Posts

Greenrope All-in-One CRM: Review

What is Greenrope?

Greenrope is a customer relationship management (CRM) software that prides itself on being an all-in-one solution to not only CRM, but sales, marketing automation, and social integrations for businesses.

Intended Users

Greenrope CRM is best suited for SMBs (small and midsize businesses) who need not only an effective CRM but marketing, sales, social, and operations software and automation.

Platform(s)

  • Cloud, SaaS, Web
  • PC
  • Mobile

Mobile App

  • iOS
  • Android

Greenrope has a fully functional and useful mobile CRM application that makes this software and using your marketing automation tools simple, no matter where you are. You can access your data and do what you need to do without being tried at your desktop.

The CRM app will automatically sync your data with the web-based client and it is free with all of the Greenrope plans and accounts.

  • Check in with leads on-the-go
  • Track and log CRM activities as they happen
  • Keep track of your events and meetings
  • Stay informed and on top of email marketing

Features

Greenrope’s all-in-one software includes not only CRM (customer relationship management), but a Sales Suite, Marketing Suite, and Operations Suite.

Social CRM

The Greenrope CRM is the main system of record for most of the functions throughout the entire application. This software includes the traditional features and functions of:

  • Account
  • Contact
  • Activity
  • Opportunity
  • Case Management

…that is supported through many CRMs, but it has the added benefit of offering integrated marketing capabilities and broad website integration. The benefits include a clear, centralized system that can share data in real time, decreases cycle times, and facilitates better reporting and customer relationship management.

Greenrope continuously expands their CRM to not only offer effective customer service and management but social media integration as well. With this CRM software, you can manage contact records, link your contact’s profile with their social network profiles, support viewing contacts’ social activities and behaviors, and other smart-features that allow your business to get smart about your partners and customers.

This “social” CRM supports social media management such as: scheduling posts and updates to social networks, as well as using a social media dashboard with a view of social activities. With separate tabs for LinkedIn, Twitter, and Facebook, you can see more details like activity streams, searches, trends, and direct messages. This is great for having relevant and engaging conversations with potential customers and existing customers.

Overall, this CRM is best suited for SMBs who don’t simply want your typical CRM with email and chat support, but a social CRM for engaging with customers, seeking out new opportunities, and viewing trends as they occur online.

With this CRM software, plus the additional suites that Greenrope offers in this package, this is a more complete suit that not only includes extras that you will actually use in your business, but it ends up costing significantly less in terms of time and money, than purchasing separate software from different vendors.

Features:

  • Workflows
  • CRM
  • CRM Activities
  • Opportunities
  • Sales / Contacts Reporting
  • Telephony
  • Calendaring
  • Booking Calendar
  • Social
  • RightSignature
  • User-Defined Data
  • Affiliate Tracking
  • Predictive Analysis
  • Mobile CRM

Sales Suite

The sales suite offered by Greenrope is one of the additional softwares that is integrated into this CRM. Not only can you keep up with your customers and market your business via social networking and email, through the Marketing Suite, but you can keep track of your sales as well.

The features of the Sales Suite include:

  • Full Contact Management
  • Pipeline Visibility
  • Sales / Contacts Reporting
  • Telephony
  • Calendaring
  • Booking Calendar
  • Opportunity Tracking
  • Social
  • Predictive Analysis
  • 360 Degree View of Customers
  • Full Sales Reporting
  • Forecasting
  • Affiliate Tracking
  • Quota Management
  • Mobile CRM

The Sales Suite keeps you up to date with all of your customers, leads, sales activities, and follow ups. You will have full visibility into the efforts of your sales team from quota management, forecasting, and full sales reporting.

Marketing Suite

The marketing suite offers email marketing, templates, embedded components (such as surveys), RSVPs, count down timers, basic lead scoring, lead transfer of sales-ready leads,alert notifications, and more. It is unusual to have a unified CRM and marketing software system together. Email marketing is a feature that is flexible and incredibly useful — you can create email distributions from templates offered by Greenrope including: target lists, RSVPs, embedded components, and count down timers to invoke a sense of urgency. Upon distribution, users can send also send these marketing automation messages to social networks to promote your business or services.

Basic email testing is available using previews as well as spam detection (via SpamAssasin), which can improve deliverability rates.

In terms of supporting events management, Greenrope is actually ahead of the curve. This application can profile event-based campaigns and can support payment types (through PayPal) for: event registration, coupons and redemption, attendance tracking, and event check-ins.

When it comes to lead scoring, this marketing suite covers the basics such as designating point scores to individual pages.

This software does not go into the more advanced scoring capabilities such as multiple lead scores, caps on behaviors, or anything, but the basics are very useful and a great addition to this software.

Features:

  • Marketing Automation
  • Journeys
  • Email Marketing
  • Website Tracking
  • Workflows
  • Signup Forms
  • Landing Pages
  • EasyBuilder
  • Drop Campaigns
  • Surveys
  • Email Tracking
  • Social
  • Print On Demand
  • Website Builder
  • Mobile CRM

Operations Suite

Operating your business does not have to be as complicated with the availability of software like Greenrope. You can use the Operations Suite to increase your operational efficiency so you can manage and run your SMB easier while bringing in components you need from the Sales and Marketing Suites.

This Operations Suite feature is integral for the day-to-day operations of your business or services. It will build upon the Marketing and Sales features and give your employees the data they need to bring in leads, convert them into customers, and keep them following up on clients and customers.

Sales members can leverage support ticket information to make better pitches or the marketing manager can use contact tools to fine tune email sending lists. This suite offers ticketing, project management, contracts, event management, and other operation components.

  • Ticketing
  • Project Management
  • Wiki
  • Learning Management
  • RightSignature
  • Event Management
  • Collaboration
  • Contact Tools
  • Shared Access
  • Online Chat
  • Mobile CRM

Greenrope Integrations

Zapier

Greenrope adds onto their excellent range of features with a range of integrations that can be used with this CRM application. You can connect the Apps that you use on a daily basis through Zapier. This integration allows you to create Zaps to connect frequently used applications. You can also add new contacts into Greenrope in order to trigger workflows, drop campaigns, and more!

Online Chat via Olark

Olark integration allows you to install a live chat system on your website, which will synchronize directly with your CRM. This makes for better customer service and makes chatting with customers much easier and more informative for your employees.

WordPress

The Greenrope CRM WordPress analytics plugin means you can easily track your WordPress website in the Greenrope application itself. You can power your website’s analytics with Greenrope’s tracking features as well as gain full access to blog posts via RSS feed that comes with the plugin.

Magento

With this integration, you can automate your Magento eCommerce with Greenrope CRM. If you use Magento for your ecommerce, you can take it even further and integrate it into this CRM.

GoToMeeting

If you use the popular GoToMeeting in order to host conference calls, online meetings, and webinars, you can integrate it with Greenrope and import your GoToMeeting contacts and events into your CRM application.

RightSignature

With the Greenrope CRM and the RightSignature integration, you can simplify how forms are signed electronically — set up your account quickly and easily and you can get started with creating custom signature templates, which can allow you to send out your documents, signed with your signature, in just a few clicks.

Gmail Gadget

With the Gmail integration, you can access all of your contacts and activities.

SendForensics

SendForensics gives you real time, preemptive analytics for your campaigns. You can email in peace and make sure that no spam leaves the system.

Print On Demand

Further, you can automate your print campaigns with Print On Demand. Every successful integrated marketing strategy should include this. 56% of consumers trust print marketing more than any other advertising method. Use it.

FullContact

Your Greenrope account comes with automatic contact research on public-facing forms, which gives you instant data in your CRM regarding your contacts. This includes social media information, interests, photos, and more.

eHawk

This integration is a cloud-based platform that performs thousands of risk checks in real time using advanced analytics and big data. This will give you some insight into who is checking out your website. In addition, when it comes to signups and forms, there were will be bots and fraudulent signups. eHawk researches and notifies you of these fraudulent activities.

QuickBooks

Yes — accounting software. Another huge plus to this CRM software is that you can integrate it with QuickBooks plugin. If you use the desktop version of Intuit’s QuickBooks accounting software, you can synchronize your data with this CRM.
Image result for greenrope quickbooks

Evernote

Evernote has business card scanning capabilities and a notepad that can feed right into your Greenrope CRM. You can match and sync notes from your Evernote account right into a specific contact’s detailed profile in Greenrope.

Outlook

You can integrate with Outlook 2010 or later with the Greenrope CRM software.

Salesforce CRM

You can seamlessly execute targeted email campaigns with powerful email marketing and automation. You can leverage your contact data and engage your leads and clients. Sync, target, engage, and convert your leads with the CRM.

Pricing

There are a variety of plan options available — the price ranges differ depending on how many contacts you need for your business.

Each plan includes all features, an unlimited amount of users, and an unlimited amount of emails.

A custom plan is available for companies who need more than 50,000 contacts.

Account Setup

You can choose from two different, optional, setups for your business.

  • Standard Account Setup for $399
  • Premium Account Setup for $499

Free Trial and Free Demo

You can sign up for a 14-day free trial and view a live demo by following the link on their website and clicking on the “Request a Free Trial” or “Live Demo” buttons: https://www.greenrope.com/crm-pricing

Mobile Companion

Contact

  • Contact Form
  • Phone
  • Email

You can contact Greenrope’s customer service representatives by filling out a form on their website, at: https://www.greenrope.com/contact

You can also call them at 1-442-333-7577.

Their email addresses are: sales@greenrope.com and support@greenrope.com depending on what kind of assistance you require.

Read Next

Capsule – A CRM That’s Easy to Swallow: Comprehensive Review

Logicbox CRM: Review

PhaseWare Tracker CRM: Review

bpm’online CRM: Review

Prophet CRM by Avidian: Review

PlanPlus Online CRM, Sales Automation, and Marketing: Review

Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

Read Next

ConnectWise PSA: The #1 CRM for Tech and IT Companies

Really Simple Systems: Review

Propeller CRM: Review

Insightly CRM for SMB: Review

Apptivo CRM: Review

Things to Consider Before Investing in a CRM Software

Marketing 360: #1 CRM Software for Small to Medium Businesses

Propeller CRM: Review

Founded in 2014, Propeller is a Customer Relationship Management (CRM) software that you will actually want to use. With its main feature of deep integration with Gmail, this CRM is unique in that it can assist you and your team in closing deals without leaving your inbox.

Intended Users

Small businesses and startup companies that require a simple CRM with powerful integrations with Gmail.

Deployment

  • Cloud, SaaS, Web

aaeaaqaaaaaaaamdaaaajdcyotniytgxltu0ngqtngzkns05nwjjltm2ymu2mdq4ote0nq

Features

Some of the features included in the Propeller CRM plan include:

  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages
  • Web Forms
  • Lead Management
  • List Management
  • Marketing Automation
Gmail Sidebar

Gmail Sidebar

Gmail Integration

The main and unique feature of Propeller CRM is its deep integration with Gmail.

With Gmail integration and sidebar, this tool is powerful and allows you to equip your business with modern tools to easily and quickly access your CRM. Did you know that 41% of a sales representative’s time is spent selling? This increases productivity and you can spend more time selling your product or services rather than logging data.

Email Tools

Email Tools

Email Tools

With Propeller’s email tools, you can track emails, use templates, set follow up reminders and more. Instead of having to check your email, you will be notified when a contact opens an email and tracks every time they see the message so you know when to follow up.

Reminders will ensure that your time is not wasted and once you receive a reply, it is removed automatically.

For quicker contact with different accounts, you can use templates with variable fields, so you can send a great email that has automatically populated fields.

You can create and edit things such as leads, accounts, contacts, and opportunities, which will save you time.

Pipeline Management

Pipeline Management

Pipeline

You can easily manage your pipelines in Gmail by creating leads, opportunities, or changing a pipeline stage. You can do all of this from your email.

Morale and Productivity

Propeller allows you to boost productivity by adding notes or assigning tasks to coworkers or yourself. You can get an instant snapshot of an account’s history and share this information with your employees or team with Gmail integration.

teamwork

Teamwork makes the dream work

Intuitive Dashboard

The dashboard is intuitive to use and makes it easy to use with step by step guides. You can create widgets for any of your dashboards, you can create revenue forecast, pipeline, and likelihood to close. You can generate these in just minutes.

dashboard-widgets

Multiple Dashboards

Propeller CRM allows you to build multiple dashes for business development and sales for current and future quarters. This can help you stay on top of your company’s progress instantly.

Reporting

With Propeller’s beautiful design, you don’t need any more confusing Excel spreadsheets with complicated or difficult-to-read layouts. Propeller CRM’s dashboards automatically generate a nice, clean design for reporting. All components are automatically reformatted so that you always receive a clear look at your data.

Every quarter, Propeller will also pull the data into a report and create a dash for in-quarter progress. Automatic updating means you don’t have to go through paperwork every time you close a quarter.

Reporting

Reporting

Tasks and Activities

Along with being able to assign custom tasks, see an entire account’s history, and add notes to your team, you can manage your team with sales rep activity reporting so that you can see who among your staff are the top performers. These are automated in Propeller and takes out the guesswork.

You can also get your task list emailed daily so that everyone is up to date with what needs to be done. Upcoming follow-ups and tasks are automatically included so that you can get ahead of the game.

Using the Gmail sidebar (or web application), you can manage all tasks: reassign in bulk, open tasks, close tasks, manage activity, and more.

reminders-tasks

Reminders and Tasks

Email Campaigns

Email campaigns are crucial to any business, and with Propeller CRM, you can do everything from cold emailing prospects, nurturing leads or simply keep in touch with customers and vendors. You can reply to existing threads or create a new email to grow your pipeline.

Add leads right from Gmail and move them throughout the campaign. You can also automatically pause leads who respond so you don’t end up spamming your contacts.

With this feature you can generate different campaigns for different industries and products. Use the variable fields to give it your own personal touch.

Also, it only takes a few minutes. There are no HTML templates or coding to worry about.

Email Campaigns

Email Campaigns

Plans and Pricing

The plan and pricing for Propeller CRM is simple: you can pay monthly or annually for the single CRM plan offered.

Annual Billing Option

Price: $29 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever

Monthly Billing Option

Price: $35 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever
unnamed

Try Propeller CRM out today!

Free Trial

Propeller CRM does offer a free 14-day trial (no credit card required).

Free Trial: https://app.propellercrm.com/accounts/register/

 

Training and Support

  • Online Support
  • Support during Business Hours
  • Documentation Training
  • Webinars
  • Live Online Training
  • In Person Training

aaeaaqaaaaaaaac1aaaajgy1mtizmdnhltvhm2utndy2ys1izmvjlwq4ngiwzgizymvlng

Read Next

Insightly CRM for SMB: Review

OnContact CRM Software: Review

Apptivo CRM: Review

Microsoft’s New Outlook Customer Manager “Lightweight” CRM

Things to Consider Before Investing in a CRM Software

Bitrix24: Review

Bitrix24 offers many solutions such CRM for sales and as a human resources information system (HRIS). With dozens upon dozens of CRM features for sales automation and sales team management, Bitrix24 is not just a great Customer Relationship Management software but a great choice for E-Mail marketing, analytics, keeping track of your sales cycle, and more.

Intended Users

With over 1 million organizations already using Bitrix24 for their CRM needs, this service is versatile and flexible for SMB’s (Small Medium Businesses) and non-profit organizations.

Deployment

  • Cloud
  • On-Premise
  • Mobile

call-center-free-mobile

Bitrix24 CRM is self-hosted, which means you can receive your own private cloud suite that is under your control only. In addition, you have access to Helpdesk, Idea Management, eLearning modules and other features that aren’t available to cloud Bitrix24 users. So, no worries if you cannot use Dropbox, Slack, Skype, Salesforce, and other cloud-only solutions in your organization.

private-cloud

With your private cloud, you can take advantage of the following features:

  • Video Conferencing
  • PBX (via Voxlmplant cloud server)
  • Bitrix24.Drive
  • Document Management
  • Desktop App with Document Sync
  • CRM
  • HRIS (Human Resources Information System)
  • Task and Project Management
  • Instant Messenger (XMPP server)
  • Helpdesk (not in Cloud plans)
  • eLearning (not in Cloud plans)
  • Idea Management (not in Cloud plans)
  • iOS and Android Apps

mobile_devices

Mobility

  • Web
  • iOS Apps
  • Android Apps

Mobile Features Link: https://www.bitrix24.com/features/mobile.php

security

Security

  • Two Factor Authentication
  • 256-Bit SSL Encryption
  • Bitrix OTP, WinAuth, FreeOTP, Google Authenticator
  • RSA Encryption
  • Web Application Firewall
  • Custom Backup Rules

Features Checklist

  • Project Management & Tasks
  • Gantt Chart
  • Task Dependencies
  • Employee Workload Management in Tasks

sales_funnel

  • Checklist
  • Counters and Roles
  • Task Reports
  • Report Builder

collaborative-crm

  • Automation
  • Templates
  • Workgroups
  • External Users
  • Tasks via Email
  • Real Time Communications

online-meetings

  • Instant Messaging
  • Group Chat
  • Voice and Video Calls
  • Screen Sharing and HD Video Conferencing
  • Mobile Apps
  • Desktop App
  • Document Management
  • Private & Shared Document

email-management

  • Easy Document Collaboration
  • Version History
  • Document Lock
  • Creating and Editing Documents Online
  • Editing Documents with Apps on PC
  • Integration with External Drives
  • Instant Search
  • Approval Workflows
  • Bitrix24.Drive for Collaboration
  • Central Entry Point
  • Cloud-PC Integration
  • Reports and Sales Funnels
  • CRM Dashboards
  • Quotes
  • Invoices Inside the CRM
  • CRM Website Forms

workflow-management

  • Open Channels
  • Mobile CRM
  • Email and Calls to Clients
  • Business Processes in CRM
  • Rights and Roles in CRM
  • Apps and Integration in CRM
  • Integration with your Website
  • Social Intranet
  • Activity Stream
  • Badges (social)
  • Photo Gallery
  • Collaborate by Email
  • Social Media Network Integration

maxresdefault

Free Version

The Free Plan from Bitrix24 is completely free for all users with no additional fees at all. The Free plan is best for micro companies and small businesses that need internal communications more than anything.

This platform is great for small groups of people who want security, flexibility, and upward mobility. Your small online shop or company’s sales department can use the Free Plan if you need a CRM for processing incoming needs.

You can sign up for free here: https://www.bitrix24.com/register/

Features

  • Users: Unlimited
  • Online Storage: 5 GB
  • Task Dependencies: 5
  • Integrated Email Accounts: 12
  • Business Card Scanner: 12
  • CRM Web Forms: 1
  • Open Channels: 1
  • Live Chat: 1

sales_funnel

Plans & Pricing

Plus Plan

Price: $39 / month

Features

  • Users: Unlimited
  • Online Storage: 24 GB
  • Task Dependencies: Unlimited
  • Integrated Email Accounts: 24
  • Business Card Scanner: 24 / month
  • CRM Web Forms: 2
  • Open Channels: 1
  • Live Chat: 1
  • CRM Records Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)

 

Standard Plan

Price: $99 / month

The Standard Plan is for companies/businesses that have more than 12 people who require a united platform for teamwork and file sharing. If you need to allow third parties such as partners, clients, or suppliers to participate in tasks and projects, this is a good plan for you. It is also great for non-profits who have a large number of users.

This is Bitrix24 CRM’s most popular plan and features quite a bit more features than the previous plans.

Features

  • Users: Unlimited
  • Online Storage: 100 GB
  • External Users
  • Access Limit by IP
  • Your Own Logo
  • Workflow Automation
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: 2
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: 50 / month
  • CRM Web Forms: 4
  • Open Channels: 2
  • Live Chat: 2
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions

 

Professional Plan

Price: $199 / month

The Professional Plan is great for tracking working hours and the time spent by users on projects and tasks. You can use your own domain name for social intranet as well as managing meetings, events, briefing, etc…that need to take place to keep your business running efficiently.

This plan is all-inclusive and contains all of the features Bitrix24 CRM has to offer.

Features

  • Users: Unlimited
  • Online Storage: Unlimited
  • External Users
  • Access Limit by IP
  • Use Own Logo
  • Approvals (Expenses, Assets, etc…)
  • Workflow Automation
  • Time Management
  • Work Reports
  • Meetings and Briefings
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: Unlimited
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: Unlimited
  • CRM Web Forms: Unlimited
  • Open Channels: Unlimited
  • Live Chat: Unlimited
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Phone Call Recordings: Unlimited
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions
  • Use Own Domain Name

bitrix24_logo

Read Next

Insightly CRM for SMB: Review

Kustomer SMB CRM: The New Kid on the Block

TeamSupport Software: Review

5 Questions to Ask When Choosing a CRM for Your Startup

Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review