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Bitrix24 For Business Automation
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Foundational Strategy Services
Information Architecture
Content Experience & Strategy
Bitrix24 For Business Automation
Custom Application Development
Mobile Application Development
E-commerce Development
Website Development
UI/UX Audit of Site Usability
Website Technical Support
Marketing Automation Services
Search Engine Optimization (SEO)
Content Marketing & Copywriting
Paid Search & PPC Management
Social Media Marketing
Email Marketing Services
Brand Health Research
Analysis of Brand Competitors
Target Audience Analysis
Testing of Design and Concept
Analytics Setup & Data Analysis
Expertise Overview
Digital Transformation
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Retail Digital Transformation
Marketing Automation
Tasks & Projects
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RETAIL DIGITAL TRANSFORMATION
Empowering Modern Retail with Automation, CRM, and Omnichannel Engagement
The retail industry is undergoing a seismic shift. Consumer expectations are rising, shopping behaviors are evolving, and competition—both online and offline—is intensifying. In this new era, retailers must move beyond traditional POS systems and scattered tools. Success now depends on delivering seamless experiences across all touchpoints—physical, digital, and mobile—while optimizing backend operations and customer relationships.
Our Retail Digital Transformation solution, powered by the Bitrix24 ecosystem, is designed to help retailers modernize their operations, improve customer engagement, and unlock real-time business intelligence. From CRM and inventory management to omnichannel marketing and employee coordination, we provide a fully integrated solution to digitally transform your retail business.
BITRIX24 FOR RETAIL
Bitrix24 is a flexible, all-in-one digital workspace that combines CRM, sales tracking, team collaboration, inventory visibility, customer support, and marketing automation into one secure platform. With our customized implementation, Bitrix24 becomes the perfect foundation for retail businesses looking to digitize their processes and deliver exceptional customer experiences.
BITRIX24 FOR RETAIL
Key Capabilities of Our Retail Digital Transformation Solution
1. Customer Relationship Management (CRM)
Track every customer interaction, purchase, and preference in one unified CRM. Whether a customer walks into your store, places an order on your website, or contacts your support team, their journey is recorded and accessible in real time.
Features include:
- Centralized customer profiles with lifetime value tracking
- Segmentation based on buying behavior, interests, and frequency
- Loyalty program integration and reward tracking
- Real-time purchase history synced from POS systems
- Marketing attribution from ad campaigns and referrals
2. Omnichannel Engagement & Marketing Integration
Consumers now interact with brands across multiple channels: Instagram, WhatsApp, websites, marketplaces, and physical locations. Bitrix24 enables full omnichannel integration to ensure you never miss a lead or customer conversation.
Integrated Channels:
- Social media (Facebook, Instagram, LinkedIn)
- WhatsApp & Messenger via Edna.io or Twilio
- SMS & email marketing tools
- Website chatbots and lead capture forms
- Google Ads and Meta Ads for traffic generation
Benefits:
- Unified inbox for all customer communication
- Automated responses and personalized follow-ups
- Audience segmentation for targeted campaigns
- Conversion tracking per channel and campaign
- Retargeting ads based on CRM data
3. Sales & Inventory Tracking
While Bitrix24 is not a traditional POS system, our retail solution
integrates with leading POS and ERP platforms to provide visibility
and control over sales and inventory operations.
You can:
- Sync daily sales from stores and e-commerce platforms
- Track low-stock alerts and auto-replenishment triggers
- Segment products by brand, category, or season
- Generate product performance and revenue reports
- Use barcode scanners and QR-based workflows in-store
4. Workforce Collaboration & Task Management
Managing store staff, back office, and digital teams from a single interface is now possible with Bitrix24’s task and workflow tools.
Features include:
- Staff shift scheduling and notifications
- Internal chat and mobile app for real-time communication
- Task assignment and tracking for stock, merchandising, or events
- Customizable workflows for approvals and escalations
- Employee performance dashboards and KPIs
Perfect for retailers with multiple stores, field teams, or warehouse operations.
5. Customer Support & Service Desk
Provide consistent, high-quality support across all channels. Use CRM-linked tickets, live chat, or a support portal to deliver timely assistance.
Support features:
- Ticketing system linked to customer records
- SLAs and escalations based on an issue type
- WhatsApp-based support options
- FAQs and knowledge base hosting
- Customer feedback collection and satisfaction tracking
SMS and WhatsApp messages can be added into workflows or sent manually based on real-time segmentation.
6. Marketing Automation & Campaign Management
Launch smarter campaigns by automating communication flows, offers, and reminders based on customer behavior and triggers.
Marketing flows include:
- Welcome campaigns for new customers
- Abandoned cart reminders
- Seasonal or clearance campaign scheduling
- Loyalty reward notifications
- Event-driven automations (birthdays, reactivation, post-purchase)
Bitrix24’s marketing center offers a visual automation builder and pre-built templates.
7. Real-Time Analytics and Reporting
Gain deep insights into every aspect of your retail operations through intelligent dashboards and reporting.
Track metrics such as:
- Sales by channel, store, or rep
- Customer lifetime value and retention
- Conversion rates by campaign
- Product performance and stock movement
- Marketing ROI and email click-throughs
Reports can be scheduled and shared automatically with your team or management.
Advanced Modules for Retail USE CASES
Click & Collect
Allow customers to reserve items online and pick them up at the nearest store. Bitrix24 automates notification flows and pickup logistics.
Franchise & Multi-Store Coordination
Manage multiple locations or franchise branches with centralized CRM data, unified reporting, and local user permissions.
Vendor and Supplier CRM
Track and manage supplier relationships, order timelines, product quality, and purchase agreements using Bitrix24’s contact center and workflow tools.
Event-Driven Sales Promotions
Use Bitrix24’s calendar and automation to trigger promotions around events, holidays, or inventory surpluses with instant messaging to your audience.
INTEGRATION CAPABILITIES
Our Retail Digital Transformation Solution seamlessly integrates with:
- POS systems like Vend, Lightspeed, Shopify POS
- E-commerce platforms like Shopify, WooCommerce, Magento
- Payment gateways (PayTabs, Stripe, Razorpay)
- WhatsApp Business and SMS gateways
- Google Ads and Facebook Ads APIs
- ERPs and accounting software (optional)
- Loyalty platforms and coupon engines
DEPLOYMENT OPTIONS
DEPLOYMENT OPTIONS
