Online Customer Account Management Software
If you are looking for the best account management software that goes beyond basic CRM, Bitrix24 is it. Sure, at first glance Bitrix24 is just an extremely powerful free CRM, but let us dig deeper.
With intelligent call routing, client calling the company get automatically connected to their dedicated account manager. Need to have customer portal where clients, managers and other parties can interact with each other in real time? Bitrix24 is at your disposal. Quotes and invoices? Of course Bitrix24 has those. Tasks, projects and accurate time tracking that helps your account managers easily bill clients for work done are at your disposal as well.
With Bitrix24 you are also able to provide your clients with live chat support, video conferencing, document management, shared calendars, retainers and 35+ other account management tools that will help you build long term relationships with your clients. Register today and join over 10 million companies who already trust Bitrix24.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited users free
- Custom quotes and invoice
- 5GB free online storage
- Web based and on premise
- Unlimited CRM records free
- CRM Import/Export
- Flexible access rights
- Free mobile apps for iOS and Android
- API and source code available
Cloud CRM
- Leads/Contacts/Companies/Deals
- Custom sales stages
- Custom fields in CRM
- Quotes and Invoices
- Products and Product Catalog
- CRM activity stream
- Currencies and taxes
Import & Export
- Excel & CSV
- Email to lead
- Call to lead
- Web to lead (external web forms)
- Manual entry
- Mobile entry
Sales Automation
- Custom workflows (business processes)
- Email marketing
- Access rights
- Automatic lead assignment
- Sales funnel
- CRM reports
- Tasks and documents
- Calendar and scheduling
Call Center and Telemarketing
- Incoming calls
- Outbound calls
- Rent local number
- Rent toll free number
- Use your number
- Call recording
- Call forwarding
