Bitrix24 North Star version: what you need to know about it

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Bitrix24 North Star or “Guiding Star” was the version of the platform released in November 2022.

The name was inspired by the platform's goal, which is to guide customers and partners to go further using the updates that are released. The metaphor of the guiding star came to show that the updates and new products launched will guide users even in the most difficult moments.

The new features brought by the platform ranged from design, to important updates in CRM , new mobile tasks, and even the new product, Bitrix24 Sign (in Beta version).

Continue reading the article to find out first-hand what’s new and understand how it can help your business!

Changes in Bitrix24 CRM
Bitrix24 CRM is known worldwide for being one of the most complete on the market. With over 10 million companies using the platform on a daily basis, with CRM being the most popular module among them, one thing is for sure: these new features were highly anticipated!

Discover the updates to the module that helps thousands of people increase sales and manage customers more efficiently:

Bitrix24 CRM Mobile
This was one of the main updates, as it was highly anticipated by companies that need to use CRM in their mobile apps. This is because many of them were having difficulty with the previously released versions, where the module worked well for conversations, but the other functions left something to be desired.

From North Star, virtually all desktop functionality is in the palm of your hand: card views, field requirements, session organization, access to sales pipeline and much more!

All the improvements are making the mobile version increasingly closer to the usability we have on the desktop, which mainly helps companies that have salespeople in the field.

Mobile phone image with example of Bitrix24 CRM application screen
Bitrix24.CRM Mobile allows users to access important information on desktop and smartphone. | ​​Source: bitrix24.com
See some features that the platform brought to the mobile version from North Star onwards:

Creating custom fields in a CRM entity;
Create and change sales pipelines;
Edit sales funnel stages ;
Create sales tunnels between pipelines;
Receiving calls from the customer (for this, external telephony must be enabled);
Tracking the history and activities of a deal on the Timeline (including listening to recorded calls and editing the deal on the go, with the possibility of filling in fields, editing steps and much more);
New focus mode (which we'll talk about later), where businesses with recent activity are shown at the top of the list.
From this version onwards, all users have easy access to CRM via smartphone, simplifying the work of both those who work on the street and need customer information at hand, as well as leaders who can manage sales representatives, wherever and whenever they are.

Proactive CRM in Bitrix24 North Star version
The idea behind proactive CRM is to help sales teams sell by performing their daily tasks in a more optimized way. The concept behind proactive CRM is that the platform reminds users of scheduled and unfinished activities, encouraging them to take action.

Computer screen with an example of proactive CRM functionality of the Bitrix24 platform
Proactive CRM | Source: bitrix24.com
The idea is to help the team as a whole in a more proactive way, ensuring that no lead or customer is left without a next activity in the pipeline. Proof of this is that this action not only helps salespeople, but also sales bahrain telemarketing data managers, who can monitor more closely and know when a contact is being neglected.

Another highlight is the Focus Mode , which allows users to differentiate within the kanban view when an activity is inbound or outbound.

For example: the salesperson receives a message via WhatsApp through the customer's open channel, contacting the company; this is an inbound activity. In the activity where it is the salesperson who calls the customer, it is counted as an outbound activity, therefore, it is an outbound activity.

In previous versions, whether via pipeline or list, it was not possible to know if there were subsequent activities, such as a missed call or new email, for example. Therefore, proactive CRM came to fill this gap, helping salespeople and managers to achieve greater agility and proactivity.

Everyone who sells a product or service benefits from these new features, especially companies that work with higher ticket sizes and longer sales cycles. This is because having an opportunity forgotten has a huge impact on the business, due to the lack of proximity in the process.

Mobile Tasks in Bitrix24
Usability improvements within the tasks module in the mobile version! From the creation, editing, field selection, and other functionality, everything has become much more intuitive.

Mobile screen with example of Tasks and Projects application in Bitrix24
Create tasks and optimize team deliveries with Bitrix24 Mobile Tasks | Source: bitrix24.com
The update helps users work better as a team, optimizing the completion of tasks on time, bringing more productivity. Project managers and administrators also benefit, as they can control and coordinate projects more easily.

Check out some improvements:

Quick task creation from your smartphone;
Communication within a task, where new comments are highlighted for better visibility;
Task focus mode: when a new comment is added, the task is placed at the top of the list;
New improved design with optimized interface in tasks.
Changes in the Bitrix24 catalog
To help companies organize their work with products and services, Bitrix24 CRM has a product catalog as a tool. There, you can create products, configure parameters, add variants, and much more!

The Bitrix24 North Star version of the platform has brought important changes for those who use the catalog in their business. See below:

Catalog access permissions
Until recently, there was no specific permission for access to the product registration area on the platform.

From North Star onwards, permissions have been extended to the inventory and product areas. You can now determine the level of access that collaborators have within the catalog. In other words, you can define who has permission to create new products, edit existing products, edit prices, apply discounts, and more.

Additionally, an area was included for the company's suppliers, an important function for those who work with products and need to enter this type of information.

Access permissions in the Bitrix24 Catalog can be used to:

Prevent certain users from creating and editing products/prices and applying discounts;
Easily configure access permissions for different user categories (sales representatives, sales managers, people who manage inventory, among others);
Create your own categories with a defined number of access permissions;
Prevent certain users from viewing wholesale prices;
Restrict a user's access to only the inventory they work on.