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CRM
CRM
Manage sales and clients effortlessly
Sales management Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get quotes, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI reports
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
See all СRM features
Tasks & Projects
Tasks & Projects
Get work done easier & faster
Task management Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
See all Tasks & Projects features
Collaboration
Collaboration
Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
See all Collaboration features
Sites & Stores
Sites & Stores
Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
See all Sites & Stores features
HR & Automation
HR & Automation
Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
See all HR & Automation features
CoPilot
CoPilot
Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
See all CoPilot features
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Automated and data-based CRM for managing customer interactions 

International Assurance Limited PCC

International Assurance Limited PCC

"Bitrix24 provides us with an automated and data analytics-based CRM solution that is perfect for managing our customer interactions!"

Background

International Assurance provides financial advisers and their clients with a range of investment and life insurance products. 

Challenge

Bitrix24 was an obvious choice when we needed a customizable and cost-effective CRM solution.

Solution

After using Bitrix24 for almost two years, the platform has proven to be an invaluable tool for the business giving us access to cutting-edge CRM features like project management, internal communications, leads, quotes, and automated processes, which is exactly what we require on a daily basis. The visibility of our client contacts, the ability to track support requests, and the data we have been able to use as a result have been some of the biggest gains so far.

International Assurance Limited PCC and 15 million other businesses around the world have chosen Bitrix24

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