LeadMaster

Accelerate your CRM setup with LeadMaster, featuring streamlined automation for all lead stages in Bitrix24, boosting sales efficiency and productivity. Our ready-to-deploy CRM configurations allow for rapid implementation and optimization, saving valuable time and effort for busy business owners.

無料

評価

評価なし
インストール数

430
開発者

WebBee Ltd

説明

Important Notice: For New Account Only!
Please install LeadMaster only on the new Bitrix24 account. Installing the app on the existing account will overwrite current pipelines and delete all leads and deals.

LeadMaster is an essential app for Bitrix24 users aiming to boost their CRM capabilities. This app provides comprehensive automation rules across nine distinct lead statuses:
- New Request,
- First Contact,
- In Progress,
- Appointment (online/offline meeting schedule),
- Follow-up Cycle,
- On-hold,
- Finalizing,
- Good Lead,
- Junk Lead.
Each status is equipped with custom automation rules designed to streamline lead management from initial contact to deal closure.

Customizable Automation Rules and Their Functions:
- Systematic Email Communications
- Corresponding Comments for Internal Tracking
- Notification and Documentation
- Follow-up and Stage Transition
- Completion and Review
- Final Engagement

Benefits:
The preset includes a comprehensive lead qualification pipeline with automation, enabling efficient management and nurturing of leads from initial contact to conversion. Enjoy benefits like automated lead follow-ups, task assignments, and personalized communication, ensuring that your sales team focuses on the most promising opportunities.

This FREE version of LeadMaster is designed to make lead management highly efficient, providing users with robust tools to enhance productivity and effectiveness in their CRM activities. For more advanced features and customization options, consider contacting Webbee for additional services and full CRM presets.

ReadDetailed Configuration Overview and Automation rules and activities used

Professional Services:

Need help configuring automation rules or fine-tuning the preset for your specific business case? Our sales representatives are happy to assist: sales@webbee.co.nz

インストール手順

テクニカルサポート

データのセキュリティ

追加日: 05/03/2024

テクニカルサポート

If you have any further questions or need assistance during the installation process, feel free to ask via our LiveChat or support@webbee.co.nz.

インストール手順

Before proceeding with the installation, please note the following IMPORTANT information:

This configuration should be installed on a clean Bitrix24 instance. Please ensure that you have a backup of your current data, as some of it will be deleted during the installation process (leads, deals).
If you've decided to import the solution preset on the existing Bitrix24 account and have already added leads and deals, you need to export them first > import solution preset > import leads and deals back.
If you are using a free plan, you can activate the trial mode for 15 days on your account to experience the full functionality of our solution.
Webbee as a Gold Partner also offers a special 30 days trial by request.
To begin the installation, simply click the "Install" and then the “Continue” buttons.
There will be a warning sign saying that all your CRM data will be deleted. If you have created your account and immediately proceeded to the solution preset import, you have nothing to worry about.
Once the import is completed, check what has changed in our CRM after the solution preset has been imported. Go to the CRM section. For example, there are new lead stages and custom fields.

Let's try to add a new lead. You can see that the new lead form has been modified and contains new fields.

Additional configuration is needed after the installation is complete. Essential configs to make this preset excel:
- Connect mailbox to send out email notifications
- Copy the open-slots link to user profile
- Review and adjust texts of auto-emails and notifications

Read the CRM preset full manual

データのセキュリティ

深入瞭解

LeadMaster

このアプリは以下のデータへのアクセス権限を要求します:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

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