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Callback Forms in Bitrix24 allow website visitors or customers to request a phone call directly from your team. When a callback form is submitted, Bitrix24 can automatically notify the responsible employee and open a calling window, allowing the employee to contact the customer without manually searching for their information. This feature helps ensure that callback […]
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This guide explains how to create and configure document templates in Bitrix24 using symbolic codes. By using symbolic codes, you can automatically pull information from CRM records and display it in generated documents such as invoices, payment requests, quotations, and other business documents. Throughout this article, we will work with CRM entities such as Deals, […]
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Bitrix24 CRM Forms allow businesses to create interactive forms that can be embedded directly into Bitrix24 websites or external websites such as WordPress. These forms help organizations collect customer information efficiently, including names, email addresses, phone numbers, feedback, inquiries, and other CRM-related data. Once submitted, the captured information can automatically create or update CRM records […]
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The Product Catalog and Inventory Management section in Bitrix24 allows organizations to efficiently manage products, services, sections, SKUs, stock details, taxes, and product-related CRM workflows from a centralized system. By properly structuring sections and product variations, businesses can organize inventory in a scalable way while maintaining detailed information for each product variation, including stock availability, […]
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Bitrix24 Contact Center allows businesses to connect with customers through social media platforms such as Facebook and Instagram. By integrating these channels, you can receive messages, comments, and enquiries directly inside Bitrix24, without switching between different platforms. This helps teams manage communication from one place and respond to customers more efficiently. Facebook integration in Bitrix24 […]
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Telephony in Bitrix24 allows businesses to manage calls directly inside the CRM without relying on separate tools. It helps teams handle inbound and outbound calls, track call history, and connect conversations with CRM records such as leads, contacts, and deals. All call activity remains visible and organized in one system. Bitrix24 supports different telephony setups […]
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The Contact Center in Bitrix24 allows businesses to communicate with website visitors through multiple channels in one place. Features like the Website Widget and Live Chat make it easy for clients to reach your team directly from your website. These tools help ensure that customer questions are received and answered without delay. The Website Widget […]
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Collabs in Bitrix24 are designed to help teams work together more effectively, especially when collaboration involves people outside your organization. Instead of using multiple tools or separate chats, Collabs bring conversations, tasks, files, and meetings into one shared space. This makes it easier to keep communication organized and transparent. With Collabs, internal employees and external […]
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Bitrix24 offers a powerful platform for managing customer interactions, and the Contact Center module is an essential tool for businesses looking to handle communications efficiently. With the ability to integrate multiple channels such as WhatsApp, Facebook, Live Chat, Telegram, and more, all client messages can be centralized in one place, making it easier for teams […]
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Bitrix24 CRM Forms provide a flexible way to collect information from clients, leads, or event participants and directly store it in your CRM system. These forms can be configured to handle a variety of scenarios, including online and offline event registrations, adding CRM data, and collecting custom preferences from users. By using CRM forms, businesses […]
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In this article, we will provide a complete guide to using the Booking module in Bitrix24, a recently introduced feature designed to simplify the management of resources and appointments. The Booking system allows businesses to efficiently organize employees, assets, and other resources through a centralized interface for scheduling, tracking, and confirming bookings. This guide will […]
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The Booking (Calendar, CRM, and Open Slots) feature in Bitrix24 is a powerful and integrated scheduling system designed to streamline how meetings, appointments, and resource allocations are managed within an organization. It brings together the functionality of the Calendar, CRM, and automated booking tools to help both internal teams and external clients coordinate time efficiently. […]
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The article on Bitrix24 CRM Forms: Payment and Delivery explains how to set up forms for product sales, order management, and payment collection. It guides users through creating new forms, selecting the type of sales form, and automatically generating fields such as customer contact details and product selection. Users can test these forms by filling […]
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When working with CRM forms, it’s often important not only to capture the information users manually enter but also to store additional details automatically in the connected records. This is where hidden fields come into play. Hidden fields allow you to pass dynamic values in the background without requiring the user to input them directly. […]
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Collecting feedback directly within a CRM system helps businesses understand their customers’ needs and experiences more effectively. By setting up automated workflows, companies can send feedback requests at the right stage of a deal, ensuring that valuable insights are gathered without manual follow-up. This not only saves time but also ensures that no opportunity for […]
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Forms are no longer limited to collecting basic information. With advanced configuration options, they can now function as multi-page structures, interactive platforms, or even as dynamic websites. This makes them highly useful for businesses, organizations, and individuals who want more control over how data is gathered and presented. One of the most powerful aspects of […]
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This guide walks you through the process of configuring and managing forms effectively within your system. It covers everything from submission settings to hidden field values, ensuring that data collection remains accurate and efficient. Each step is explained with practical examples so you can clearly understand how the setup works in real use cases. You’ll […]
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The article “e-Signature for HR” explains how human resources departments can use electronic signatures to manage important documents more efficiently. It walks through the entire process of creating, editing, and sending documents for signing, making it easier for HR teams to handle approvals and employee agreements without relying on paper. The guide also shows how […]
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Managing orders is a central part of any business, and Bitrix24 provides the tools to handle this process directly within the CRM. Orders not only record customer requests and purchases but also connect with products, inventory, and client information, allowing you to keep everything in one place. In this section, we will look at how […]
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CRM forms are an essential part of collecting and managing customer information directly through your website or communication channels. They allow businesses to create structured forms for inquiries, registrations, feedback, or any other type of data collection. Once created, these forms can be shared, embedded, or connected with widgets and chat tools, making it easy […]
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This article will help you understand how to use CRM forms in Bitrix24 and how these forms connect with different CRM entities like Leads, Contacts, Deals, and more. You will learn how to create forms, add different fields, and link them to the correct CRM parts so the information is saved properly. We will also […]
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Integrating Bitrix24 CRM forms directly with Google Analytics 4 (GA4) enables you to monitor essential user interactions like form views, field inputs, and submission events in real time—all without needing any third-party tools. GA4 offers a modern, event-driven approach to tracking, making it easier to collect behavioral data from your forms. With Bitrix24’s built-in support […]
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In many companies, people need to sign important papers like service agreements, invoices, or work contracts. These papers often need to be signed by other people such as clients, team members, or partners. Bitrix24 has a very helpful tool called e-signature that lets you send these papers online and get them signed without printing anything. […]
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What if your CRM could predict customer needs, automate tasks, and help you close deals from your phone, your tablet, or anywhere in the world? In our latest video, we explore the future of CRM and how Bitrix24 is evolving with AI, mobile-first tools, deep integrations, and hyper-personalization. Here’s what you’ll discover: ✅ The rise […]
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In CRM forms, not all fields need to show all the time. You can make forms smarter by showing or hiding certain fields based on what a user selects. This is done using Field Show Rules. These rules help keep your forms clean, user-friendly, and personalized. For example, if someone selects “Yes” for making a […]
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Welcome to this quick guide on connecting your Facebook Lead Ads directly to Bitrix24! If you’re generating leads through Facebook and want them to flow automatically into your CRM—this video is for you. We’ll show you how to link your Meta Business Suite with Bitrix24’s Contact Center, so every time a form is filled on […]
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Users Stage Movement Restrictions This permission determines whether a user can change the stage of items in the CRM. It applies specifically to Deals, Leads, Estimates, and Invoices. You can also customize it to allow users to move items only to specific stages, giving you more granular control over how items progress through your pipelines. […]
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Notifications 🔔 Adjusting Notification Preferences in Bitrix24 In this short lesson, we’ll show you how to adjust notification settings in Bitrix24. This is a useful feature to help reduce distractions and make sure everyone only gets the updates that matter to them. 1. Click on the small downwards arrow next to your name on the […]
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How to Create UTM-tagged links 🔗 Base Website URL This part of the link never changes: https://emcsoft.io/ 🧩 UTM Parameters Explained To track where each visitor is coming from, you’ll add the following tags to the end of the URL: utm_source= → The platform or app the traffic is coming from (e.g. instagram, facebook, tiktok) […]
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Ever feel like your CRM should be helping more, but it’s just not clicking the way it should? You’re not alone. In our latest video, we break down the top 5 CRM mistakes that businesses make, and how to avoid them inside Bitrix24. These aren’t tech fails, they’re fixable habits that might be costing you […]
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Trust starts with transparency In this session, we’re diving into a topic that is not just important—but absolutely essential if your business handles customer data: GDPR compliance. If you manage customer information, especially from users in the European Union, it’s critical to understand and apply the General Data Protection Regulation (GDPR). This isn’t just a […]
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Bitrix24 security tips you can’t afford to skip Welcome to this essential guide on securing your Bitrix24 CRM system. As your CRM holds critical business data—like customer information, sales records, and internal communication—protecting it from breaches is more important than ever. In this video, we’ll walk you through proven steps to safeguard your CRM, reduce […]
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Your contacts are different, your emails should be too In this guide, we’ll explore how to use audience segmentation in Bitrix24 to send more targeted and effective messages. Segmentation allows you to group your audience based on shared characteristics—like behavior, interests, or actions—so you can communicate with them in a more personalized way. This often […]
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What if your emails actually got read? Are your email campaigns getting ignored? It might be time to switch things up, and Bitrix24 makes it easy. In our latest video, we walk you through how to send smarter, more personalized email campaigns directly from your Bitrix24 portal. Whether you’re launching a new product or following […]
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Your workflow deserves an upgrade Spending too much time on repetitive tasks? Small errors slowing down your team? With Bitrix24’s workflow automation, you can streamline your daily operations, eliminate manual effort, and focus on what really matters. 🔶 Automate task assignment and follow-ups effortlessly 🔶 Eliminate delays with streamlined approval workflows 🔶 Trigger actions with custom […]
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Your next project could be your best yet, learn how Whether you’re leading a small team or managing large projects, staying organized is the key to success. Discover how Bitrix24 can help you structure your projects, assign tasks, collaborate in real time, and keep everything on track. 🔶 How to create and organize new projects […]
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Get your schedule under control with Bitrix24 Meetings can drive business forward, or cause delays if they’re missed. Bitrix24 makes it easy to organize your schedule and stay on track with powerful calendar integrations and automated meeting reminders. 🔶 Sync calendars from Google, iCloud, or Office365 for a unified view. 🔶 Set smart reminders to […]
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Feedback is useless unless you do this Customer feedback isn’t just about listening—it’s about taking action. With Bitrix24’s CRM feedback tools, you can collect valuable insights and use them to enhance your services. 🔶 Set up easy feedback channels – use CRM forms, live chat, and SMS to collect it 🔶 Link feedback to CRM records […]
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Support requests piling up? Let’s fix that Managing customer inquiries shouldn’t be a headache. With Bitrix24 you can centralize support channels, automate responses, and ensure no customer is left waiting. 🔶 Connect all communication channels in one place 🔶 Automate responses and route queries to the right team member 🔶 Link chats to CRM records for […]
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The secret formula to effortless customer service Tired of slow responses and disorganized support processes? With Bitrix24 and Ticket24.pro, you can create a streamlined customer service flow that keeps your team organized and customers happy. 🔶 Learn how to map out your customer service flow. 🔶 Automate repetitive tasks to save time. 🔶 Use Bitrix24 […]
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Focus on the right leads and win more deals Are you spending too much time on the wrong leads? With Bitrix24’s Lead Scoring, you can focus your efforts where they matter most: on the leads most likely to convert. 🔶 Learn how lead scoring works and why it’s essential for sales success. 🔶 Identify high-value leads […]
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Bitrix24 speaks, Power BI translates What if you could predict your sales outcomes with pinpoint accuracy? While Bitrix24’s built-in analytics provide a great starting point, Power BI takes your reporting to the next level — delivering detailed, customizable insights that help you make smarter business decisions. 🔶 Start with Bitrix24 Analytics for an overview of […]
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Optimize your pipeline, maximize your sales Is your sales pipeline working efficiently? A well-structured pipeline is essential for tracking deals, forecasting revenue, and closing more sales. In our latest video, we’ll show you how to set up and optimize your Bitrix24 CRM pipeline for maximum success. 🔶 How to create a customized sales pipeline tailored […]
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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, […]
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Let Bitrix24 chase your leads for you Keeping up with leads and clients manually is time-consuming and inefficient. What if you could ensure every follow-up happens at the perfect time, without lifting a finger? In this video, we’ll show you how to set up automated follow-ups in Bitrix24 so you never miss an opportunity to […]
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Your next big opportunity is already in your contact list Is your contact list growing out of control? A well-organized CRM is the key to building strong relationships, closing more deals, and keeping customers happy. In this video, we’ll show you how to keep your Bitrix24 contacts structured and easily managed. Here’s what you’ll learn: […]
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Make Bitrix24 Work for You – Choose the Right Features! Bitrix24 offers a wide range of tools, but how do you know which ones are best for your business? In this video, we’ll help you identify the right features based on your team’s needs so you can work smarter, not harder. 🔶 Assessing your biggest […]
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Ready to get started with Bitrix24? Let’s walk through the basics! In this video, we’re taking you step by step through setting up and navigating Bitrix24 so you can hit the ground running. Whether you’re new to the platform or need a refresher, this guide will help you build a strong foundation. 🔶 Inviting your […]
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FIND OUT HOW BITRIX24 CAN POSITIVELY IMPACT YOUR PRODUCTIVITY In this video, we’re exploring why integrating Bitrix24 is a game-changer for business growth. 🔶 Simplify customer management and streamline workflows. 🔶 Boost productivity with automation and real-time analytics. 🔶 Deliver personalized experiences to enhance customer satisfaction. Packed with actionable tips and expert insights, this series […]
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WELCOME TO YOUR CRM SUCCESS JOURNEY! We’re thrilled to welcome you to our exclusive CRM Success Journey series! This first video is your gateway to discovering the game-changing benefits of using a Customer Relationship Management (CRM) system like Bitrix24. Here’s a sneak peek of what’s inside: 🔶 Why a CRM is essential for your business. […]
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In this session, we’ll explore how to configure, integrate, and optimize the webmail features in Bitrix24 CRM to streamline communication and enhance lead engagement. From setting up your email system to creating templates and running email campaigns, we’ll walk through practical scenarios to help you utilize these tools effectively for your organization’s needs. Configuring Webmail […]
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In this session, we’ll learn how to efficiently import and export data in Bitrix24 CRM to manage leads, deals, contacts, and company details. Properly handling imports and exports is essential for keeping your CRM organized and ensuring that all your data is correctly mapped and accessible. We’ll go through simple steps to help you smoothly […]
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In this session, we’ll learn about using custom fields in Bitrix24 CRM to organize your lead data in a way that works best for your business. Custom fields let you collect, store, and display the exact information you need for your leads. We’ll explore how to create and use different types of custom fields to […]
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In this session, we’ll learn how to use different tools in Bitrix24 CRM to keep track of leads and communicate better. These tools help you stay organized, work well with your team, and keep in touch with leads easily. We’ll go through simple examples to show how you can use these features in your daily […]
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In this session, we’ll focus on setting up and managing permissions within Bitrix24 CRM. Properly assigning permissions is essential for maintaining data security, ensuring that team members have access to the information they need while protecting sensitive data. We’ll explore different scenarios to illustrate how permissions can be tailored to various roles within your organization. […]
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In this tutorial, we will explore the different methods available in Bitrix24 for assigning a responsible person to a lead. This assignment is crucial for ensuring accountability and proper follow-up on potential clients. We will cover manual assignments, automated processes, and handling duplicates, providing a comprehensive guide to managing lead responsibilities within your CRM system. […]
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In today’s session, we’ll delve into the essential aspects of setting up the lead card within Bitrix24. The lead card is a crucial element for managing and tracking detailed information about your leads, providing a centralized place for all pertinent data. We’ll cover various customization options, including display types, field configurations, and tab settings, to […]
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In today’s tutorial, we’ll explore the robust functionalities of Bitrix24, specifically focusing on managing leads using various features such as list management in Kanban and calendar views, lead settings, and the use of the recycle bin. We’ll also demonstrate how to use filters effectively within leads and across Kanban boards, and showcase quick methods for […]
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Welcome to Bitrix24 Training Course 17, where we delve into the intricacies of CRM Robots and specifically focus on Test Mode. Introduction to Test Mode: At the heart of efficient CRM operations lies the ability to thoroughly test automated processes. In this segment, we will demonstrate how to utilize Test Mode effectively to debug and […]
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Unlocking the Potential: Smart Scripts are not just about automation; they’re about tailored solutions. Whether you’re a real estate agency in Dubai or a multinational corporation, Smart Scripts adapt to your unique needs. By streamlining processes and eliminating manual tasks, they empower businesses to focus on growth and innovation. Customized Solutions for Every Scenario: One […]
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Getting a standard customer call center service is no cheap task. From finding the right firm to preparing call center scripts and ensuring that issues can be adequately resolved, setting up a call center is not a breezy task. More importantly, by the time you set up your call center, you would have only taken […]
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About ticketing system in Bitrix24 In our previous video we observed ticketing system development in Bitrix24. Today we will setup an internal app specially developed by EMCsoft team with step-by-step explanation. Before we start, let us remind what is ticketing system and how it can be used in business. In general, it is a system where […]
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Two-way SMS is one of the standard and affordable method of communication in most countries. A good number of our clients utilize two-way SMS to enhance communication with their customers. Bitrix24 uses Twilio service for outbound messages, but this service offers only one-way messaging and does not allow your customers to reply via the same […]
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How to Use EMCsoft Ticketing Solution Every company – including IT firms – needs some form of organization. When you’ve got a lot of things to do, trying to carry them out manually will only cost your company a lot more time and money than is necessary. As an active organization, a ticketing system is […]
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Yes, we know you’ve heard that customers are no longer interested in email marketing. But do you know that businesses still use email marketing to increase their sales and boost their revenues? If emails are not doing your business any good, it could simply mean that your marketing strategy does not cut it with your recipients. […]
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For every business, deals determine the flow of its sales funnel. The longer it takes to close a deal, the slower the sales funnel. This stage of getting deals closed is usually the peak of a sales team’s responsibility. So maybe your sales team has successfully converted a lead to a potential client, and emailed the sales […]
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Your customer relationship management system, as its name implies, is a very potent management tool. In your CRM, you can monitor everything within your business, from your interactions with customers, to the effectiveness of your employees. In essence, the mouthwatering benefits of CRM systems like Bitrix24 are summarized below: However, if your business processes will […]
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A customer relationship management system like Bitrix24 undoubtedly helps you manage every interaction you have with your customers. In essence, Bitrix24 equips you to deliver the best services without jeopardizing your business’s convenience. From lead generation to deal closing and sales forecasts, Bitrix24 also helps you streamline your sales funnel for increased revenue and profits. […]
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| 35 Views | Amin
If there is a list of goals every team must attain, then improved productivity should be on that list. When a business’s productivity is increased, it is better positioned to utilize the slightest opportunities for increased sales. And what better way can productivity be improved if not by a smoothly running system? G-Suite is Google’s […]
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The day-to-day interactions you have with your customers and employees are crucial to the survival of your business. And there is no better way to record these interactions other than adequate documentation. Creating document files for each transaction (either inquiry or sales) you have with your customers can be a huge task to complete. But […]
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Amazon Web Services AWS is a cloud computing platform provided by Amazon. It includes a mixture of infrastructure as a service (IaaS), platform as a service (PaaS) and packaged software as a service (SaaS) offerings. According to Synergy Research group, Amazon’s market share in cloud market amounted 33% by the end of 2020 (https://www.srgresearch.com/articles/cloud-market-ends-2020-high-while-microsoft-continues-gain-ground-amazon). Amazon […]
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EMCsoft: A Customer-Friendly IT Company When it comes to customer services, every company – including IT companies – prefer to work with the systems best suited for them. However, from inception up until now, EMCsoft has gained mastery over different customer relation systems. As such, we can work with clients and potential customers via various […]
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Every day, billions of people around the world move from place, and a large percentage of these people prefer to move in automobiles. Sadly, not every one of these automobile-lovers own their own vehicles. As a result, a car rental business is definitely no child’s play. If you own a car rental company, you may […]
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| 35 Views | Amin
The efficiency of your Bitrix24 CRM shouldn’t be limited to what it does for you alone. This efficiency should also be evident as you use your CRM for your day-to-day business transactions. Time is an irreplaceable asset and something no one – even professionals – gets enough of. In essence, a CRM should not only […]
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| 35 Views | Amin
Customer feedback – whether good or bad – is a priceless commodity that no business owner would want to joke with. After all, how do you figure out your business’ impact on your customers if they do not give you feedback? But then, you may need to ask before most customers will leave any feedback […]
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Dynamic Interface in Lead Card or Deal Card CRM is the lifeline of any business. Without it, managers and business owners may never be able to effectively monitor and organize their transactions with customers. With good CRM, you can effortlessly monitor customer behavior and activity for necessary changes and improvement. You can also enhance the […]
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| 35 Views | Amin
CRM systems like Bitrix24 play a significant role in retaining a business’s customers. One of the ways CRMs do this is through the creation of reports. By creating adequate and accurate reports, businesses can understand their customers’ behaviors. They can also rightly channel their resources to improve customer experience and retention. In summary, the importance […]
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If your business operations require that you process one or two invoices on a daily basis, your accounts payable department may find it an easy task to complete. But when it comes to handling invoices in their hundreds, you may need to resort to automation, as certain consequences may accompany the manual processing of such […]
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It is always a good sign for your business if you have more than one deal with a particular customer. After all, only a customer who enjoys your services will call your customer service agents for more information even after contacting you on your website. However, while multiple interactions with a particular customer may mean […]
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Does my business need a web contact form? Why can’t I make my email address or phone number available on my website? You may have questions like these regarding a web contact form. Well, the second option does seem easy and straightforward. And for the first, this post is dedicated to answering that question. However, […]
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We know we’ve shared reasons why your business needs Bitrix24 more than spreadsheets . But it does not suffice to say that your business does not need Excel spreadsheets at all. Bitrix24 CRM exists to afford you convenience in your relationship with your customers and team members. It also ensures that your business processes run as smoothly […]
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Bitrix24 CRM enhances your business’s relationship with your customers. It ensures that you are well-equipped to relate with them and their data effectively. Further integrations of the system also allow you to automate most processes for faster and more productive interactions. However, to systematize customer data and make the most of them, you and your […]
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| 35 Views | Amin
CRM is a priceless asset to every business / organization. In addition to enhancing customer relationships, CRM also makes business growth possible by fostering team productivity and improving business processes. By improving business processes, CRM provides an avenue to centralize data, automate tasks, and also carry out projects systematically. On the other hand, the productivity advantage […]
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| 35 Views | Amin
You’ve learned over and over that the subjects of your business emails are crucial if they will be read. But after completing the subject and body of each email, do you fall into the temptation of scribbling just anything at the end? If you do, then you might be doing your business more harm than […]
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Quotation preparation is the most critical aspect of every sale funnel after lead generation and conversion. It determines – in its unique way – whether or not a lead will eventually become a customer. And in the long run, a well-crafted quotation can improve customer satisfaction and retention and consequently increase sales. However, this potential is linked […]
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| 35 Views | Amin
Successful business deals are rarely accomplished by the completion of a single task alone. Each deal requires a series of action steps, stages, and processes to qualify as complete. Hence, for each deal you’re able to close in your business, several tasks will need to be completed. And this is where checklists (just like a […]
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| 35 Views | Amin
Emails have become a necessity in the world today – irrespective of your lifestyle and business type. At the cost of almost nothing, emails have afforded mankind the convenience of communicating at the speed of light without making as much as a sound. You can send an email to someone in another region of the […]
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| 35 Views | Amin
If your sales team will consistently push for success in your business, your sales commission must be commensurate to their efforts. From generating leads and converting them to customers to closing deals and making successful sales, every sales rep should be well compensated for their hard work. To be able to compensate your sales team adequately, your […]
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| 35 Views | Amin
Much more than is noticed, businesses thrive better on repeat customers than fresh leads. For one thing, generating leads, converting them to customers, and having them approve a sales contract require more resources than selling to a returning customer. Also, repeat customers often become brand ambassadors because they’ll tell others about every product or service they enjoyed from […]
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| 35 Views | Amin
Given the up-tempo nature of businesses today, it is pretty standard that you will be laden with a truckload of responsibilities as a manager or supervisor. While these responsibilities are needful to advance your business objectives, they could very easily keep you from attending to a highly crucial aspect of business management – employee visibility. […]
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How to: What is the difference between Leads and Deals in Bitrix24? Generally, companies are using CRM systems when they need to systematize and analyze their relationship with customers. In company with no CRM sales managers just process incoming requests and inevitably immerse in routine work. By contrast, a properly configured CRM system will show […]
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| 35 Views | Amin
Leads are the most exciting words used and understood by businesses of all types. They are entities (individuals or companies) that have communicated their interest in a business’s products or services. They are also the hopes on which business operations hang on, such that business owners do not mind expending multiple resources to generate leads. […]
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Among all living things, human beings are the most difficult to control and organize. This difficulty exists particularly because every human possesses a will, and can actively decide on their actions and responses. As a result, controlling / supervising the wills of adult workers in line with your business policies can be challenging. What then […]
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| 35 Views | Amin
CRM systems like Bitrix24 are tools created to ensure the smooth running of businesses and customer-related structures. These systems come with loads of features designed to attend to several facets of companies in multiple industries. However, for most CRM systems to remain relevant and applicable across multiple industries, they often come with several complexities. If […]
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| 35 Views | Amin
Several elements can work against your business operations. The pretty obvious ones are fierce competition, niche complexities, and poor customer perception. Others may not seem noteworthy, but they can strip you of your client base faster than you built it. One of them is the use of a spreadsheet like excel for customer interactions. Please […]
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Self-hosted Bitrix24 comes with a truckload of advantages. Nevertheless, it is not without its troubles. These troubles are often easier to understand if users begin their Bitrix24 story with this version. However, if the issues begin after a migration from the cloud version of Bitrix24 , it may not be too easy for you to handle. An […]
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| 35 Views | Amin
If you’ve ever changed the physical location of your office, you’ll most likely understand what it means to move your business data from one system to another. Just as you would sort out all your papers, folders, and boxes to ensure they arrive at your new location intact, you’ll also want to ensure that your […]
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Introduction to Remote-First Culture A company that practices a remote-first culture does not only permit its staff to work remotely. Such a company enables and empowers its staff to efficiently complete their tasks from remote locations. The operational structures in a company hoping to adopt the remote-first culture must also be flexible enough to help […]
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Introduction Customer relationship management makes up a vital aspect of every business. It involves every interaction a business has with its potential, current and past customers. And when a business fails to organize customer information and interactions, as well as the collaboration among its employees, success may not be attainable. Also, with the digitalization of […]
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Bitrix24 currently boasts of over nine million clients worldwide. Approximately 60% of this number are only trying out the program or do not put it to frequent use. Half of the remaining 40% of Bitrix24 users prefer to continue with this solution’s cloud interface. Hence, the number of actual users is left at approximately 3,600,000. […]
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The two versions of Bitrix24 are unique in themselves, but their differences are more than obvious. The self-hosted version of Bitrix24 gives room for further integrations, but most users prefer to sit snugly with the cloud version. This preferred contentment is no surprise because all you need to do is pay for the Bitrix24 license […]
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In this age, it is practically impossible for business operations to run successfully outside laid down principles and logic – especially if the efforts for growth will not be in vain. Hence, every business needs analytics to function optimally and with long-lived results. Business analytics are generated to improve the efficiency of business processes, especially […]
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CRM system can help to automatize a sales process of any business. CRM is about automating repetitive, manual tasks to streamline work and improve productivity. CRM tools are all about making it easier to manage every external interaction and relationship that’s essential for business success. Automation can free up time to focus on more meaningful, […]
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Internal communications make up a crucial aspect of any business. If your employees and team members cannot effectively communicate, your business will hardly get any work done. Hence, this article highlights the importance of effective internal communications and how you can improve them using chats and calls on your Bitrix24 system. What Are the Benefits […]
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Emails and everyday life Roughly 320 billion of emails are estimated to be sent and received each day in 2021 (https://www.statista.com/statistics/456500/daily-number-of-e-mails-worldwide/). And this number is considered to grow. Emails is classics of digital communication in spite of growing popularity of social media, messengers and chats. It is not likely that emails will lose popularity even […]
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Email marketing – the most common marketing tool We continue to explore the power of email marketing for business purposes. Before we revealed how to “properly integrate any mailbox with Bitrix24” and how to “avoid spam from appearing in your Leads or Deals board”. As stated before, email marketing is one of the most affordable […]
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Introduction to Smart Process Automation Smart Process Automation (SPA) stands for advanced tool developed by Bitrix24. With SPA any user can build its own system using data cards similar to standard Leads, Deals and Contacts and the way how they are related to each other. Therefore, user can manage an independent workflow without messing it […]
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Your CRM system makes up a crucial part of your business. If your business will thrive and your relationship with your customers will not suffer, your choice of this system must be befitting for your business. Nevertheless, choosing an ideal one can quickly become a feat with the myriads of CRM software available today. This article […]
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Email marketing automatization in Bitrix24 We went through a topic of email marketing in this article before. We showed how to create a new email campaign, choose audience segments, analyze statistics and go through your customers’ spam filters. However, email campaign in Bitrix24 cannot be repeated automatically. User have to configure settings and send emails all over […]
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Self-hosted Bitrix24 As you probably know, Bitrix24 can be obtained by two ways. First, you can choose cloud version and pay fees on regular basis. Another way is to buy Bitrix24 on premise, also called self-hosted. In this case, you will get a self-hosted with license code and you will need to get a server […]
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Using on-premise solutions on servers When we are talking about how to roll out CRM system in company, there can be 3 different ways: 1. On-demand, when we use cloud solutions from developer; 2. Using private clouds; 3. On site, when we have our own server. Each way has its advantages and disadvantages, and business […]
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When demand exceeds supply Every business owner dreams that his product or service is in high demand. However, it happens that business is not capable to satisfy all requests in a moment. Lost profits can be occasional due to manager’s oversight or system shutdown. Or they can signal about persistent problems in customer relationship management. […]
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Document routine in companies Dealing with documents is an essential part of every business routine. Documents finalize oral negotiations between different parties and acknowledge their duties and responsibilities. Usually, documents circulation consists of general stages: – Document creation; – Making changes by concerned parties or persons in charge; – Checking and approval by higher managers; […]
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Do backups before you need them Making backups is one of those routines that have to be done on regular basis to avoid critical consequences. This is essential not only for system administrators, but for everyone who is working with technologies – starting from global corporations to smartphone users. Backups can save you from fatal […]
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What is card in CRM We keep saying that work efficiency should be taken at high priority in every business. Efficiency can be improved my many ways, including small steps. CRM programs are designed to automatize and speed up daily operations, but still they need to be adjusted to employees and workflow. Here, small steps […]
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What is SSL certificate An SSL certificate is a digital certificate that authenticates a website’s identity and enables an encrypted connection. SSL stands for Secure Sockets Layer, a security protocol that creates an encrypted link between a web server and a web browser. SSL certificates can be used by online enterprises wishing to encrypt credit […]
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What is softphone? As the world goes virtual, flexible communications solutions are becoming more and more important. You might have heard of softphone systems when it comes to business communications, although that terminology is getting replaced by other, more modern categories of tools like unified communications. Generally, softphones are software-based phone systems that offer internet-based […]
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Organization structure and access to internal information When number of employees is more than 2, company owner should think about organizational set-up. First reason is to keep order and prevent inaccuracy. Anyone can make a mistake and, for example, delete some important information. Second big matter is security. Leak of data can be a serious […]
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Clients and deals database While some of us may work with CRM from scratch, most of entrepreneurs and companies come to CRM as a result of growing operations. Therefore, by the moment we install a new CRM we should already have a list of our clients and deals. Another situation is obtaining a ready business […]
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Visualization in marketing Visualization plays a huge role when we are talking about marketing and sales. Research studies show that one picture can tell much more than bunch of words or numbers. According to experts, the human brain processes visual information way faster than verbal information. It means that content that is created with visuals […]
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SMS marketing has become a popular choice for companies to communicate with their customers in a quick and efficient way. With the rise of smartphones, SMS has become an integral part of our daily lives, and SMS marketing takes advantage of this trend. In this article, we will explore why SMS marketing is needed, why […]
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Introduction: In today’s fast-paced business environment, effective communication plays a vital role in achieving success. With numerous communication channels available, it can be challenging to manage them efficiently. However, Bitrix24, a powerful collaboration and communication platform, offers a solution by combining calling and SMS functionalities under one centralized number. In this article, we will guide […]
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Introduction: When you install Ticket24, you typically start with an empty group in Bitrix24, and you’ll need to customize your tickets by adding a responsible person and defining deadlines. Additionally, you’ll want to track completed and ongoing tickets, and it’s common to set up notifications for ticket updates. Let’s dive into the main settings of […]
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Understanding and managing costs is a critical aspect of running a successful business. Whether you are a seasoned project manager or an entrepreneur just starting out, keeping tabs on the total cost of projects, tasks, and employees is essential. One tool that can significantly aid in this cost calculation process is Bitrix24, a robust project […]
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The ever-evolving landscape of Customer Relationship Management (CRM) systems calls for a more personalized approach to managing your business operations. One of the tools at the forefront of this evolution is Bitrix24, a robust CRM platform with a multitude of customization options. One of the most powerful and versatile customization features of Bitrix24 is the […]
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Bitrix24 – the Easy Way to Send Ringless Voicemails As obsolete as the word ‘voicemail’ may sound, it still remains valuable for excellent communication and customer service within any business. Having being a more efficient substitute for answering machine, voicemail service has received a major improvement to become an all-encompassing solution for unanswered calls. Just […]
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Most companies may not know this, but data ranks among every organization’s most valuable assets. Also, given the current digitalization of many economies, data has become even more relevant in charting the course of business growth and advancement. Organizations who do not place a premium on their data management and analysis will most likely be […]
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Sales department goals Any sales manager should be aware that his or her goal is closing deals. A closed deal means that customer signed an agreement and/or executed first payment. That is the main KPI of all salesman. In turn, signed agreement means that both sides acknowledge the deal and its conditions. And most importantly, […]
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If you own a building, you surely do not want to accept payment for an apartment, only to later discover that it is already in use by another. While a refund will quickly solve the problem, a properly integrated inventory system will ensure that such incidences never occur in your business. Proper and adequate inventory […]
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Just like checklists, ticketing systems are handy tools that ensure that business processes are organized and executed in their order of importance. For organizations that are keen on customer service and support, a ticketing system enables their service agents to serve customers excellently. Advancements in technology now allow businesses to set up online ticketing solutions for […]
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Just like every other human endeavor, a business front needs proper planning and organization to be efficient. As a business owner, when you fail to set up an effective schedule for your employees and processes, it tells on both your bottom line and your customers. In this post, we’ll show you unmistakable signs that you […]
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Irrespective of what your work front looks like, scheduling remains a crucial part of every workplace activity and should be handled appropriately. An inefficient workplace schedule or impromptu appointments will not only affect your business’s productivity; it can also eat deep into your profit margin. On the other hand, proper scheduling of tasks and assignments ensures that […]
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Office 365 – a major office suite all over the world As of May 2021, Microsoft’s Office 365 controlled around 47.5 percent of the market share for major office suite technologies worldwide (https://www.statista.com/statistics/983299/worldwide-market-share-of-office-productivity-software/). Office Word, Excel and Powerpoint are one of the most popular tools for office work. So, there is a huge probability that […]
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History of Kanban system Kanban system invention refers to industrial engineer Taichi Ono, who applied Kanban in Toyota spare parts manufacturing in 1940s. In classic production company each department tried to make as many parts as possible in order to be evaluated as efficient. However, overall company efficiency could suffer due to overproduction. Japanese managers […]
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All businesses have their clients’ database. The point is how to put it to good use. Properly kept database can improve your managers’ efficiency and save time in day-to-day operations. The most efficient way is to keep all your clients’ data in CRM system. However, not all of them have a suitable interface and sales […]
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Nowadays IT solutions offer an enormous variety of communication tools and applications. It involves online forums, messengers, news public pages, email providers with built-in chats and-so-forth. One way of organizing internal communication in your company is to use CRM system. Yes, CRM system is not only about sales management, but also a tool of messaging […]
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Google Docs as a part of Google Workspace Google Docs is a productivity tool and part of Google Workspace (formerly G Suite), productivity software and apps. Google competes with Microsoft and its Office365 on the productivity suites market. One of the main features allowing users to prefer Google Docs (and also Google Sheets, Slides etc.) […]
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Email marketing trends Emails are one of the most popular ways to collect inquiries. Despite sometimes you can hear that email marketing is dying, emails are the primary channel for leads collection. In fact, marketers in UK say that emails are the key strategic channel with 91% of them rating emails as important. Second place […]
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Cyber security awareness We live in the world where part of our personal life is running through the Internet. Therefore, we all should be aware of how to secure ourselves from cyber crime. Whether you use emails, social media, online banking and shopping, you need to take steps that can prevent cyber criminals getting hold […]
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Ticket24 – a ticketing system app A ticketing system is a software created to organize and distribute the incoming requests for customer support. Such systems are also often referred to as “online tickets management system”, “customers support ticket management system”, or “ticket-workflow system”. There are both separate services as well as those already integrated into […]
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Twilio overview Twilio is an industry leading solution for sending automated SMS, voice calls, and more. It is a Customer Engagement Platform that offers a suite of channel APIs, serverless tools, and fully-programmable solutions that can be rapidly deployed. According to reviews, Twilio has a great performance in text and voice-based engagement with customers. Among […]
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Bitrix24 and sales channels Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. Its core functionality is dedicated to customer relationship management. Therefore, Bitrix24 should be configured to reach desired efficiency in marketing and sales. That’s why we are observing […]
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EMCsoft Ticketing system As you might remember, we launched our Ticket24 free app recently in Bitrix market. Ticketing system is a simple and convenient communication tool with company clients. Using it, they can send inquiries, i.e. raise a tickets regarding your products and services. We received huge feedback from our current and potential customers and worked hard […]
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Code mentioned in video: Outgoing emails in Bitrix on-premise We have touched this topic before and are coming back to it now with better and more elegant solution. The core problem is that self-hosted Bitrix24 doesn’t provide SMPT for outgoing emails. When Bitrix users set up SMPT settings in default IMAP section in Bitrix, they assume that […]
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Automation rules and triggers in email marketing Area of automation rules and triggers has a great potential in Bitrix CRM. In this article we will observe an area of email communications. Before we discovered the power of email marketing in customer relationship. As you might remember, email marketing still stays at the top of communication channels in […]
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CRM system localization Multilingual corporate websites are long ceased to be something unusual. Which is not so obvious when it comes to company’s internal CRM system. However, it is more and more common to have remote workers from all over the world. Thus, companies operating on global market inevitably divide their team into geographic areas. […]
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Today we would like to take a closer look on advantages and disadvantages of Bitrix cloud and self-hosted solutions. Obviously, you can find a lot of comparisons from Bitrix official website and its partners. However, that information might be not accurate and complete, and underwater stones can be found when you start actually use Bitrix […]
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Bitrix development methods As we all know, one of the best advantages of Bitrix CRM is freedom of customizing. Self-hosted Bitrix is an open code CRM with no crypted files. That means Bitrix provides access to the source code for customization and development purposes. This allows to extend the functionality of the CMS or create […]
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Users should consider using Power BI together with Bitrix24 for several reasons: Advanced Data Analysis: Power BI is a robust business intelligence tool that offers powerful data analysis capabilities. By combining Power BI with Bitrix24, users can gain deeper insights into their data, identify patterns, and make informed decisions based on comprehensive data analysis. Visual […]
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Currently, php 8.1 and higher is recommended for Bitrix24 https://helpdesk.bitrix24.com/open/9162957/ There are 2 options for updating, using the built-in tools of the b24 virtual machine or by hand Option 1: update b24 using built-in tools: https://training.bitrix24.com/support/training/course/index.php?COURSE_ID=113&LESSON_ID=9541&LESSON_PATH=9681.9461.9519.9541 Option 2: updating php using OS tools yum install -y https://rpms.remirepo.net/enterprise/remi-release-7.rpmyum-config-manager –disable ‘remi-php*’ yum-config-manager –enable remi-php81yum -y update In […]
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Introduction In today’s digital world, the use of technology to automate work and improve efficiency is an absolute necessity. Integrating different tools not only enhances productivity but also ensures smooth and seamless workflows. This article will guide you through the process of integrating Google Calendar with your Bitrix24 account, making your scheduling and meeting processes […]
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Introduction: Before delving into the details, it’s crucial to understand the benefits of setting up your own domain for CRM forms in Bitrix24. This feature allows you to customize the URL of your form, providing a more professional look and making it easier for your clients to recognize your brand. This step-by-step guide will walk […]
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In the fast-paced world of business administration, efficiency is paramount. That’s why mastering automation processes is crucial for optimizing workflows and maximizing productivity. In our comprehensive Bitrix24 Administration course, we delve deep into the realm of automation, equipping you with the knowledge and skills to streamline your Bitrix24 experience like never before. Introduction: Welcome to […]
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Introduction: This article delves into the application of these robots in conjunction with CRM forms, guiding you through the logic and demonstrating the methodology. The Process: Setting Up CRM Forms: ● Navigate to CRM forms. ● Click on ‘add-ons’ and proceed to create a form to collect client contact data including first name, last name, […]
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Getting Started If you’re new to TwiSMS, it’s important to note that most installation challenges stem from the setup of Twilio itself. We’ll address these issues step by step, starting with your Twilio account. 1. Trial Account Upgrade One of the primary roadblocks users encounter is having a trial Twilio account. To check your account […]
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In the digital age, communication is key for businesses and organizations worldwide. Many have turned to innovative solutions like “CallCenter24” to streamline their call management processes and enhance customer interaction. However, like any technology, this application comes with its set of challenges. In this article, we’ll delve into a tutorial that addresses the common problems […]
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Introduction: CallCenter24 is a robust call center solution designed specifically for Bitrix24 users. This powerful application offers a wide range of features aimed at enhancing communication processes and maximizing efficiency within organizations. In this article, we will explore the key functionalities and benefits of CallCenter24, demonstrating how it can revolutionize the way businesses handle their […]
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Consistency is key, and is what a call center script – included in our Call Center Script module for Bitrix24 – does for your company if your customer services must be exceptional. A call center script is a pre-arranged guide that contains information that is used by customer service agents during calls. It is also […]
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With the Covid-19 Pandemic currently ravaging different parts of the world, physical meetings are already becoming a thing of the past. Prevailing lockdown rules have also made it difficult for people to travel for conferences and meetings. And social distancing rules have drastically reduced the number of people that can gather per time. Since most […]
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Your company’s interaction with customers, suppliers, and vendors makes up a vital part of your overall market efficiency. By using call systems like Telephony, you can efficiently carry out call actions, track them, and improve your customer support services’ efficiency. Undoubtedly, a Customer Relationship Management software like Bitrix24 is essential for improving your company’s bottom […]
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The Organization of Telephony The implementation of the Alpha Direct project happens to be an interesting task. Nevertheless, most of our clients set the highest level of functionality, serviceability, and availability standards for their projects. They also monitor the projects closely for compliance with their unique requirements. It is comparatively easy to work with clients […]
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We customized Bitrix24 as a professional caller. For that, we integrated the Power Dial (Predictive Dial) in Bitrix24. To solve that task we integrated Bitrix24 with Asterisk and connected two telecommunications operators, one for incoming, the other for outgoing calls to save money of our client. It works as follows: 1. The Bitrix system loads […]
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In this article, you’ll discover: 1. How robots can effortlessly generate QR codes and distribute them to clients via email or SMS. 2. Explore how QR codes can streamline client registration processes. Whether it’s event sign-ups or tracking offline advertising, QR codes offer versatile solutions. 3. Learn how robotics can elevate CRM management by handling […]
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In the world of business management, streamlining operations and maximizing efficiency is paramount. Enter Bitrix24, a versatile platform that empowers businesses to take control of their administrative tasks with ease. In this article we’ll explore the intricacies of workflow automation, helping you harness the full potential of this powerful tool. Custom Communication and Beyond Before […]
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The Necessity of Automation in Sales Automation in sales isn’t just about efficiency; it’s about creating a sustainable business model that nurtures long-term customer relationships. The focus is clear: employ automation to not only streamline operations but also ensure that clients remain engaged year after year. Creating Repeat Leads We begin with the “Create Repeat […]
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Introduction: In the fast-paced world of e-commerce and business operations, efficient and organized delivery processes are essential. In this article, we explore how Bitrix24, a comprehensive business management solution, can help you streamline your delivery process with the use of delivery robots. Understanding the Bitrix24 Delivery Robots: Bitrix24 offers a range of powerful tools to […]
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Creating a Payment Link: Create Payment Link option. This feature allows you to generate a payment link automatically within Bitrix, as opposed to sourcing it externally. Once set up, a deal gets created and you can attach relevant contacts and products to it.As the deal progresses, the payment link becomes active. This link can then […]
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Introduction Welcome back to the second part of our video series on automating paperwork with robots. In our previous video, we explained how you can automatically generate documents using templates and streamline your document creation process. Today, we’ll continue exploring the capabilities of these robots in the paperwork section of your automation toolkit. Track Entity […]
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In the age of digital transformation, businesses are constantly looking for ways to simplify administrative tasks and boost productivity. One of the game-changers in this realm is the automation of paperwork. Bitrix24, known for its extensive CRM capabilities, also offers the power of ‘robots’ to handle your paperwork with ease. Let’s dive into how you […]
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Robotic process automation has transformed how companies operate, optimizing numerous processes and functions. In this article, we will delve into a practical example of using robots for administrative tasks. 1. Robot Creation for Employee Monitoring and Control: The core discussion revolves around the creation of robots that aid in: Notifying supervisors in particular situations, understanding […]
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EMCSoft, a leading technology company specializing in Bitrix24 integration, is committed to providing tailored solutions to meet the needs of businesses of all sizes. In this article, we will discuss how we use robots in Bitrix24 for customer communication. Automation in Bitrix24 helps businesses streamline their customer communication processes, making them more efficient and timely. […]
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Starting with Employee Alerts Firstly, let’s focus on employee alerts. These are among the most commonly used robots in Bitrix24 due to their simplicity in setup and vital role in the workflow. Let’s say, for example, a new lead is generated in your system (be it through an online form, social media integration, or any […]
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In today’s fast-paced business environment, efficiency is key to staying competitive. As companies strive to streamline their operations and improve productivity, the adoption of advanced automation tools becomes essential. Bitrix, a leading platform for business management, offers robust features for automating processes through its Smart Process Automation (SPA) capabilities. Smart Process Automation, or SPA Empowers […]
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Introduction: In this video, we will delve into Bitrix24 training and specifically focus on data storage and modification using Bitrix24 automation. We will explore various aspects of data management, such as adding list items, modifying list items, getting list item information, performing math operations, and modifying variables. Adding List Items: One of the key features […]
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There are four robots in the Task management group that you can use for automation: 1. “Create task” 2. “Watch for task status” 3. “End task” The use of CRM robots in task management can improve efficiency, productivity, and automation in business operations. Using the instructions below for setting up robots, you will learn the […]
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This video, part of a Bitrix24 training course, focuses on automation and managing products. It covers various aspects of product management within Bitrix24, specifically dealing with automation rules related to products. The tutorial demonstrates how to create and use different types of robots or automation rules in Bitrix24. The topics covered include: Adding Product Items […]
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Creating Contacts Automatically A primary focus of this training is on the robot named “Create Contact for Lead”. This tool is a time-saver, especially when dealing with complex or automated lead creation processes. The robot enables the automatic creation of contacts from leads, bypassing the need for manual entry and simplifying the conversion of leads […]
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