Teams | Collaboration | Customer Service | Project Management

February 2021

CRM Form Settings: Placements and Domain Change

As you may know, we've recently introduced the new CRM form designer added to our Bitrix24 to easily create and edit existing CRM forms. The new designer is really flexible and allows to edit and visualize the form right in the edit mode. In this article we'll cover the CRM forms settings options like placements and domain change.

Resource Booking: CRM Card Set-up

If you have a beauty salon, computer repair shop, fitness studio, car wash, pet grooming salon or run any other service-based business, you will find this Bitrix24 option especially handy and useful - the resource booking in CRM. This option in your Bitrix24 CRM allows to add to CRM cards all the necessary information about the service booked, including the service name, time, the specialist to provide the service.

CRM-Today Webinar # 2 Starting to work with your CRM - Email & CRM forms

We are happy to invite you to join the second episode our live CRM Today webinar series on February 4, 2021 at 9 AM EST. During this session, we'll be concentrating on how to work with emails and CRM forms inside your Bitrix24 CRM. Spoiler! We've updated our CRM form designer and we'll show you how is it to create and edit new CRM forms to generate leads and increase conversion.

How to Bridge the Gap Between Sales and Fulfillment

A common problem that companies experience is a gap between sales and order fulfillment. For companies that have separate sales teams and fulfillment teams, this gap can be even bigger. No matter what type of industry your company is in, there is a need to quickly fulfill orders while giving the customer what they are expecting. To bridge this gap, communication is the key.

Integrate your CRM for Exceptional Customer Service

Managing relationships with customers is a crucial part of running a successful business. Providing excellent customer service is an important piece of building relationships. Even though relationships cannot be entirely managed with software, there are tools that can help, namely the Bitrix24 CRM.