Your CRM holds 2,000 clients who purchased once and never returned. Managers focus only on new leads — repeat sales are ignored. You know that a repeat sale costs about $20 to close, while a new client costs $100 — five times more. But you lack a systematic tool. The Bitrix24 Sales Generator solves exactly this: it automatically creates repeat deals and leads from your existing base. Our Sales Generator setup includes segment creation and robot configuration. Based on our data, automating repeat sales boosts revenue by 30–40% within the first three months. We have configured dozens of such generators — here's what we learned.
How the Sales Generator Works
The Sales Generator is a built-in CRM marketing tool within Bitrix24. It takes a client segment and creates a new deal (or lead) for each client, assigning a responsible manager. Essentially, it automatically generates re-engagement opportunities without manual effort. Important: the Generator does not send mailings. Its job is to create CRM entities so managers can start working with the client.
For more details, see Bitrix24 official documentation.
Segments: Who to Sell to Again?
Click to expand segment details
Before launching the Generator, you need a segment — a selection of clients based on conditions. Segments are created in CRM → CRM Marketing → Segments. A dynamic segment updates automatically: for example, 'Clients who purchased more than 6 months ago and have no active deals.' A static segment is a fixed list (e.g., conference attendees or manual selection). Filter conditions include: last deal date, purchase total, product type, region, responsible manager, and custom field values.
Configuring the Generator
The Generator is launched from CRM → CRM Marketing → Repeat Sales Generator. Steps:
- Select segment — choose your prepared client segment.
- Entity type — new deal or new lead. Use deals for active clients, leads for dormant ones.
- Pipeline and stage — which pipeline and starting stage for the new entity.
- Responsible — current client manager, specific employee, or round-robin assignment.
- Schedule — one-time run or periodic (e.g., monthly, quarterly).
Typical setup cost ranges from $500 to $1500 depending on complexity.
| Scenario | Segment | Result |
|---|---|---|
| Reactivation of dormant clients | Last purchase >6 months ago | Lead for each client; manager calls |
| Cross-selling | Bought product A, not B | Deal for cross-sell |
| Seasonal offer | Purchased in previous season | Deals before season |
| Contract renewal | End date <30 days | Deal for renewal |
How to Set Up Robots for Generated Deals?
On the stage where generated deals land, be sure to configure robots. Example: a task for the manager 'Call client within an hour', a reminder, a template email with an offer. The Generator creates the deal — the robot kicks off the process. Without robots, deals simply stall: according to our statistics, the effectiveness of the Generator without automatic actions drops by 60%.
Why the Sales Generator Beats Regular Mailings?
Mailings (email/SMS) are one-way communication. The Generator creates a deal with a responsible manager who personally contacts the client. Conversion to a repeat sale with personal contact is 3–5 times higher than with an automated mailing. Additionally, the Generator is 4 times more effective than manual follow-ups based on our data. It does not require email queue setup and avoids spam filters.
Typical Setup Mistakes
- Duplicates. If a client already has an active deal, the Generator will create another. Check your segment before launch — exclude clients with open deals (deal duplicate prevention).
- Manager overload. 500 new deals in one launch — a manager cannot handle that. Split the segment into batches (e.g., 50 deals) or distribute among employees.
- Missing robot integration. Without robots, the Generator's effectiveness plummets — deals stay untouched.
Turnkey Setup Process
| Stage | What We Do | Result |
|---|---|---|
| Analytics | Examine CRM structure and sales history | Segment map and scenario plan |
| Design | Define segments, pipelines, robots | Technical specification |
| Implementation | Configure Generator, segments, robots | Working tool |
| Testing | Launch on a limited segment | Verification without duplicates or errors |
| Documentation | Manual for managers, training video | Knowledge transfer |
What's Included
After setup, you receive:
- Access to the configured Generator and segments.
- Team training (1–2 hours).
- Instructions on working with the Generator.
- Two weeks of post-launch support.
Contact us to evaluate your project — we'll calculate timelines and cost individually. Get a consultation on repeat sales automation.
Order Sales Generator setup — start generating revenue from your dormant base.