Product · Bitrix24
A simple sales pipeline in Bitrix24: from enquiry to contract
All your sales in one pipeline: as simple as possible, as complete as necessary. Deals from every source in one place, quotes and contracts generated from templates, automatic reminders and tasks, plus a tidy file structure on the drive. No over-engineered CRM that you pay for and never use.
Video
See the automation in action
DEMO
Problem
Enquiries get lost, quotes start from scratch, follow-ups rely on memory
Enquiries arrive through different channels (form, e-mail, phone, referrals) and never land in one place, so some simply get lost. Quotes and contracts are prepared by hand every time: slowly and with a risk of errors. Nobody watches the follow-ups, so deals go cold. And project documents lie scattered across folders and inboxes. Big CRMs do not solve this, because they are over-engineered: the company uses 20% of the features and pays for all of them.
How it works
One pipeline carries every deal all the way to a signed contract
A simple but complete pipeline in Bitrix24 takes every enquiry from the moment it appears in the system to a closed sale. Enquiries from different sources land in one place, quotes and contracts generate from templates, and automatic reminders and tasks make sure nothing slips. All files land in a tidy structure on the drive. As much as you need and nothing more.
Deals from every source
Form, e-mail, phone and referrals flow into one pipeline, nothing gets lost on the way.
Quotes and contracts from templates
You generate a document from a ready template in moments, consistent and error-free.
Reminders and tasks
The system reminds about the sent quote by itself and creates follow-up tasks for the salesperson.
File structure on the drive
Each client gets a place with your whole company structure, documents exactly where they belong.
Preview
See how it works
Features
Everything you need, nothing you don't
- Deals from many sourcesWeb form, e-mail, phone, referrals: every enquiry in one pipeline.
- Quote and contract generationDocuments from a template in moments instead of writing from scratch. Consistent and mistake-free.
- Automatic remindersThe system reminds the client about the quote and creates tasks for you, the same for the contract.
- Tasks for the salespersonEvery step that needs action becomes a task with a deadline.
- Flexible fieldsYou add exactly the fields your company needs, and the pipeline adapts to you.
- File structure on the driveA drive space mirroring your company structure, every client's documents in one place.
Signature feature
Reminders and tasks that watch over every deal
After a quote is sent, the system automatically reminds the client about it and creates a follow-up task for the salesperson. The same mechanism works for the contract. No deadline, no contact and no sales opportunity is ever lost to forgetfulness.
Results
What you gain
Want to bring order to your sales?
Book a free audit and I will show you how to set up a simple, complete pipeline in your Bitrix24.