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Sales management

Bitrix24 sales management software is designed to help your team achieve better results in almost every aspect of their work. As a result, you get more clients and sales faster and easier.

Lead management

The process of working with leads in the Bitrix24 lead management software starts with acquisition, continues with scoring followed by nurturing, and ends with a lead being converted into a deal.

Customizable web forms

Bulk email and SMS campaigns

Ad campaigns on Facebook, Instagram, Google

Rule-based lead qualification

Collect leads from multiple sources

Bitrix24 is a complete sales lead management platform that features multiple tools for acquiring leads: web forms, email, telephony, ad campaigns on Google and Facebook, and more.

Convert anything into a lead

With the Bitrix24 free sales management software, any submitted web form, email, phone call, or message/comment on social media can be turned into a lead and added to your CRM.

Nurture your leads via every possible channel

Reach out to your leads via email, phone call, voice broadcasting, SMS, social media, messengers – all from a single lead management sales dashboard in Bitrix24.

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Deal management

Bitrix24 sales management CRM is not so much about managing deals as it is about winning them. From the moment you've added that deal to the moment you close it, our deal management software helps you every step of the way.

Kanban board or list view

Estimates & invoices

Automation rules & triggers

Built-in e-signature tool

Access permissions & roles

Kanban view for deals

One quick look at our Kanban board is enough to understand what a deal status is. Set up your own, custom sales pipeline with stages that are specific to your line of business.

Estimates & invoices

Create and upload your own, custom templates. Generate an estimate or an invoice in just one click right from a CRM deal and send it to the client via email or SMS.

Automation rules & triggers

Choose from a variety of pre-configured rules and triggers to help your sales reps do their job more efficiently: send client reminders, employee alerts, notifications, and more.

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What makes Bitrix24 better than 99% of other solutions on the market?

Replaces all your current SaaS solutions
Free forever for unlimited users
Easy to migrate your data from other systems
Integrated with all your favorite services and apps
Used, loved, and trusted by 15,000,000+ users worldwide
100% flat fee: predictable costs, no per-user pricing

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Contact management

Navigate easily through your CRM records and find the right customer data within a few clicks. Configure access rights for CRM fields when you want to make certain fields invisible for specific users.

Customer profile

Deals and leads linked to a client

Full client interaction history

Import/export contacts in one click

Duplicate control

Custom fields

You can create and add custom fields to have your contacts feature additional information that is required in your line of business.

Easy client communication

Choose the most convenient way to reach out to a client (email, phone, SMS, video call, messenger, etc.) and do it in one click from your Bitrix24 sales contact management software.

Link deals, contacts, and companies

In addition to the standard option (one contact is linked to one company and one deal), you can also have one deal linked to several contacts or one contact – to several companies.

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Pipelines

Follow your deals all the way from creation to completion using our pipeline management CRM. Customize deal stages to fit your sales process, create automation rules to move deals faster, connect several related pipelines into a sales tunnel for easier sales management.

Kanban board

Custom deal stages

Pipeline automation

Multiple pipelines

Fully adaptable to your business

In addition to creating custom pipeline management stages, you can also have a custom deal view. Depending on which pipeline a deal is in, it will feature different fields.

Automation rules & triggers

Based on the changes in the deal itself, it can be set to automatically move to a designated pipeline stage – all done inside the Bitrix24 pipeline management software.

Sales tunnels

If you have a rather complicated, multi-stage sales process, it makes sense to split it into several pipelines that can be connected and managed via sales tunnels.

Ready to manage your pipelines with Bitrix24?

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Access permissions & roles

When your sales process features several distinct stages (each handled by a different person), it often makes sense to limit their access to particular fields and sections – and the Bitrix24 sales management system gives you just that.

CRM roles

Granular level access permissions

Custom deal view

Custom fields in deals

CRM roles

Based on the number of departments and complexity of the sales process in your organization, you can create multiple roles with custom access permissions in the Bitrix24 CRM for sales management.

Access permissions

Using our sales management tool, you can decide whether a user can view, edit, delete, or import/export a particular deal by setting the appropriate access permissions for them.

Custom fields

Feel like our standard fields in deals aren't enough for your company? Add a bunch of custom ones to make them reflect your line of business and work with clients easier.