Channel Bits

  • Product
  • Industries
  • Customers
  • Academy
  • Pricing
  • About Us

Lead Management

Learning on Trailhead

Lead Management Made Simple

ChannelBits centralizes all your leads—whether they come from email, WhatsApp, SMS, web forms, or social channels—into one easy to-use dashboard. Segment leads by source, priority, or custom fields, and track their progress through a fully customizable sales pipeline.

Automated follow-ups, reminders, and team assignments ensure no opportunity is missed. Every interaction—calls, messages, emails, and notes—is stored in a clear activity timeline for instant context.

With built-in multichannel communication, you can connect with leads on their preferred platform without leaving the CRM. ChannelBits keeps you organized, responsive, and
focused on closing deals faster.

Multichannel Capture

Automated Follow-Ups

Customizable Pipeline

Complete Interaction History

Smart Segmentation

Built-In Communication

Smart Multichannel – Engage Customers Effortlessly

ChannelBits unifies email, WhatsApp, SMS, and social media into one platform, so you
never miss a message and keep every conversation connected.

Flexible Workflow Automation

ChannelBits lets you customize sales workflows to fit your unique process, automating repetitive tasks and keeping your team on track.

Custom Pipeline Stages

Custom Pipeline Stages

Define sales stages that match your business, not the other way around
Automated Task Reminders

Automated Task Reminders

Never miss a follow-up with automatic alerts for calls, emails, or meetings.
Conditional Triggers

Conditional Triggers

Set rules that automatically move leads or assign tasks based on lead behavior or status.

Make AI-Driven Decisions
Unlock Smart Insights Instantly

ChannelBits leverages AI to analyze your data in real time, helping you spot
trends, forecast outcomes, and make smarter business decisions faster.

See ChannelBits in action

Experience nextGen multichannel CRM!

Scroll to Top

Products

Customer Communication

Multiple channels integration for seamless customer interactions.

Customer Support & Service

Deliver outstanding support and manage cases effectively.

Marketing Automation

Automate your marketing campaigns and nurture leads effortlessly.

Analytics & Reporting

Gain insights with customizable dashboards and performance metrics.

Mobile & Remote Access

Stay connected and productive on the go.

Email marketing

Create and manage personalized campaigns with ease.

Industries

  • Healthcare & Aesthetics arrow
  • Dentistry arrow
  • Beauty & Personal Care arrow
  • Professional & Financial Services arrow
  • Education & Training arrow
  • Retail & Specialty Shops arrow
  • Food & Beverage arrow
  • Home & Maintenance Services arrow
  • Automotive Services arrow
  • Events & Entertainment arrow

Healthcare & Aesthetics

Solutions tailored for clinics, wellness, and beauty centers.

Dentistry

Modern tools and digital presence for dental professionals.

Beauty & Personal Care

Helping salons and spas stand out in the competitive market.

Placeholder Professional & Financial Services

Streamlined systems for accountants, consultants, and advisors.

Education & Training

Empowering educators and trainers with digital platforms.

Retail & Specialty Shops

E-commerce and POS integrations for modern retailers.

Food & Beverage

Customized solutions for restaurants, cafes, and delivery.

Home & Maintenance Services

Helping local service providers manage and grow online.

Automotive Services

Web and booking systems for car services and workshops.

Events & Entertainment

Event management and promotion tools for vibrant experiences.

Customers

  • Customer Success Stories arrow
  • Written Testimonials arrow
  • Industry Use Cases arrow
  • Customer Reviews & Ratings arrow
  • Customer Onboarding arrow
  • Blog & Resources arrow
  • Events & Webinars arrow

Customer Success Stories

Real-world case studies and testimonials that showcase our impact.

Written Testimonials

Hear directly from our satisfied clients in their own words.

Industry Use Cases

See how different sectors solve problems using our solutions.

Customer Reviews & Ratings

Verified reviews and ratings from real users on various platforms.

Customer Onboarding

Guided onboarding experience to ensure a smooth start.

Blog & Resources

Stay updated with industry insights, tips, and guides.

Events & Webinars

Join live sessions or watch recordings of our expert-led events.

Jumstart with ChannelBits

  • Getting Started arrow
  • User Roles & Permissions arrow
  • Managing Contacts & Leads arrow
  • Sales Pipeline & Opportunities arrow
  • Communication Tools arrow
  • Task & Activity Management arrow
  • Reports & Analytics arrow
  • Customization & Settings arrow
  • Data Import & Export arrow
  • Troubleshooting & FAQs arrow
  • Advanced Features (Non-API) arrow

Getting Started

Begin your CRM journey with an introduction and account setup.

User Roles & Permissions

Manage user access through roles, permissions, and groups.

Managing Contacts & Leads

Add, edit, qualify, and import leads and contacts efficiently.

Sales Pipeline & Opportunities

Track opportunities, manage stages, and analyze pipeline.

Communication Tools

Use integrated tools for emails, SMS, and communications.

Task & Activity Management

Organize your tasks, reminders, and follow-ups efficiently.

Reports & Analytics

Gain insights through dashboards and custom reporting.

Customization & Settings

Configure and customize fields, workflows, and alerts.

Data Import & Export

Easily migrate or back up your data using import/export tools.

Troubleshooting & FAQs

Find answers and solutions for common CRM issues.

Advanced Features (Non-API)

Explore mobile access and non-API based integrations.

Pricing

Pricing

Discover flexible pricing plans tailored to your business needs.

About us

  • Our Values arrow
  • Contact Us arrow
  • Careers arrow
  • Press & Media arrow
  • Partners arrow
  • Privacy Policy arrow
  • Terms of Service arrow

Our Values

Learn about the principles that guide our company and culture.

Contact Us

Get in touch with our team for any inquiries or support.

Careers

Explore job openings and join our growing team.

Press & Media

Access press releases, media resources, and brand assets.

Partners

Discover partnership opportunities and collaboration models.

Privacy Policy

Understand how we collect, use, and protect your data.

Terms of Service

Review the rules and guidelines for using our platform.

  • Product
  • Industries
  • Customers
  • Learning on Trailhead
  • Pricing
  • About Us