Sales Generator Setup in Bitrix24
2,000 clients in the CRM made a purchase once and never returned. Managers work only with new leads — no one thinks about repeat sales. A manager knows repeat sales cost 5 times less than acquiring a new customer, but there's no systematic tool for it. The Sales Generator in Bitrix24 solves this problem: it automatically creates repeat deals and leads from the existing client base.
What is a Sales Generator
The Sales Generator is a built-in CRM-marketing tool in Bitrix24. It takes a segment of clients, creates a new deal (or lead) for each, and assigns a responsible manager. Essentially — automatic repeat touchpoints without manual work.
The generator doesn't send campaigns. Its task is to create entities in CRM so managers start working with the client.
Segments: Who to Sell to Again
Before launching the generator, you need a segment — a filtered client list by conditions. Segments are created in CRM → CRM Marketing → Segments:
- Dynamic Segment — updates automatically. Example: "Clients who bought more than 6 months ago and have no active deals".
- Static Segment — fixed list. Example: conference attendees, manual selection.
Filtering conditions: last deal date, purchase amount, product type, region, responsible manager, custom field values.
Configuring the Generator
The generator launches from CRM → CRM Marketing → Repeat Sales Generator:
- Segment Selection — specify the prepared client segment.
- Entity Type — new deal or new lead. For active base — deals, for "sleeping" clients — leads.
- Funnel and Stage — which funnel and stage new deals enter.
- Responsible — current client manager, specific employee, or round-robin distribution.
- Schedule — one-time run or periodic (monthly, quarterly).
Usage Scenarios
| Scenario | Segment | Result |
|---|---|---|
| Reactivate Sleeping | Last purchase > 6 months | Lead for each client, manager calls |
| Upsell | Bought product A, not B | Upsell deal |
| Seasonal Offer | Bought last season | Deals before season |
| Contract Renewal | End date < 30 days | Renewal deal |
Points to Consider
- Duplicates. If a client already has an active deal, the generator creates another. Before launch, verify the segment — exclude clients with open deals.
- Manager Workload. 500 new deals at once — a manager can't process them. Divide the segment or distribute among employees.
- Robot Integration. On the stage where generated deals land, set up robots: task to manager, reminder, template email to client. The generator creates the deal, the robot starts the process.
What We Configure
- Client segments for repeat sales: by recency, product, region
- Generator: entity type, funnel, stage, responsible party
- Launch schedule: frequency, selection volume
- Robots on the entry stage for generated deals
- Duplicate control: exclude clients with active deals
- Test launch on limited segment with result verification