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Bitrix24 Blogs
Bitrix24 latest news and useful tips
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If you were looking for burnup or burndown charts for your Bitrix24 accounts, try this new free app.
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Dear Bitrix24 Users,
Summer time is all about vacations, sandy beaches and ice-cold cocktails. August also happens to be a great month to upgrade your Bitrix24 accounts and save big. Because come September, it’s back to work and work is much more enjoyable when you have Bitrix24 Plus, Standard or Professional on your side.
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We are happy to add another free integration to our marketplace. Meet Expenses, the app designed to track expenses incurred by your employees in Bitrix24. You can efficiently track and receive expense reports submitted by your employees, as well as provide your feedback.
Complete standard installation at Bitrix24 marketplace, no additional app settings required. -
As you know, Bitrix24 provides basic integration between Google Analytics and Bitrix24 CRM (GTM tags for web forms, for example). However, if you need advanced options, you may want to consider this new app available in our marketplace. When using it you'll be able to import conversion data from Google Analytics, such as purchases, directly into Bitrix24 CRM. As usual, if you need any help with setup, don't hesitate to contact your local Bitrix24 reseller or the app developers directly. The app is absolutely free, while in beta.
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Finding ways to increase efficiency and save more dollars per hour spent are two main challenges that business faces every day. You can’t lead a successful business without making profits. Controlling your expenses, including time commitments, is an important part of building a financially healthy company. The process of finding ways to save time and speed up work is called business automation and, apparently, with the advent of technology, business automation has taken the world by storm.
There are thousands of methodologies and tools that can help you do things faster and smarter. Yet, while many businesses figured out how to automate workload-heavy processes, they often omit minor improvements, that when combined, can greatly improve your efficiency. In this article, we’re going to explore all the little ways to automate your business with the help of CRM. You might think that you have fully automated your business, but here are some things that can make your work life even better:
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You can now migrate from Asana to Bitrix24 with literally one click of a button. Simply install this free app and follow the instructions.
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If you are looking for a way to synchronize your Shopify contacts with Bitrix24 CRM, you may want to take a look at this new integration available from our friends at PieSync.
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Bitrix24.Sites now support multiple languages. If you need to create a website with multiple languages, it's easy. Simply follow the instructions as laid out in this helpdesk article.
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The growing popularity of Bitrix24 as a project management platform (now used by over 3.5 million companies worldwide) means that many companies are wanting to migrate their tasks from Trello, Asana, Basecamp, Wrike and other solutions to Bitrix24. We've added a basic CSV task import mechanism, which means that you can easily migrate tasks between different project management platforms using a basic Excel file. Here are the instructions. As usual, if you need assistance with this, don't hesitate to contact your local Bitrix24 partner.
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If you have multiple employees using CRM on a daily basis, your drive gets filled up pretty quickly. But now you can use our new CRM Cleanup feature that can delete old unwanted files from leads, deals, contacts, activities and other CRM entities. Best of all, this process can be fully automated. Please read this helpdesk article to learn more.
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“Sign Here” integrates e-signature service Signaturit.com with Bitrix24. This integration ensures GDPR compliance and grants a signed document the legal status.
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As we've recently announced in our Spring 2018 Release presentation, all accounts now have a new document builder inside CRM. This means that you can now create ANY document type inside your CRM via your own templates. Think contracts, NDAs, waybills, bills of lading, shipping manifests, purchase orders, service agreements - anything.
This feature is available for all accounts. The number of documents on Bitrix24 Free plan is limited to 100 documents, and all Bitrix24 commercial plans have an unlimited number of documents. -
When you start a project, the first thing you do is create a project plan. A project plan is a document designed to guide the control and execution of the project. In simple terms, a project plan establishes tasks, milestones, and deliverables and assigns people to each task. There is a lot of data and effort that go into a project plan creation. Yet there is one thing that a project plan doesn’t include, but that one thing can jeopardize the entire project.
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Last year we've released an integration app that connects Bitrix24 with the cloud QuickBooks service. Many of you have requested the same type of integration for their desktop QuickbBooks accounts. We are happy to report that Bitrix24 is now capable of doing that as well. Please use this app to synchronize your Bitrix24 accounts with the desktop Quickbooks editions.
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