Let’s see, what CRM needs to be the best studio management software?
Bitrix24 has that. You can schedule events with other users of the account and even CRM elements – your clients and partners. You schedule a meeting, Bitrix24 send them an email with details. They will be able to agree/disagree, correct meeting details, see files attached and see the description of the meeting.
Tasks and projects that you have also can be seen on the calendar board. Watch your deadlines and schedule your daily agenda automatically.
And indeed Bitrix24 has that too. Bitrix24 offers free fully-featured CRM with no limits on contact data size or profits you make. Customer profiles’ view is highly customizable and can bend for each user, so you can adjust CRM not just to your business, but to you personally.
All CRM cards have a timeline and record all changes automatically. Did you move the deal to the sales funnel or sent a message on Instagram? It will keep the history of interactions for you and other users.
CRM has an integrated Contact Center, and you can use it from every CRM entity card. Connect all social media you have, telephony, email and other channels, and you won’t need to run through them every time you think you got a message. Bitrix24 will check channels for you and automatically attach incoming with your contact data. If you don’t have such a customer, the system will automatically create lead or deal and save their details.
But let’s get back to CRM, we haven’t finished yet. There are fields for service booking, allowing to plan specialists’ time and facilities, workflow automation, product catalog, free customizable quoting and invoicing, integrations with payment systems and so on. It is hard to tell everything, that Bitrix24 has and gives for free.
Bitrix24 has a full kit for task and project management. There is even a time tracker for every task, so you can charge customers per hour. And it can exclude holidays and weekends if you need it to. Kanban boards and Gantt charts are excellent to keep track of things. Responsible people, supervising, tasks sequences and dependencies and other perks of mature task management system also available.
Bitrix24 on its own is shaped as a simple social network. Users can chat, make video calls, create groups, leave likes and attach files. No special training needed.
A safe intranet is what you need for your internal company operations. And Bitrix24 can connect extranet users if you like. They can participate in tasks, comment under group posts with emails, visit some other facilities of the company portal that access rights allow.
Bitrix24 has a flexible system of access rights on many levels. Users can have private workgroups groups, tasks, calendars, Kanban boards, Gantt chards and so on. Teams can share their access. And there are company-wide, public sections available for every user of the account. Really, up to you.
And, once again, there are more collaboration and communication features, that Bitrix24 has to offer. There are document management, online file storage, knowledge management, HR tools, reporting, clocking in/out and so on.
The best thing about the Bitrix24 platform is that it can be free studio software. Our free plan has no time restraints.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.