Bitrix24 Sales Generator Setup: Segments, Robots, Reactivation

Your CRM holds 2,000 clients who purchased once and never returned. Managers focus only on new leads — repeat sales are ignored. You know that a repeat sale costs about $20 to close, while a new client costs $100 — five times more. But you lack a systematic tool. The Bitrix24 Sales Generator solves exactly this: it automatically creates repeat deals and leads from your existing base. Our Sales Generator setup includes segment creation and robot configuration. Based on our data, automating repeat sales boosts revenue by 30–40% within the first three months. We have configured dozens of such generators — here's what we learned.

How the Sales Generator Works

The Sales Generator is a built-in CRM marketing tool within Bitrix24. It takes a client segment and creates a new deal (or lead) for each client, assigning a responsible manager. Essentially, it automatically generates re-engagement opportunities without manual effort. Important: the Generator does not send mailings. Its job is to create CRM entities so managers can start working with the client.

For more details, see Bitrix24 official documentation.

Segments: Who to Sell to Again?

Configuring the Generator

The Generator is launched from CRM → CRM Marketing → Repeat Sales Generator. Steps:

1. Select segment — choose your prepared client segment.
2. Entity type — new deal or new lead. Use deals for active clients, leads for dormant ones.
3. Pipeline and stage — which pipeline and starting stage for the new entity.
4. Responsible — current client manager, specific employee, or round-robin assignment.
5. Schedule — one-time run or periodic (e.g., monthly, quarterly).

Typical setup cost ranges from $500 to $1500 depending on complexity.

How to Set Up Robots for Generated Deals?

On the stage where generated deals land, be sure to configure robots. Example: a task for the manager 'Call client within an hour', a reminder, a template email with an offer. The Generator creates the deal — the robot kicks off the process. Without robots, deals simply stall: according to our statistics, the effectiveness of the Generator without automatic actions drops by 60%.

Why the Sales Generator Beats Regular Mailings?

Mailings (email/SMS) are one-way communication. The Generator creates a deal with a responsible manager who personally contacts the client. Conversion to a repeat sale with personal contact is 3–5 times higher than with an automated mailing. Additionally, the Generator is 4 times more effective than manual follow-ups based on our data. It does not require email queue setup and avoids spam filters.

Typical Setup Mistakes

• Duplicates. If a client already has an active deal, the Generator will create another. Check your segment before launch — exclude clients with open deals (deal duplicate prevention).
• Manager overload. 500 new deals in one launch — a manager cannot handle that. Split the segment into batches (e.g., 50 deals) or distribute among employees.
• Missing robot integration. Without robots, the Generator's effectiveness plummets — deals stay untouched.

Turnkey Setup Process

What's Included

After setup, you receive:

• Access to the configured Generator and segments.
• Team training (1–2 hours).
• Instructions on working with the Generator.
• Two weeks of post-launch support.

Contact us to evaluate your project — we'll calculate timelines and cost individually. Get a consultation on repeat sales automation.

Order Sales Generator setup — start generating revenue from your dormant base.

How a corporate portal on Bitrix24 solves the problem of information chaos?

Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.

We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).

What does the portal offer in daily work and why is it better than messengers?

In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.

Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.

Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.

Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.

HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.

Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.

Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.

How does integration with 1C and Active Directory accelerate HR management?

Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.

Types of corporate portals and key integrations

Additional integrations that deliver real value:

• Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
• IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
• Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
• EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.

Security and compliance with Federal Law 152‑FZ

The portal contains personal data, financial reports, strategic plans. We guarantee protection:

• role model via CGroup and section‑level permissions;
• two‑factor authentication (OTP, Yandex.Key, SMS);
• audit of all actions (b_event_log);
• TLS encryption for transmission and disk encryption;
• full compliance with Federal Law No. 152‑FZ "On Personal Data".

How is implementation carried out? Step‑by‑step plan

1. Audit — we record current processes, measure time losses.
2. Design — choose portal type, plan integrations.
3. Implementation — configure business processes, permissions, interface.
4. Test — pilot group tests scenarios, we fix issues.
5. Launch — connect all employees, train, hand over documentation.

What you receive after implementation

• Project documentation: architecture, integration scheme, business process diagrams.
• Configured portal with all integrations (1C, AD, telephony, EDI).
• Business process descriptions and instructions for administrators and users.
• 30 days of technical support after launch.
• Access to our knowledge base and migration scripts.

Post‑launch support: how to prevent the portal from becoming obsolete

After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.

Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.

Order a turnkey corporate portal implementation

Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.