A Bitrix24 CRM your sales team will actually use
We set up Bitrix24 CRM around the way your team sells, so leads are captured automatically, follow-ups never slip and managers can see the whole pipeline at a glance.
Why it matters
From scattered sales activity to one clear pipeline
Most CRMs fail because they add work instead of removing it. We set up Bitrix24 so it runs in the background and your team simply sells.
✕ Leads scattered across inboxes, spreadsheets and phones
✕ Follow-ups depend on someone remembering
✕ No clear view of pipeline value
✕ Reps spend hours on data entry
✓ Every lead lands in one CRM automatically
✓ Automatic reminders, tasks and messages
✓ Live pipeline and sales reports
✓ More time for real sales conversations
CRM features
What your Bitrix24 CRM will do for you
Bitrix24 CRM is set up to run quietly in the background: capturing leads, logging calls and automating the follow-ups your team used to chase manually.
Omnichannel lead management
Leads from your website forms, social ads, WhatsApp, SMS and email all land in one shared CRM inbox, assigned to the right person automatically.
✓ Web forms and live chat that create leads
✓ Facebook, Instagram and Google lead ads
✓ Automatic lead distribution rules
Visual sales pipelines (Kanban)
Drag-and-drop deal stages show exactly where every opportunity sits, what it's worth and who owns it.
✓ Custom pipelines for each product or team
✓ Deal values and forecasts by stage
✓ Clear ownership and accountability
Sales automation and RPA
Automation rules assign tasks, send messages and schedule follow-ups the moment a lead or deal changes, without anyone chasing.
✓ Automatic follow-up emails and SMS
✓ Tasks created at each deal stage
✓ Reminders before deals go cold
Integrated phone and messaging
Connect phone systems like Aircall and RingCentral so customer history appears during calls and every conversation is logged against the right record.
✓ Call logging and recordings in the CRM
✓ Customer history on screen during calls
✓ Email, chat and messaging in one timeline
Quotes, invoices and integrations
Quote faster and keep your accounts in sync
Create professional PDF quotes from a deal in a few clicks, then sync approved deals and invoices to Xero or MYOB. We connect Bitrix24 to the tools you already use, so data is entered once.
FAQ
Bitrix24 CRM questions
Can't see your question? Call +61 456 226 239 or email info@salesaid.com.au.
How long does a Bitrix24 CRM setup take?
It depends on scope. A straightforward setup is quicker than one with custom integrations and data migration. We give you a clear timeline after the free discovery session.
Can you move our data from spreadsheets or another CRM?
Yes. We import your contacts, companies, deals and history into Bitrix24 and check it before go-live.
Does Bitrix24 CRM work with Xero or MYOB?
Yes. We can connect Bitrix24 with Xero or MYOB so approved deals and invoices sync without double entry.
Can Bitrix24 log calls from Aircall or RingCentral?
Yes. Calls can be logged against the right contact or deal, with customer history shown during the call.
Is Bitrix24 CRM suitable for small sales teams?
Yes. Bitrix24 suits small teams as well as larger organisations. We recommend a plan based on your team size and needs.
Let's get your sales engine running properly
Tell us how your team sells today. We'll show you how Bitrix24 CRM can capture more leads and close more deals, in a free strategy session.