Bitrix24

The Bitrix24 CRM system was designed to help your company achieve better sales results by:

1. Lead generation: automatic collection of potential customers from various sources (web forms, email, phone calls, live chats, social media - Contact Center).
2. Data organization: centralizes information about leads, deals (sales opportunities), contacts, and companies in one place.
3. Automation: automatically converting activities (e.g., calls, emails) into new leads and automatically moving deals between funnel stages.
4. Sales Support: enables the sales team to track all activities and tasks related to customers.
   
   

1. Sales and Pipeline Management - a complete set of tools for managing the customer lifecycle, from the first contact (lead) to closing the deal, sales funnels.
2. Automation and Artificial Intelligence (AI) - the ability to configure automatic actions (e.g., sending an email, changing a stage) based on specific events.
3. Center for Communication and Marketing - integration with live chats, forms, telephony, email, WhatsApp, and Instagram – all interactions go directly to the CRM.
4. Issuing Documents and Reporting - the ability to create and send quotes, invoices, and e-Signatures directly from the CRM.
   

Tasks and projects - this tool is designed to ensure that everyone on the team knows what, when, and why they need to do, among other things:

1. Work Structuring: Transforming company goals into specific, measurable tasks with designated responsible individuals and deadlines.
2. Time Tracking: recording the time spent on specific tasks and projects, which makes it easier to manage billing and resource planning.
3. Team Collaboration: enables effective communication within a task (comments, attachments) without using email.
4. Visualization of Progress: provides various ways to view work status, helping to identify delays and priorities.
   
   

1. All key planning methods in one place - Kanban, Gantt Chart, and Scrum.
2. Detailed Task Options - the ability to assign one responsible person, creator, observers, and co-executors, recurring tasks, and time tracking.
3. Group Projects - each project can be a separate workgroup with its own chat, calendar, documents, and task board.
4. Integration and Automation - the ability to create tasks directly from
   a deal or lead in CRM, use automation to set rules (e.g., automatically closing a task after changing the deal's status), or create task templates for repetitive processes.
   

Narzędzie to służy do:

1. Streamlining Communication: replaces email and external messengers, centralizing all work correspondence in a secure environment. 
2. Enabling Remote Work: provides a full set of tools for effective collaboration among geographically dispersed teams. 
3.  Supporting Projects: simplifies the creation of workgroups (Collab), where teams (internal and external) can discuss, plan, and edit documents together. 
4.  Building Community: serves as a digital information channel (News), where announcements, surveys, and reports are shared.

Main features of the Collaboration and Communication module:

1. Messenger and Video Conferencing - Private and group chats that are natively connected to CRM and Tasks (e.g., a message can be turned into a task with one click).
2. Company Drive and Online Documents - A centralized and secure place for storing company files and documents.
3. External Work (Collab) - Special workspaces designed for secure collaboration with external users (clients, freelancers, contractors).
4. Intranet and Calendars - A place for announcements, surveys, and posts to keep everyone up to date with the most important matters in the company.
   

This module is used for:

1. Company Structure Management: creating and maintaining a digital organizational chart of the company.
2. HR Digitalization: storing digital employee files, contact information, and job position change history.
3. Work Time Monitoring: allows precise tracking of working hours, absences, and schedules.
4. Process Automation: designing and launching automated workflows, such as leave approvals or invoice acceptance.
   

Main features of the HR and Automation module:

1. Employee and Structure Management - a central database with all information about employees, their positions, and the company's organizational structure, a visual tool showing the hierarchy and dependencies within the company.
2. Working Time and Absences - creating schedules and tracking breaks, a system for submitting and approving vacations, days off, and sick leaves.
3. Business Process Automation (Workflow Automation) - the ability to create processes that combine elements of CRM, tasks, and HR, making it easier to manage recruitment, for example.
4. Meeting Management - integration with a collaboration module for managing calendars and planning team and company meetings.
   

Built-in website builder and e-commerce platform designed for:

1. Lead Generation: quickly creating landing pages for marketing campaigns that instantly transfer collected contacts to the CRM.
2. Online Sales: creating fully functional online stores, ready to accept orders and payments.
3. Optimization: ensuring that the created pages display correctly on every device and are SEO-ready (search engine friendly).

Main features of the Sites and Stores module:

1. Website and Landing Page Builder - access to an extensive library of templates optimized for various industries and purposes, no need to worry about external hosting: pages are hosted directly on the Bitrix24 platform, easy drag-and-drop editing.
2. E-commerce and Online Sales - automatic integration with the centralized Bitrix24 product catalog, simplifying inventory and price management, with the ability to send automated emails and SMS notifications about order status.
3. Integration and CRM Features - automatic placement of contact widgets (live chat, feedback forms) on the website, which instantly connect to the CRM.
   
   
   
   
   
   

CoPilot is an integrated AI assistant that automates routine tasks and supports creativity in every Bitrix24 module, designed for.

1. Data Entry Automation: reduces manual field filling in CRM by analyzing conversations.  
2. Quick Information Summarization: eliminates the need to read lengthy discussion threads and listen to call recordings. 
3.  Content Creation: generates texts, ideas, product descriptions, and images. 
4.  Decision Support: analyzes data and provides ready-made conclusions.

Main capabilities of the AI Assistant CoPilot:

1. CRM and Communication Analysis - automatically transcribes recordings of phone or video conversations with clients and then creates a concise summary of key findings and commitments.
2. Tasks and Projects - based on a brief idea or message, CoPilot creates a complete, formalized task description along with a checklist.
3. Communication and Content Creation - helps with writing posts in the News Feed, comments, or messages by adjusting the tone (e.g., to make it more formal or polite) and correcting errors. It can generate unique images for use on websites (Sites and Stores module) or in marketing posts.
4. Automation - helps create complex templates for process automation (workflow) and recurring tasks, as well as generates reports and analyses, assisting managers in evaluating team performance and project progress.