Case Study: Bitrix24 filters CRM requests and reduces clutter with CallGear

Bitrix24 filters transferred requests to reduce CRM clutter with CallGear

The customer, Bitrix24, faced the challenge of its CRM becoming cluttered with non-sales-related calls and contacts, such as those directed to logistics or after-sales departments. This created the need for manual cleanup. To address this, Bitrix24 utilized CallGear's integration and call scenario operations to filter incoming requests.

CallGear implemented a solution that allowed Bitrix24 to define and customize filtering parameters for different request types. By setting conditions based on factors like the virtual number, advertising campaign, or the specific scenario operation a call passed through, Bitrix24 could prevent unwanted deals from being created in its CRM. This maintained a unified company phone number as a single entry point while ensuring the CRM contained only relevant, sales-focused interactions.

Bitrix24