BestRank. Dependent Fields in Lists and in Business Processes of the News Feed
The BestRank module 'Dependent Fields in Lists and News Feed Business Processes' enables configuring field dependencies when creating or editing list items. Two dependency types are supported: fields appear when the parent field is filled, and fields are bound to specific values of the parent field (for list fields, link fields, and Yes/No fields).
Update CRM card from business processes
The module adds an activity to send a request to the Push and Pull component. This enables background updates of detailed CRM object cards open to the user.
Activity. Update fields in any CRM entity
An action for the Business Process Designer that enables updating fields in any CRM entity. It allows modifying fields of one entity directly from a business process triggered on a different entity. When developing complex business processes, users often encounter limitations of the standard functionality.
BX365: Managing Price Types in Deal Products
The module extends deal functionality in 1C-Bitrix, enabling the selection of various price types for items, such as retail, wholesale, and others. Managers can quickly add items with the required price type. The interface displays current data on available quantity, currency, and unit of measurement based on information in the item card.
CRM Chats
The module adds a separate 'CRM Chats' tab to the Bitrix24 messenger for quick access to chats of CRM entities. Chats of this category are automatically hidden from the general 'Chats' category. Key features: — dedicated 'CRM Chats' tab in the messenger navigation; — automatic filtering of chats by CRM type; — simplified work with business correspondence without the need for search.
Legacy: Filter for Leads/Deals by Unread Open Line
The module adds a filter to the Leads and Deals sections to select records based on the status of messages in open lines. It allows displaying only leads or deals that have unread messages, or conversely, those where all messages have been read. The solution extends standard filtering functionality and does not require complex configuration.
Plan-Fact 2.0
The 'Plan-Fact 2.0' module, developed by PUSK, is designed for planning commercial activities, specifically sales and marketing department metrics. The application also supports planning any other corporate indicators for which data is available in the corporate portal.
Deal Actualization Module
The Deal Actualization Module is designed for the boxed version of Bitrix24 to maintain the accuracy of key deal parameters: payment dates, amounts, and stages. Once a specified period elapses, the responsible manager encounters a blocking window requiring data confirmation or a transition to the deal card for updates. The solution automates regular CRM deal audits.
Deal and product synchronization for Bitrix24 and MySklad
The solution comprises two modules for data exchange with MySklad: product synchronization via API and integration with Bitrix24. Using both modules together enables comprehensive exchange of deals and inventory between the systems.
DEV-BX Custom Fields for Products in Deals and Leads on Smart Processes
The solution allows linking smart process fields to products in deals, leads, and quotes. New fields are available when editing products in deals and leads, as well as when printing documents.
5 CORNERS. Color Accents in CRM
The 5 Corners Color Accents for CRM module helps instantly identify tasks requiring attention among numerous cards. Overdue payments, approaching deadlines, or incomplete mandatory fields are automatically highlighted in color based on configured rules.
Fusion: Task Deletion Restriction
In the standard Bitrix24 functionality, a user with access to a deal can delete any activity, including calls, without the possibility of recovery. For instance, a manager might delete a scheduled call task if they do not intend to make the call. The 'Fusion: Activity Deletion Restriction' module disables the 'Delete' button for all employees in deal-related sections.
Fusion: Prevent Skipping of CRM Stages
This module restricts the movement of leads and deals between stages within CRM pipelines. It helps manage manager workflows by preventing the intentional skipping of mandatory stages, such as client calls, and accidental bypassing of stages configured with automated bots. After installation, an administrator can select the scope of restrictions: deals, leads, or both.
Fusion: Secure Deal Completion
In the standard Bitrix24 functionality, all tasks associated with a deal are automatically closed when the deal is closed. This is inconvenient because some tasks, such as sending closing documents, must be completed after the sale.
Fusion: Preset Management
The set of fields in CRM cards is adapted to the roles of employees within business processes. This module allows modifying fields in any CRM entity for large groups of users without involving the portal administrator. The responsible user selects a 'Source'—an employee whose field settings serve as the template—and a 'Recipient'—the user or group of users to whom changes are applied.
DaData.ru Suggestions for Bitrix24
The module operates within Lead, Deal, Contact, and Company cards in Bitrix24, specifically in text-type fields. Scripts are connected to the respective entity pages to enable rapid data entry. Managers can enter full names in seconds with correct spelling and gender determination.
Activity for requesting additional information in a modal window
The HyperX Activity Window module enables requesting additional information directly during business process execution. The standard 'Request additional information' action in 1C-Bitrix24 typically opens only within the 'Automation' section or at the very start of the process, limiting usage scenarios. This solution introduces a new action that can be placed at any point in the workflow.
Select outgoing number in CRM
In the standard CRM workflow, employees cannot manually select a specific number for outgoing calls. Clicking a client's phone number in the entity card initiates a call using the number configured in the employee's telephony settings as the default outgoing number.
Hiding phone numbers and e-mail in the Bitrix24 mobile application
The module protects customer contact data within the Bitrix24 mobile application. It hides phone numbers and email addresses in CRM cards, lists, tasks, notifications, and open lines. Flexible settings allow managing application areas, selecting employees and departments, creating white and black lists, and setting separate rules for phones and emails. Compliance with legislation Federal Law No.
Income Media: Phone Number Masking for Bitrix24
The Income Media: Phone Number Hiding for Bitrix24 module restricts employee access to customer contact data and reduces the risk of unauthorized database copying. The solution masks phone numbers in the portal interface while preserving standard CRM and telephony logic. Data masking operates across all key CRM entities: leads, deals, contacts, companies, and open line chats.
Income Media: CRM Security Log and Audit
The CRM Security Log module maintains a complete audit trail of employee actions on system data, helping to detect customer base theft attempts in a timely manner. The component records operations with contacts, deals, leads, and companies: creation, modification with logging of changed fields and their previous and new values, deletion, as well as bulk views and exports.
AitiNebo: Smart Surname, First Name, and Patronymic Autocomplete - your assistant for working with contacts and leads
The Smart Surname, First Name, and Patronymic Autocomplete module simplifies work with contacts and leads. It automatically fills fields and validates input accuracy, reducing errors and saving time during data processing.
AitiNebo: Companies24 - export clients from Yandex.Maps directly to CRM
The Companies24 module for Bitrix24 automatically exports company data from Yandex.Maps directly into your CRM. The tool collects contact information via an interactive map: you select specific areas, and the system extracts data from those zones. Before exporting, the list of found companies can be edited in the side menu. Data is saved as both leads and company entities.
AitiNebo: ColorIf - Card Color Change
The module colors cards in Kanban and list views for entities: leads, deals, contacts, companies, and smart processes. Rule conditions support comparison types: equals, greater than, less than, dates, and empty field checks. Each condition is mapped to a color from a table. Rule priority is determined by index: conditions with a lower index value are applied first.