The Bitrix24CRM is the heart of your Bitrix portal. All the sales feed into and from it. It’s the one source of truth when it comes to understanding your prospects and customer behaviour and tracking the ROI of your sales, service and marketing efforts. For this reason, we think it makes sense for your CRM to be set up the right way – first time. We’ve rolled out 100’s of Bitrix24 portal and set them up for various organisations across multiple sectors. We understand where the detail is and isn’t needed. Our setup service gives you the piece of mind that Bitrix24 experts have built your CRM from the ground up to your requirements – quickly.
What it includes
– Bitrix24 CRM Setup: Import your contacts via CSV and create additional custom fields needed. Up to 10 Reporting Dashboards setup.
– Defined Pipeline & Deal Stages.
– Adding documents such as pricing guides or product info directly to Bitrix24.
– Direct tasks sent to the relevant people after purchases or downloads are made.
– Live Chat, quotes, products & meeting links setup
– Contact Center integration
– Key filters setup for quick access to CRM data.
– Helpful explanatory videos and training.
– Add your team to Bitrix24
What we need from you
– 1 x CSV export of the contacts to import into Bitrix24 (UnivSense provide template guidance for style and layout)
– Required dashboard reports
– Your current / intended sales pipeline stage names
– Any sales documents to add to Bitrix24
– List of users
Turnaround time
10 working days
