Retail and distribution

A retail CRM: customers, orders and stock in one tool

Stores, online sales, distribution, showrooms: your customers reach you through several channels, your orders pass between several teams and your stock must stay accurate.

Bitrix24 brings together customer enquiries, orders, documents, inventory and sales analytics. MonCRM adapts it to your organisation.

Retailer surrounded by online and mobile sales screens

The problem

What costs retailers sales

A customer asks a question on Instagram, calls the store, then orders online: without a shared history, nobody knows who answered or what was promised.

Behind the scenes, orders are approved by hand, stock is tracked in separate files and stockouts are discovered at delivery time.

Your challenges

Retail challenges and how Bitrix24 solves them

  1. 01 The problem

    Fragmented customer enquiries

    Without a single view, enquiries go unanswered and sales are lost or delayed.

    With Bitrix24

    Every enquiry in one CRM

    Every enquiry is captured automatically in the CRM: none is missed and responses are faster.

    • CRM
    • CRM Forms
    • Sales Center
    • Open Channels
    • Callback widget
  2. 02 The problem

    Little visibility into orders

    Hard to track orders and sales activity, meet deadlines and avoid errors.

    With Bitrix24

    Orders tracked in real time

    Managers track all orders and sales in one tool, with clear deadlines.

    • Sales pipelines
    • Kanban
    • Sales Tunnels
    • Sales Intelligence
    • Website builder
  3. 03 The problem

    Orders, documents and approvals handled by hand

    Purchase orders, invoices and approvals by e-mail: errors and slow processing.

    With Bitrix24

    Orders processed digitally

    Digital orders, documents and approvals: fewer errors, faster processing and full visibility.

    • Document Templates in CRM
    • Automation
    • Approvals
    • E-Signature
    • CoPilot in CRM
  4. 04 The problem

    Teams and management out of sync

    Between stores, online sales, logistics and management, instructions get lost and execution varies.

    With Bitrix24

    Clear roles and deadlines

    Teams and management aligned on clear tasks, responsibilities and timelines.

    • Chats
    • Tasks
    • Workgroups and projects
    • Calendars
    • Work Reports
  5. 05 The problem

    Stock managed in several files

    Stockouts, overstock and late deliveries for lack of an overall inventory view.

    With Bitrix24

    Centralised inventory

    Stock tracked in one place, with alerts and automation: fewer stockouts, optimised levels and on-time deliveries.

    • Inventory management
    • Product catalogue
    • Sales plan
    • AI-assisted repeat sales
    • Notifications
  6. 06 The problem

    Limited data for decisions

    Without reliable figures, it is hard to analyse sales, measure marketing and forecast.

    With Bitrix24

    Data-driven decisions

    Sales, stock and marketing effectiveness visible in real time, for better decisions and more accurate forecasts.

    • CRM Analytics
    • BI Builder
    • E-mail and link tracking

What you gain

More control over sales and operations

  • One system for sales, customer communication, orders and operations.
  • More consistent service: every customer enquiry is tracked and handled.
  • Better coordination between store and online teams.
  • Clear visibility into sales performance.

Without multiplying tools, Bitrix24 brings customer communication, sales and operations together, from the first enquiry to delivery and after-sales. The result: more control, more predictable forecasts and better profitability.

How we work

Rolling out Bitrix24 in your company

  1. Scoping

    Your sales channels, the order journey, stock and warehouse management, and the KPIs management tracks.

  2. Configuration

    Product catalogue and inventory, order pipelines, document templates, approval workflows, stock alerts and automatic follow-ups.

  3. Connecting channels and tools

    Website, social media, WhatsApp, telephony, and your software (POS, ERP, e-commerce) through the API or n8n.

  4. Training and follow-up

    Training for sales staff, logistics teams and managers, then KPI reviews.

Retail CRM: frequently asked questions

Can Bitrix24 manage our stock?

Yes. The inventory module tracks receipts, issues and transfers between warehouses, and updates quantities with each sale. Alerts flag products that need restocking.

Can we connect our online store?

Bitrix24 lets you build an online store linked to the CRM. An existing store can be connected through the REST API or n8n, depending on the platform.

How does Bitrix24 help with customer loyalty?

AI-assisted repeat sales identify customers to re-engage and automatically create the matching opportunities. Targeted e-mail campaigns and messages complete the picture.

Does Bitrix24 replace our POS or ERP?

No, it complements them: Bitrix24 handles customer relations, orders and team coordination, and exchanges data with your existing software through the API.

Where is our data hosted?

With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.

Running stores or a distribution business?

Walk us through an order, and we will show you how Bitrix24 would track it, from enquiry to delivery.

MonCRM advisor wearing a headset, ready to help