# Bitrix24 CRM and PANTHEON ERP

> Bitrix24 is a platform that combines CRM, tasks and projects, communication and a contact center in one tool. Ars Pantheon is a Bitrix24 partner. We help you roll it out and connect Bitrix24 to PANTHEON ERP, so your sales team sees ERP data in the CRM.

## What Bitrix24 offers

- **CRM** — collecting enquiries from web forms, chat, calls and social networks, scoring and automatic assignment to sales reps.
- **Tasks and projects** — Kanban boards, Gantt charts, templates and automation of recurring tasks.
- **Communication** — video calls and conferences, private and group chat.
- **Contact center** — helpdesk, chatbots and VoIP telephony.
- **Time tracking** — start, break and end of the working day in the app.

## From lead to offer

1. **Lead:** a travelling salesperson opens a LEAD for a prospective customer in Bitrix.
2. **Offer:** the lead is followed by an offer. **Partners and items** come from PANTHEON, so they are not keyed in by hand.
3. **PANTHEON:** the offer can end up in PANTHEON.
4. **Customer financial status:** salespeople in Bitrix can also get the customer’s financial status from PANTHEON, so they know to whom it pays to offer and on what terms.

## Connecting with PANTHEON

The integration makes the CRM and the ERP share the same customer data. For now we transfer **partners** and **orders**, and it is also possible to transfer **items**, **customer financial status**, **invoices** and other data. We agree the exact scope based on your sales process.

## Key points

- Partners (customers) ↔ Bitrix24 and PANTHEON
- Orders ↔ Bitrix24 and PANTHEON
- By agreement: items, customer financial status, invoices

## FAQ

### Can Bitrix24 be tried before buying?

Yes. Bitrix24 offers a free trial period, and we help you with the initial set-up.

### What is transferred between Bitrix24 and PANTHEON?

Partners and items come from PANTHEON into Bitrix24, and the offer can end up in PANTHEON. A salesperson in Bitrix can also be shown the customer’s financial status. By agreement, invoices and other data can be transferred as well.

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Source: https://www.pantheon.hr/en/integrations/bitrix24/
Ars Pantheon — Datalab Premium Partner for PANTHEON ERP in Croatia