Bitrix24 Review: Using Bitrix24 as Effective CRM Software

Bitrix24 is a Customer Relationship Management system (CRM), creating strong bonds between business owners and their clients.

What Is Bitrix24?

Bitrix24 is an online CRM system where everyone interacts, works together on assignments and projects, manages clients, and much more. It’s a universal solution for any business that you can use for free if it's your first experience.

For large enterprises and nonprofits of all sizes, Bitrix24 is a multi-component online platform, offering automation and marketing tools for desktop and mobile devices.

Technically speaking, Bitrix24 is an online cloud service that you can access through a browser or a desktop/mobile application. It offers numerous tools that are cross-integrated and accessible as a part of a single platform, including:

• CRM;

• Tasks & projects;

• Chats;

• Online meetings;

• Website builder;

• Online documents;

• Worktime tracking;

• Workflow automation;

• Workload management;

• Contact center;

• People data and analytics.

The list is huge, and this online workspace develops to be in line with the needs of business owners and customers.

What Is Bitrix24 Used For?

The main use cases are marketing, customer service, and online interaction with the team.

With Bitrix24 you will effortlessly:

• Manage everyday sales and clients;

• Control projects through project management tools;

• Generate leads and process them;

• Edit documents together with your team;

• Create websites and landing pages;

• Create and manage tasks for your employees.

Putting it shortly, you get:

• Full featured project management. This CRM software comes with everything you need to manage projects properly. It includes task scheduling, reminders, team meetings, and more.

• Collaboration across functions. Telephony, video conferencing, and chats give your team a possibility to collaborate through a variety of communication channels anywhere in the world.

• Social CRM applications. Bitrix24 manages all applications, including social media channels and accounts, within a single CRM tool.

• Data analytics and insights. Combine all tools into a practical CRM program to view analytics and obtain insightful business knowledge.

• Access permissions. You can electronically store, manage, and send documents securely, setting custom access permissions.

• Advanced reporting and charts. Using Bitrix24 CRM software, you can track metrics and create reports. Gantt charts can also be used for pipeline and time management.

• Workload management. The project managers of the team can easily assign tasks, view workloads, and get updates.

• Templates and automation. Automated workflows will save your time during management. For quicker task development, use templates.

• Mobile application. Bitrix24 mobile app allows you to use the program on the go. Communicate with clients or manage pipelines from anywhere in the world.

Do I Have to Purchase a CRM Product Like Bitrix24?

Definitely. CRM simplifies business management, helping you not only manage team members and current customers, but also attract new customers as well.

Bitrix24 CRM Advantages

• All business data and contacts are stored in a centralized location.

• Convenient sales and leads management.

• Automatically analyze customer data to help you make right choices.

• Customer relationship improvement for their further satisfaction.

Any CRM system’s aim is to understand your customers better through proper online control of your business. You have to build mutual trust with your clients and arrange stable cooperation with the team. Besides, a CRM system automatically creates business strategies for you.

Not all CRM systems have to be purchased. Some of them are available for free (however, they will offer a limited set of tools). Bitrix24 has a free plan limit with a basic set of functions.

When Do You Need a CRM System? Example

Take a moment to imagine a typical business where a new client calls and introduces themselves. This client shares their worries and desires, and someone from a call center replies, “Please hold on a second. I'll share it with one of my co-workers.”

The client has to listen to the long jingle on the line for several minutes while being on hold. The “person in charge” calls them back and asks for additional details, worries, and concerns. AGAIN. That’s annoying.

Now try to imagine that you already have a single system, containing all data you might require on your current and potential clients. One day, a client contacts you by phone or email to make a specific request, and you already have access to all client's details, including name, last name, contract type, order history, previous requests and orders, in just a couple of clicks.

Doesn't it make your business stand out? Don’t you want automation and comfort?

Bitrix24 CRM Tools

Now that you know more about the general functionality of a CRM system, let’s take a deeper look at what Bitrix24 offers.

Collaboration

Collaboration within your team is arranged through a virtual office — you can control everything either from the office or from home.

Collaboration implies:

• Video calls;

• Online conferences;

• Group or private chats where you can also share files and documents kept in an online cloud storage;

• Worktime tracking and automation with the help of an online time clock.

Automated CRM Store

Bitrix24 digital sales suite includes:

• Lead generation;

• Lead management.

The built-in lead tool works on numerous levels: chats, telephony, social networks, and more. It helps to automate sales and save your time and money.

Tasks & Projects Tool

Bitrix24 will help you deal with tasks and reports through the following instruments:

• Project activity management;

• Workload management;

• Automated task templates;

• Convenient charts for visual representations of the projects.

You can easily arrange your team members into a project workgroup, add external users if needed, and establish task dependencies.

Contact Center

It has everything you might need for the communication with the clients:

• Call routing;

• Chatbots;

• Canned replies;

• Callback request forms that you can place on your website.

Your contact center will be connected and synced with social media, online and mobile messengers, SMS, and Email clients.

Websites & Online Stores

You can use built-in Bitrix24 templates to create attractive websites and pages for your online store. You get:

• A website builder that does not require any coding skills;

• An online store builder that will help you arrange an intuitive system with stock and payments management;

• SEO-optimization.

Bitrix24 will help you arrange your website, create a custom domain name, arrange responsive design, and improve landing pages.

Automation & HR

Control the activity of your team and workflows with the following tools:

• Working hours tracking;

• Work reports;

• Analytics on the performance of your employees.

You’ll always be aware of who’s working and who’s absent through absence management tools.

Convenient Team Communication

In short, Bitrix24 has minimized the company's emailing tasks. You don't have to wait for the work email. You can use the system to complete your assignment by pinging a specific person. It is incredibly helpful for both small and large task updates.

Bitrix24 Market

If you need custom add-ons and unique solutions for your Bitrix24, browse its marketplace. The apps, created by the system’s partners and approved by Bitrix24 themselves, may include unique landing page templates, connections to external tools, and various banking and payment system solutions. A smart chatbot is also available.

Free Bitrix24 Mobile Applications

Bitrix24 ecosystem includes a smartphone app available for Android and iOS. If you have to work from home or if you are on the go, it’s very useful. With the mobile app, you can set assignments, have video conversations, use group chats, leave comments, and much more.

You can download a mobile application using a QR code from the official webpage.

Bitrix24 Desktop App

When it comes to working on projects or dealing with video conferences, the Bitrix24 desktop app really shines. The program enables you to respond to comments in projects, make video calls directly from the chat, transfer files, and perform numerous tasks on iMac or Windows.

You can download Bitrix24 desktop application for:

• Windows;

• Mac;

• Mac M1 M2;

• MSI;

• Linux.

Bitrix24 Open API Advantages

API means Application Programming Interface. This Interface can be compared to a service agreement between two programs. This agreement specifies the requests and responses that two parties use to communicate.

Because Bitrix24 offers an open API, its clients and partners improve their cloud intranets by changing the business logic and sharing workflow insights within the cloud-based portals.

Vast Audience

The audience of Bitrix24 is more than 12 million. You’ll have no trouble finding the target audience for your business, whether you’re using a desktop version or a mobile application.

High Profit

You can start developing your business through a free plan of Bitrix24. Of course, it will be limited to basic tools, but you’ll have a chance to test the system if it’s your first time dealing with a professional CRM system. Promote your business through a huge Bitrix24 business partners’ system.

Fast Development

Thanks to Bitrix24 REST API you get a convenient and available on-demand thorough documentation that you can use for analytics of your work and further business development.

After you publish your app, tons of Bitrix24 users have a chance to download it immediately, giving a perfect opportunity to market your business solution to a sizable, paying audience.

Bitrix24 Pricing

The CRM pricing range is versatile. Some users say it could have been more flexible. Nevertheless, this CRM system is still among the top ones in the market.

Let’s take a look at the basic pricing plans.

Free

• Private chats;

• Public chats;

• Channels;

• One-click calls from calendar and tasks;

• Encryption;

• 5 GB online storage;

• Calendar (no event planner available);

• Workgroups;

• Feed;

• Company social network;

• Smart search.

Basic

• Private and public chats;

• Channels;

• Audio and HD video calls with encryption and recording;

• Videoconferencing up to 48 people;

• Calendar;

• Webmail;

• Email tasks;

• Email CRM deals;

• Workgroups;

• Feed;

• Company social network;

• Smart search;

• CRM sales automation;

• BI analytics;

• Tasks control;

• Numerous task modes;

• Project management;

• Autofocus mode.

Standard

• ALL chat functions;

• ALL audio and HD video call options;

• Videoconferencing up to 48 people;

• 100 GB online storage;

• Integration with Drive;

• Public file sharing;

• Company drive;

• Calendar;

• Event planner;

• All webmail functions (5 inboxes per user);

• Polls and announcements;

• Workgroups;

• Feed;

• Company knowledge base;

• Company social network;

• Smart search;

• Real-time editing.

Professional

• All types of online chats, including audio and video calls;

• Screen sharing;

• 1,024 GB online storage;

• Calendar with event planner;

• All webmail functions with 10 inboxes per user;

• Polls, announcements, and workgroups;

• Unlimited company knowledge base;

• Smart search;

• Widely developed tasks and projects managements;

• CRM automation;

• Records management;

• Conveniently developed intranet and inner social network for team communication;

• Employee worktime control;

• Employee reports;

• Stress level measure through a mobile app.

Enterprise

A complete set of functions available with Bitrix24. It’s the most expensive option, offering 3 TB of online space with an unlimited set of options and integrations for a huge online business.

Bitrix24 On-Premise Edition

Bitrix24 On-Premise Edition gives unmatched performance, stable security, and total customization. This version of Bitrix24 is made to be hosted on your own server. It offers complete access to the source code and API. An excellent option for big businesses and corporate entities.

It’s massive, customizable, powerful, and secure. Bitrix24 On-Premise Edition offers:

• High performance;

• Wide range of editions;

• Cheap annual payment options;

• Two-factor authorization;

• Helpdesk;

• Reserve copies of important data;

• Source code + API + SDK.

Bitrix24 Pros & Cons

Pros

• Flawless CRM digital sales suite. You get entire control of customer management and support tools, as well as various automation features with a template-based website builder for those who have no idea how to create online stores, landing pages, and websites for sales.

• Perfect visualization. It enables you to keep track of and follow your company's whole sales flow. You are always aware of traceability of potential prospects with Bitrix24.

• Real-time interaction and collaboration. With instruments like group chats, video conferencing, and instant messaging, Bitrix24 offers instant interaction with your team members. Teams may get in touch with each other and share info real time, encouraging efficient cooperation and urgent decision-making.

• Convenient task management. Teams can assign projects, set deadlines, and monitor progress with Bitrix24's extensive task management features. It guarantees stable team work, fostering structure and a regular focus on the goals of the project.

• Inner social collaboration. Bitrix24 has a built-in social intranet platform acting as a focal point of staff interaction. You share information and establish projects. As a result, the workplace becomes more collaborative, with regular knowledge exchange and improved cooperation.

• Customer segmentation. It’s suitable for significant businesses and online services. The clients are segmented within the system based on their needs, activities, and location.

• Adjustability. Automation, streamlined CRM, multichannel contact center, unified correspondences, pipelines, task and schedule administration, and other tools will help you adjust your Bitrix24 to specific needs.

Bitrix24: Bottom Line

Bitrix24 is a super-adjustable and customizable streamlined CRM with efficient group administration. It offers stable automation and task administration. It’s perfect for communication both with the customers and your employees. It’s also a perfect choice for those who need basic project management tools like sharing roles or making analysis.

The pricing can be challenging, though the software is still among the most helpful alternatives.

• No trouble in implementing Bitrix24 off the shelf;

• Huge number of tools and integrations;

• Convenient and rapidly developing mobile application;

• Tons of customization opportunities combined with many templates useful for beginners.

Bitrix24 is a solid and useful project management tool that’s easy to use and free for unlimited users.

This content was first published by KISS PR Brand Story. Read here >> Bitrix24 Review: Using Bitrix24 as Effective CRM Software