What is a CRM system for?
As your business grows, keeping track of customers and maintaining the quality of your work can become more difficult.
You may also be asking how to organise that growth without adding unnecessary costs, and which tasks can be handled more efficiently.
Business software can help, but using a separate application for every process makes it harder to keep information together. Your team may need to switch between tools to understand what has happened and what needs to happen next.
A customer relationship management (CRM) system provides a shared place to organise customer information and sales activity.
One example is Bitrix24.
Bitrix24
Bitrix24 brings customer management and several team tools into one system. Individual customer records give your team a place to keep the information they need when working with each contact.
The CRM helps organise progress through a sales pipeline. Customer information can also support marketing campaigns and mailing activities, alongside the team’s day-to-day work on deals.
A calendar and task planner help colleagues coordinate their work and keep upcoming responsibilities visible.
Create plans, assign tasks to team members and follow their progress. Built-in messaging and video calls support communication, while shared document editing lets colleagues work on the same files. A company drive provides a place to store those files. These tools can help organise collaboration, but results depend on how the team uses them.
The platform also includes a website builder. You can create pages and add sales widgets using its visual tools, without writing the site’s code yourself.
The capabilities of Bitrix24 can be grouped into the following areas:
- Messaging and video calls;
- A shared calendar;
- Document editing with colleagues;
- File storage on a company drive.
- Task tracking;
- Task templates;
- Assignment and delegation within the system.
- Tools for creating websites, landing pages and online stores;
- Sales widgets.
- Work with deals;
- Reporting;
- Mailing activities.
Consult the provider’s website for the full feature list and the options available for your account.
Choosing a CRM for your business
If you are preparing to grow your business or reduce repetitive work, consider which information and processes your team needs to bring together.
Bitrix24 combines customer records with tools for sales activity, task management and teamwork. Assess how those capabilities fit your existing processes and the way your colleagues work. A CRM is most useful when the team has a clear approach to collecting information and keeping it up to date. You can explore these options in Bitrix24.
Would you like help setting up Bitrix24 or understanding how it could fit your business?
Our agency partners with two CRM providers. We can help you compare your requirements, choose a system and configure it from the start. The final choice should reflect the needs of your business.
