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Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
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Sites & Stores Create websites that sell
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Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
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Blog Import and export CRM settings

Import and export CRM settings

CRM
Bitrix24 Team
1 min
4071
Updated: December 29, 2020
Bitrix24 Team
Updated: December 29, 2020
Import and export CRM settings
Dear Bitrix24 users, 

We are glad to inform you that we've added a new option to Bitrix24 CRM. Now you can create presets and deploy them in other Bitrix24 accounts with the same settings, including automation rules, workflows and other settings.

Screen Shot 2020-02-10 at 5.19.22 PM.png

For more information and instructions, please visit this page. 

Happy customer relationship management! 
Your Bitrix24 team
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