Template "Legal services" by Alaio, inc

Product

CRM Manage sales and clients effortlessly

Sales management Manage leads, deals, contacts, pipelines, access permissions & roles

Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email

Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents

Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store

Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards

Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips

Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages

Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API

CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals

Tasks & Projects

Tasks & Projects Get work done easier & faster

Task management Choose between Kanban board, Gantt chart, Scrum, task list

Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode

API & integrations Connect your tasks to other services via API integration for advanced task automation

Project management Use projects, workgroups, project planning, roles, access permissions

Employee performance Get productive with task reports, workload management, task efficiency & KPI

Mobile tasks Task creation, task tracking, notifications, comments, chat on the go

Project collaboration Work faster with chat, video calls, comments, file storage, documents, external users, task templates

Automation Save time with automatic task creation and workflow automation

CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments

Collaboration

Collaboration Power up your teamwork

Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements

Online documents & file storage Store, share and edit documents online easily with co-workers using company drive

Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects

Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds

Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync

Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere

CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more

Sites & Stores

Sites & Stores Create websites that sell

Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites

Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram

Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields

Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration

Online store Maximize ecommerce with inventory management, order processing, delivery and online payments

Mobile sites & online stores Responsive design, online orders, client management in your pocket

Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests

Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration

CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation

HR & Automation

HR & Automation Optimize workflows & manage HR data

Employee management Use employee profiles, company structure, access permissions, Active Directory

Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications

Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go

Work management Track employee performance with KPI, work reports, supervisor view

Internal communications Communicate via video announcements, memos, public and private chats

CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation

Information management Work with knowledge bases, online documents, file storage, access permissions

MCP server Connect external AI tools to Bitrix24 and run secure workspace actions

Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation

CoPilot

CoPilot Your AI-powered assistant in Bitrix24

CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals

CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments

CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more

CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation

CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation

CoPilot in Video Calls AI-powered call transcription, analysis, summary, and recommendations

Vibecode

Vibecode From idea to app – in just one prompt

Platform overview Discover the building blocks that make up the Vibecode platform

Ready-made solutions See what you can build with Bitrix24 Vibecode based on our templates

Use cases Explore real-life applications and see how vibe coding empowers businesses

Bots Build AI-powered bots that work where your team already works

AI agents Create an autonomous AI teammate that learns and gets tasks done

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IT

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Legal CRM

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Goal

Productivity

Communication

Mobility

Management & leadership

Tool

Telephony

CRM

Calendars

Contact center

Tasks & projects

Website builder

Role

Marketing

HR

Project management

Customer service

Business size

Solo entrepreneur

Small business

Enterprise

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Real estate

Stores & eCommerce

IT

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Healthcare

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Goal

Productivity

Communication

Mobility

Management & leadership

Tool

Telephony

CRM

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Contact center

Tasks & projects

Website builder

Role

Marketing

HR

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Customer service

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Integrations

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Tasks: completion time

Zapier for CRM

Frameworks integration: Laravel, Symfony, Yii, RoR, etc

LexOffice Integration

Sales & CRM

SarasChatBot

Dependent fields

Extractor

Zalo OA Integration with Bitrix

Marketing

Integration with SendPulse

RESALA

UMNICO: WhatsApp, Telegram, WhatsApp Business API, and Social Media

WhatsApp API Connector Gupshup

Tasks & Projects

Tasks: assignee and department involvement

Project Health

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