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Customer Profile in the CRM System

Customer Profile in the CRM System
Bitrix24 Team
November 16, 2020
Last updated: November 27, 2020

Dear Bitrix24 users,

CRM Analytics is important when it comes to choosing what communication channels to use or which target customers are the most profitable for a company. Same is correct on every level of decision-making. If you know what communication channels customers prefer, you can tell more with fewer expenses. If you know how much value every client bring you, in case of limited resources you can choose more profitable ones.

Informed decisions are the thing that makes the value of a CRM system. With Bitrix24 now you can make informed decisions for each customer. Customer profile shows basic statistics about the customer. What are their preferred ways of communication? What is the value of won deals and conversion? How often were they contacted during a fixed period of time? Reporting period, by the way, can be changed.

If you need more details about the feature or want to know how to modify calculation algorithms, please visit this page.

Best regards,

Your Bitrix24 team

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