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04 Sep Bitrix24 CRM: Entity Forms
What is Bitrix24?
It’s a collaboration suite of over 35 different tools, ranging from communication tools like internal chats or voice calls to a fully functioning CRM that comes with automation rules and business processes. Bitrix24 is an ever-growing software with over 12 million customers worldwide.
What is Entity Form in CRM?
In the realm of Bitrix24 CRM, a notable feature emerges: “Entity Forms.” In CRM terminology, an “entity” denotes a record or item, be it a lead, contact, company, or deal. Hence, a Bitrix24 “Entity Form” is a tailored tool allowing users to gather data pertinent to these CRM entities, whether they’re leads, contacts, or others.
These Bitrix24 Entity Forms can seamlessly integrate into websites or be utilized internally. Whenever these forms are completed, the data funnels directly into the Bitrix24 CRM, saved under the designated entity type – be it a fresh lead, contact, or another. This intrinsic connection ensures smooth data capture and provides businesses an upper hand in managing information.
Benefits of Bitrix24 Entity Forms:
- Automation: Accelerate and simplify the data capture process into the Bitrix24 CRM system.
- Customisation: Design Bitrix24 Entity Forms to fit particular requirements, handpicking the necessary fields.
- Integration: Effortlessly embed these Entity Forms on websites, landing pages, or employ them in-house, promoting uniform data collection.
Overall, Entity Forms are a tool within Bitrix24 that enhances data collection and CRM integration, making the process of capturing and managing information more efficient for businesses.
Requirements for Fields in Leads and Deals
Before you can create your CRM entity forms, you need to determine what data your company needs to store. Consider what information you need to collect on every inquiry, what fields you need to create in your leads and sales opportunities, and what information you need to collect about your clients. Once you have a clear picture of what data you need to collect, you can start creating custom fields in Bitrix24. It comes with some standard fields in leads, deals, companies, contacts, quotes, and invoices.
CRM Entity Forms for Different Entities
CRM entity forms are different for each entity in Bitrix24, including leads, deals, companies, and contacts. In leads, for example, there are two views: new leads and repeat leads. In companies and contacts, there is essentially one CRM entity form. In deal pipelines, Bitrix24 offers the ability to show different fields based on the pipeline you are in. It’s important to understand these differences so you can create fields that are specific to each entity and therefore you will collect the right data and improve your customer relationship management.
Optimisation of Your Entity Forms
Optimizing your CRM entity forms is essential for effective customer relationship management. For example, you can show different fields based on the pipeline you are in, or make fields customizable and conditional. By doing this, you will create a customized CRM system that is tailored to your business needs.