SalesAutomation
Find stuck deals in the CRM and follow up
The agent finds Bitrix24 deals with no tasks or activity, groups them by manager and reminds about each — deals stop hanging unattended.
Starter prompt
Show deals stuck for more than 7 days
Copy the prompt or open it straight in a chat with the agent.
Open in chatHow the agent does it
1
Connect your CRM
The agent checks every open deal: tasks, activity, date of last touch.
2
The agent finds the stuck ones
Deals with no task or no movement past the threshold — with amount and stage.
3
Reminders go out
Every manager gets their list of stalled deals with a suggested next step.
What you'll need
Битрикс24