Thursday, February 16, 2017

Open source Gantt chart software

Friday, July 08, 2016

New Free Web Forms In Bitrix24

Long-awaited lead capture forms for your Bitrix24 CRM are finally there. Everyone knows what a web form is, but sometimes working with forms may require additional efforts: 

- need of a website where the form will be placed; 
- web form creation may be complicated for a sales agent when additional programming skills are demanded; 
- difficulties with filled form results processing; 
- results transfer to the CRM; 
- form results analytics where e.g. Google Analytics connection can be really handy. 

The purpose of any web form is to get a new lead or contact, or add more information to the existing client records in your CRM. 

We have tried to minimize your efforts with a new smart web forms in Bitrix24. Discover the advantages of Bitrix24 CRM web forms: 

1. Easy web form designer

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2. Public page for your web forms with your Bitrix24 domain name (your company name) on it: 

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Custom background image, different tabs background & text colors, 3 types of form theme, etc. 

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3. Integration with Bitrix24 CRM

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4. Queue of several responsible persons for web forms results distribution (coming soon

5. Web forms results can be connected to Google Analytics (you will be able to add your Google Analytic ID inside the form designer) 

6. Five pre-designed forms (coming soon

7. Three scenarios for web forms

- simple forms; 
- forms with field rules; 
- forms with online payment option (e.g. client will be forwarded to Paypal payment page after form is completed): 

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Products from the catalog can be selected and added to the form, so that a client will be able to choose: 

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After the form is completed, the client will see the final invoice with online payment options and be redirected to the chosen provider (e.g. Paypal) payment page: 

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8. Embedded forms – copy & paste the code into your web page: 

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Use Bitrix24 CRM forms to boost productivity. All form data will be saved to the CRM system; managers will only have to process the collected information inside the CRM system. 
Use forms in the chat, on your site's pages or send a link to a public page so that your clients can complete the form whenever they choose.


Monday, May 23, 2016

Top Free CRM Systems For Small Business


Bitrix24

free open source CRMMost of the CRM applications with free basic plan allow only couple of users to have free account but Bitrix24 allows 12 users to create free account with 5 GB space. That is likely enough for a small or medium business to get start. 

Free CRM Bitrix24 account comes with unbelievable features–
– CRM includes almost all major business requirements like sales automation, contact management, quote management, business rules automation, invoicing, reports and sales funnel, direct email or call to clients from dashboard, integration with third party applications. It has mobile app for iOS and android to browse client records, create quotes, verify product catalog.
– It provides inter company social networking with ‘Like’ button, instant chat facility, computer telephony integration, photo and video sharing capability. It also includes employee motivational tools like badges, awards to show appreciation towards co-workers.
– It provides 5 GB free space for online file storage and document collaboration. There is no other CRM right now that provides 5 GB space with free plan. Also users can create or edit documents in Bitirx24 without any office suite.
– It has built in task and project management capability as well. Task can be created for oneself or assigned to colleagues, task report helps upper management to understand how much time an employee spends on a particular task.
Overall Bitrix24 is an application that helps an organization to run from one place.

Free account limitations:
12 users
5 GB storage
No record limit

Zoho CRM

cloud based free CRM software
Zoho is well-known CRM application with great features. It has web apps for almost everything that aSME needs like CRM, email integration, file sharing, social networking. It’s free edition allows an organization to create 10 free accounts with 1 GB space and limited functionalities but all these are sufficient for a small or medium company to generate leads, manage contacts and increase revenue.

Here are the few important features that Zoho CRM free edition provides:
– CRM includes almost all important features that an enterprise needs like sales force automation, marketing automation, lead management, contact management, quote management, live chat and email, tasks and activities handling, business rules and workflow management.
– It provides 1 GB space to an organization as document library. It can be used for file/folder sharing and documents attachment with file versioning capability.
– Zoho can be easily integrated with social networking sites like Twitter / Facebook or other Zoho apps like Zoho Projects, Zoho SalesIQ. It can be synchronized with various Google apps as well like Google calendar, Google contacts. Also it provides web to lead and web to contact form facilities to capture leads or contacts in web forms.
Free account limitations:
10 Users
1 GB space
No record limit

Insightly

free CRMInsightly CRM free edition grants 2 free accounts per organization with 200 MB storage. It includes almost all basic CRM features like Contact Management, Project Management, Task/Event/Calendar Management, Opportunity Management, Social Networking, Reporting, Email Integration. It provides the capability to import contacts from Gmail or Outlook or a simple spreadsheet.

Main drawbacks of Insightly CRM Free plan – it limits to store only 2500 records and allows to create 8 custom fields. Also its free plan does not include email marketing. But if these limitations are acceptable and want a simple way to start CRM, it is worth to give a try.

Free account limitations:
2 Free users
2500 records
200 MB free storage

Capsule

CRM Free
Capsule CRM is another lightweight and user friendly CRM application. Its free version provides very basic CRM functionalities with 2 free user accounts and 10 MB file storage. Beside CRM functionalities like contact management, opportunity management or task management, it has an unique feature called List. List uses filtering criteria based upon any possible options in CRM like name, updated on, type or status to group similar kind of contacts or opportunities or cases. With CRM object navigation bar at the top, there is a text link bar as well to bookmark contacts, cases or opportunities that you have accessed recently. Though it has good integration capability with other third party applications, free version has very limited integration features. Another drawback with free plan is that it allows to store only 250 contacts with unlimited opportunities and unlimited cases.

Free account limitations:
2 free users
10 MB storage
250 contacts with unlimited opportunities and cases

Really Simple Systems

cloud based free CRMReally Simple Systems CRM is really simple application with great functionalities like Sales automation, Contact Management, Opportunity Management, Task and Activities handling, Reporting. It’s free edition allows 2 users to have free account and 100 MB file storage. It also includes integration with KashFlow and SageOne accounting applications, custom reports, custom fields on all objects. 
Drawbacks: Free plan supports only sales automation, not marketing automation or customer service management. Also it limits to create only 100 accounts with unlimited contacts, tasks and opportunities.

Free account limitations:
2 Free users
100 MB storage
100 accounts with unlimited contacts, activities and opportunities

Via TechOneStop

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