Bitrix24 Mobile CRM

Bitrix24 offers a powerful mobile CRM application that allows businesses to manage customer relationships on the go. With its user-friendly interface and a range of features, the mobile CRM empowers sales teams to stay connected, access vital information, and perform essential tasks from anywhere.

1. Key Features

Access to Customer Data

• Customer Profiles: View and manage detailed customer profiles, including contact information, interaction history, and notes, directly from the mobile app.
• Lead and Deal Management: Track leads and deals in real-time, allowing for quick updates and progress monitoring.

Communication Tools

• Integrated Communication: Make calls, send emails, and chat with clients directly through the mobile app, ensuring seamless communication.
• Notifications: Receive real-time notifications for new leads, follow-up reminders, and customer interactions to stay on top of your sales activities.

2. Task Management

Task Creation and Assignment

• Create and Assign Tasks: Easily create new tasks or assign existing ones to team members while on the move.
• Due Date Management: Set deadlines and priorities for tasks to ensure timely completion.

Task Tracking

• Monitor Progress: Check the status of tasks and receive updates to keep projects on track.

3. Sales Automation

Automated Follow-ups

• Scheduled Reminders: Set automated reminders for follow-ups, ensuring no lead is overlooked.
• Templates for Communication: Use predefined templates for emails and messages to save time on repetitive tasks.

Lead Scoring

• Prioritize Leads: Utilize lead scoring features to focus on high-potential prospects based on their engagement and interactions.

4. Reporting and Analytics

Performance Tracking

• Mobile Dashboards: Access customizable dashboards that provide an overview of sales performance metrics and KPIs.
• Real-time Insights: Monitor sales activities, such as calls made and deals closed, to evaluate performance on the go.

5. Collaboration Tools

Team Collaboration

• Shared Activity Streams: Stay updated on team activities and interactions through shared feeds.
• Discussion Groups: Collaborate with team members in discussion groups, facilitating quick decision-making and information sharing.

6. User-Friendly Interface

Intuitive Design

• Easy Navigation: The mobile app features an intuitive interface, making it easy for users to navigate and find the information they need quickly.
• Search Functionality: Use powerful search capabilities to locate specific contacts, tasks, or information without hassle.

7. Offline Access

Offline Mode

• Access Data Without Internet: View and manage customer data, tasks, and notes even when offline, with changes synced automatically when back online.