Sotbit: B2B CRM – wholesale platform with Bitrix24 integration

What this solution does

Sotbit: B2B CRM is a wholesale platform designed to automate operations with corporate clients. The solution provides deep integration with the Bitrix24 ecosystem, synchronizing deal, contact, and task data between systems. The platform specializes in managing wholesale sales, offering tools for handling price lists, complex discount schemes, and individual terms for partners. Integration is implemented through standard data exchange mechanisms with the Bitrix24 platform, creating a unified information space for sales and logistics departments.

Sotbit: B2B CRM is a tool for building a B2B platform connected to Bitrix24. Client work takes place in the Sotbit: B2B Portal Pro interface, where users place orders and monitor document flow. Administration is handled in Bitrix24, where managers process deals and communicate with clients.

The B2B CRM template by Sotbit is a wholesale platform featuring deep integration with the Bitrix24 ecosystem. The solution enables automation of wholesale trade processes by leveraging the CRM system's functionality for customer and deal management. The product is designed to extend the capabilities of existing Bitrix24 installations within the B2B segment.

Sotbit: B2B CRM is a wholesale platform with Bitrix24 integration. The solution is designed to automate wholesale trade processes and synchronize data between systems.

Sotbit: B2B CRM — wholesale platform with Bitrix24 integration. Technical support is available via the cabinet at cabinet.sotbit.ru.

Sotbit: B2B CRM is a wholesale platform integrated with Bitrix24. The solution scales from small sales departments to large corporations and is designed to increase revenue and sales volumes. The platform is particularly effective for the following types of organizations:

Enhance sales department management and control. The B2B CRM system from Sotbit provides tools for effective sales management and monitoring of manager performance.

Increasing the average check. Built-in mechanisms for generating individual commercial proposals allow offering customers products that best match their current needs, thereby increasing the effectiveness of upselling.

The platform drives growth in repeat sales by enabling regular engagement with existing customers, which increases the volume of repeat orders.

Enhanced marketing efficiency. Integrated CRM marketing within the B2B system enables targeting specific audience segments, significantly reducing advertising costs.

Transitioning partners to self-service. With a proper approach and training, a significant portion of partners begins using the system independently.

Sotbit: B2B CRM is a wholesale platform integrated with Bitrix24. The solution reduces customer service costs because most operations are performed by clients independently or through automated CRM processes, significantly lowering operational expenses.

The Sotbit B2B CRM system helps managers reduce the volume of routine tasks, freeing up time to focus on key results.

Increase in customer lifetime value (LTV). Implementing the Sotbit: B2B CRM system enhances customer loyalty and profitability, thereby increasing LTV and ensuring stable revenue.

Sotbit: B2B CRM is a wholesale platform designed to integrate with Bitrix24. The primary objective of implementing this system is to increase product sales volume by at least two times.

Sotbit: B2B CRM is a wholesale platform integrated with Bitrix24. Bitrix24 is the leading CRM system in Russia and the CIS region, offering users a comprehensive set of functional and marketing capabilities.

Quick start. A ready-made CRM system for B2B sales is installed with a few clicks and configured in the shortest possible time, eliminating the need for lengthy and risky custom development.

The solution significantly reduces costs by eliminating the need to develop a proprietary platform from scratch.

A free demo is available to test the B2B CRM system before purchase. This allows evaluation of functionality and reduces risks associated with the acquisition decision.

The CRM system for B2B sales supports integration with 1C in both standard and extended formats, ensuring data synchronization for wholesale trade.

The system is designed for wholesale B2B sales and is delivered as a boxed version. This allows for deep customization and functional enhancements without the risk of losing updates when they are released.

Sotbit offers turnkey implementation of the B2B CRM solution with Bitrix24 integration. The company's dedicated implementation team provides full technical support for the client project throughout all stages.

Free technical support is included. We provide qualified and prompt assistance with platform setup and installation both during the preliminary familiarization stage and for one year after purchase.

Mobile applications for the personal B2B cabinet and integration with Bitrix24 CRM are available in the App Store and Google Play stores.

Sotbit: B2B CRM software and the Bitrix24 platform are included in the registry of domestic software maintained by the Ministry of Digital Development of the Russian Federation. This accreditation confirms compliance with Russian legislation, reduces implementation risks, and ensures project security and reliability.

Sotbit: B2B CRM combines the functionality of the Sotbit: B2B Portal Pro platform and the Bitrix24 system within a single ecosystem.

Sotbit: B2B CRM is a wholesale platform integrated with Bitrix24. The solution consists of two interrelated components.

Client portal for Sotbit: B2B Portal Pro, integrated with Bitrix24. Users can place orders with payment deferral, pay invoices, file claims, request commercial proposals, track document flow, and submit various requests.

Bitrix24 serves as the administrative center of the system. In this environment, managers control organizations, manage deals and documentation, interact with clients, make calls, send emails, and handle other business tasks.

Sotbit: B2B CRM is a wholesale platform with deep integration into Bitrix24. The solution automates sales and customer management processes in the B2B segment using a unified data environment. The system supports configuration of complex interaction scenarios, synchronization of deals and contacts, and provides tools for analyzing wholesale sales efficiency. The platform extends the functionality of the Bitrix24 ecosystem without the need for custom module development.

The client interface in Sotbit: B2B portal Pro is a web interface designed for wholesale clients. The solution provides integration with the Bitrix24 ecosystem, enabling data synchronization between the corporate CRM and the external portal. Users access functionality through standard web browsers without the need to install additional software.

To access a personal B2B cabinet, a counterparty must complete registration by providing personal details and company requisites. The system supports automatic population of requisites based on the tax identification number (INN). If desired, you can enable moderation for registration requests; in this case, access to the B2B cabinet is granted only after approval by your company.

A company manager adds employees to a personal B2B cabinet for collaborative work. A single employee may be assigned to multiple organizations. The platform provides counterparties with a convenient tool for communicating with the supplier, processing supply orders, and managing documents.

A counterparty can independently place an order at any convenient time using a simple and intuitive tabular order form.

The solution includes the Sotbit: Smart Search module. This tool is considered mandatory for online stores operating in the B2C and B2B segments. Its use contributes to higher conversion rates and an increased average order value.

The user can download the price list in Excel format, mark the required items in the file, and upload it back to the website. The system will automatically generate the order based on the uploaded data.

After the order is placed, the system automatically generates a PDF invoice and sends it to the counterparty's email address.

Creating order templates linked to a legal entity simplifies the process for counterparties to place recurring orders.

The complete order history for each counterparty is stored in their dedicated B2B account. Users can access details of previously placed orders at any time and repeat any required order.

The platform includes the Sotbit: Multi-cart module, enabling users to work with multiple carts simultaneously on the site. Partners can add different products to separate carts and create orders for specific deliveries with defined product lists.

The solution includes the 'Sotbit: Individual Prices' module. It allows partners to independently place online orders for the company's product range at personalized rates. The system automatically determines the individual price for each partner and displays it correctly in the B2B platform catalog and shopping cart.

Partners no longer need to contact managers to obtain documents. They can now simply log in to their personal B2B cabinet and download the required files.

Create a full-scale multi-regional project by linking products, contacts, and content to specific regions. Promote your B2B platform in regional search engines through the seamless integration of the 'Sotbit: Multi-regionalism' module.

The 'Sotbit: Commercial Proposals' module provides seamless integration with the Bitrix24 platform. This enables the creation and publication of personalized commercial proposals for counterparties. Documents are displayed in a dedicated section of the user's personal account. Buyers can download the proposal in PDF format or add items from the document to the shopping cart with a single click.

Counterparties can independently generate requests for commercial offers directly through their personal account without involving managers. The system also supports creating price lists and editing them using the built-in editor.

The Sotbit: Claims module provides seamless integration that minimizes conflict situations during communication between counterparties and managers while systematizing the claims handling process. Counterparties can independently file a claim in their personal cabinet and wait for its review without requiring manager involvement.

For each organization, you can create one or multiple contracts with individual terms, including a fixed duration or automatic renewal, payment deferral, and a debt limit. Contract details are displayed in the organization's card and as a widget on the dashboard.

When forming an order, the counterparty selects one of the available contracts, and its details are automatically inserted into the document. If the contract provides for a payment deferral, the system records the current debt amount and starts the term count from the date of goods shipment. After payment is received, the debt is recalculated taking into account the amount paid.

If the current debt under the contract exceeds the established limit, the system blocks the creation of new orders.

The office workspace is built from a panel of blocks and widgets that display key data: order statuses, unpaid invoices, cart contents, subscription details, and other metrics. Users can independently customize the interface by adding or removing widgets and repositioning them using drag-and-drop functionality.

Each counterparty in the personal cabinet is assigned a dedicated manager. You can quickly contact them or request a callback.

Counterparties can send inquiries regarding orders, accounting, and other matters directly to managers. Any created request is automatically routed to the responsible specialists.

Thanks to seamless integration with the Sotbit: Notification Center module, notifications are displayed in the browser window on the website.

Sotbit B2B CRM platform supports PWA technology, enabling counterparties to install the personal cabinet as an app directly from the browser to the smartphone home screen.

The administrative panel for the solution is located directly within the Bitrix24 interface. This provides a unified environment for managing settings and data without the need to switch between separate systems.

In the data management section, managers can update and delete information about organizations and their employees to ensure data accuracy and database integrity. This area allows for the modification of contact details, addresses, and other critical parameters.

The functionality allows checking and approving organizations wishing to register on the portal. This ensures the quality and reliability of partners.

Managers can interact with clients via the built-in online chat, enabling prompt responses to inquiries and maintaining a high level of service.

Adding and removing documents linked to orders and organizations simplifies document management and ensures access to the required information.

Automatic exchange of order data between the Sotbit: B2B Portal Pro and Bitrix24 simplifies order management and reduces the risk of errors.

Sotbit: B2B CRM Pro enables management of deals generated from orders. The system allows tracking the status of each deal and analyzing its effectiveness.

Processing customer complaints and claims created in Sotbit: B2B portal Pro helps improve service quality and customer satisfaction.

The system provides control over prices, stock levels, and product characteristics, ensuring data accuracy and simplifying assortment management.

The platform uses standard data exchange capabilities between Bitrix24 and the 1C system.

The Sotbit: B2B CRM solution includes a module for extended data exchange with 1C. This component significantly expands the standard integration capabilities with the Bitrix24 platform.

The client and administrative parts of the Sotbit: B2B CRM platform operate on computers, tablets, and smartphones.

The client component of Sotbit: B2B CRM is a wholesale platform integrated with Bitrix24. The module enables B2B client operations using the core system infrastructure.

The solution includes a free PWA application. The paid mobile application Sotbit: B2BMobile is purchased separately.

Bitrix24 administrative panel: CRM module

A free mobile application is included in the delivery package for the Bitrix24 platform.

The platform offers a 14-day full demo period with no functional restrictions.

The solution can be installed independently or with the assistance of our free technical support for testing.

Technical support is provided free of charge. Specialists are available to consult on the platform's functional capabilities and its configuration settings.

Online presentation

We can demonstrate the product's capabilities in any popular video service, including Yandex.Telemost, Zoom, Skype, and Google Meet.

The B2B CRM template by Sotbit is a wholesale platform featuring deep integration with the Bitrix24 ecosystem. The solution enables automation of wholesale trade processes by leveraging the CRM system's functionality for customer and deal management. The product is designed to extend the capabilities of existing Bitrix24 installations within the B2B segment.

Sotbit: B2B CRM is a wholesale platform with Bitrix24 integration. The solution is designed to automate wholesale trade processes and synchronize data between systems.

Sotbit: B2B CRM — wholesale platform with Bitrix24 integration. Technical support is available via the cabinet at cabinet.sotbit.ru.

For a project based on “Sotbit: B2B CRM – wholesale platform with Bitrix24 integration”, General iT can perform installation, initial configuration and subsequent adaptation.