July 08, 2025
Focused on helping our clients to build a great business
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1. CRM Mode on the Mobile App
For businesses that rely on a mobile workforce, Bitrix24’s CRM mode on the mobile app is a game-changer. Sales teams can access lead information, update deal progress, and track client interactions without needing to be at a desk. This means faster follow-ups, better organization, and more opportunities to close deals without delay.
2. AI-Driven Lead Scoring for Smarter Sales Decisions
Instead of manually sorting through potential leads, Bitrix24’s AI-powered scoring system evaluates past interactions and customer engagement to prioritize high-value leads. This feature helps sales teams focus on the most promising prospects, improving conversion rates and overall efficiency.
3. Smart Scheduling with Time Slots
Coordinating meetings can be a hassle, especially when working with multiple teams or external clients. Bitrix24 simplifies this by allowing users to define available time slots, which can then be shared via a booking link. This eliminates the endless back-and-forth and ensures appointments fit seamlessly into your work schedule.
4. Keyboard Shortcuts to Boost Productivity
Navigating through Bitrix24 becomes much quicker when you take advantage of its built-in hotkeys. With simple keystrokes, users can send messages instantly, create tasks, or switch between modules without interrupting their workflow. Mastering these shortcuts helps teams work more efficiently and reduces time wasted on repetitive actions.
5. Automated Task Templates for Seamless Workflow Execution
Repetitive tasks can slow down productivity, but Bitrix24 allows businesses to create automated task templates that trigger follow-up actions based on preset conditions. Whether it’s setting up reminders for contract renewals, assigning tasks when deadlines are missed, or auto-generating project steps, this feature ensures that no critical action is forgotten.
Ready to implement these automation strategies? Let’s Talk about how FullView Solutions can tailor Bitrix24 for your business needs."
6. Customizable Call Queues in Telephony
For businesses that handle large volumes of customer calls, Bitrix24’s telephony system offers advanced call queue customization. Calls can be routed based on priority, agent availability, or workload, ensuring customers reach the right person faster. This leads to improved response times, better customer satisfaction, and a more organized customer support system.
7. Time Tracking and Break Management for Efficiency
Tracking employee work hours is essential for resource management, and Bitrix24’s time tracking tools go beyond simple logs. Businesses can categorize work hours, log break times, and generate detailed reports on project-specific time allocation. This not only helps in billing and payroll management but also provides insights into productivity patterns.
8. Automated Workgroup Processes and Private Communication Channels
Workgroups in Bitrix24 are more than just shared spaces—they come with built-in automation features that streamline project management. Tasks can be triggered based on project progress, and status updates can be automated to keep teams informed. Additionally, private chat groups within workgroups enable secure communication for team members handling sensitive projects.
9. AI-Powered Task Recommendations for Proactive Management
The AI assistant in Bitrix24 actively monitors activity and suggests tasks based on project history and user interactions. This proactive feature ensures that nothing slips through the cracks, helping managers and team members stay ahead of their responsibilities.
10. Converting Emails into Actionable Tasks
Managing emails efficiently is crucial in any business, and Bitrix24 allows users to convert incoming emails into tasks automatically. Whether it’s a customer request, an internal update, or a pending approval, emails can be categorized, assigned to relevant team members, and tracked as actionable items within Bitrix24’s task management system.
Want to maximize Bitrix24 for your business? Contact FullView Solutions for expert guidance on CRM automation, team collaboration, and more
June 15, 2025
We build your website to realise your vision, project and more
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May 26, 2025
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