Centralized communication across all channels
This is a lead management board in Bitrix24 — a kanban view that aggregates new inquiries from phone, email, and web forms and auto-places them into clear stages (New Lead, Missed Call, Follow Up Later). It’s used to centralize multichannel requests.
This is a client request card in Bitrix24 — a unified CRM window that consolidates contact details, the full activity timeline, and all channels (calls, email, WhatsApp, SMS, chat) with tasks and follow-ups in one place. It’s used to centrally track and route inquiries.
Centralized tracking of all client requests
Control over client interactions during the sales process
This is a sales pipeline analytics dashboard in Bitrix24 —stage-based views showing leads by creation date, distribution by stage, and conversion vs. unqualified leads.
It’s used to control client interactions through configured sales stages and automate next steps.
This is a nurturing/follow-up board in Bitrix24 — a kanban view that organizes postponed deals into time-based buckets (Due today, This week, etc.) with quick actions for call/email/chat. It’s used to manage clients not ready to buy yet, with automated reminders and tasks.
Efficient management of clients not ready to buy now but requiring follow-ups
Accumulation of counterparty database
This is a deal analytics overview — key KPIs (pipeline value, deal count, average check, lifetime) plus a forecast by expected close date. It’s used to audit data completeness and pipeline health, confirming that every counterparty has structured records of interactions and agreements entered by staff.
This is a deal analytics summary — charts of monthly revenue dynamics, average deal size, and conversion by status. It’s used to track how the counterparty database grows and performs, ensuring employees consistently record client data, interactions, and agreements so trends and bottlenecks are visible.
Accumulation of counterparty database