AI-Agents for Sales Operations working with Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

Update First-Email Status

Update first-email dates while preserving prior outreach.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools
Answer Pipeline Questions

Answer repeated pipeline questions from deal records in team chat.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools
Attach Approved Scope

Attach the exact scope version that passed review to the draft quote.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Works with15 tools
Compare Deal Terms

Record exact deal-to-quote changes for the assigned approver.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Works with27 tools
Published by Approvals Essentials
Annotate Quote Differences

Comment on quote PDFs with differences from approved deal terms.

See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.

Works with18 tools
Compare Quote Totals

Record each revised quote's variance against the approved deal amount.

See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.

Works with18 tools
Fill Company Account Gaps

Fill missing CRM company details and queue disputed facts for review.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Build Sales Lead List

Turn revised target criteria into a ranked list without active accounts.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools
Check Buyer Orders

Clear quote signoffs when buyer orders match current quotes.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools
Enter Prospecting Leads

Check prospect batches and add usable contacts to the sales tracker.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Check lead details and duplicates before adding prospects to the CRM.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Build Prospecting Lists

Add reachable prospects to the CRM without duplicate email contacts.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
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