Leads overview

Author: Stacy Smith

Last update: October 31, 2024.

A lead is one of the basic elements of CRM. It is a potential client for your products or services. Leads are important for companies that work with many customers. If you actively advertise, set up KPIs for the quantity and quality of customers you attract, calculate conversion rates, and have several departments working with customers at once, then you need leads.

In the B2B market, leads are customers with whom your employees have just arranged a first meeting, but they have not sent a commercial offer or made a presentation.
In the B2C market, customers who have called your company can be considered leads.

Check if leads are available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

Lead types

Simple CRM: This mode is suitable for small sales departments. There are no leads, only deals and contacts.
Classic CRM: There are leads, deals, and customers when using this mode.

Learn more about CRM modes in Bitrix24

Leads in Bitrix24

The lead is placed at a certain kanban stage, which indicates a stage of work with the customer. You can decide which stages you need.

Learn more about using the Kanban view in CRM

A lead opens in a special form. It contains fields where you can write any information: company name, contact information, meeting place, and so on.

Learn more about CRM entity form

You can restrict or limit access to view, add, or edit leads for certain users or departments.

Learn more about access permissions in CRM

When a customer becomes real, it's time to convert the lead into a deal.

Learn how to convert leads

Creating leads

There are several ways to create a lead in Bitrix24.

Manually. This method is suitable if a customer comes to your office or you are given a customer's contact information.

Learn how to create a lead in Bitrix24

From social media. Connect various communication channels and social networks to Bitrix24 to receive messages and customer contacts.

Learn more about Contact Center

From mail or telephony. Connect your telephony or rent a number directly in Bitrix24. Integrate your mailbox to process email from customers in a few clicks.

See these topics to learn more:

From a chat or CRM form. Install a widget on your website, connect online chat and CRM forms to it, and communicate with customers online.

By importing your database. If you already have a customer database, upload it to CRM.

Import to Bitrix24 CRM

Reports and analytics

It is important not only to sell a lot, but also to analyze sales. In the CRM Analytics section, you will get full information about employees' sales amounts, the sources from which customers learn about you, and what products they buy most often.

Learn more about CRM Analytics