CRM
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
- Lead: a travelling salesperson opens a LEAD for a prospective customer in Bitrix.
- Offer: the lead is followed by an offer. Partners and items come from PANTHEON, so they are not keyed in by hand.
- PANTHEON: the offer can end up in PANTHEON.
- 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.
Often connected together
Frequently asked questions
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.
Connecting Bitrix24 CRM to PANTHEON?
Tell us what you need to connect or automate. A short call is enough to estimate the solution and cost.
