Setting up repeat business in Bitrix24 CRM

Setting Up Repeat Deals in Bitrix24 CRM

A repeat deal in Bitrix24 is a deal automatically created for an existing client after the previous deal is closed. The mechanism addresses retention and follow-up: the system itself prompts when re-engagement is needed, so managers do not have to track it manually.

How Repeat Deals Work

In Bitrix24, repeat deals use a dedicated funnel with special behavior. When a deal is won in the main funnel, the system can automatically create a deal in the «Repeat Sales» funnel for the same contact or company. The trigger is time-based: X days after closing.

Configuration: CRM → Deals → Pipeline Settings → Repeat Deals.

Parameters:

• How many days after closing to create the repeat deal
• Which funnel to place it in
• Which stage to assign
• Who to assign it to (same responsible party or by distribution rule)

Configuring the Repeat Deals Funnel

The repeat deals funnel differs from a standard one: it has a special type (CATEGORY_TYPE = 'REPEATED'). The funnel stages reflect the workflow for a warm client:

[New Repeat] → [Needs Analysis] → [Proposal Sent] → [Negotiation] → [Won/Lost]

Robots — automated actions triggered when a deal reaches a stage — are configured for each stage.

Automation via Robots

Robots in the repeat deals funnel are the primary tool for working with the existing customer base. A typical scenario:

When a repeat deal is created:

1. Notification to the manager in Bitrix24 chat
2. Task «Call the client» with a deadline in 1 day
3. Email to the client (if segmentation permits)

At the «Needs Analysis» stage:

1. Task «Review order history»
2. Notification to the supervisor after 3 days of inactivity

On loss:

1. Create a task «Find out the reason for refusal»
2. Postpone the next repeat deal by 60 days

Programmatic Management via REST API

Creating a repeat deal manually or on a custom trigger:

// Get the last deal for the client
BX24.callMethod('crm.deal.list', {
    filter: { CONTACT_ID: contactId, STAGE_SEMANTIC_ID: 'S' }, // S = successfully closed
    order: { CLOSEDATE: 'DESC' },
    select: ['ID', 'CONTACT_ID', 'COMPANY_ID', 'ASSIGNED_BY_ID'],
    start: 0,
}, result => {
    const lastDeal = result.data()[0];
    if (!lastDeal) return;

    // Create the repeat deal
    BX24.callMethod('crm.deal.add', {
        fields: {
            TITLE: 'Repeat Sale — ' + new Date().toLocaleDateString('en'),
            CONTACT_ID: lastDeal.CONTACT_ID,
            COMPANY_ID: lastDeal.COMPANY_ID,
            ASSIGNED_BY_ID: lastDeal.ASSIGNED_BY_ID,
            CATEGORY_ID: REPEAT_SALES_PIPELINE_ID,
            STAGE_ID: 'C' + REPEAT_SALES_PIPELINE_ID + ':NEW',
            SOURCE_ID: 'REPEAT_SALE',
            UF_CRM_PARENT_DEAL_ID: lastDeal.ID,
        }
    });
});

Repeat Sales Analytics

Key metrics for repeat deals are available in CRM → Analytics → Sales Funnel with the repeat deals funnel selected. Additionally via REST:

// Repeat deal conversion by manager
BX24.callMethod('crm.deal.list', {
    filter: { CATEGORY_ID: REPEAT_SALES_PIPELINE_ID },
    select: ['ID', 'STAGE_SEMANTIC_ID', 'ASSIGNED_BY_ID', 'CLOSEDATE'],
});

Timeline