Insurance and travel agencies can be called agencies in a similar way, but they have different requirements in how they deal with their customers or what their sale process is. So, when you build a CRM system for your company, you might have specific requirements in CRM funnels, pipelines or automation rules. You may need particular fields on the client’s profiles or steps in deals processing. Setting it up from scratch is a tedious task, especially if you deal with unknown software.

We are glad to inform you that now there are two total amount calculation modes in Bitrix24 CRM: manual and automatic modes. In the manual mode, you'll need to fill in the Amount and currency field in the deal form manually. You can add products to the deal as well. In the automatic mode, the system automatically calculates the total amount of the deal based on the selected product prices.

Want to know how you can track time in Salesforce? The Salesforce platform is a collection of productivity software that’ll help you automate various aspects of your business. From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions? Don’t worry. We’ll cover what Salesforce is and why you should set up a system for Salesforce time tracking.

It’s more important than ever that sales teams are working all the leads and opportunities they have in their pipelines. So naturally, it would be really helpful for sales teams to be able to easily identify any deals that have been sitting in the pipeline for an extended period of time, without any action being taken on them. Leaving those deals go unworked is like leaving money on the table.

Exciting times in CRM as we move closer to releasing what has been the number one customer request over the past number of months: yes, an email solution is coming! The answer to this is quite simple! The majority of sales interactions and conversations take place over email. Without a dedicated email solution, Teamwork CRM was potentially missing crucial elements of the sales conversation and information was then being split between Teamwork CRM and the sales rep’s email inbox.

While the general use of customer relationship management software (CRM) has become the industry standard, it hasn’t always been this way. Over time, as customers have come to expect a more efficient experience, companies have turned to various ad hoc solutions to manage their customer service offering. Now, it’s not enough to know just a few things about your customers.

We are glad to present a brand new cool feature in Bitrix24 - meet Bitrix24 CRM Store - a new format for digital sales. Payment is the final step of winning deals and the variety of payment methods and the simplicity of conducting payments would be a great advantage. Bitrix24 CRM Store helps your clients pay with easy and helps you to receive their payments, create an order inside the CRM system and send it to the client.

Importing your existing data into Teamwork CRM is now easier than ever with our new Import2 integration. Import2 is an intuitive import tool that enables Teamwork CRM customers to easily move data into Teamwork CRM from other CRM applications or CSV files.

Dear Bitrix24 users, We've got good news for you. You can now create lookalike audiences in Bitrix24 CRM Marketing for effective retargeting campaigns. Lookalike audience is a tool that allows to find and build the new users audience with their interests similar to those of your existing clients in your CRM, thus expanding your customer database.