BTXCRM Solution, one platform to run your digital business
Bitrix24 May Release
What’s new and exciting in 2020
Upgraded mobile apps for workforce that does not use desktop or laptop. Targeted specifically for :
field service agents; insurance agents, real-estate agents, utilities provider, telecommunication provider…
logistic; truck driver, delivery….
New Employee Profile – custom fields are now supported
Work time – Shifts, Hourly, Fixed schedule, Mix mode, Print work schedule for payroll, End workday after mid-night, mobile punch clock
Calendar – Ability to invite external user, client or customers
Bitrix24 Drive ver8.0 – Upgraded speed in synchronization
Task – Task automation upgrade. Once the last checklist is marked completed, notification or new task can be triggered.
Google Assistant – Use voice command to set task and calendar event. Use voice messages.
Telephony – support group number management & call tracking. The call tracking is useful for business where new enquiries come first via phone. Using phone as primary tool to get clients. Ability to track where customer found you based on the telephone they call you.
Customizable quick deal fields. Previously quick deals only have limited fields to use. Now, you can choose what fields to be available.
Customizable field in Kanban view
Timeline filters for organization that has long sales cycle; 6 or 12 months. By using filter in timeline you can find specific event by date time, channel, person, venue, meeting subject, etc.
New rules and trigger to support automatic calculation or determination of VAT or no VAT. Applicable to GST or SST too.
Recycle bin – ability to allow admin to recover leads, deals or contact information
Document generator – template based document generator to generate invoice, purchase order, quotation and allow flexibility to amend or make changes to the generated document.
Merge deals – Due to multiple sales person working on the same client and discover it later.
Voice bot – bot calls the client you have a package that will be delivered to you by 12pm, is it ok? Bot will take the answer and recommend new schedule. Pizza ordering voice bots.
Sales tunnels – create automation across sales funnel. After selling cars, a car dealership can then automatically create sales tunnel into car financing, car accessories, car maintenance, upgrades.
CRM Marketing – reactivation campaign that has not contacted you for last 6 months. High value customer. Customer purchase product A but did not purchase product B.
CRM Intelligence – Marketing ROI, Manual entry of advertising expenses, Manual entry for sources (trade show, fliers). Let you know exactly which marketing channel or traffic source generate sales
Bitrix24 Sites – New lead generation block. Newsfeed capability where you can post new/promotion via activity stream from Bitrix.
Bitrix24.Sales Center – Sell effectively inside chats and messenger. Ability to send customer payment link (Apple Pay, Google Pay, PayPal) or forms to capture information.