In today's fast-moving business world, leveraging the right tools can mean the difference between a missed opportunity and a closed deal. In our second English-language webinar from the Bitrix24 Business Series, we explored one of the most powerful engines of business growth: CRM Automation. 

In this Vlog, we’ll walk you through the highlights, insights, and strategies we discussed – and show you how Bitrix24 CRM can elevate your sales game like never before. 
 

A New Era of Workspaces: Why CRM is a Must-Have Today 

The webinar kicked off with a deep dive into the evolution of the workspace. We explored how traditional office environments have transitioned into digital workspaces, powered by platforms like Bitrix24. 

Bitrix24 is more than just a CRM – it's a full collaboration and workspace hub. Beyond handling leads and sales, it covers: 

• Task management 

• Project collaboration 

• Internal communications 

• Marketing automation 

• Client engagement across multiple channels 

In short: it’s everything your business needs, in one unified platform.
 

Understanding CRM in Bitrix24: Your Single Point of Contact 

What is CRM Automation really about? 
It's about centralizing all customer interactions, automating lead handling, and optimizing your team’s workflows so that nothing falls through the cracks. 

We discussed the critical components of Bitrix24 CRM: 

• Capturing leads from any channel (Instagram, WhatsApp, website forms, phone calls, etc.) 

• Automatically creating lead cards and assigning them to the right sales reps 

• Customizing workflows to match your unique sales process 

• Sending automated messages, alerts, and follow-ups 

• Setting up fair and efficient lead distribution among your team 

Most importantly, the system ensures you never miss a sales opportunity again.
 

Real-Life Workflow Example: From Inquiry to Deal 

Imagine receiving dozens of messages from Instagram, your website, WhatsApp, and more. 
Without Bitrix24, your team would manually track and respond – a process prone to mistakes and missed opportunities. 

With Bitrix24 CRM automation, every inquiry is: 

• Captured instantly 

• Assigned to a responsible agent 

• Followed up automatically with a personalized message 

• Monitored for performance and accountability 

Even better: if an agent doesn’t respond in time, the lead is automatically reassigned to another team member, ensuring no lead is ever lost. 
 

Practical Demo: How It Looks in Action 

During the webinar, we showcased a live demo of Bitrix24 CRM: 

• How to open and manage lead cards 

• How to add notes, set reminders, and track communication history 

• How to move leads through different stages (e.g., New → Contacted → Qualified → Won) 

• How automation triggers eliminate repetitive manual tasks 

The bottom line? 
Salespeople spend more time selling, and less time doing admin work. 
 

Analytics & Insights: Managing Your Sales Like a Pro 

Another standout feature of Bitrix24 is its advanced sales analytics: 

• Sales funnel visualization 

• Team performance comparisons 

• Conversion tracking 

• Sales trend analysis 

With ready-made reports and customizable BI tools, you’ll have everything you need to optimize your team's performance and boost your revenue. 
 

Why Bitrix24 is the Ultimate CRM for Growing Businesses 

Some final key points discussed: 

• Unlimited Users with flat subscription plans (especially attractive for growing teams) 

• Telephony and Communication Integrations (landlines, mobiles, WhatsApp, and more) 

• Full Marketing Automation (campaigns, follow-ups, newsletters) 

• Reliable Migration Services if you’re switching from another CRM 

• Constant Platform Improvements from a global Bitrix24 network 

In short, Bitrix24 doesn't just offer CRM — it offers an entire business operating system. 
 

Ready to See the Difference for Yourself? 

If you’re serious about scaling your sales, automating your processes, and managing your customer relationships professionally, then Bitrix24 CRM is a tool you can't afford to ignore. 

Watch the full webinar now and learn how to transform your business with CRM automation! 

Or, if you're ready to get hands-on: 
👉 Request a personalized proposal and start your Bitrix24 journey with expert guidance.