CRM

teamwork

Introducing Email Notifications and Activity Reminders to Teamwork CRM

We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.

bitrix24

CRM Form Settings: Placements and Domain Change

As you may know, we've recently introduced the new CRM form designer added to our Bitrix24 to easily create and edit existing CRM forms. The new designer is really flexible and allows to edit and visualize the form right in the edit mode. In this article we'll cover the CRM forms settings options like placements and domain change.

styra

OPA + Styra DAS free up time and resources for a CRM solution

Let’s say you were going to plan a security project. (Almost any project, really.) The following might be a pretty solid list of goals to aim for: That’s a pretty solid list - and might even read like “too much to ask for.” Yet, it’s exactly what SugarCRM received after deploying Styra DAS to manage Open Policy Agent (OPA) for Kubernetes guardrails.

CRM-Today Webinar # 2 Starting to work with your CRM - Email & CRM forms

We are happy to invite you to join the second episode our live CRM Today webinar series on February 4, 2021 at 9 AM EST. During this session, we'll be concentrating on how to work with emails and CRM forms inside your Bitrix24 CRM. Spoiler! We've updated our CRM form designer and we'll show you how is it to create and edit new CRM forms to generate leads and increase conversion.
bitrix24

Integrate your CRM for Exceptional Customer Service

Managing relationships with customers is a crucial part of running a successful business. Providing excellent customer service is an important piece of building relationships. Even though relationships cannot be entirely managed with software, there are tools that can help, namely the Bitrix24 CRM.

teamwork

Introducing the Trash Can to Teamwork CRM

Time for the first CRM release of 2021 and it’s one that a lot of our customers have been requesting over the last few months. Up until now, Teamwork CRM has not included a way for our users to recover or restore CRM deals (leads, opportunities, activities and notes) that were deleted, whether by design or accident. Once a user deleted these CRM artifacts, they were permanently removed, which is not an ideal user experience and has been the cause of some anxiety for some of our customers.

bitrix24

Five Tips to Effectively Use Bitrix24 CRM Web Forms

We couldn’t start off without a proper intro. For everyone who’s not quite familiar with the concept of a web form, here’s a simple explanation. A web form (aka “webform” or “HTML form” if you’re picky) is a part of a web page that is designed for collecting specific information from users, which they have to enter and which is later sent to a server for processing.

bitrix24

New CRM Form Designer

The new 2021 is off to a great start, and we are also ready to start announcing new tools and features that Bitrix24 has to offer. Today we are happy to inform you that we've updated the CRM form designer in your Bitrix24. The updates include a big choice of form designs to fully customize your CRM forms, common embed code for a much quicker CRM forms loading, multiple consents in the CRM forms and the option to edit CRM forms directly in the Bitrix24.Sites builder interface.