Bitrix24 for Creative & Digital Agencies

Professional Services Platform

A unified ecosystem designed for accountancy firms, combining sales, marketing, project management, communication, and collaboration.

Features & Benefits

The Bitrix24 Accountancy Solution is a full professional services platform that streamlines sales, client onboarding and account management. It offers lead capture with a built-in CRM, automated proposal generation, task and document management, configurable time recording and billing with automatic invoices and budget reports, plus integrated chat and email, all logged against the correct client.

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Sales & Marketing

Manage enquiries, track opportunities and phone, email and message prospects from a single platform.

Proposals & Onboarding

Generate professional proposal documents in seconds and streamline the KYC and onoarding process.

Tasks & Mi Reporting

Automate workflows and management reporting to allow teams to focus on tasks that deliver value to clients.

Take a look at what other Bitrix24 applications we offer

Bitrix24: WhatsApp Plugin

Engage with customers on their preferred channel of communication with Bitrix24 CRM integration and intelligent message routing.

Bitrix24: Twilio Flex Plug-in

Multi channel call centre solution including WhatsApp, Facebook Messenger, SMS and voice, intelligent routing, automated chatbots and detailed reporting.

Bitrix24: Sales Map

Perfect for all teams on-site and off-site and viewable in Leads and Deals on a map with pin location indicators, pop up tabs and slide in records.

Bitrix24: Customer Data Processing

Integrates with all your marketing data sources and uses machine learning to spot trends, identify opportunities and create automated actions.

Bitrix24: Chatbots

Automated chatbot integration which can be programmed to handle sales or support and integrate with multiple communication channels.

Bitrix24: SendGrid Integration

Integration of SendGrid’s email marketing platform with Bitrix24. Industry leading deliverability rates of 96%.

Bitrix24: Mobile App Workflows

Manage requests and approvals for common sales, project and HR processes on the mobile app.

Bitrix24: SMTP Mail Server

Configure your self hosted instance of Bitrix24 to send notification and marketing emails from a dedicated domain.

Bitrix24: Hosting Environment

Bespoke hosting environment for Bitrix24 On-Premise editions which provides optimum performance.

Bitrix24: Field Manager

For Bitrix24 Enterprise customers this solution makes it possible to create full separation in the CRM allowing the creation of a separate CRM for each division.

Bitrix24 Sign

For anyone wanting to use Bitrix24.Sign, we assist with your signing process, document templates and ensure smooth signing transactions.

Bitrix24: Tasks Tab

Manage your tasks associated to your CRM entity in its own tab. Use all features of tasks within the CRM: create, view and see all fields within the task tab itself.

Frequently asked questions:

How do we install your applications?

Our applications are installed either by installing them through the marketplace or via the control panel within the Bitrix24 On-Premise edition.
Can we change the applications?

Each application comes with its own settings. If your change request fits outside the standard settings, then we would have to quote for this work.
Can you create a custom application for us?

Absolutely. Our in-house developers create applications for Bitrix24 all the time. We will gather your requirements and scope them out for you and provide you with a quotation.
What if I no longer need the application?

You can simply uninstall the application from your system if you no longer need it. Our applications are priced on an annual subscription basis, so you would not be charged for your next subscription cycle.

Looking to implement Bitrix24 in your business?

Intreface help businesses get the maximum value from their Bitrix24 system. As a global gold partner, we have helped thousands of businesses implement Bitrix24 successfully.

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