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For example, if a person asked not to call again with a given offer, you can mark this to maintain loyalty. Example of interaction history Example of interaction history 3. Saves information about agreements. For example, if there was an agreement between the manager and the client about a certain discount or special purchase conditions, when the time comes for the transaction, you can instantly check the information by entering the client's name, surname or other data in the search.


4. Collects requests from different resources. The standard us phone number list functionality of most systems allows you to configure the integration of requests from different platforms: social networks, IP telephony, email. Notification in Bitrix24 about a request left on VKontakte Notification in Bitrix24 about a request left on VKontakte 5. Allows you to customize and display statistics on plan execution.



Specialists always see current and upcoming tasks, the percentage of planned indicators achieved. Managers can evaluate the effectiveness of newcomers, identify lagging employees, conduct training for them, and also identify and reward the best. Example of displaying task execution statistics Example of displaying task execution statistics 6. Signals about missed tasks and other problems. If the manager for some reason did not make a call at the set time or did not complete another task, the system will remind about it.


Example of notifications about tasks not completed on time Example of notifications about tasks not completed on time Thus, it becomes clear why CRM is needed. The system allows you to store and manage all information in one place, bypassing the human factor, which greatly simplifies the interaction processes - from the first request to closing the deal and subsequent maintenance.