Bitrix is a platform for organizing the work of a company, which includes a CRM system. The system catalog contains 3,000 ready-made applications, which, combined with an open API, makes it possible to quickly connect Bitrix24 with internal and external services.
Basic functions that our clients use:
- Automatic saving of transactions.
- Connecting your own telephony and renting a number.
- Saving the history of customer requests in deal cards.
- Automatic sales funnel – leads the whatsapp blasting client from the first touch to a successful transaction.
- End-to-end analytics – shows the effectiveness of advertising campaigns and helps create reports.
- Mobile application.
Features: An AI assistant that you can trust with routine tasks. For example, send an invoice for payment or documents for signature to the client directly from the transaction.
What businesses is it suitable for: businesses of any size with a sales department.
Pros:
- Universality – the system is suitable for any business or individual entrepreneur.
- Possibility to adapt the service through additional services and widgets.
Cons:
- New users may find it difficult to navigate the system due to the large number of features.
- Only users of paid plans can contact technical support.
Integration of Pact with Bitrix24 is free and included in any tariff.
Medesk: for medical businesses
Medesk is a medical CRM system for clinic management and business process automation.
Basic functions that our clients use:
- maintaining a patient database,
- creation of automatic SMS and email newsletters,
- integration with IP telephony services,
- online client booking system,
- integration with cash register equipment for quick invoicing and receipt printing,
- end-to-end analytics system.
Features: integration with network what is adobe campaign? laboratories allows you to place orders and receive results directly into the patient’s card.
What businesses is it suitable for: private medical clinics, dentistry, medical centers.
- prompt technical support,
- built-in analytics.
Cons:
- in case of failure, the service operation is completely blocked;
- There is no hotline, technical support is only available via chat on the website.
Pact integration with Medesk is free and included in any plan.
PlanFix: for businesses of any size and freelancers
A transformable system that can be customized to suit your company’s needs. It will help manage tasks and projects for the company, and support transactions and sales.
Basic functions that our clients use:
- creation of projects from scratch or using ready-made templates;
- setting clear tasks for employees with priorities and deadlines;
- creating a contact database;
- built-in analytics and reporting services;
- integration with channels: email, social networks, messengers and virtual PBX;
- automation of routine processes.
Features: you can conduct correspondence between employees in the chat on a separate task or project: attach files, mark employees, assign performers to the task.
Suitable for businesses: companies of any size and freelancers.
Freedom BI: for manufacturing, trading, design businesses and service companies
Freedom BI is a cloud-based business digitalization system.
Basic functions that our clients use:
- Custom fields and data types in deals – you can add any information to a deal, such as a date or a text field.
- Automatic tasks and scenarios – you can reduce routine and, for example, send automatic SMS to customers with a reminder about the delivery time.
Features: the ability to arrange transactions as a list or as a Kanban board.
Pros:
- the ability to operate from several legal entities or individual entrepreneurs;
- flexible transaction settings – you can add any type of data, set up statuses.
Cons:
- implementation is impossible without the participation of a specialist;
- There is no mobile version.
Pact integration with Freedom BI is free and included in any plan.
MacroCRM: for businesses in the construction sector
MacroCRM is a digital platform for sales management and marketing of construction companies.
Basic functions that our clients use:
- Accounting of client requests from any sources.
- Assortment management.
- Integration with channels: telephony, messengers, social networks and email.
- Accounting of finances and payments for transactions – you can connect end-to-end reporting for the sales department and electronic approval of transactions.
Features: interactive catalog, with which you can automatically generate a presentation for any property. Client’s account, where he can book real estate and monitor the progress of the transaction.
Suitable for businesses: developers, real estate agencies.
Medmis: for medical businesses
Medmis is a system for automating processes in medical clinics and medical centers.
Basic functions that our clients use:
- maintaining a patient database with the history of each client;
- integration with telephony and WhatsApp;
- automatic sending of notifications by email, SMS or WhatsApp;
- integration with the Unified State Health Information System for automatic data transfer;
- electronic document management,
- service for online client booking.
Cons:
- frequent crashes and bugs;
- no notifications.
Integration of Pact with Medmis is free and included in any plan.
Is it possible to do without CRM?
Here companies are divided into two types: some canada email lead connect CRM as early as possible to make it easier to adapt the growing staff; others wait until the company grows and business processes are debugged.
CRM is not necessary if you do not have complex business processes, a small staff and a client base that you can handle. Moreover, for some tasks, lightweight services will suffice – such as Pact.
