Toco Solution
Toco Solution

Bitrix24 for Retail

Bitrix24 is an all-in- one platform designed to address the key challenges of retail companies: managing sales across mul tiple channels, handling customer inquiries, coordinating store and online operations, and maintaining clear visibility into orders and sales performance — all in one system.

Key Challenges in Retail and How Bitrix24 Solves Them

Fragmented leads and communication = missed opportunities and delays

  1. Bitrix24 Tools

    CRM, CRM Forms, Sales Center, Contact Center / Open Channels, Mobile App, Callback Widget

  2. Practical Outcome :

    All customer inquiries are automatically captured and centralized in the CRM, ensuring no leads are missed and enabling faster responses.

Lack of visibility into orders and sales activities

  1. Bitrix24 Tools

    Sales Pipelines, Kanban, Sales Tunnels, Sales Intelligence, CRM forms for orders, Website builder

  2. Practical Outcome :

    Managers can track all orders and sales activities in real time within a single system, with clear deadlines, ensuring timely fulfillment and reducing errors.

Manual handling of orders, documents, and approvals

  1. Bitrix24 Tools

    Online Documents, Document Templates in CRM, Automation, Approvals, E-Signature, CoPilot in CRM

  2. Practical Outcome :

    Orders, documents, and approvals are managed digitally, minimizing human errors, speeding up processing, and ensuring full visibility.

Poor coordination between retail teams and management

  1. Bitrix24 Tools

    Chats, Tasks, Workgroups and projects, Calendars, SPA, Work Reports, Bitrix24 Sync

  2. Practical Outcome :

    Retail teams and management stay aligned with clear tasks, responsibilities, and timelines, boosting operational efficiency and ensuring accurate execution.

Inventory and stock management is fragmented, leading to stockouts, overstocking, and delayed order fulfillment

  1. Bitrix24 Tools

    Sales plan, Product catalogue, Inventory management, Tasks in CRM, Notifications, Flows, AI-assisted repeat sales in CRM, Gantt Chart

  2. Practical Outcome :

    Centralized inventory management with automated work flows and alerts: no stockouts, optimized inventory levels, and on-time deliveries.

Limited data for sales analysis and decision-making

  1. Bitrix24 Tools

    E-mail and Link tracking, CRM Analytics, BI Analytics in Bitrix24, BI Builder

  2. Practical Outcome :

    Centralized data and real-time analytics give clear visibility into performance, sales, and stock , while tracking marketing effectiveness — enabling better decisions and more accurate forecasting.

Key Value for Retail Companies

  • A single system for sales, customer communication, orders, and operations
  • Better control of customer inquiries and more consistent service
  • Improved coordination between store and online teams
  • Clear visibility into sales performance
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