A CRM rarely breaks all at once. A salesperson leaves and their clients go quiet; contacts arrive without a phone; a typo turns an e-mail into a bounce; deals sit open long after they died. CRM Health Check scans your Bitrix24 and shows each of these problems with a count and a list.

Eight checks, one score

Records owned by people who have left, contacts and companies with no phone and no e-mail, invalid e-mail addresses, invalid phone numbers, open deals with no amount, open deals past their close date, deals untouched for 30–180 days, and leads still open after 7–60 days. A health score sums it up, weighting the problems that lose customers most.

Fix the biggest one in a click

Reassign everything a former employee still owns — contacts, companies, leads and deals — to one colleague or shared evenly across several. Every other list opens in place, links to the records, and exports to CSV for whoever cleans it up.

What you get

  • Health score for contacts, companies, open leads and open deals
  • Records owned by former (deactivated) employees
  • Contacts and companies with no phone and no e-mail
  • Invalid e-mail addresses and phone numbers
  • Open deals with no amount
  • Open deals past their close date
  • Stale deals: untouched for 30, 60, 90 or 180 days
  • Old open leads: 7, 14, 30 or 60 days
  • Bulk reassign to one person or shared evenly across several
  • Every list viewable, linked to the records, exportable to CSV

Specifications

PlatformBitrix24 cloud, any paid plan (Bitrix24 blocks REST apps on the free plan)
InstallApplications > Developer resources > Local application, upload the zip
Permissionscrm, user
Reassigning needsedit rights on those records
RESTcrm.*.list, crm.*.update, user.get
Testedagainst our stand-in of the Bitrix24 REST API built from its documentation (500 records with planted problems and a departed employee; bulk reassign), in Chrome; not yet run on a live Bitrix24 portal
Packagezip with index.html, ready to upload
Licenceone Bitrix24 account

Questions before you buy?

Ask about compatibility or licensing. Need it to do something it doesn't? We build custom versions for a fixed quote.

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CRM Health Check for Bitrix…