Articles Workflow Solution

Workflow Solution

Sales Project Management HR CRM
Bitrix24 Team
5 min
Updated: March 11, 2024
Bitrix24 Team
Updated: March 11, 2024
Workflow Solution

In every area of a company, there are processes. Having a loose grasp on what those processes are means things falling through the gaps and inevitably, lost business.

By adopting workflow solutions, you can tighten up every area, from the internal HR procedures to your sales funnels.

Bitrix24’s cloud workflow software allows you to implement solid structures so you can improve every aspect of your business and free up time to work on moving forward.

So sign up today and start using technology to outsource your admin to the algorithms.

What is workflow software?

In basic terms, a workflow is a series of tasks, usually consecutive, that lead up to a certain goal. The goal is for you to decide. Whether it’s a sale, a successful onboarding, or ensuring you’re working within a protocol, there is a pipeline that can help.

These tasks can span different workers and even different departments, but the key thing is that boxes are ticked and no steps are missed. Workflow management software can help to add a structure to your business processes that you can track, analyze and improve.


How can a workflow solution improve sales?

Bitrix24 helps your sales team to shine.

You can use analytics to plan and improve every step of your sales journey from lead generation to closing deals. Your dashboard helps to highlight blockers where contacts turn cold so you can see where each team member performs best and adapt the department to suit your needs.

Our automation tools cut out the time you spend on admin tasks such as distributing leads among your sales agents so you can focus on moving things forward. You can also automate your quotes and invoice generation with customizable elements to flaunt your brand and include products from your shop for a seamless sale.

  • Improving your project management

Bitrix24 boasts a workflow solution that shines when it comes to project management. Connect all the stages of your projects into one neat pipeline and start controlling every project at a high level.

This means programming tasks so that when one finishes, another is assigned with dependencies. Set up your tasks in a workflow and link them together. All the relevant team members will be notified, and managers can also receive a notification if a task is reaching its deadline.

If you want to see your projects in a more visual way, check out the Kanban board features and get down into the details to see each team members’ full schedule with a Gantt chart.

  • Streamlining your HR department

Take the stress out of your internal admin by implementing workflow solutions in your HR department.

With a whole host of automation, you can skip a lot of stages for things like holiday time, business trips, and maternity leave. With Bitrix24’s HRIS (Human Resources Information System), all of these processes can be minimized to a few clicks and everything is sorted.

All of your HR activity can be synchronized with your team and absence calendars so nobody is out of the loop. This means that if you search for a colleague on your organizational chart, you’ll be able to see if they are available or not.

  • Structure your finance

Finance isn’t often seen as the most exciting department, so what better reason to implement a workflow solution and cut out the boring work?

From expenses and reimbursements for business trips to purchase requests and staff payments, Bitrix24 can make your team’s life easier.

Aside from setting up workflows that help you check off every step of every process, other areas of your all-in-one business tool will update automatically. You can instantly check if your business travelers have outstanding payments that need to be reimbursed and make sure your freelance providers have been paid on time.

  • A pro-standard customer service

In the 21st century, one of the best signs of professionalism is smooth-running customer service. Don’t let a lack of organization be the reason that your business loses clients — set up a workflow solution that plugs the gaps and offers a great experience for your customers.

Create your internal helpdesk starting with a customizable feedback form. Bitrix24 will immediately enter your users into your customer service workflow and send an email to whoever you designate.

Your workflow can automatically send an email thanking your users for their request which will be sent to one of your agents who can then follow a structured process to provide a great customer experience.

  • Make perfect documents part of your business process

Ever wondered why you keep finding errors in your blog posts or white papers? Maybe you need to upgrade to a more rigid business process for your documents.

Bitrix24 allows you to collaborate on documents in real-time as the initial stage of your document approval workflow. Once you’re done, check it off in your task management system and it will immediately be sent to the higher-ups for approval.

This way you’ll never have unauthorized documents published on the web which is invaluable for brand management. Store all of your documents in your company Drive and restrict access to avoid any accidental updates.

  • Set up your workflows on the go

You don’t need to be at your desk to set up your workflow solutions. Whip out your phone and download Bitrix24 on iOS or Android and set your processes on the go.

This comes in really handy when you need to see how tasks are going. How many of your leads have progressed how you planned? Where are your blockers?

With the mobile version of Bitrix24, you can make those finer touches from wherever you are, whether you’re on a business trip or out for a coffee break.

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Sign up to Bitrix24 and implement your workflow processes

What better way of boosting your business than by signing up to Bitrix24 for free? You can immediately get to work laying out your cloud workflow software for sales, marketing, HR, and finance.

More than 9,000,000 companies have already put their trust in Bitrix24 for their workflows and so much more. From communications and document storage to social media management and website building, you get an all-in-one tool that can take your business to the next level.

All features are stored on the cloud, so remote and traveling teams can access every feature from wherever they happen to be.

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Table of Content
What is workflow software? How can a workflow solution improve sales? - Improving your project management - Streamlining your HR department - Structure your finance - A pro-standard customer service - Make perfect documents part of your business process - Set up your workflows on the go [ /upload/medialibrary/46e/qh7w2gce6fm1bgoyrbrlt4n04pz97qi7.jpg ] Sign up to Bitrix24 and implement your workflow processes
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