What is a CRM entity?

CRM entity is a distinct type of a CRM record. Most common CRM entities are as follows:
  • Lead (a potential client)
  • Contact (individual)
  • Company (or Account in some CRM systems)
  • Deal (or Opportunity in some CRM systems)
  • Quote (or Proposal in some CRM systems)
  • Order
  • Case (used mostly in helpdesk and client support)
  • Campaign (used mostly in marketing automation)
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How to work with CRM entities?

Naturally, working with CRM entities requires a proper CRM system that supports and features all these entities - like Bitrix24.

CRM entities in Bitrix24

If you are looking for a simple and powerful tool to help you work with CRM, consider Bitrix24 CRM. With over 35 sales and marketing tools on board, Bitrix24 is a perfect CRM system for any business.




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