Bitrix24 Sales Automation CRM Tool – Save Time, Close More Deals
Automate repetitive sales tasks, manage workflows seamlessly, and ensure timely follow-ups to close more deals efficiently with Bitrix24.
Complete Sales Automation System with Bitrix24 CRM
Automate repetitive sales tasks and streamline your workflows with Bitrix24. From lead follow-ups to deal updates, Bitrix24 ensures your sales team spends less time on manual work and more time closing deals. With real-time notifications, automated reminders, and workflow management, your sales process becomes faster, more consistent, and more efficient.
Powerful Features of Bitrix24 Sales Automation:
- Automated Follow-Ups – Never miss a lead again. Set automated reminders and notifications to follow up with prospects at the right time.
- Task and Workflow Automation – Create workflows that automatically assign tasks, update deal stages, and trigger notifications, reducing manual effort and human errors.
- Lead Prioritization – Focus on high-value leads by automatically scoring and sorting prospects based on engagement, behavior, and readiness to buy.
- Deal Stage Automation – Move deals through pipeline stages automatically when certain conditions are met, ensuring smooth sales progression.
- Centralized Communication – All emails, calls, chat messages, and notes are automatically linked to deals, keeping your team informed and aligned.
- Sales Analytics & Reporting – Gain insights into team performance, workflow efficiency, and conversion rates with real-time analytics dashboards.
- Multi-Channel Integration – Connect email, phone, social, and messaging platforms so your automation workflows are consistent across every sales channel.
Rules & Triggers
Streamline your sales process and reduce human error with Bitrix24’s smart rules and triggers. These features ensure that tasks, notifications, and deal updates happen automatically, so your team can focus on engaging clients and closing deals efficiently.
CRM Rules – Automatically create tasks, alerts, calls, or emails when a lead or deal changes status.
CRM Triggers – Move deals to the next stage of your pipeline automatically based on specific actions, like an email being opened.
Proactive CRM – Receive reminders about urgent, scheduled, or pending activities, helping your team prioritize effectively.
Workflow Automation
Bitrix24 allows your team to automate repetitive workflows across sales and internal processes, reducing delays and improving efficiency.
Robotic Process Automation (RPA) – Automate multistep approval processes or repetitive tasks without manual intervention.
Automate Routine Workflows – Streamline everyday operations like leave requests, expense reporting, and purchase approvals.
Smart Process Automation (SPA) – Customize workflows in Bitrix24 to match your company’s specific processes and automate them seamlessly.
Automated Funnels
Ensure deals move smoothly through multiple pipelines with minimal manual effort. Automated funnels connect stages and pipelines, reducing bottlenecks and improving conversion rates.
Pipeline Connections – Automatically transfer deals between pipelines when milestones are reached.
Automated Deal Status Change – Move deals to the correct stage based on pre-set triggers.
Reminders & Notifications – Alert the relevant team member for follow-ups, ensuring no opportunity is missed.
AI-Powered Sales
Leverage AI to work smarter and close deals faster. Bitrix24’s AI tools assist your team in generating ideas, drafting communication, and capturing important information automatically.
Fresh Sales & Marketing Ideas – Generate unique campaigns or promotional strategies tailored to your goals.
Call Transcription – Convert client calls into readable text for easy reference.
Autocompleted CRM Fields – Automatically fill in lead or deal information.
Email & Landing Page Copy – Use AI to create compelling and personalized content for outreach.
API & Integrations
Connect Bitrix24 to your favorite tools and create a fully integrated sales ecosystem. Flexible integrations enhance CRM functionality and streamline business operations.
Integrations with Popular Apps – Connect Shopify, QuickBooks, Trello, Mailchimp, and more.
Custom Solutions from Partners – Industry-specific templates and add-ons to enhance functionality.
REST API – Build custom workflows, field types, and reports tailored to your organization.
Why Choose Us for Bitrix24 Sales Automation CRM Solutions?
Bitrix24 Certified Partner
10+ years of CRM expertise
Cross-industry implementation experience
Automation-first, growth-oriented design
End-to-end lifecycle support
Transparent delivery & training processes
Frequently Asked Questions(FAQ)
What is Bitrix24 Sales Automation?
Bitrix24 Sales Automation streamlines your sales process by automating repetitive tasks like follow-ups, deal updates, and notifications. It helps your team focus on closing deals faster while keeping workflows consistent and organized.
How can Bitrix24 automate follow-ups?
Bitrix24 automatically sends reminders, emails, and notifications to leads or prospects based on predefined triggers, such as lead activity, deal stage, or time intervals. This ensures timely communication and increases the likelihood of conversion.
Can I automate tasks and workflows in Bitrix24?
Yes. You can set up custom workflows that automatically assign tasks, update deal stages, and trigger notifications. This reduces manual effort, avoids errors, and ensures every deal progresses smoothly through your sales process.
How does Bitrix24 improve deal management?
Bitrix24 moves deals through pipeline stages automatically based on conditions like completed calls, approved proposals, or signed contracts. This keeps your sales funnel flowing, prevents bottlenecks, and improves overall team efficiency.
Can Bitrix24 track the performance of automated workflows?
Absolutely. Bitrix24 provides real-time dashboards and analytics, showing task completion rates, deal progress, and team efficiency. This helps managers make data-driven decisions and optimize sales strategies continuously.
Is communication tracked within Bitrix24?
Yes. All emails, calls, chats, meetings, and notes are automatically linked to the relevant deals. Your team can access a complete communication history, personalize follow-ups, and maintain consistency across the sales process.
Can Bitrix24 automate multi-channel sales activities?
Yes. Bitrix24 supports automation across email, phone, chat, WhatsApp, and social media platforms, ensuring no lead or interaction is missed and every engagement is timely and tracked.
Is Bitrix24 Sales Automation suitable for mobile use?
Yes. Bitrix24’s mobile and desktop apps allow your sales team to manage automated workflows, monitor tasks, and update deals on the go, keeping your sales process active anywhere.
Can Bitrix24 help prioritize high-value leads automatically?
Yes. Using lead scoring and engagement tracking, Bitrix24 highlights high-value opportunities, ensuring your team focuses on prospects most likely to convert.
Is Bitrix24 suitable for small businesses and large enterprises?
Absolutely. Bitrix24 Sales Automation is flexible and scalable, making it ideal for small teams needing basic automation as well as large organizations managing complex, multi-channel pipelines.