Top Free CRM with Document Management – Bitrix24 Review
First thing I love about Bitrix24 is that you are given two options - use (free) online cloud document management service or host it on your own server (the self-hosted version of Bitrix24 comes with API and source code). I’ve heard anecdotes that after the Snowden scandal some German companies stop working with vendors who store their data in American cloud. But there are other reasons why having an option to migrate from cloud to your own server any time you want is a good idea, especially when it comes to document management. For example, Salesforce recently shut down Do.com, which is or rather was cloud only. Do.com clients are now forced to move to other solutions, even if they were 100% happy with Do. Second, if you pay for cloud service, you are forced to do it every month, while self-hosted solutions are typically come with one lifetime payment (updates might cost extra). Finally, when you store data on your server – you control it 100%.
Second thing I love about Bitrix24 document management is version history (aka version control) for documents. This is very important in every system that has online multiuser editing. As more and more people change the document, you want to make sure you can always roll back, especially since it’s not uncommon to delete entire document or replace text with nothing. Network Drive Mapping is another essential feature that doesn’t typically show up in CRM systems with doc management. It means that you can map a single document library or all of your document libraries to a network drive on your local machine literally in 2 clicks using WebDav, so whether you use Windows, Mac OS, or Linux, you will be able to see the documents in the CRM or intranet locally through your file manager.
free Dropbox alternative for working with your CRM documents. Records management, on the other hand, is worthy of explaining.
Bitrix24 records management is excellent for that.
also very cool (in other CRM systems this is oftentimes called workflow management). You can use them to automatically assign leads based on where they come from or the deal amount. Business processes can be used for document approvals – for example, each proposal is sent to supervisor for approval first. Another scenario is when a deal has reached a certain stage in a CRM it automatically creates a task for another employee – create a contract draft (for your counsel) or create purchase order (accounting) or start/stop sending emails to the prospect because certain rule has been triggered (more about total email management in Bitrix24 CRM here).
a free mobile CRM that lets you access files as well. Mobile document management in Bitrix24 mobile app is not identical to the cloud or self-hosted editions. For example, you can issue and send invoices from your mobile or iPad, and you can view documents, but multiuser editing on mobile devices is absent.
CRM activity stream, project management, video conferencing, HelpDesk and HR tools. Not all things run smoothly and some features can be quite confusing, but if you want CRM that works with documents seamlessly, you absolutely should give Bitrix24 a try.