Automation
Bitrix24 Makes CRM Easier With AI Chat Summaries And Recurring Billing Tools
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Capture key details from every customer conversation and keep recurring payments on schedule effortlessly. Bitrix24 CoPilot AI and Recurring Billing Tools help teams stay organized, reduce errors, and focus on building stronger client relationships.
WASHINGTON, DC / ACCESS Newswire / January 13, 2026 / Managing client conversations and keeping up with regular payments doesn't have to be stressful or time-consuming. Bitrix24 helps teams work smarter, stay organized, and get more done every day. With CoPilot AI and Recurring Invoices, your team can turn chats into actionable insights, automate routine tasks, and focus on building stronger relationships with clients - all without extra effort.
CoPilot AI Turns Chats into Actionable Insights
CoPilot AI makes it easy to capture important details from customer conversations. With just a few clicks, your team can:
Summarize chats quickly - Key points are highlighted automatically.
Fill in CRM forms - Empty fields are completed with information from the conversation.
Keep the language consistent - Summaries match the language used by the customer.
Support leads and deals - Every interaction is organized, no matter the stage.
Save time and reduce mistakes - Manual data entry is minimized.
Using CoPilot is simple. Select a chat in the CRM timeline and click the CoPilot button. The AI summarizes the conversation and fills in the form with relevant details in seconds.
Recurring Invoices Keep Payments on Track
Regular payments like subscriptions, services, or rent can be hard to manage. Recurring Invoices handle it automatically. Clients get timely reminders, and your team spends less time on repetitive tasks.
Setting up a recurring invoice is easy. Administrators or authorized employees create an invoice, choose how often it should be sent, and enable automatic email delivery. Each invoice is saved as a template for future use. All templates are available in one place, making management simple and clear.
Reduce Mistakes and Stay Organized
CoPilot AI and Recurring Invoices help teams stay on top of details and reduce errors. Important information from chats is captured accurately, and regular payments are sent on time. This gives your team confidence that nothing slips through the cracks.
Bitrix24 Helps Teams Work Together Efficiently
Bitrix24 combines CRM, communication, project management, and sales tools in one platform. Teams can manage tasks, track client interactions, and handle payments in one place. With CoPilot AI and Recurring Invoices, everyday tasks are faster, simpler, and more reliable.
Contact Information:
Vlad Kovalskiy
US Marketing Manager
kovalskiy@bitrix24.com
SOURCE: Bitrix24
View the original press release on ACCESS NewswireFrequently Asked Questions
What is CoPilot AI in Bitrix24?
CoPilot AI helps teams summarize customer chats, fill CRM forms automatically, maintain consistent language, support leads and deals, and minimize manual data entry.
How do Recurring Invoices work in Bitrix24?
Recurring Invoices automate regular payments for subscriptions or services. Administrators can easily set up invoices with chosen frequency and enable automatic email delivery, saving time and reducing errors.
What are the main benefits of using Bitrix24?
Bitrix24 combines CRM, communication, project management, and sales tools. It helps teams work smarter, stay organized, reduce errors, and build stronger client relationships through AI-powered insights and automated payments.
First published on Wed, Jan 14, 2026
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