Business in your pocket. Overview of the application “Mobile CRM Bitrix24”

According to the site’s statistics, with a probability of 70% you are reading these lines from a smartphone screen. And this is the norm: from entertainment to work, we increasingly prefer a device in our pocket for any task.

I solve three-quarters of work issues with a smartphone and all the same desire. Not everyone sits in front of the monitor around the clock, even at any time, especially if they talk about managers and lanterns. Someone generally works “in the fields”, without a computer at hand.

Today in my review is the long-awaited and new Bitrix24 Mobile CRM. A tool that will greatly simplify the work of salespeople and help managers to always be aware of sales without being tied to an office.

Recently, we have already talked about the cool features of Bitrix24 in general, and today let’s take a closer look at their applications for mobile devicesbe it iPhone or Android smartphones.

What is CRM and why is it needed

If there are two or three clients in this business, you can follow them manually, in spreadsheets or notebooks.

When there are more customers, it is difficult to maintain orders in a spreadsheet format. Features if there were several sales: orders by phone, from the site, in instant messengers and various social networks. Hundreds of answers, questions and demands – this can be manually received and received.

In order not to lose orders and collect a database – you need a customer access control system – CRM.

It contains all the information about the client: when he was made, what he wanted to buy, which of the managers worked with him, calls and correspondence with instant messengers and social networks. This is very valuable for both the manager and the ROP.

What’s wrong with the rest of CRM

the main consumers and daily “users” are the sellers’ center. These are the people for whom this tool was invented. But the problem is that this is the category of employees that rarely gets into the office for a long time.

They are “in the fields: first to a meeting with a client, then on the road to another, then again to a meeting, then they constantly go to the office, and so on.” While the manager is at the presentation or driving, you can miss a call from a client or a question in chats. The buyer will not wait until the manager gets to the “computer”, he will dump to a competitor. Such is the truth of life.

The trouble is that most of the CRM is not designed to work on a smartphone. Or the functionality is so limited that it is not enough to get the job done.

Bitrix24 thought about this moment and managed to correct the situation. Expedition service team Mobile CRM Bitrix24which will forever solve the problem of linking personnel to working health.

What Can Mobile CRM Bitrix24 Do?

Mobile CRM is a part Bitrix24 mobile application.

It was created for companies, mobility is needed – and this is almost any business. Real estate sales, construction, event organization, interior design, logistics – these are a few areas, professionals who will definitely appreciate the new CRM on a smartphone.

The application interface is tailored to work with the client base and communications with customers. When listening to a conversation with a client, you can fill out a card in the box. Mobile CRM.

As a result, an employee or manager can keep abreast and fruitfully participate in the sales process and organizational processes at any time and in any place.

Let’s take a closer look at the possibilities Mobile CRM Bitrix24.

✍️ Create and work with a deal right on your smartphone

Main feature Mobile CRM in that it speeds up the work with clients. A new call or question in the messenger from a new client is automatic for implementation, and nothing needs to be entered into CRM by hand.

The CRM card is always in quick access. It doesn’t matter how the client contacted, all the information will get to your smartphone. You can easily send the “ball” further – Write details, assign a responsible person and immediately plan things so that you don’t forget to call back or bill the client.

Information is not lost anywhere: at any time, an available recording of the conversation appears, whether it is a call or a chat with a client. You can listen to and recall all the details right on the road.

Also, through the application, access to the corporate cloud drive is available in Bitrix24where documents and important work files meet – with the ability to download new ones directly to your smartphone. You will always have the usual invoice and contract with the client at hand. This does not require a computer.

💡 Control and track taste history

Using the timeline function, you can view all the events of the deal in chronological order. It is easy to find out what was served: all actions in CRM, information about where the client came from, scheduled meetings. They even come here to pay.

You can open the timeline directly from the list of the most popular ones. A new business should be planned in it so as not to forget about the client. For example, put on an invoice or send a commercial offer on the appointed day. The new case will also appear in the timeline.

📱 Why it’s cool for the rear: portability, quick launch and CRM setup

I think Mobile CRM A must-have for all sales information departments.

First, it is seen in many and allows you to manage your sales wherever you are. Coordinating the work of sales managers directly from a smartphone has never been so convenient. For example, redistribute tasks and delegate tasks for working with clients. Or a quick response to the most urgent. IN Bitrix24 there is attention that keeps important things on the list and will “highlight” the burning meeting above.

Secondly, it helps to control the work of managers. Any manager can see how many cases an employee has planned, how many sales moments, how many cases overdue. You can safely sell, even if all managers are “in the fields”.

☎️ cool for managers: calls, mail, messenger Why in your pocket

When there is a lot of discussion, it is important to prioritize, to quickly choose which clients to work with first. This is especially difficult for new managers who are just getting into the process. Bitrix24 solves these problems. CRM will remember for you what needs to be done, and will suggest exceptional steps in time.

Through Mobile CRM you can be in touch with clients “full-time”: allows in chats, receives and receives calls. Recording is also carried out automatically.

This is an indispensable tool for technical managers who earn on the percentage of sales and quickly and efficiently use customer requests. Most sales tasks will be easily handled right from your smartphone, which means less tethering to the office and more freedom to move around.

What else is in the mobile version of Bitrix24

Bitrix24 — more than CRM. This set of tools, which not only helps to sell more, but also automates business, manages projects, builds work with a team and project cases. It replaces dozens of programs and thus significantly saves the company’s budget.

The application uses various important tools that can be used on different computers. You can communicate with clients, set management tasks, hold planning meetings, cover a photo report from a point of sale – and all this in a single application without jumping between a dozen tabs.

You can use Bitrix24 for free

Bitrix24 has a free plan for an unlimited period, which is provided for a team of any size.

Increase the efficiency of the company and the possible management of passes from anywhere and at any time.

It’s time to test the new product for you. No training required, the interface requires concepts and does not require complicated instructions. Just install and run as soon as your smartphone.

SKAHAT Mobile CRM Bitrix24 can from App Store And Google games.

Success in sales!

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