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Commercial Effectiveness and Efficiency – Advanced CRM

Why develop your business potential with Bitrix24?

  • Set up your sales processes tailored to your needs. Assign roles, create the required data fields, and configure triggers and automations.
  • Understand and analyze your sales process and your team’s performance to identify real, concise improvement opportunities—without assumptions. Improvement becomes inevitable.
    • Performance by sales advisor

    • Performance by channel / source

    • Performance by ad group / campaign

    • Progress pace stage by stage

    • Lead quality

    • Many other relevant metrics

    • Sales goals by period and achievement trackin

  • Connect your processes in Bitrix24 with up to 550 applications, leveraging specialized solutions so everything is automated, managed, and centrally recorded. Bitrix24 can also be integrated with your ERPs and any other platform not included in the prebuilt integrations via API.
  • Much more than chat and communication management, Bitrix24 integrates all processes and departments involved in commercialization:
    • Marketing (Google and META Ad Managers, WhatsApp campaigns, email marketing, telemarketing, and offline activations)
    • Sales Administration (Contract creation, quotation design and adjustment processes and versioning, technical review and approval, document collection, process tracking, digital payment methods, automatic creation and sending of additional documents to clients via templates, etc.)
    • Logistics (Inventory control and warehouse creation)
    • Legal (Technical and legal review and approval of contracts, electronic signature)
    • Accounting (Automatic invoice creation and sending to clients, with the possibility of recording them in the ERP via API integration)
  • A complete suite of solutions for internal and external communications, all linked to their respective processes and/or sales opportunities.
    • Internal:
        • Broadcast channels

        • Chats by project or task

        • Configurable notifications

        • Dashboard showing pending actions per advisor per opportunity (negotiation stage)

        • Video call application (meeting recording and AI-generated summary)

        • Telephony

        • Drive (OneDrive, Google Drive, or Bitrix24 Drive) for real-time, centralized document sharing by project (also available for client sharing via chats)

      • External:
          • Client chats

          • Telephony

          • Video call application (meeting recording and AI-generated summary)

          • Collabs (project management with client access)

            • Task manager

            • Project calendar (Gantt view)

            • Drive (shared and centralized file storage with real-time collaborative versions)

imagen dr nuñez
Rated 5 out of 5
"Macarena Hub nos ha dado un excelente servicio y soporte. Tiene una actitud colaborativa y comprometida con nuestro negocio y es algo que para nosotros es muy valioso."
Dr Nuñez Santana, CEO Clínica INCLA
imagen federico pertez ceo opm medical
Rated 5 out of 5
"Nos han ayudado a entender y mejorar nuestro propio proceso de Marketing y Ventas y a llevar a nuestro equipo de asesores a un nivel muy superior"
Federico Pertnez, CEO OPM Medical
imagen kike Jimenez
Rated 5 out of 5
"Una de las condiciones que pusó nuestro FronstDesk para abirse a una nueva forma de hacer los procesos, era contar con un acompañamiento que te lleve de la mano. Sin duda Macarena Hub ha diseñado y dispuesto varias herramientas para que esto se garantice y es lo que hemos recibido de su parte"
Dr. Kike Jiménez, CEO Clínica Bariátrica Perder para Ganar

“It is the most robust and comprehensive CRM for managing projects with automated tools at no additional cost on the market.” — ChatGPT

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

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AS YOUR PARTNERS, WE HELP YOU WITH:

FAQ's

Can Bitrix adapt to the needs of my business?

We are experts in Hubspot, Clientfy, Many Chats and other CRM solutions CRM however we recommend implementnting Bitrix24 due to its wide range of functionalities and solutions that can be adapted easily and with great flexibility to any type of company, be it commercial, services, health, among others. The configuration is simple and can be adapted to the requirements that each company has..


What areas of my company can I integrate and optimize?

Sales, Marketing, Customer Service, Human Resources Management, Inter-business Communications and projects, finances

Request a DEMO here

¿Can I manage more than 1 businness line from Bitrix24??

From Bitrix24 several lines of your business can be managed without presenting any inconvenience or problem. You can also integrate up to 20 independent Instagram and/or Facebook instant messaging accounts, so you can connect the communication channels of each of your business lines (up to 20), and even create automatic messages with independent flows for each one.

You can synchronize up to 10 mailboxes per user to consult and parameterize shipping automations, so you can work on your customer service emails, orders@, invoices@, management@ for surely all your lines of business, just by paying a single membership..

¿ Can I use several WhatsApp numbers with a single Wazzup License?

Each Wazzup license allows you to synchronize a single WhatsApp line (Number). If you want to implement more WhatsApp lines (numbers), you must acquire a new Wazzup license.

Example: There is a WhatsApp line that you have decided to use for your commercial advisors to receive messages from new Leads interested in your products or services so that everyone can answer and manage the deal process from that line using Bitrix24; aiming that, you must acquire 1 Wazzup license associated with that number, but in the case that you determine that you want to use an additional WhatsApp number (Line) for (through your administrative and post-sales team), assisting those Leads that have already become into clients, you will need this additional WhatsApp number (Line) to be synchronized to Birtix24 through a new Wazzup License.

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Then for the case of this example you will need to acquire 2 Wazzup licenses

How many people can manage chats from one single WhatsApp line synced to Bitrix24?

From the same WhatsApp line synced with Bitrix24 through the Wazzup license, all the users can speak (The function and access to the use of the line are activated from the Bitrix24 control panel).


Can I integrate more WhatsApp lines and manage all of them from the same Bitrix24 account?

Yes, you can integrate more WhatsApp lines (WhatsApp numbers) and manage them independently from the same Bitrix24 account (And so from that of each employee who has access), you can also configure so that certain messages reach one person and others to someone else.

Can I manage massive WhatsApp sending campaings from Bitrix24?

Yes you can, for this you must keep in mind that the WhatsApp line (Number) that you decide to use will no longer work from the WhatsApp mobile applications, but everything will be seen by you and your employees with access to this line from the Bitrix24 Chats dashboard.

In order to use a WhatsApp line for mass sending (with the possibility of sending clickable links), you must associate and verify your WhatsApp line with a META business account (some information about your business will be requested to validate it). In this way, the line goes from being a standard WhatsApp line to being a verified business line for WABA mass shipments..

To associate your WhatsApp WABA line with Bitrix24 and automate the sending of your campaigns, you must acquire a WABA license from Wazzup .

You must bear in mind that WABA lines send messages that have been created in the WABA templates section in the administrative panel of your WAZZUP account (Where you can also manage your other WABA and non-WABA lines that are licensed in WAZZUP) and that they must be previously approved by META.

Once the templates are created, sent to META for review (all from the WAZZUP panel) and approved, you can use them from the BITRIX24 message automations panel.