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.
Although many of us are still in lockdown around the world, the first month of the year has passed by quickly in Teamwork as we've been focused on delivering valuable features across our platform.
Time for the first CRM release of 2021 and it’s one that a lot of our customers have been requesting over the last few months. Up until now, Teamwork CRM has not included a way for our users to recover or restore CRM deals (leads, opportunities, activities and notes) that were deleted, whether by design or accident. Once a user deleted these CRM artifacts, they were permanently removed, which is not an ideal user experience and has been the cause of some anxiety for some of our customers.
We couldn’t start off without a proper intro. For everyone who’s not quite familiar with the concept of a web form, here’s a simple explanation. A web form (aka “webform” or “HTML form” if you’re picky) is a part of a web page that is designed for collecting specific information from users, which they have to enter and which is later sent to a server for processing.
The new 2021 is off to a great start, and we are also ready to start announcing new tools and features that Bitrix24 has to offer. Today we are happy to inform you that we've updated the CRM form designer in your Bitrix24. The updates include a big choice of form designs to fully customize your CRM forms, common embed code for a much quicker CRM forms loading, multiple consents in the CRM forms and the option to edit CRM forms directly in the Bitrix24.Sites builder interface.
Following on from the introduction of notifications to Teamwork CRM and the enhancement to our filters last month, we’re closing out the year by enhancing the functionality of our custom fields along with improving our integration with Teamwork by allowing you to sync your CRM companies and contacts with your Teamwork projects.
When dealing with sales opportunities, it is essential that you are always up-to-date with where deals are in the pipeline, the latest sales activities and, the overall deal progress (or lack thereof). If you aren’t aware of what’s happening with your deals, then you can’t take the required action to get a deal back on track, or help push a deal over the line.
We are glad to inform you that Bitrix24 CRM Marketing module has been updated. Now there are lots of custom parameters added to CRM Marketing campaigns for creating personalized emails and email campaigns.
While working with customers in your CRM, would it be convenient to have all the information automatically collected from the history of all interactions with them? We do think it is, and we do offer this option in Bitrix24 CRM.
