Which is better amo srm or bitrix 24. What to choose Bitrix24 or amoCRM? Megaplan - good rating

Creating a Digital Funnel

Analyze your sales process from the very beginning of the application to the closing of the transaction. Determine and write down the minimum number of funnel statuses required based on the needs and actions that need to be performed at each stage. Add the required number of statuses to CRM, for example: New application, Qualification, Commercial proposal, Invoice, Deal in progress, Deal shipped, Documents received, Successfully implemented. Repeat this step for each funnel if you have several products that differ significantly in the sales procedure.

Automate tasks

There should not be an active transaction without a task. Never! Managers should not think about what action needs to be performed now; they should always have a specific task depending on the stage. At different stages of the transaction, tasks may be assigned to different people.

• Set up a task assignment for a new incoming application: contact the client, find out needs, process, write, call.
• Set up the problem statement to presale: calculate the cost, show the object, meet, measure, prepare a proposal, etc.
• Setting the task for sale: issue an invoice, send a contract, control payment. Read more about document workflow automation below.
• Setting a task to send to production: produce, prepare goods, prepare everything necessary to provide a service.
• Shipping task: complete the goods, transfer them to the delivery service, provide a service to the client, etc.
• Task for closing transactions: send closing documents, receive feedback from the client, prepare a report.
• Problem on resale: add a task when you need to contact the client again, offer a repeat purchase, another product, etc.

Automate notifications

• Ensure that SMS or email is sent to the client upon initial contact.
• Ensure that information about the responsible manager with a photo and contacts is sent to the client after appointing the responsible one.
• If necessary, notify the client at each stage of the transaction: the invoice is issued, the goods are prepared, shipped, etc.
• Upon successful completion of the transaction, send a request for a service rating (NPS).
• If a client refuses a transaction, send a letter asking what the reason for the refusal was.
• Create the necessary templates for manual messages (via SMS, e-mail, chats, social networks) for typical events: reminders, congratulations, greetings, refusals. Responses must be personalized using field substitution. For example: "Client name, we are still waiting for you to pay the invoice - invoice-number!"

Automate document flow

• Create standard documents in one click or automatically when you change the stage of a transaction. Ours is suitable for generating documents in amoCRM.
• Set up automatic or semi-automatic creation of a commercial offer with goods in PDF format or in any other.
• Add automatic generation of an invoice with goods from the previous paragraph when the transaction moves to the next stage.
• Set up the automatic creation of an agreement with the client’s details with the substitution of stamps and signatures in the document.
• Set up automatic creation of a deed, invoice and other closing documents.
• Ensure that created documents are automatically sent to the client with control over receipt and opening.
• Configure saving all created and attached transaction documents in cloud storage, for example, Yandex.Disk or Google Drive.

Automate your marketing

CRM is a system for comfortable work with clients. Here you have a company, you work with a large number of clients and it is difficult for you to remember everyone, and it is even more difficult to keep all their data in an orderly form. What if there are systems that do this for you? What if these systems work not only with clients, but also with processes within the company? Let's look at the best and compare them with each other.

Before we begin, we need to understand a little terminology.

Leads- potential clients with whom there is first contact. For example, a person visited the site and subscribed to the newsletter - we know his email, or through special web forms he left a phone number or social network. You can work with these clients in the future.

Sales funnel - step by step work with the client, where at the very top is the lead, and at the very bottom is the real deal, the buyer. At each step, a certain number of potential buyers will disappear. The dropout rate will be high if you don’t call, write, or consult with the client in a timely manner. And you won’t be able to do this without the help of CRM systems that will remind you of them and clearly show the status of the process.

"Cloud"- cloud (virtual) storage, which is allocated by the service for storing data.

"Box"- The CRM system installs its software on your servers and adapts it to you. That is, we can say that this is an offline CRM at your home, while many CRM systems offer their services online on their servers.

It has been operating since 2009, focused on the Russian market, and is developing quickly and confidently. - a multifunctional CRM system that simplifies work not only with clients, but also helps manage processes within the company. They offer both cloud and “box” solutions. After registration, we see three columns, where there will be a main menu on the left, a feed with events in the middle, and notifications on the right.

Pros:

• the most multifunctional;
• working with documents (doc, pdf, xls, etc.) within the service;
  looks like a social network - familiar;
• there are video chats;
• you can create a free work email;
• gamification elements (badges);
• integration with social networks, Google calendar and other services;
• integration with 1C-Bitrix and other well-known CRM systems;
• there is telephony;
• There is free plan.

Cons

• the main plus is also a minus, there are too many functions, it’s long and difficult to understand;
• visual garbage - interface problems;
• an incomprehensible and visually unpleasant task manager;
• poor CRM development: no agreements, contracts, document templates.

Unique features

Multifunctional. Bitrix24 is rightfully considered the most multifunctional CRM system. A full-fledged admin panel for the company, which also takes into account work with clients.

Social network. The developers tried to make the system look like a social network. Inside, employees can write posts, publish photos, collect likes and comments from colleagues. This is familiar and lifts the team’s spirits.

Motivation and emotions. The service is developed with gamification elements. For example, for additional motivation, Bitrix24 came up with “badges”. The manager gives badges to those employees who have distinguished themselves at work.

Processes. Much attention is paid to processes within the company. The manager sees what tasks employees are currently working on and when they solve them. You can collect statistics on tasks at the end of the month and arrange it all in the form of convenient infographics.

Telephony. Perhaps the best aspect of Bitrix24 is telephony. The system works with many large companies. It is possible to create virtual numbers and ATS.

Price

Since Bitrix24 offers “cloud” and “box”, for clarity it is better to divide the tariffs as follows:

Online tariffs. The company buys cloud storage. Suitable for small and medium-sized companies. If we talk about average numbers, then in a month you will have to pay from 1,000 to 11,000 rubles.

"Project"- free tariff. Despite this, CRM also assumes. Cloud storage of up to 5 GB is provided for each employee (user). You can register up to 12 business users, who have an advantage over other users - more functions are open to them. No: multi-funnels, time tracking, deep viewing of email history, mailing to the customer base, log of employee access to CRM and other useful features.

"Project+"- already costs money (30 rubles/month per employee). It offers the same thing as in “Project”, only here there are more business opportunities and virtual disk space - 24 GB for each. Also, you can connect up to 24 business users.

"Team"- unlimited number of business users, 100 GB of space, costs 135 rubles/month each. There are more features than in the previous tariff, but not all - there is no audit, backup restoration, working time reporting and a couple of other functions.

"Company"- unlimited number of business users and virtual disk space. 265 rub/month. All features are included in the tariff.

Offline tariffs. Designed for large companies, corporations, holdings that want a “box”. If we talk about the average price, then within 220 thousand rubles, and then support in working condition at the “Corporate Portal” and “Holding” tariffs. The first costs 5,400 rubles, and the second - 13,200. The difference between the first and the second, besides the price, is that the second is given more space for backup - 50 GB+ (for the first 20 GB). All system features are included.

It was created back in 2008 (purely for its own people), but then, seeing the demand, the team decided to work on the product, and already in 2011 the CRM market saw a new participant. Now Simple Business boasts more than 60,000 users, whom they have won over with an inexpensive and universal solution.

Pros

• Inexpensive (up to 5 employees - free);
• Concentration on the work process, without unnecessary “tinsel”;
• There is IP telephony (internal - free);
• One month trial period;
• Cross-platform, has an online version;
• Built-in website builder;
• Broad communication (up to video conferencing);
• Visual analytics;
• Universal for any business.

Cons

• Application dependency on Windows;
• Does not integrate with 1C;
• There is no connection with client banks;
• Ugly design (a matter of taste).

Unique features

Versatility. The service truly has an approach for businesses of any size. For a small business, the number of employees does not exceed 5 people, there is a completely free version with the most necessary functions. Well, for medium and large businesses there are paid options that will satisfy almost any request and do not require purchasing a license separately for each employee.

System access. Via any platform: Windows, Mac OS, iOS and Android. There is a web version - working with the system online and, most importantly, the ability to work in the program offline.

Limiting the capabilities of managers. For example, in a customer database, you can target individual employees to individual clients. Moreover, you can make it so that your manager will only see the client at a certain stage in the sales funnel.

IP telephony with free intercom. You can either integrate your existing virtual PBX or create a new one based on the system. Calls directly from the client base, sending SMS, reminders about calls - all this is provided. And, of course, free internal IP telephony. This is very convenient when a company does not want or cannot spend money on discussing work processes. You can connect other employees and talk via conference call.

Document flow. At the very beginning, when you install the program, you will be asked to upload electronic scans of the CEO’s signature, the company’s seal, and its logo. This is necessary so that in the future, when you send documents, they will be automatically created and filled out, and you will not need to do anything additional. If the required document is not in the database, then you can import it, and the system will copy all the necessary data and the template of the new document. Automatic preparation of accounting and other documents is also provided.

Cash book. Automatically maintains financial reporting: movements of funds, accounting for payments, expenses/income and other financial processes will be stored in one place and analyzed by the system so that you can log in and quickly understand what’s what.
Warehouse module with analytics. This is complete control over the movement of goods and orders. You can see how many and what products are ordered from you the most, which ones are idle, and thus adjust your business.

Technical support. She is one of the best on the market. You can consult online and call for free. Prompt response and careful attitude towards each client.

Price

On the market for 9 years already. If Bitrix24 is multifunctional and complex, then it is the complete opposite: only the “cloud”, only CRM and simplicity. There is a clear sales funnel and telephony.

Pros

• simple, beautiful and intuitive interface;
• developed CRM;
• there is telephony;
• integration with a large number of services, most of them Russian.

Cons

• low-functional;
• cloud solution only;
• buy for at least six months.

Unique features

Integration. In amoCRM you can both import and export data. Data can be transferred from well-known services, or from tables. There is integration with calendars, mail, social networks. Integrates well with everything Russian.

Transactions. The service pays great attention to transactions. Each buyer has his own card. This card contains all the information about him: the responsible manager, contacts, what is the status of the transaction.

Sales funnel. Excellently executed. In this tab, the screen is divided into stages (columns) that show how the transaction is progressing. On the left is the beginning, on the right, at the very end is the purchase. Cards, of course, can be dragged from one column to another. Statistics are kept (presented in visual infographics) and there is an adequate search for transactions.

The interface is nice and clear. Eat mobile applications for iOS and Android, which have such useful features, like a business card scanner that can automatically create a customer card and so on.

Price

There is no free plan, but there is a two-week trial period that shows all the benefits of the service. As for the tariffs, they are like this.

"Base"- costs 500 rubles/month per user. Suitable for companies with small sales volumes. You can create deals and add contacts. There is integration with ("Google Universal Analytics"). There is also a merger of duplicates - it finds cards with the same client and combines them. Work with a funnel is also included.

"Advanced"- costs 800 rubles/month per user. As they themselves mention on their website, for companies that want to optimize conversion. There are the same functions as in the basic one, plus KPIs, desktop improvements and a sales plan for managers.

"Professional"- costs 1500 rubles/month per user. All the capabilities of the service, including work with leads (here is lead scoring - evaluation) and periodic data backup. You can also receive the data archive by email, everything is customizable.

All these tariffs are paid for at least six months. No information about file storage was found. You can only connect the Dropbox widget.

There are also annual packages.

"Micro-business"- costs 5000 rubles/year. For beginners who have recently opened their own business and already have to work with clients.

"Start-up"- costs 15,000 rubles/year. For young teams where there is no manager and no big revenue, but they still need to work with clients.

These have been working for 10 years, mainly on the Russian market. Offer convenient service to manage processes, tasks and work with clients. We can say that it is the same as Bitrix24, but on a smaller scale and with more attention to user comfort, accounting and documentation. The system reminds about taxes and makes the work of accountants and managers easier. Well suited for managers who want to control everything: we see all the statistics on task completion, sales (income, progress through the funnel).

Pros

• unlimited cloud storage;
• great attention to documentation (templates, automation);
• orientation towards the Russian market;
• identifies slackers;
• there is a convenient calculator for tariffs;
• decent integration with other services;
• polls within the general chat;
• install the “box”.

Cons

• complex interface for some;
• You cannot build complex reports: warehouse accounting, cross-accounting.

Unique features

Calculator makes it much easier to calculate the cost of a particular tariff. An individual approach, that is, in the calculator you need to select the tariff, the number of employees, the period for which you want to use it and that’s it. Below will show how much it will cost in the end. I still don’t understand why competitors didn’t think of this.

Call directly from the site. There is a link in the corner, by clicking on which you can call on weekdays and contact help desk. Again, convenient.

Document templates. The creators took care of the comfort of the Russian user here too. There are ready-made document templates. Eat automatic preparation reporting documents. Accounts, tax calculations, collecting statistics from managers.

Sales doubling system- a series of video courses on sales training. It will help beginners, it is distributed free of charge to users.

Price

Just like others, there is a two-week trial. There is both a “cloud” and a “box”.

"Cloud"

« Collaboration" and "Collaboration+" - tariffs only for processes and tasks, without CRM, integration with mail, 1C, Octell and telephony. The first costs 330 rubles/month per user, the second - 380. The only difference is that the second has a little more business functions: working with documents, questionnaires, assessing tasks and projects.

“CRM: working with clients” and “CRM: working with clients +” - work not only within the company, but also with clients. The first costs 550 rubles/month per user, the second - 640. The difference between these tariffs is the same as in the first two tariffs.

"Box"

Here the tariffs and their capabilities are exactly the same as in the cloud solution. The only difference is the price and the fact that this is a boxed solution. They will come, install the software on your server and customize it for you.
“Collaboration” and “Collaboration+” - 5300 and 6200 rubles per user, respectively.

“CRM: working with clients” and “CRM: working with clients +” - 9,500 and 10,450 rubles.

They write that up to 10 users can use Megaplan for free.

There is also “Megaplan 2”, which with prices and storage is like this:
“Cloud” - 350 rubles per user per month (minimum 5 users (licenses)). There are discounts and prices for legal entities. 100 GB of space.
“Box” - 5710 rubles per person in a company. Storage depends on your server. 1000 SMS for notifications.

A foreign CRM system that has been almost fully operational in 140 countries since 2010. Despite the fact that the system is foreign, it “speaks” Russian well (and 12 other languages) and adapts to the country - it changes the currency and language. Includes the work of not only CRM, but also processes and tasks. More than 30 thousand clients, among them there are large companies with 200+ employees. Recently received $30 million in funding.

Pros

• month of free use;
• convenient and demonstrative sales funnel;
• working with multiple sales funnels;
• intuitiveness: ease of transaction management;
• integration with major services: G Suite, Slack, Trello, Zapier and others;
• can be customized;
• 2 week free course on sales funnel;
• Many companies work with them and trust them (among them Amazon).

Cons

• not very focused on the Russian market;
• almost no work with documents and accounting;
• help desk in English and Portuguese only;
• little virtual disk space for initial plans;
• no telephony;
• no work with leads;
• There is no work with long-term clients.

Unique features

Sales forecast. Scans all scheduled emails, calls and tasks and based on them predicts the amount of sales. Helps in assessing income and provides guidance on company finances.

International. Pipedrive is convenient when working with foreign clients, since the system is foreign (140 countries) and familiar to many. Converts currency for the client's country, easily translates from language to language.

Integration with well-known services. Many companies often use such well-known services as Trello and Slack in their work. The system has integration with these services. It also integrates well with G Suite: calendar, disk, maps. The last thing you can do is create a geo-reference for the client.

Web Forms. Inside the system it is possible to create different web forms with feedback, then take the generated script and add it to the site.

Price

You can pay either annually or monthly. If you have more than 50 employees, they offer to allocate a separate server at your place, they will not come to you.

There are 3 main tariffs: silver, gold and platinum.

Monthly:

“Silver” - $12 (706 rubles at the current exchange rate) per user.
Each person is given 2 GB of space. API and integration, CRM, chat and email support are included.
“Gold” - $24 (1413 rubles) per user. 5 GB of space. And everything that is listed in “Silver”.
“Platinum” - $75 (4416 rubles) per person. 100 GB. Everything that is in the two previous tariffs, plus a dedicated server, advanced management of employee processes. Support not only via chat, email, but also through the phone.

Annually:

The same as in monthly tariffs, only the prices are different.

“Silver” - $10 (588 rubles).
“Gold” - $21 (1236 rubles).
“Platinum” - $63 (3,709 rubles)

An old-timer among our selection, they have been operating since 1999. Targeted at foreign business. There is no support for the Russian language (there are English, Chinese, Indian, Canadian). Included in the top 200 CRM systems. Just like in the previous ones, you can monitor processes, do tasks, assign them, and CRM with clients.

Pros

• a good solution for foreign business;
• convenient and truly functional application for smartphones;
• good for those who want a cloud solution and simplicity;
• simple and clear work with clients;
• free plan for a small team;
• month of free use.

Cons

• low-functional;
• not entirely suitable for Russian business;
• no Russian interface;
• almost no integration with large services and task managers;
• until you register you will not understand what the system looks like;
• no telephony.

Unique features

Contacts. A lot of work has been done in terms of working with contacts - reminders, data collection, storage. Working with them in a mobile application is almost as good as working through a desktop. It is possible to synchronize contacts with Outlook and Excel.

Twitter and LinkedIn. You can add a tab with the feed of the company’s Twitter account to the general feed. You can also add LinkedIn.

Free plan for groups of 2 people who do not need virtual space for files.

Price

One month of free use. On average, prices range from $24 to $99. There are rates for small groups (basic), medium (plus) and large (premium). There is a solo plan and a free plan for 2 people who do not need the cloud.

“Basic” - intended for small companies of up to 6 people. Costs $24 (1413 rubles) every month per user. You can work with 5,000 clients, create and manage up to 10 business processes. 5 GB of space is given to each user.

“Plus” - $49 (2885 rubles) per month per user. The most popular tariff. Up to 20,000 contacts. From 15 people per team. 15 GB for each. Unlimited number of business processes.

“Premium” - $99 (5825 rubles) per month per user. From 40 employees. Up to 30,000 contacts can be stored in the database. 30 GB of storage for each.

“Solo plan” - costs $29 (1,707 rubles) per month. Only one person can use it. You get 5 GB of cloud space, an unlimited number of transactions, and 20,000 contacts in your list.

“Free” tariff - if there are 2 of you, you work without files and maintain up to 250 contacts.

For clarity, we have prepared a table from which you can choose the most suitable option for your business.

For Russia and CIS	+++	+++	+++	+++	++	+
Price	++++	+++	++	+++	++	+
CRM level	++	+++	++++	+++	+++	+++
Integration with services	+++	+	++++	+++	+++	+
Documents	+++	+++	++	++++	++	-
For overseas clients	+	+	+	+	+++	++
Telephony	+++	+++	+++	+++	-	-
Interface	+	++	++++	++	+++	++
"Box"	+++	+++	-	+++	++	-
"Cloud"	++++	+	+	+++	+++	++
For mini teams	++++	+++	++	-	+++	++++

AmoCRM - simple CRM

And users ask, and in search engines they often type the query “amoSRM or Bitrix24?”

amoCRM is a specialized service for converting leads into sales. Very dynamic and simple CRM. Very productive for solving problems of profit and sales growth by introducing clear sales technology, finding bottlenecks in the business processes of the sales department.
Good for startups, flexible dynamic businesses. In addition, it is widely used in wholesale trade (b2b), sales of business services, trainings, everything where there are long transactions, a sales funnel. Where you need to collect leads from different marketing channels (in large quantities) and lead them for sales.
For young businesses in the stage of rapid growth, when everything is changing quickly, there is an urgent need to recruit new employees - amoCRM is good!
Where it doesn’t fit: It doesn’t make much sense in businesses where the client calls and buys right away, i.e. with instant transactions. It is not suitable for managing projects, purely coordinating the tasks of employees and cases when in the center, in addition to information about clients, it is necessary to maintain price lists, nomenclature, prices, shipments, etc.
Implementation timeframe is 1-30 days.

Bitrix24 – CRM for corporations

Bitrix24 (CRM)

Due to its “heaviness”, it is much more difficult to put Bitrix into operation. The interface is not intuitive; employees will waste paid time, understanding the jungle of wide functionality.
If we consider the CRM block, then Bitrix24 benefits businesses with a small number (a dozen per month) of complex project transactions in which it is necessary to coordinate the actions of a lot of people.
From another point of view, Bitrix24 gives results in already developed companies with 50-100 people and requiring greater bureaucratization and standardization of business processes.
Implementation timeframe is 2-12 months.

amoCRM is taking off and gaining speed, Bitrix24 – after becoming a corporation

Over the years of amoCRM's existence, an interesting trend has been noticed: some% of businesses operating in amo have developed, increased their turnover and the number of employees. Small orders gave way to large project orders. And this certain % switched to Bitrix24 as it was more consistent with their new work schemes. There are even converters for transferring data from AMO to Bitrix. And this is a reasonable arrangement.

There is another trend: at the start or at a new stage of development, when sales, growth in turnover and profits are desperately needed, managers fall for 12 free jobs and fall into the freebie trap for a year, paying for the services of integrators and the working hours of all employees spent on time training and work in the program, which could be used for the main thing - sales.

This is the problem with software solutions-harvesters: their interface is overloaded with unused or non-essential elements. Employees get distracted and make unnecessary clicks on frequent actions. For example, they fill the company’s seemingly necessary knowledge base with some data, but at the same time, in this way they run away from the main thing - communicating with clients to receive orders.

And this paradox of our human psychology, clearly manifested in everyday life, flows into business: people buy bright and “more functional” things at the expense of convenience, simplicity, saving time and money.

Most companies are faced with the moment when they need to choose a CRM for the convenience of working with clients. Making such a choice from the many products on the market for accounting for sales and transactions is quite difficult, since you have to study, compare and analyze these systems in detail.

To make your task easier, We have already compared the two most common CRM systems in Russia: Bitrix24 and .
We have examined both of these programs in detail and will talk about the advantages and disadvantages of each of them.

CRM Bitrix24

You can contact us right now or continue to review all the advantages and disadvantages of the data CRM systems.

And now in more detail:

Functionality of CRM systems

What does this product provide:

Receive, make and record calls and messages from clients, and automatically record them in the client database for further work.

Work with deals and their stages, track orders and offers, compile reports and analytics, see the sales funnel and conversion of each manager.

Drawing up goals and objectives, planning actions and monitoring their implementation by employees.





amoCRM does not have such built-in capabilities as Bitrix24. Therefore, for the convenience of communication with clients, you need to install a specific program for integration with the PBX - a telephone company widget. If you are planning to purchase amoCRM, check with your operator whether they have integration into amo CRM. If you have not yet decided on an operator, then our company will be happy to help you do this.

Which interface of the two CRMs is more convenient?

The well-thought-out beautiful design is surprisingly combined with some difficulties in working with the program. If Bitrix24 is considered only as a CRM system, then the interface will seem overloaded and complex due to the huge number of portal functions.








When working, it may resemble a notebook, since its interface is much simpler than similar CRM systems. It is not overloaded with unnecessary elements and functions. Everything is designed to easily keep track of clients.




Integration with the website and other applications




You can connect your site to this system in less than 10 minutes by simply following the instructions. In addition, when creating a lead from the API, all contact data is transmitted in variables that Bitrix itself distributes. The most convenient lead creation of all APIs.

However, it may be difficult to use advanced features. For example, to obtain a list of leads in the system, you need to connect third-party services, such as Google.Analytics.

Bitrix24 also easily integrates with almost all 1C software products. In addition, you can configure the service’s integration with Google.Drive, Google.Analytics, various instant messengers, social networks, and more.








Connecting to the Amo API is a little more difficult than connecting to the Bitrix24 API. However, having configured this service, you can get quite quick access to the API functionality. For example, you can automatically collect information on all current applications and transactions and generate reports on the current state of affairs in the company.

Automatic integration with mail and attachment of correspondence to the client in CRM is possible. To set up this function, when sending a letter to a client, you need to copy your personal postal address in the system and the letter will be automatically attached to the transaction or client.

However, there are also some disadvantages of integration, for example, recording telephone conversations and attaching letters does not occur instantly, but only over time, which may not always be convenient and may have a negative impact on working with clients.




Intranet and corporate social network










As such, Amo is not a full-fledged corporate intranet. Yes, you can leave comments on records, correspond in a client card or deal - chat between employees, but in general it is only a CRM. It is possible to integrate with some social networks to make it easier for employees to communicate in the workplace.

Mobile CRM application




Having a mobile application has long been a mandatory feature. Access to the client database and transactions, synchronization of tasks and calendars, as well as generation of reports - all functions of the huge Bitrix24 corporate portal are available from any device.


However, the developed application for Android leaves much to be desired.







Mobile applications have been developed - for Android and iOS, however, sometimes you may encounter some annoying synchronization failures, but technical support The system works quite quickly.

Cost of using Bitrix and AMO




This point is a clear advantage of Bitrix24, since cloud service is provided completely free of charge to companies with access to up to 12 users.

This can already be a sustainable small business with good turnover and streamlined business processes. This system is ideal for a startup in terms of zero costs for optimizing work with clients.




You can use this program for free for 14 days. After the trial period, the company pays monthly for each user’s access to the service.
For young companies or startups, such a policy can become a barrier and an argument for abandoning this CRM.

What CRM system is yours?

These two CRMs rightfully occupy leading positions among software products for accounting sales and maintaining a customer base. Each meets user requirements and perfectly performs the tasks assigned to it.

Thus, if not only sales and marketing are important to a company, but also tools for teamwork with documents, tasks and business processes, best choice will - Bitrix24 CRM system.

But if for business All you need is a system for maintaining a client database and the lack of built-in telephony is not critical, then we recommend.


THE CHOICE IS ONLY YOURS.




Our company is ready IMPLEMENT AND CONFIGURE in your company, as well as TRAIN MANAGERS work in it.

With a comparative table of 13 SaaS CRM systems, I am publishing a review of three CRMs, from which we ultimately chose the system for ourselves. We took into account the comments on the comparison table and left two CRMs from it: amoCRM (for convenience and simplicity), ASoft CRM (for functional diversity) and added Bitrix24, because Already in beta version this is a very interesting development that meets our requirements.

Let me remind you that we select CRM for the purposes of: automating sales of services; monitoring the implementation of the sales plan by sales managers; product and customer base analytics.

Research methodology

The table below shows 25 points, based on which we examined demo versions of the systems. One means the presence of such functionality in the system, zero means its absence. The items “Interface clarity” and “Interface convenience” were assessed subjectively from 1 to 5, with 5 being the highest score.
When reviewing the systems, we paid special attention to 5 main points:
1. Availability of a dashboard - a panel for tracking the status of sales;
2. “Transactions” functionality;
3. “Contacts” functionality;
4. “Tasks” functionality;
5. Analytics - what types of reports can be obtained.

Final comparison table:

AmoCRM

Dashboard (event sheet)
List of tasks and convenient filter by performer, by period, by event. The filter is present in almost all sections of CRM.

Transactions

1. Trade name
2. Main contact
3. Company
4. Transaction status
5. Budget
Fields can be added/removed from existing ones and created custom ones in the account settings. Transactions are tagged, which greatly simplifies the work.

A separate deal opens in a pop-up window containing, in addition to the deal properties fields: notes, the ability to attach a file, and the function of adding a task for the deal. Contact persons for this transaction are displayed.

Contacts
By default, the deals table consists of 5 fields:
1. Contact
2. Company
3. Email
4. Phone
Fields can be added/removed from existing ones. The ability to add custom data fields was not found, a big minus for us. Contacts are tagged. The individual contact form contains the same capabilities as the deal window, except for the ability to add custom data fields.

Tasks
There is everything you need: date, object, tags, performer, director, deal, filtering. There are not enough subtasks and grouping of tasks, which, however, can be replaced with tags. The internals of the task are the same as those at the event, taking into account its own characteristics.

Reports (analytics)
The most interesting part of the review for me. AmoCRM has two types of reports:
1. Consolidated, I quote the description “ graphs are presented that allow you to quickly assess the performance of both the entire sales department and each manager in particular. From the report page you can easily go to the list of transactions of a particular manager, as well as view the list of transactions at each stage of sales. Please note that the pie charts only take into account open trades, while the graph of new trades by time shows all trades».
Allows you to evaluate the performance of salespeople and the overall level of sales. It is possible to customize the report using tags.

2. Sales funnel
According to the description on the website " allow you to evaluate the effectiveness of work at each stage of sales, view data in the context of a specific manager, type of client or product (use tags for this). The funnel illustrates what stage the deal reached and at what stage it was lost. Please note that the chart only takes into account closed transactions, current open transactions are not reflected in it».


No other types of reports were observed, but they can be obtained if tags are used correctly.

Pros
+ The system is very simple and intuitive.
+ tagging of tasks, contacts, transactions is a very successful solution; such functionality has not been found in any other system.
+ integration with third party services newsletters – MailChimp, UniSender.

Cons
- there is no ability to add custom customer data fields;
- there are no directories: companies, products.

Overall, a very pleasant impression - everything is very simple and intuitive. It is possible to set up the system for operation in a matter of minutes. One of the significant advantages is tags; with their help, it is possible to customize CRM in a very detailed and flexible manner to suit your needs.

Asoft CRM

Dashboard
In ASoft CRM this is the “Diary”. It contains:
- Daily calendar;
- List of overdue events;
- Tasks for the week;
- Weekly meetings;
- Supervised issues;
- Sent questions;
- Current stages.
A large amount of information is initially scary. It’s possible to figure it out, but it’s very difficult to grasp it at one glance. I remember the textbook 7 elements that an ordinary person can hold in his head at the same time, here the limit is significantly exceeded.

Transactions
Again, a large amount of information. Apparently, they provide the maximum possible. Each field can be filtered. Before work, it is necessary to customize it to the company’s tasks, otherwise managers will be buried under such a volume of data. In deal templates, you can add your own unique deal properties or create your own template entirely. The default templates show the stages of sales schematically.

Contacts
Imagination is not enough to cover all the variety of functions of this CRM; everything is provided except for tags. Despite the variety of existing properties, it is possible to add your own in the corresponding directory. Very detailed contact database. It is possible to group contacts according to arbitrary parameters.

Tasks
Standard task list. Compared to the design systems I know, the list is inconvenient and heavy. An interesting point, I spent a long time looking for the “Task Completed” button, but it turned out that this function is performed by the “Start Execution” icon in one of the first fields of the table.

Reports (analytics)
There are a lot of reports, as well as other functions. It was not possible to evaluate the merits of everyone in the demo version. We did not find the opportunity to create your own unique report, but this is not required, because... the variety of reports already available in the system can cover even a very demanding analytical hunger.

Pros
+ a very convenient demo version that allows you to quickly evaluate the system.
+ as I wrote earlier, there are an incredible number of functions, but this is also a minus.

Cons
- complex interface, sometimes with unclear logic.
- huge functionality clutters the interface, which complicates the perception of information.

Reminiscent of 1C products with an interface and number of functions - all in one. You need to know the system well and train employees.

Bitrix24

Dashboard
"Live feed" in Bitrix24. The weakest point in the system. Accumulates like a tape social network, all the events that occur, but due to their quantity and uniformity, such an array of data is difficult to perceive. There is a feeling that at first the tape will be read, but as the number of events increases, the number of reads will proportionally decrease. However, there is a filter that allows you to sort events.

Transactions
Custom transaction fields, detailed filter (Search), assignable actions. The functionality is more sophisticated than in AmoCRM, but less concise. Using horizontal sliders is very inconvenient.

Contacts
Contact properties are customizable to the user's requirements. Flexibly customizable filter (Search). A separate item is the Company directory. When exporting contacts, the field format changes - number formats (for example, telephone) are not displayed in a readable format. I hope these are beta-version costs that will be corrected by the developers in the near future.

Tasks
Large selection of options for setting up tasks. There is a calendar in which they are displayed. Wide possibilities for sorting tasks, two filter states - normal and advanced. The usual one consists of standard set properties, advanced allows you to enter your own properties and build your own results within the capabilities of Bitrix24.

Reports (analytics)
Only one Sales Funnel report is available. But there is a flexible filter that allows you to get other types of reports - manager efficiency, leading/outsider products, etc. There is no report on the activity of counterparties, a significant disadvantage.

Pros
+ CRM is only part of the Bitrix24 system, which is a corporate intranet portal that also serves as an internal social network.
+ almost all functional properties can be configured and changed.
+ there are reference books that make it easier to work with data and unify it.
+ there is also a project link Tasks - Calendar and file storage.

Cons
- no tags.
- cumbersome, difficult-to-understand interface.

Overall it looks good and interesting, but some functionality is less well developed than its competitors. This is a case of a large complex system rather than a simple and intuitive one. It’s impossible to start working right away; first you need to test it on “lemmings” and remove all unnecessary things. But, yes, the possibilities are breathtaking.

By functionality ASoft CRM is undoubtedly the leader, but is all this mass of functions necessary? Bitrix24 is more concise and usable; the developers say that not all of the intended functionality is currently implemented. AmoCRM is a very attractive system with which you can start sales today without additional settings; plus the ability to tag contacts, deals and tasks, which allows you to implement filtering, control and reporting more widely than in the default templates.