CRMbot

CRMbot will prepare the necessary report - on leads, deals, invoices, or employees for a selected period - and instantly send it to you in the chat.

CRMbot does not store your company's data but requests data from Bitrix24 and sends it to you at the right moment.

To request a report from CRMbot:

1. Go to the "Chat and Calls" section and find the chat with CRMbot.

2. Write a command* for the report in the chat.

3. Receive the report!

*A list of available commands is available upon request "list of commands".

If you didn't find the desired command, write your own using the formula:

"[characteristic] [entity] for [period]", wh ere:

• characteristic - classification of the entity, for example: paid invoice, converted lead;

• entity - type of entity, for example: lead, deal, or invoice;

• period - time interval, for example: yesterday, today, week, month, year;

If you are interested in:

• personal reports on employees;

• daily monitoring of key indicators;

• regular reports;

• employee activity monitoring;

• reminders of missed tasks and calls;

• monitoring of dismissed employees;

• courses for new employees;

• CRM cleaning,