Bitrix24 Sales Pipeline Management — Full Control of Your Sales Funnel
Get a real-time view of every deal, with tools to track progress, manage stages and streamline your entire sales process.
Track Every Deal from First Contact to Closure
Every deal is captured, updated automatically and assigned to the right team member — so nothing slips through the cracks and your team always knows the next step.
Deals flow in automatically from:
Powerful Features of Bitrix24 Pipeline Management
Everything your sales team needs to move deals forward — in one platform.
Fully Featured CRM
Manage all your sales activity in one platform.
Stage, Invoice & Quote Templates
Pre-built templates for sales stages, invoicing and quoting.
Multiple Pipelines
Separate pipelines for products, teams or regions.
Mobile & Desktop Apps
Update and manage deals from anywhere.
Unlimited Client Records
Unlimited client records with full interaction history.
Timeline View
Emails, calls, meetings and tasks in a single view.
Sales Funnel Visualization
See stage-wise conversions and bottlenecks at a glance.
Built-In Contact Center
Live chat, telephony, messaging and social channels.
External Integrations
Connect marketing, accounting and productivity apps.
Manage Your Pipeline Smarter
We configure these Bitrix24 capabilities around the way your team sells.
Visual Pipeline Overview
A drag-and-drop Kanban view of every deal, stage by stage, so bottlenecks are easy to spot.
Multi-Pipeline Management
Run several pipelines at once and switch between them instantly.
Automated Stage Progression
Deals move forward automatically when tasks are completed, quotes approved or contracts signed.
Real-Time Analytics & Forecasting
Live stage-wise dashboards for conversion rates, deal value and revenue forecasts.
Integration with External Tools
Connect your marketing, accounting and e-commerce systems to the pipeline.
Custom Alerts & Reminders
Automated reminders, notifications and tasks keep follow-ups on time.
Collaboration & Communication Hub
Emails, calls, chats, meetings and notes logged in one place on every deal.
Ready to Streamline Your Pipeline?
Tell us how your team sells today — we’ll design pipelines that fit.
Tell Us About Your Project Chat on WhatsAppHow We Set Up Your Bitrix24 Pipeline
A clear, five-step implementation — from understanding your sales process to a team that uses the pipeline every day.
Discovery & Audit
We map how deals move today, where they stall and what your managers need to see.
Pipeline Design
We define pipelines, stages, required fields and exit criteria for each product, team or region.
Automation & Integrations
We configure stage automation, reminders and lead sources such as web forms, WhatsApp, calls and email.
Data Migration & Testing
We import existing deals and contacts, then test every stage and automation before go-live.
Training & Ongoing Support
We train your team, set up dashboards and stay available to refine the pipeline as you grow.
From Scattered Spreadsheets to One Clear Pipeline
A growing B2B services company (name withheld) was managing deals across spreadsheets, email and WhatsApp. Here’s what changed.
The Challenge
✕ Deals tracked in spreadsheets and personal WhatsApp chats ✕ No shared view of which stage each deal was in ✕ Follow-ups missed and forecasts built by handThe Solution
⚙ Separate pipelines for new business and renewals ⚙ Web form, call and WhatsApp leads flowing straight into deals ⚙ Stage automation, follow-up tasks and manager dashboardsThe Result
✓ Every deal visible on one Kanban board ✓ Follow-up tasks created automatically at each stage ✓ Weekly revenue forecast straight from the dashboardWhy Choose Us for Bitrix24 Pipeline Management?
Frequently Asked Questions
What is Bitrix24 Pipeline Management?
It is a visual tool for tracking deals from first contact to closure, with built-in analytics, automation and team collaboration.
How does Bitrix24 handle multiple pipelines?
You can create separate pipelines for each product, team or region and switch between them instantly.
Can I automate tasks in the pipeline?
Yes. Stage updates, follow-ups and reminders can all be automated based on deal conditions.
How does Bitrix24 improve sales forecasting?
Real-time dashboards show conversion rates, expected revenue and overall pipeline health.
Can all deal communications be tracked?
Yes. Every email, call, chat, meeting and note is stored in the deal record.
Can I manage the pipeline on mobile?
Yes. Bitrix24 mobile and desktop apps let you view and update deals from anywhere.
How do notifications and alerts work?
Custom alerts, reminders and tasks notify your team whenever a deal needs attention.
Does Bitrix24 integrate with other tools?
Yes. It integrates with marketing, accounting, e-commerce and many third-party apps.
How does it help reduce pipeline bottlenecks?
Real-time analytics and automated workflows highlight slow-moving deals and delayed stages so you can act early.
Is it suitable for small businesses and enterprises?
Yes. Bitrix24 pipeline management scales from small teams to large enterprises.
Take full control of your sales pipeline
Book a free 30-minute Bitrix24 demo — no obligation, reply within 24 hours.