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Analytics and reports

Bitrix24 features a wide variety of CRM analytics tools to help you make informed decisions in every department: sales, marketing, customer service, and more.

CRM

Tasks and projects

Collaboration

Sites and Stores

HR and automation

CoPilot

Sales funnel

Bitrix24 CRM analytics software provides a wealth of actionable data and valuable insights to help you determine bottlenecks and identify your weak spots to improve efficiency.

CRM funnel (with conversions)

Sales plan and dynamics

Lead analysis

Advanced CRM analytics

CRM funnel (with conversions)

Get a helicopter view of your sales process in the form of a funnel, with conversion rates at every stage. See where you win (or lose) most of your deals, with a complete breakdown for every employee.

Sales plan & dynamics

See if your employees (and departments) reach their goals, in both percentage and money value. Select custom reporting periods and configure individual sales targets.

Lead analysis & reports

Using our CRM analysis report, you can see how much money you make off of every lead, conversion rate for each stage of the funnel, and lead statistics per employee.

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Employee performance

Bitrix24 collects information on the number of converted leads or deals closed by a person they were assigned to. Stack these up against your plan or individual sales targets, and you’ll see how efficient your employees are.

Individual sales performance

Rating by value of won deal

Converted leads per employee

Top grossing clients

Individual performance

Bitrix24 makes every sales rep’s contribution to the company success clearly visible. Through a performance report, you can see how much money an employee makes, how many deals they’ve won, and so on.

Lead statistics

In addition to performance analytics, Bitrix24 allows you to see the number of leads (initial and repeat) converted by an employee, percentage of junk and lost leads, as well as conversion rate (individual and overall).

Top grossing clients

An experienced sales manager simply can’t have enough data. See how much money you make off of a client and get a list of your top-grossing clients for a custom reporting period.

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What makes Bitrix24 better than 99% of other solutions on the market?

Replaces all your current SaaS solutions
Free forever for unlimited users
Easy to migrate your data from other systems
Integrated with all your favorite services and apps
Used, loved, and trusted by 15,000,000+ users worldwide
100% flat fee: predictable costs, no per-user pricing

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Analytics

Get a full breakdown of your marketing spendings and see which channels yielded the best results. You will know exactly how much money was spent on each traffic source, how many new clients it generated, and which ones actually made a purchase.

Advertising ROI

Traffic reports

CRM sales analytics

Detailed data on every marketing channel

Every ad dollar is accounted for

Connect your ad traffic sources (ads on Facebook, Instagram, Google, websites and CRM forms you created in Bitrix24) and start tracking them right away. You can also track some offline marketing channels like phone calls or print ads as well.

Sales Intelligence

Find out the exact steps that led a customer to you to understand which ads are working better and optimize your marketing efforts. Bitrix24 Sales Intelligence also shows customer acquisition cost (CAC) and return on investment (ROI) for each of your marketing channels.

Advertising ROI reports

Bitrix24 CRM automatically shows the money you’ve spent on each traffic source, how many new clients it generated, and which ones of them actually made a purchase. Comprehensive CRM data analytics is generated in real time and is available for any custom period.

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BI reports

Bitrix24 features a powerful built-in analytics tool. Choose from various data sources (leads, deals, etc.), set your own parameters, and create visually compelling CRM reports of any complexity.

Editable reports

Customizable dashboards

Report templates: sales dynamics, sales structure, deal analysis, etc.

Custom templates available from partners and Bitrix24 Market

Comprehensive CRM analytics

Analyze the efficiency of an individual employee, department or the whole company. Use our templates or create a custom report.

Easy to use

The whole thing is super intuitive and takes little to no time to master: our guides and tips will help you to set up proper CRM reporting and analytics.