Bitrix24 Questions & Answers

Yes, Bitrix24 is a cloud-based CRM platform.

Use the CRM’s email marketing tools to create and send bulk email campaigns to your contact lists.

Set up Live Chat from the Contact Center module, integrate it with your website, and start engaging with visitors in real-time.

Go to the Reports section, select Dashboards, and customize widgets to display key metrics and data visualizations.

Transferring data between Bitrix24 CRM accounts can be done using several methods, depending on the type and volume of data being transferred. The most common ways include using the built-in data export,import tools, which allow users to export data such as contacts, leads, deals, and tasks in CSV format from one Bitrix24 CRM account and import it into another. Additionally, Bitrix24 offers API integrations and third-party applications for more complex data migration needs, such as syncing data between different CRM accounts or systems. For larger-scale migrations, Bitrix24 also provides integration with tools like Zapier or custom-built integrations, enabling seamless data transfer between multiple accounts or external systems.

Utilize CRM features like contact management, communication tools, and automation to maintain and nurture long-term relationships.

Generate transaction history reports from the Reports section, customize the report fields, and analyze customer transactions.

Use the CRMs segmentation and filtering tools to create targeted lists based on purchase history and send personalized campaigns.

Access the Sales module, go to the customer record, and view the purchase and order history in the related sections.

Use Bitrix24’s automation rules and workflows to automate tasks like sending emails, updating records, and creating tasks.