The CRM world is evolving at lightning speed, and 2024 brought a surge of innovation shaped by what businesses truly need. As CRM providers, we’ve worked closely with clients across industries like production, education, real estate, and medicine. What did they demand most this year? Let’s dive into the top five CRM features that helped them thrive.

1. Offers generation and workflows
Imagine this: you’re managing multiple deals, juggling product details, and trying to whip up professional offers quickly. Sounds stressful, right? That’s why automated offer generation became a must-have feature.

How it works:

• Automatically create offer documents based on product details.
  
• Coordinate team tasks with workflows for approvals and edits.
  
• Keep sales managers on track with automated reminders and customer communication.
  

Offer creation is central to sales but doesn’t directly generate profit. Automating it saves time, cuts costs, and allows teams to focus on closing deals faster.

2. AI-powered recognition for calls and emails
Clients in production, medicine, and B2B services raved about AI tools that handled incoming communications like pros.

What it does:

• Transcribes and summarizes calls, storing them in the CRM for easy reference.
  
• Processes emails to extract details and automatically create new deals.
  

Manual transcription and data entry are time-consuming and prone to errors. AI takes care of these tedious tasks while ensuring critical information—like purchase orders or specifications—doesn’t slip through the cracks. One standout? AI tools that not only analyze calls but provide actionable feedback for sales teams.

3. CRM and website integration
Gone are the days when CRM and website forms were separate islands. In 2024, our clients loved full-blown integration between their CRMs and their websites.

The perks:

• Build CRM-connected pages, like order tracking or enrollment dashboards.
  
• Ensure customer data flows seamlessly between the website and CRM.
  

Customers expect information at their fingertips. These integrations improve the customer experience and eliminate data silos, saving time and improving satisfaction.

4. Payment links for offers and invoices
Speed is everything in sales, and this feature proved it. Adding payment links directly to offers or invoices turned browsers into buyers in record time.

How it works:

• When an offer is accepted, clients can click a link to pay instantly via credit card or PayPal.
  

Striking when the iron is hot makes all the difference. This feature helped clients close deals faster and cater to customers’ instant gratification needs.

5. Advanced reporting for big teams
For clients managing large teams, basic charts just didn’t cut it anymore. Enter advanced reporting tools that delivered clarity and insight at scale.

Features clients loved:

• Customizable dashboards tracking complex KPIs.
  
• Automated reports that align with business models and goals.
  

In production and other industries with teams over 50 people, managing performance and strategy requires more than a spreadsheet. Sophisticated reporting tools helped leaders make informed decisions and keep their operations on point.

From automating workflows to AI-driven insights, these features weren’t just trends—they were solutions to real-world challenges faced by our clients. As 2024 unfolded, one thing became clear: businesses aren’t looking for one-size-fits-all CRMs. They want tools that adapt, integrate, and make their processes smarter and more efficient.

What’s next for CRM? We’re already working on the features our clients will be raving about in 2025. Stay tuned—it’s going to be exciting!

All features listed we did with Bitrix24 CRM. If you are interested or have a questions - contact us.