Bit CRM Madrugador
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Un visitante del sitio web puede hacer una pregunta, solicitar un presupuesto, reservar una llamada o enviar sus datos. Ese contacto importa, pero aún no es una oportunidad de venta gestionada. El negocio aún necesita registrar la consulta, asignar el seguimiento, calificar la necesidad, calcular la oferta y rastrear el resultado.
Bit Assist hace que el primer paso sea más fácil. Su widget multicanal ofrece aplicaciones de mensajería, servicios de chat en vivo, formularios de contacto personalizados, preguntas frecuentes, una base de conocimientos, búsqueda de WordPress, botones de reserva y otros canales útiles en un solo lugar. Su formulario de contacto puede recopilar información estructurada de clientes potenciales desde cualquier página.
Bit CRM gestiona lo que viene después. Es un CRM de WordPress centrado en ventas para organizar clientes potenciales, contactos, empresas, acuerdos, productos, facturas, pagos, comunicación, actividades, flujos de trabajo, acceso del equipo y acceso del cliente.
Bit Flows o Bit Integrations pueden incorporar los formularios enviados a través de Bit Assist al proceso del CRM, creando así una vía práctica desde la interacción en la página web hasta el trabajo de ventas organizado.
Bit Assist ayuda a los visitantes a ponerse en contacto con una empresa a través de su canal preferido. Su formulario personalizado permite recopilar nombres, direcciones de correo electrónico, mensajes, archivos, valoraciones y otra información seleccionada.
Bit CRM convierte las consultas adecuadas en registros de ventas estructurados. Proporciona seis módulos conectados para Clientes potenciales, Contactos, Empresas, Oportunidades, Productos y Facturas. También incluye tareas, llamadas, reuniones, historial de correo electrónico, notas, archivos adjuntos, enlaces, líneas de tiempo, etiquetas, campos personalizados, flujos de trabajo nativos, sincronización con WooCommerce, pagos de facturas, permisos de equipo, un portal de clientes, soporte multidivisa, herramientas de datos, informes y un servidor MCP con 57 herramientas.
Bit Integrations puede enviar datos de Bit Assist asignados a una acción de Bit CRM. Bit Flows puede supervisar un envío, redirigirlo, crear el registro de CRM correspondiente y continuar con otras acciones.
La comunicación a través de la página web y la gestión de ventas abarcan diferentes etapas del mismo recorrido del cliente. Bit Assist permite al visitante abrir un widget flotante sin salir de la página. Puede elegir entre WhatsApp, Messenger, Telegram, un servicio de chat en directo, una opción de reserva o un formulario personalizado. Las preguntas frecuentes, la base de conocimientos y la búsqueda de WordPress pueden responder primero a las dudas más habituales.
Bit Assist puede almacenar las respuestas de los formularios de contacto, enviarlas por correo electrónico a una dirección seleccionada o remitirlas a un webhook. Aquí es donde puede comenzar un proceso de ventas.
Bit CRM asigna a la consulta un propietario, estado, fuente, historial y próxima acción. Después de la calificación, el prospecto puede convertirse en un contacto, una empresa y un trato que contiene la oferta, el valor, la etapa, la factura y el historial de pagos.
La ruta completa se ve así:
| Escenario | Herramienta | Propósito principal |
| Interacción con los visitantes | Bit Assist | Ofrecer canales de contacto, responder preguntas frecuentes y recopilar consultas estructuradas |
| Transferencia de datos | Bit Integrations o Bit Flows | Mapea los datos enviados y envíalos al siguiente proceso de negocio |
| Gestión de ventas | Bit CRM | Calificar al cliente potencial, gestionar el seguimiento, hacer seguimiento del trato, preparar la factura y mantener la relación |
El visitante obtiene una forma fácil de comenzar, mientras que el equipo de ventas obtiene un sistema para manejar lo que sigue.
La conexión más evidente empieza con el Bit Assist formulario de contacto personalizado. Puede solicitar un nombre, correo electrónico, número de teléfono, empresa, servicio, rango presupuestario, método de contacto preferido y mensaje. Su campo de webhook permite que el envío active una automatización.
Bit Integrations admite Bit Assist como disparador. Genera una URL de webhook que se puede añadir al formulario de contacto personalizado de Bit Assist. Una vez capturado un envío de prueba, los campos del formulario se pueden asignar a la acción seleccionada.
Esta ruta se adapta a un proceso simple como:
Formulario Bit Assist enviado → Crear un cliente potencial en Bit CRM
El flujo de trabajo puede mapear el nombre del visitante, correo electrónico, teléfono, empresa, fuente y mensaje a campos del CRM, produciendo un registro de cliente potencial coherente sin reingreso.
El Bit Flows incluye un disparador Bit Assist mediante el evento «Watch Submission». La URL del webhook se introduce en el formulario de Bit Assist, y un envío de prueba proporciona los datos necesarios para la asignación de campos.
Bit Flows es adecuado para un proceso que requiera condiciones, enrutadores, retrasos, analizadores sintácticos, solicitudes de API, un agente de IA, la intervención humana o varias acciones.
Un flujo práctico podría ser:
Envío de Bit Assist → Condición → Router → Crear contacto en Bit CRM → Crear tarea → Enviar notificación
El flujo también podría comprobar si una consulta tiene suficiente información, enviar solicitudes seleccionadas para revisión humana o redirigir mensajes de soporte a otros lugares. La lógica debe seguir las reglas de calificación del negocio.
Bit CRM’s features cover the complete sales path rather than only storing contact details.
| Sales area | Included capabilities |
| Lead intake | Lead records, source and status, owners, tags, custom fields, activities, timelines, CSV import, and lead conversion |
| Customer relationships | Contacts, companies, linked records, addresses, currencies, email history, notes, files, links, and complete activity context |
| Opportunity management | Deal list and Kanban views, custom stages, probabilities, values, owners, dates, sources, types, and connected products |
| Products and pricing | Local products and services, WooCommerce products, custom line items, quantities, prices, costs, discounts, taxes, and calculated totals |
| Invoicing and payment | Deal-based invoices, branding, live preview, PDFs, public links, email delivery, full or partial WooCommerce payments, and balance history |
| Sales activity | Global and record-level tasks, calls, and meetings with ownership, status, dates, notes, and attachments |
| Automation | CRM triggers, conditions, If and If-Else branches, delays, emails, field updates, tags, activities, lead conversion, webhooks, and logs |
| Team and client access | Detailed staff roles, record ownership, a white-label client portal, module controls, action controls, and field-level permissions |
| Administration | Custom fields, configurable layouts and columns, search, filters, bulk actions, multi-currency settings, history, Recycle Bin, and transfer records |
| Connected tools | WooCommerce, Bit Form, Bit SMTP, Bit Integrations, Bit Flows, and an MCP server for supported AI clients and agents |
These capabilities remain connected as a lead becomes a customer.
The Leads module is for prospects who still need qualification. A lead can hold contact and company information, addresses, source, status, owner, currency, tags, and custom fields. The team can distinguish a pricing enquiry from a support request and assign it correctly.
Tasks, calls, meetings, emails, notes, files, links, upcoming activities, and the timeline keep history and next steps with the lead.
Search, quick filters, advanced filters, sorting, configurable columns, pagination, bulk actions, and module-specific tags help teams manage larger lead lists. Supported CRM modules also include CSV import and export for moving existing data or preparing external reports.
When the enquiry becomes a real business relationship, Bit CRM can convert the lead into a contact and company. A deal can also be created during the same process when an active opportunity already exists.
Conversion mapping controls how standard and custom lead fields move into the new records. Supported ownership, tags, activities, notes, files, and links can move with the lead. The team does not need to rebuild the customer profile after qualification.
Contacts represent individual people. Companies hold the organizations connected to them. This structure supports several people in one purchase or several opportunities for one company. Each profile can bring together related deals, activities, communication, addresses, tags, currency, notes, files, links, and other selected information.
Qualified opportunities belong in the Deals module. Deals can be reviewed in a detailed list or moved visually on a drag-and-drop Kanban board. Custom pipeline stages, stage probabilities, and Open, Closed Won, or Closed Lost categories show where each opportunity stands.
A deal can include its contact, company, owner, source, type, stage, probability, currency, amount, start date, expected close date, description, tags, products, activities, and invoices.
The team can see who owns the opportunity, what it may be worth, what is being offered, and what action is due. A project request, consulting package, wholesale order, or recurring service becomes measurable sales work.
Bit CRM includes reusable product records for goods and services. A product can store a name, SKU or code, type, brand, description, unit price, cost price, tax, status, tags, and custom data. WooCommerce products can also be used without recreating them locally.
When a product is added to a deal, the salesperson can set the description, price, quantity, discount, and tax for that opportunity. Custom line items can cover something that is not already saved. Bit CRM calculates line totals, subtotal, total discount, tax, and grand total.
The visitor’s request becomes an itemized offer rather than a rough figure in a message thread.
An invoice can be created from the related deal. Contact details, company information, currency, and product line items remain connected to the opportunity.
El invoice builder supports the business logo, invoice numbering, issue and due dates, payment terms, sender and billing details, formatted content, notes, terms, discounts, taxes, and live preview. The completed invoice can be emailed, downloaded as a PDF, opened through a public link, or shared in the client portal.
Payments use WooCommerce checkout and the payment gateways already enabled on the store. The business can request the full balance or allow several partial payments with a fixed or percentage-based minimum. Payment History records each transaction and recalculates the paid and due amounts. The invoice can move through Draft, Sent, Partially Paid, Paid, or Overdue status.
The enquiry, customer, deal, offer, invoice, and payment history stay connected.
Bit CRM provides separate modules for tasks, calls, and meetings. Activities can be created from the relevant CRM record, from the global activity area, or through automation.
Tasks can include an owner, due date, priority, details, status, notes, and attachments. Calls and meetings can be scheduled or recorded with their dates, responsible users, status, and related records. Pending Activities on the dashboard helps the team find upcoming work across the CRM.
Individual users can connect email through IMAP so matching conversations appear with relevant records. Bit SMTP handles outgoing CRM, workflow, and invoice emails. Notes, attachments, links, timelines, and CRM-wide History preserve further context.
After the Bit Assist handoff, Bit CRM’s native workflow builder handles repeatable work inside the CRM.
A workflow can start from supported record events, field changes, tag changes, or deal-stage changes. Conditions and If or If-Else branches decide which route should run. Delays can wait before the next step.
Actions include managing tags, creating tasks, calls, meetings, and notes, sending emails, updating fields, converting leads, moving supported records to the Recycle Bin, and sending webhooks. Logs show executed nodes and success or failure.
A new website lead could receive a source tag and task. A later stage change could schedule a meeting or notify another system.
Bit Assist and Bit CRM can support different parts of a WooCommerce customer journey.
Inside the widget, Bit Assist can show WooCommerce order information such as shipping status, quantity, amount, billing name, and shipping name. Customers can also ask questions through available channels.
Bit CRM connects sales data with WooCommerce. Customers can be matched to CRM contacts by email when orders are created or updated. Contacts can receive tags based on purchased products or coupon codes. WooCommerce products remain available for deals and invoices, while invoice payments use the store checkout.
This connects customer-facing support with structured sales and customer records.
CRM users can have different permissions. Administrators can control access to modules and actions such as viewing, creating, updating, deleting, importing, and exporting records. Settings for workflows, email, integrations, currency, data, and CRM users can be restricted separately. Record ownership helps clarify responsibility.
El client portal gives approved contacts a separate login without exposing the WordPress dashboard. Access can include the portal dashboard, contact profile, calls, meetings, notes, deals, and invoices.
Module, action, and field-level settings control what each client can use, view, or edit. A customer may update an address while internal notes, ownership, probability, and private fields remain hidden.
White-label controls can use the business name and logo. Clients can review shared information, download invoices, and follow payment links.
Leads, Contacts, Companies, Deals, and Products can each use their own custom fields. Available formats include text, multiline text, number, date, dropdown, radio, checkbox, multi-select, and other supported types. Fields can be arranged into movable sections with one-column or two-column layouts.
The business can set a home currency and enter exchange rates manually for other currencies. Currency can pass from a contact or company to its deals and invoices.
Transfer History records imports and exports. Deleted records can be restored from the Recycle Bin, and administrators can manage workflow log retention.
The dashboard summarizes leads, contacts, companies, deals, and invoices. It also shows pending activities and reports covering pipeline performance, lead sources, invoice status, and top products based on paid CRM invoices.
Bit CRM includes an MCP server. Model Context Protocol gives compatible AI clients and agents a structured way to use approved tools from another system.
The Bit CRM MCP server currently provides 57 tools for supported operations involving leads, contacts, companies, deals, products, invoices, tasks, calls, meetings, tags, workflows, and related CRM information.
After connection, a supported client can find and summarize records, create or update supported data, prepare activities, manage tags, or work with invoice information. Results depend on the exposed tools and client configuration.
MCP is separate from the Bit Assist handoff. It gives supported AI clients and agents a tool-based way to work with CRM data.
This process fits WordPress businesses that receive enquiries online and need a structured way to handle them after the first contact.
It can work well for:
Bit Assist captures the first contact. Bit CRM provides the records, pipeline, commercial tools, controls, and history for managing suitable enquiries.
A lead requires response, qualification, ownership, follow-up, and a clear outcome. Bit Assist provides messaging channels and a customizable contact form. Bit Integrations handles a direct handoff, while Bit Flows supports detailed lead routing. Bit CRM then manages the journey from lead to deal, invoice, payment, and client access.
Together, they connect website conversations with organized sales work.
Sí. Bit Assist incluye un formulario de contacto personalizado dentro de su widget flotante. El formulario puede recopilar determinados datos de los visitantes, almacenar las respuestas, enviar los datos introducidos por correo electrónico y transmitir los datos enviados a un webhook.
Puedes utilizar Bit Integrations para un traspaso directo de «desencadenante y acción» o Bit Flows para un flujo de trabajo de varios pasos. En ambos casos, se añade una URL de webhook al formulario personalizado Bit Assist para que los campos enviados puedan capturarse y asignarse al proceso del CRM.
Utiliza Bit Integrations cuando la solicitud solo requiera un simple traspaso a una acción seleccionada. Utiliza Bit Flows cuando el proceso requiera varias acciones, enrutamiento, condiciones, retrasos, análisis de datos, un agente de IA, aprobación humana, solicitudes de API u otra lógica avanzada de flujo de trabajo.
Bit CRM puede gestionar datos de calificación, propiedad, actividades, conversión de contactos y empresas, acuerdos, etapas del pipeline, productos, cálculos, facturas, pagos, historial de comunicaciones, flujos de trabajo, permisos de equipo y acceso al portal del cliente.
Sí. Los leads pueden ser calificados y convertidos en contactos y empresas conectadas, con una operación opcional. Las empresas pueden contener personas relacionadas, oportunidades, actividades y otro contexto de ventas, lo que hace que la estructura sea útil para los equipos B2B.
Sí. Bit CRM puede hacer coincidir clientes de WooCommerce con contactos de CRM, aplicar etiquetas basadas en productos o cupones admitidos, usar productos de WooCommerce en ofertas y facturas, y cobrar pagos de facturas a través del proceso de pago de WooCommerce.
Sí. Los administradores pueden habilitar un portal de clientes separado para los contactos aprobados. Los controles a nivel de portal, acción y campo determinan qué datos de contacto, actividades, operaciones y facturas puede ver o editar cada cliente.
Expone 57 herramientas estructuradas para operaciones de CRM compatibles. Los clientes y agentes de IA compatibles pueden utilizar esas herramientas para encontrar, resumir, crear o actualizar registros y actividades compatibles después de configurar la conexión requerida.
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