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Your clients remember the details, do you?
Keeping track of client interactions is key to building lasting relationships, closing more deals, and delivering exceptional service. But without an organized system, important details can slip through the cracks.
In this video, we’ll show you how to use Bitrix24’s interaction history to easily track emails, calls, meetings, and tasks — giving you a clear, centralized view of every customer relationship. You’ll learn:
🔶 How to access a client’s full interaction history in Bitrix24
🔶 How to log and update interactions for a complete customer record
🔶 Using filters and searching to find important details fast
🔶 Leveraging insights to personalize follow-ups and strengthen client relationships
With the right system in place, you’ll always be prepared for the next conversation—helping you build trust and improve customer loyalty.