured using the SSL certificate, which ensures the security of your corporate information and password protection. The product provides maximum protection against a wide variety of security threats. A proactive filter (Waf - Web Application Firewal) protects from most well-known attacks on web applications.

Just try! It's free!

Sites for leaders

"The modern site is a platform for communicating a company with its customers. The client comes to the site and wants to communicate with a company convenient for it - through online chat, form feedback, social networks, by phone or e-mail. In the product "1C-Bitrix: Website Management" We provided each site with a comprehensive solution for communications with site visitors. Using the solution will not require complex integrations and additional expenses, all tools are now available from the box to each site on our platform. "

CEO "1C-Bitrix" Sergey Ryzhikov

Modern site is a set of services. The client is important to get fast and high-quality service. It does not matter - part of the site or service. The product provides the entire complex of communications in the integrated platform.

Online chat for site

Open lines

CRM-forms

Return call from the site


Provide customers quick and free way Communication!
  • incoming call In the company
  • cRM database check
  • search for a free operator in the queue
  • at favorable tariffs
  • recording a conversation with the client
  • reminder call on non-working time

Communications

Free communications

for all customers "1C-Bitrix: Site Management"


We offer assistance to new customers. We provide support permanent

  • All Digital Communication Channels: Online Chat, Social Schools, Messengers, Callback, Web Forms, etc.
  • Special scenarios of working with mobile devices
  • Connect in 5 minutes
  • Flexible configuration of online chat messages depending on the site section
  • Perfect tool for customer support
  • Automatic integration with Bitrix24.crm

Communication - Administration

In the administrative section of the product - special section "Communications".



The entire functionality of the communication unit is an integral part of the Site Management System.



Connect "Bitrix24"

All block capabilities are integrated with tools. cloud service "Bitrix24". All communications block items become active after connecting to the "Bitrix24" site.



Call cost - Operator Tariffs.


Open lines

With the open lines, customers can contact an online store as it is convenient to them - through social networks, messengers or chat on the site. It does not matter how the Channel calls you to you - send letters, calls or writes - all messages you get in a single chat integrated with an online store.

Create a few open lines (for example, for sales and support); Set up appearance and display parameters of lines; Integrate the store with CRM Bitrix24, - and communicate with all customers from a single business chat.

Customers receive answers in the usual social environment. In Real Time mode, the free manager is responsible, if necessary, redirects the question to a colleague or the highest level of support - depending on the line queue settings.


Open lines in online stores

Combine digital channels

People are used to communicating through digital channels. It is accessible and convenient, because the phone is always with you, and the answers come instantly. Customers write in social networks and messengers and are waiting for the same to communicate with the online store: speed, convenience and personal understanding.

Open lines combine all digital communications channels with clients of the online store: "VKontakte", "Facebook", "Telegrams", Skype, in the plans: "Viber", "Wizard", "Instagram" and others.


For the site - the appeals are collected and processed in the Unified Center. It does not matter how the channel is addressed to you - social networks, messengers or chat on the site - all messages you get in a single platform.


Your customers can write and receive answers in their usual social environment.

Open lines are integrated with Bitrix24.CRM
All customers and communication history with them are automatically recorded in CRM. For those who came for the first time, automatically creates a new "Lead". CRM identifies the client, fixes all its actions, "binds" to the card by the correspondence story. You stay followed by statistics on all channels through which your customers have come and watch the quality of service.

Adjust the queue

For each open line - its turn

Create separate lines for the company's divisions (for example, if you have several sites or online stores) or different business areas. Adjust the queue for each line, and the client will not wait. Messages from customers are distributed strictly in turn or evenly - depending on the settings.


Instant answer

Do not make the site visitor wait on the line. Instantly send it to the desired colleagues or completely in another turn. Set up the queue correctly so that the load is evenly distributed to employees, and the missed appeals again went to the queue.

Control the quality of customer service - browse the entire history of communications and find out how your managers work. Analyze and adjust, improve the quality of communication with customers.

Impressive customer

Meet the customer better than competitors

Welcome customer by name, recognize it, regardless of what channel he came to you. Answer the customer faster and better than competitors. The client will be happy and will definitely return for repeated purchases.

What are open lines:


Prices


  • 1 online chat
  • 12 employees in line
Connectors - free!

Online chat

Online chat on site

If the client is on the company's website or in the online store, it is convenient to ask him here. Help customers of your site - provide them with modern and convenient way Communication - online chat.

Online chat with adaptive design is great for client accompaniment on site, support, help in choosing or placing an order.

Place the Script automatically generated by the JS script on the public page on the public page, and communicate with customers in real time. Respond to customers from any webmaster, including its mobile and desktop version.

Online chat on site

All rewrite in messenger

People used to communicate in messengers. It is accessible and convenient, because the phone is always with you, and the answers come instantly. Customers are waiting for the same from sites and online stores: speed, convenience and personal understanding. But often they can only call or write to an e-mail store to ask a clarifying question. It is long and uncomfortable.

Create another channel of communications!

Classic online advice through the site is another channel of communications. If the client is on the website of the company or the online store page, it is convenient for him to ask him.

Lines open to business:

  1. Pre-sale customer consultations through digital channels
  2. Sales support through online chat on the site, social networks and messengers
  3. Customer Support (single-level and multi-level)
  4. Additional source of lidov
  5. Research according to CRM data

Embed into the site
Adaptive design of the online chat allows you to organically embed it on the site. The appearance and display parameters are configured.



Online Chat Button



Open Chat

Works in real time
Integration of the online chat with open lines allows you to communicate with customers in real time. At the same time, you can answer them from any web messenger, including mobile and desktop version.

CRM imperceptibly keeps accounting
CRM integrated with the site and the online store, takes into account everything, automatically records and retains the entire history of communications with customers in the online chat.

How to create online chat


Easy to connect and organize consulting support

To create 1 online chat (for example, a channel for sales department) you will need 1 open line and public page.

  • One online chat - one open line
  • Easy to put on any site (HTML code)
  • Setting up external look
  • Setting the display parameters
  • Public page for open line (for example, channel for marketing, sales)
  • Integration with open lines
  • Integration with CRM.
  • Adaptive design

How to set up online chat

Online chat - one of the channels of open lines

Connect how many open lines for different services (service, support, sale, etc.).



Configure the online chat connection on the desired site pages.



Visitors are satisfied

Increase the level of satisfaction of your customers by installing the online chat on your website.



  • Answer in real time
  • Consult a case, because the manager knows which pages visited the client and what he was interested
  • Refer to the client personally, fix communication in the CRM, collect a full portrait of each customer of your site.

Price for online Chat



Online chat can be put on an unlimited number of sites.

For all sites on "1C-Bitrix: Site Management":

  • 1 online chat
  • 12 employees in line
  • The number of sessions is unlimited
  • The number of users is unlimited
  • The number of sessions is unlimited
  • Free Mobile Application for Operators (Windows, Mac OS)

CRM-forms

CRM forms - a tool required for the site and online store that will help get new customers, supplement the information about the current and write it all in CRM.


CRM form in your online store

Place the forms on your website - inside the page or widget - and collect all customer information in CRM.

  • Creation without technical specialists
  • Setting output parameters
  • Setting up external look
  • Integration with CRM.
Create a form yourself without programmers. Configure the appearance and shape display parameters to organically "enter" it in the site design.

What are there forms

CRM-forms on your site will work perfectly to obtain data on the client, receiving feedback, summary and other similar events collecting information.




CRM form options for the site

You can quickly place any of the like forms on any "1C-Bitrix" site - to build or add a widget:

  • feedback form
  • customer profile
  • credit application
  • pre-ordered
  • resumes, etc.

Back call

Call from the site - callback

Stimulate potential buyers Your site or online store becomes real. Give them a quick and convenient way to communicate. Install a special widget on your website, increase sales and increase the loyalty of your customers.

The bright widget attracts the attention of customers and "bribes" the opportunity to quickly get an answer to their question. And indeed, the widget calls back the number left by the client and connects the client with a free manager.



The functional call from the site is integrated with CRM. For each call, the CRM is automatically created, and the recording of the call itself is applied to the LED.

Connect the callback widget

Do not let the client leave

Organize for potential customers Quick consultations on the phone. Place a special callback widget and catch customers directly on the site.



  • Rapid placement of the callback form to the site
  • When filling out the number by the client:
    • an incoming call to the company
    • cRM database checks
    • finding a free operator in the queue
    • automatic outgoing call to the client number
    • recording a conversation with the client
    • created a reminder of a call in no time

Set up a widget

Callback - one of the channels of open lines

Connect how many open lines for different services (service, support, sale, etc.). For each of the lines, set the callback parameters.



Configure the callback connection on the desired site pages.



Set the chat display settings on the site and the location of the widget itself on the page.

Ordered calling

Answer instantly!

The responsible manager receives a notification of the call from the site. The manager can immediately answer and surprise the client with his overallity. The client will like that they appeal to it personally and respond real-time.


Consult a case!

The manager may first prepare: view the client's card visiting the store's pages and the details of the goods interest. The client will be pleased that he is consulted in the case.

Simple and understandable tariff policy
  • Free placement of the callback form
  • Payment only for the outgoing call on the common Tariffs of Telephony Bitrix24
  • Protection by region and cities
  • Integrated with online chat and open lines widget

Desktop application

Install desktop application for Windows or MAC And stay in touch always. Even if you close a browser with a corporate portal.
MS Windows Mac Os.


Download a desktop application for Windows or Mac OS and install on your computer.

Mobile app

Communicate with colleagues through the app, write and call them with mobile device. Communicate with colleagues in video link everywhere: on business trips, between offices, from home. Make all REAL-TIME: Get your phone push-notifications about the events on the portal and instantly react to them - from the phone!

Download the app in the App Store and Google Play Market and install on your smartphone or iPad.


Contact list

All employees of your company are already present in the webmaster contact list. You do not have to add anyone to this list manually. New employees who have just taken to work in the company will automatically appear on this list (as soon as the personnel department adds them into the structure of the company on the portal). You will see in the list Contacts from Extranet if you participate in one of the extrapete groups.



Business Chat.

Smart search by contacts

Search by contacts - instantaneous and "live"

Instant Contact Search Filters List and displays results according to the first entered name of the name or family name. You will instantly find a colleague, even if your company has an extensive structure and employs hundreds of employees. And not only by name, but also by office, and by structure. Even if you make a mistake with the keyboard layout!

You type in the search for any requests - "entry" in the FIO of the employee - and the search instantly reforms the list of results. And you do not need to fully type the name of the colleague to add more and last name.

Example. You need to find Salekova Eugene. You are typing "neck" - the search displays all colleagues, the name is contained. You add "Evg" - and the list is only Evgeny Shelenkov.

Searches for posts

Do not remember the colleague by name? Specify in the search bar only a position, for example, an advertiser, - the necessary employee will be found according to the first letters. Start communication!



Find by position

Search by company structure

Poorly oriented in the structure big company? Do you need someone from marketing? Enter the first letters of the unit. Before you, all groups, in the title of which is present this word. And all employees working in this department.



Find in structure

Protection against improper layout

Dial Russian letters on english layout? Smart search Always give the correct result.



Find not in that layout


Latest contacts - on a separate tab

The latest contacts are always at the very top of the list, and you always stay in touch with colleagues with which more and more often communicate.

Easy to return to the past conversations with colleagues. Because when starting a business chat (and desktop application), the "Latest Contacts" tab is immediately opened. On this tab, the list of colleagues with which you communicated over the last month. And at the very top of the list - the staff with whom you spoke lately.

All contacts
Latest contacts
Extranet - Contacts

Contact lists Informative - Next to the names of employees are displayed by the number of unread messages, the latest phrases and "cakes" - who has a birthday.

Highlighting Extranet users

All Extranet users (partners, clients, colleagues from other companies) are highlighted with orange color, you will not confuse them with your employees.

You will immediately notice that your interlocutor is a guest user. This means that you need to communicate with him carefully, without issuing all the secrets of the company.

Who is online?

It is convenient to see and know that the one who you write is now online - on the portal. It is this - who is online - displays the indicator of the presence of the messenger.

Latest phrases help remember the conversation

The list of recent contacts displays the latest phrases from the dialogs. It's great reminds what you have completed a conversation with colleagues without opening the messages.


Whose phrase is on the "Latest" tab?

The text under the photo colleagues is marked by the arrow if it wrote it.


Cake - an employee's birthday!

Now you will not forget to congratulate your birthday colleague:

  • the birthday name appears at the top of the list of recent contacts,
  • the pictogram of the cake is displayed on its photos,
  • and in the dialog boxes - the message that the colleague is celebrating a birthday today.

Dialogs

The smooth appearance of the dialog boxes and various animations in the business chat make a job in it pleasant and comfortable. Contact and dialog boxes contain colleagues avatars. This allows not thinking to switch between dialogs and reduces the likelihood of an error - write something "not there."

Group Chat.

Group Chat - as a mini-plane

You can invite colleagues to chat and quickly discuss the current task. You see the chat participants with photos, write a message that everyone will see, immediately get answers to their question - and, in principle, do not be collected in the negotiation. The history of each chat is stored. After reviewing this story, you can make a mini-pavement protocol or take information from it (for example, links to files, documents, etc.).



Group Chat.

At any time, you can "let go of an employee", excluding from the chat, if it is no longer needed in the discussion.

Chat participants are selected from the company's employees, using the same convenient dialogue, which is used when writing a message to several colleagues from the "live ribbon". Your own messages to participants in the dialog box are highlighted by another background.

Statuses in group chat
The panel of group chat participants is informative. Immediately you can see who the owner of the chat, who is offline, and who is an extranet user.



Each chat - your icon

You can put a conference or promotion logo as icon - and it will be clear what the chat is dedicated.

If clamping Ctrl + Shift. And click on the "Latest" tab, a list of your chats for the last 30 days will be shown.


Each chat can be your icon.

Mobile group chat You can invite colleagues in group chat from a mobile application for the portal and quickly discuss the current task. Your message will see all invited to chat employees, you will immediately receive answers to questions.


Window dialogs

Statistics Status

By sending messages, you will always know if his colleague read it. Web Messenger Displays the Statistics Status.


The message is viewed!

Indication - "Writes a message ..."

You will notice that the colleague is right now you writes.


Writes a message ..

Dialog boxes - expandable

The window in which the answer is written (message input form), you can stretch as you like. Changeable is the size of the business chat application itself.


Stretch window

Method of sending - Change the mouse click

You can change the method of sending messages with a mouse click. To do this, serves a special link under the send button.

Functions insert functions and send files are separated

You are not mistaken with the button when sending a colleague file.



Smile is selected separately

Quotes resemble conversation


You can insert a quote into a dialogue. It is especially convenient when you need to return to the old conversation and remind the interlocutor what was speech. Or an example, - make a selection of quotes from different messages, say, links to sites and passwords to them.

Quick quotations in messages

Insert these 2 characters at the beginning - \u003e\u003e
Everything that goes after them will be quoted.
Insert multi-line quotes \u003e\u003e on each row.


Editing and removing messages

Business chat will be "cleaner"

Made a mistake? Quickly correct the message, your interlocutor will not pay attention to it. Wrote something wrong in that chat? Just delete the message.



Repair or remove!


"Likes"

Put "Like" message!

Why do you need "Likes" in the messenger? To express consent, approval of a colleague message. Especially valid for this possibility in group chat.



Likes in group chat

Set of emoji

The open lines use the complete set of EMOJI provided by emojione.

Sharing files in chat

Exchange documents without interrupting communication. Send a presentation or contract to chat participants. Request colleagues and immediately get the documents you need. Do not stop communication. Just drag the mouse in the message window the desired file. "And he will immediately go to the interlocutor."



File transfer in chat

Save to disk or just download

Get a document from colleagues during a conversation. Save it to your "Bitrix24.Disk" or just download to the computer.



Download or save to disk

File sharing Even offline! Files can be sent, even if the colleague is offline.
Colleague downloads your files, even if you are at this time in offline.


Setting notifications


Notifications - in your big window




Notifications


View notifications Comfortable, because the notifier displays them in a large window - where and all messages. Easy and convenient to read notifications and scroll through the history of read.

Popup pop up and "go out" through time




Notifications


The pop-ups about a new message / notification do not interfere with work in their appearance - disappear from the screen after a while.

Disconnect the messenger sounds if they interfere with you. And to notify the notifications to the Messenger's notification center, set the status of "busy". In this status, messages do not pop up and do not interfere with working, but the indicator itself displays the number of new messages.

Business Chat History

You will easily find an old message from correspondence with colleagues, even if there has been a lot of time and you have changed the working computer several times. The entire correspondence with colleagues is stored on the portal in history - with its built-in search archive.
Messages are not lost, even if you write a missing employee - to Offline. They will be delivered in integrity - immediately upon returning colleagues to the portal and, moreover, add to the message archive.

Avatars colleagues in history

Whose message?

On the message history page, you can see what you wrote, and what is your colleague. In the history interface - avatars next to the texts. Additionally, the interlocutor messages are highlighted by color.



History of messages

Search by files

Easy to find the desired file in the archive - which you once sent a colleague or who you sent him through the chat. Find the first time file file if you remember the approximate name.



File Search Result

Search by date

Due to the search by the date of messages are even faster. In addition, the search by date is easier to find related messages - Passwords, links and other valuable information.



Password and link archive

How to find in history password?
For example, you remember exactly that a couple of years ago, you asked a colleague to send a password to some project. And the colleague you definitely sent it. Find in conventional method your message. Select the desired date in the calendar and go to the messages of this day.


Recently, customers often contacted the company by telephone. But now, besides the call, customers are treated through social networks and messengers. Operation is important here. Open lines in Bitrix24 are designed to collect messages from all channels, distributing in turn, between employees and fixing the results in real time. You just can simply connect messengers and social pages to appeal to the Bitrix24 chat. VKontakte, Facebook, Telegram, Skype. The command promises to expand the list as other messengers open the API.

The whole story of customer conversations is automatically entered in CRM. You just communicate, and the rest of the Bitrix24 does for you: collection of messages, distribution in turn, write in CRM, statistics.

Online chat


If you do not have a site, then create such a chat on the Bitrix24 public page and share a link with customers, put it in signatures or write on the business card.


CRM-forms

Web forms are probably known to you. But they are difficult to take and tie with CRM, right up to analytics. Bitrix24 A little simplified the task, running the CRM form - the form editor, a public page with a domain, integration with CRM, queue for the distribution of results and analytics.

5 ready-made forms and 3 scenarios are available in the system: simple, with conditions and with payment.


Accounts online

People are already getting used to pay online, but not all companies offer this option. Bitrix24 allows you to connect payment systems and form a public link to accounts.


Naturally, you can combine the bill with form and chat, it remains only to deal with these innovations of the Bitrix24. But as soon as you figure it out, you will teach others to form forms with goods from the catalog, send a link to customers. They remain fill out the form and pay an online bill.


E-mail tracker

If you have been waiting for work with multiple mailboxes in CRM, then Bitrix24 you heard you. Connect the boxes, the history of communication with the client will fall into CRM.

  • Bunch with CRM. mailbox Each employee (IMAP).
  • Tracking incoming and outgoing letters in CRM.
  • Motor Lida on incoming and outgoing letters.
  • Saving correspondence with contacts in the card.


1C tracker

Offline sales should also get into CRM. To do this, 1C tracker appeared. It will allow you to unload contacts and companies from 1C to CRM and transmit data about Offline sales.


Customer portrait - Omenal CRM

Bitrix24 combines channels of working with a client and forms a portrait, controlling the load and quality of service

Favorite channel, load, sales data and other customer information enters the "Portrait of the Client".


New CRM.

Multal degrees

This is not only the creation of several funnels, but work with several business areas. Create directions, mood form, fields, funnels and get analytics.

Multiple bonds

Now you can attach several contacts to the transaction, or contact multiple companies. At the same time, the system will remember the last selected, so that when creating the next and choosing the same CRM company, herself picked up the necessary.

Joint work with reports

Create a report and share with colleagues, indicate people and the right of access.

E-mail in live ribbon

Write on an e-mail in a lively ribbon not only pointing e-mail, but also choosing a client from CRM. The people's choice dialog will allow the client from the CRM faster and send a post per mail.


Novelties tasks

Employment

If you actively lead the tasks and it is difficult to assess the workload of colleagues, then employment in tasks will make it faster. And it will help to see distinct places where several tasks are delivered to the employee.


Custom fields

In the task, you can finally create additional fields. It seems somewhere it was already.

The base of potential customers is the most valuable resource for business and it is very important to use it correctly to not lose. The efficiency of the company depends on the correct interaction with the client base. Loyal clients invariably provide profit growth. Therefore, it is very important to competently maintain the customer base and constantly increase their loyalty. To do this, build special systemAimed at NE only attracting new customers, but also their savings.

Certain this is not simple, but an important task is perfectly helped CRM - (customer relationship management system) Bitrix24.

Unfortunately, it often happens that the CRM system in the company is already also used to maintain customers, and this does not bring due results.

What is the main indicator of successful development? Of course profit! It is because of the profits that the entrepreneur hires sales managers, develops client loyalty systems and implements CRM to effectively manage all processes.

And so, when it seems that everything you need has already been implemented, developed and there is a promising customer base - work, rejoice and consider profits, the notorious human factor comes into force. Cases are forgotten, tasks hang overdue. No manager is insured against mistakes and such forgetfulness. So, your customers suffer from this, and your profits are with them!

System saving system will help solve this problem

This system is made of three main components:

  • Communication with clients over all communication channels - telephone, feedback form and chat on the site, messengers, CRM-forms.
  • Supporting current customers and stimulate them to re-sales.
  • Work with an existing client base.
What steps is important to take?
  • Fix each interaction with the client in the CPM - whether it is a call, a letter, a meeting on a presentation or exhibition, etc.
  • Proper to organize the company's business processes and automate them in CPM. CRM must be unprecedented to remind the manager to keep contact with the consumer, as well as that the client hovers on some of the processing steps. Reminder and control are important at each stage of working with a family and a transaction.
  • Constantly to work with the client base - to write, call - it is interested in whether everything is in order and whether help is not required to inform about profitable promotions, interesting updates and events using e-mail and SMS mailings.
  • Automate re-sale processes - remind a manager about the immediate end of the contract with the help of robots and business processes, for operational communication with the client.
  • A good stimulus not to forget his affairs will be informed by the manager of the manager about his delay.

The Bitrix24 team has developed 7 rules that will help achieve maximum efficiency from working with clients and increase profits by 20-30% and higher, make convenient work In CRM both for managers and managers.

Seven rules for the perfect sales system:


1. Any client's appeal must be fixed in the system.

Connected all communication channels and any client appeal will fall into CRM. All calls, letters of messages in chat rooms and messengers are fixed in CRM. If the appeal is new, then the Leed must be created if from the current client, then add to the existing card. Automation of the client base creates its rapid growth.

Thus, the seller will not have to make contact with the manual, and the company will save all customers. After all, each of them, in the future, can bring profits. The contact is recorded and you can work with it - suggest help, make a profitable offer.


2. Create a site that will sell

Now it can be done directly from CRM!

The site must provide information about the company, goods / services, and also, to fulfill its main task - to profit.

It is very important that no client wore the manager without attention. Therefore, the site must be integrated with CPM.

If you still do not have your own site selling, Bitrix24 offers to create various site templates directly from CRM. And you do not need to make any integrations!

All appeals from the site are automatically fixed in SRM. Thanks to this, you can always track how many customers came from the site.

Everything is already built into the site, everything you need to hold the client - widget: CRM-forms, online chat, callback button.


3. Follow the prompts and reminders from the CPM and follow the meters

So that CRM is not just a reminder and notepad, it is important to work out the sales scheme of your company and lay in the CRM operation mechanism.
The manager will just follow the system prompts - Fill out the necessary data, to contact the task on time, make the task, arrange the CP and follow the meters.

It costs once to build and configure the work scheme so that then you can safely work, while CRM does its job - informs, reminds, gives tasks.

Then the system will become an indispensable assistant in work and will help you to take sales at least 20%!


4. Automate the sales process with robots

Often, the expression "automation of business processes" scares newbies and even introduces into a stupor. And I want to ourselves. Bitrikc24 took care of this and launched robots and triggers to work, work with which does not require special skills.

The trigger literally means "start-up" - this is an event mechanism of automation of processes, react to certain actions of customers

For example, the visitor went to the Web site or commented on something in Socseta - he immediately traveled the trigger and launched robots. And the robot will already notify the managers that a new client appeared and will task them - contact, make a proposal, schedule a meeting as well, a robot can create accounts and even launch advertising companies.



5. Work carefully with a client base, work with clients, recalling yourself

In working with the base, everything is important: to attract and process new customers, work with existing clients and bring to the transaction, for some reason failed customers.

Work with a client base in Bitrix24. will help CRM.Marketing.
Personalized Marketing - This method of interaction between the company and the client, which is based on building communications, taking into account the needs, interests and goals of the consumer.

A new tool allows you to break the client base to segments and make personalized offers.

Using CRM.Marketing in Bitrix24, you can:

  • run the newsletter both in all segments and on certain segments - for example, construction companies; visitors to the seminar; bought last year, etc;
  • perform an SMS newsletter, sending in messenger;
  • make a voice call (CRM automatically calls for a client base and reads pre-prepared text);
  • create advertising companies in Yandex, Google, VK, etc.;
  • send letters previously turned through the cohesies or messengers, customers.


6. Automation of re-sales

It is important not only to close the deal and forget about it, but also to hold existing customers, stimulating them to buy them again. And here the automation will also help us.
Bitrix24 will remind you that the period of re-selling is fits and will create an automatically transaction, set the score. The system is carefully taking into account re-sales, analyzing them. So, Bitrix24 can consider the first and subsequent sales and show by what channels there was a sale.


7. Analyze the data, keep statistics

The analysis can be done manually, however, it is more convenient to trust the system. Analyzing will help determine narrow places In sales and solve the problem.

Analytics in SRM shows:
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