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Agency sales

Department tool: Agent Portal

A partner portal on top of Bitrix24

Product · Agent Portal

Partner sales without a second CRM

The agent registers a client in the portal, and the manager keeps working in the familiar Bitrix24. Statuses, owners and changes flow back to the portal automatically.

typical registration period: 30 days; typical registration period
backup sync: 5 minutes; backup sync

Client check the moment a registration is sent: phone numbers and email
One registration, one deal in Bitrix24
Bitrix24 stays the single source of truth
Configurable registration period; the agent sees when it is about to expire
Project materials, documents and the stacking plan without asking a manager

Deal status updated from Bitrix24

Agent Portal

New registration

Phone: +7 900 000-00-00
Extra phone: +7 900 000-00-01
Email: client@example.ru
Project: Development, Building 1

Checked on submit against Bitrix24 contacts and deals. Choose what it finds:

Registration period: 30 days Deal created

Key scenario

The check runs when a registration is sent

There is no separate “check client” button. The portal looks the client up by primary and additional phone numbers and email, finds their contacts and deals in Bitrix24 and applies the developer's rules.

Agent
The client's phone, email and project.
Portal
Registration and the developer's rules.
Check
The client's contacts and deals.
Bitrix24
Deal and manager. The status goes back to the agent.

What happens after the check

01
Client is available
A working deal is created.
02
Client is already with your agency
The agent sees the current owner and context.
03
Client is with another agency
A rejected registration is created and stays in the process.
04
The sales team owns the client
The context stays in Bitrix24.

The admin can also take leads and recently closed deals into account.

Bitrix24 at the center

A convenient interface for agents, a familiar CRM for the sales team

The portal does not replace Bitrix24. The manager keeps working the deal in the CRM, while stages, owners and changes flow back to the portal automatically.

One registration, one deal
Every registration is linked to its own deal in Bitrix24. Even when the client is taken, the CRM keeps a rejected registration and managers get a message in Bitrix24 chat.
No request gets lost
If Bitrix24 is temporarily unavailable, the portal saves the registration with an error status instead of silently losing it.
Ownership by registration history
Which agent and agency a client belongs to is decided by the portal's own registration database, not only by the owner in the CRM.

Sync

Deal changes arrive almost instantly. A backup sync every 5 minutes and a periodic full reconciliation catch any event that did not get through.

Periods and statuses

The agent sees in advance when a registration is about to expire

The period is set in the admin panel. The agent sees the “Expiring soon” and “Expired” states. Restoring a registration reuses the same deal and rechecks that the client is unique.

typical registration period: 30 days; typical registration period
backup sync with Bitrix24: 5 minutes; backup sync with Bitrix24
one registration, one deal: 1 = 1; one registration, one deal