Settings
Set the CRM up for your team.
Users & roles
Invite people, decide what they can do
Fields & pipelines
Make the CRM fit your process
- Add custom fields and arrange the formAdd your own fields to leads, deals, contacts and companies, and arrange the sections and fields on a record.
- Set up pipelines and stagesAdd sales pipelines, choose the default, add, rename, recolour and reorder stages, mark stages won or lost, and send records on automatically with tunnels.
Apps & integrations
Connect other tools
- Apps and integrationsWhat the Apps gallery holds, and where the CRM connects to payment gateways, WhatsApp, phones and other tools.
- Move your data from Bitrix24Copy companies, contacts, leads, deals and their activities from a Bitrix24 portal, with pipelines, stages and fields, and undo it if you need to.
- Find new leads on Google MapsSearch Google Maps for businesses by kind and area, research their websites with or without AI, and add the right ones as leads.
Import & export
Bring data in, take it out
- Import and export recordsBring leads, contacts, companies, deals, products and module records in from CSV or Excel, and take any list out again.
- Restore deleted records from the recycle binDeleted leads, deals, contacts, companies, tasks and projects wait in the recycle bin until you restore them or the bin is emptied.
Workspace settings
Name, currency, time zone and more
- Workspace settingsYour workspace's name, currency, time zone, default phone country, hidden phone numbers, work reports, the Sources list and exchange rates.
- Your company details, logo and brandsSet the legal name, address, tax ID, bank details, logo and colour printed on estimates and invoices, and add more brands if you sell under several names.
Tic Buddy (AI assistant)
Ask the CRM, and let it do the typing
- Set up Tic BuddyOwners and admins switch on Tic Buddy, the AI assistant, with the workspace's own key from Anthropic, OpenAI or Google, and choose what it may do.
- Ask Tic BuddyAsk the assistant about your CRM, have it create or change records for you, talk to it by voice, and decide which roles may do what with it.
Lead scoring & field codes
Score leads, and use fields in messages
- Lead scoringDecide how many points a lead earns for what is filled in, where it came from and what it is worth, and where Hot, Warm and Cold begin.
- Field codes, and using them in messagesLook up any field's code, and use codes to fill in a record's details in automated messages, campaigns and documents.
API & webhooks
Connect your own software
- API keys and the API referenceMake an API key so your own software or a developer can read and write CRM records, choose what it may do, and find the API reference.
- WebhooksHave the CRM tell your other software the moment something happens, such as a deal won or a payment received, and check that each message really came from your CRM.