Bitrix24 latest news and useful tips

  • Messaging and communication tools in Bitrix24

    Ann Slyshkina 30 August 2013
    Bitrix24 presents several tools for business communication which let you stay in contact with your colleagues and stay updated about ongoing work and system events.

    • The built-in Web Messenger lets you write, call, and see colleagues directly through your browser
    • Mobile Apps for iOS and Android keep you connected outside the office
    • Using the Desktop App for Windows and Mac, you can close your intranet and still stay in touch and work with documents via the Bitrix24.Drive
    All messages sent via the above-mentioned tools are saved in the intranet, indexed for search, and available at any point in the future for reference.  
  • For many people their first extensive use of a cloud service that was not email was Skype or Dropbox. So it’s natural that a many small companies depend on these consumer-facing services for their operations. At first glance, it seems like no big deal to conscript a consumer service into the business world, but there are several side effects which Bitrix24 eliminates while providing a superior service.

    Free Dropbox alternative

    As you probably know, the document library in Bitrix24 is extremely powerful, allowing flexible sharing, direct editing, workflow and approvals, commenting, liking, automatic versioning, previews, and creation of external download links, among many other features. Furthermore, users of the free service art provided with a generous 5Gb of space from the start.
    Tags: alternative, bitrix24,, desktop, documents, drive, dropbox, file management, files, free, intranet, skype, storage

  • WED, AUG 28 @ 10:00 AM EDT Reserve your seat:

  • In this blog post the main idea of the Business Processes module is explained. Here you can also find a brief tutorial on creating a simple sequential business process for document approval that can be used in the Document Library in Bitrix24.

    Tags: approval, automation, bitrix24, bp, business processes, crm, document management, documents, enterprise tools, files, routine, small business, structure, template, workflow
  • As you may or may not know, Bitrix24 has recently been featured in Natalie Sisson’s new book, The Suitcase Entrepreneur as one of the must-have tools for mobile and solo entrepreneurs who want to run their business from anywhere. You probably already know how Bitrix24 makes it easy for you to communicate with others, manage projects, increase sales and effectively collaborate, so let’s take a closer look at Natalie’s other picks for mobile entrepreneurs:


    Tags: bitrix24, entrepreneurship, free, mobile, small business, smb, tools
  • Generating Leads


    Leads form the start of your prospects journey through the CRM sales cycle and are usually generated in a number of different ways.

    Fr om traditional forms of lead generation such as reply coupons, person to person telemarketing and field sales, to web enquiry forms or outsourcing leads from data management companies.

    Managing leads effectively can benefit your business in a number of ways:

    • Reduce marketing costs
    • Improved business forecasting
    • More sales per customer
    • Improved segmentation of clients
    • Personalized promotional offers
    • Up selling

  • Invoices in Bitrix24’s CRM

    Ann Slyshkina 26 June 2013
    Bitrix24’s CRM has been enriched with invoice functionality.

    Now you can:
    • Issue invoices directly from the CRM
    • Follow the entire sales process – from incoming lead to sending an invoice
    • Save all invoices in a single place and find them easily using search
    • Send invoices to clients by email, print them, and save them as PDFs
    Let’s look at a basic scenario for working with this new tool.

    Tags: bitrix24, crm, invoicing
  • Recently, the Professional cloud plan was enhanced with Records Management (Lists), a tool to hold and display structured information.

    So it could be used for glossaries, structured storages, partner lists, expenses, etc.

    • construction of data fields for any type of object, including files;
    • simple access settings for individual lists;
    • filters, sorting, column display, group editing, export, etc.
    • any hierarchical structure (sections) for storing objects can be implemented;
    • no limit on the number of lists, lists available in workgroups and globally;
    • integration of business processes.
    This post provides an example of approving expenses using records management and a business process.

    Tags: bitrix24, business process, lists, management, records
  • Bitrix24’s CRM manages email correspondence with contacts, companies and leads and can receive and append incoming email to the appropriate CRM object or record.

    Sending messages from the CRM

    Sending emails from the CRM can be done individually or in bulk, files can be attached to messages, and pre-made templates can be implemented.  
    Tags: bitrix24, crm, email, send&save
  • Over the last few days, a lot of updates have been made in Bitrix24.

    Now you have:
    • CRM available in the mobile version
    • Records management (lists)
    • Video chat
    • Announcements
    • Document preview via Google Docs
    • A new tariff plan for enterprises

    Tags: announcement, calls, google docs, lists, mobile CRM, video
  • Over the last few days there have been several updates in Bitrix24. The following new functionality is now available:
    • You can now try the top cloud plan, Professional for 30 days, free.
    • Date and Time settings are available
    • Mac users can now use the Bitrix24.Drive feature in the desktop app.
    • Several CRM updates

  • How To: Lead creation from external services

    Ann Slyshkina 26 April 2013
    Suppose you have a form on a site that visitors can fill out. Using the REST API of Bitrix24, you can use the data received in this form to create a lead in the CRM.
    The REST API can be used to only to import leads in the CRM. Soon, the API will be capable of importing other CRM entities (contacts, companies and deals).  

  • We encourage you to try our Bitrix24 before purchasing a commercial license key. There are two options to choose from: Bitrix24 Free Cloud Version - more suitable for end-users for general product overview, and Bitrix24 30-Day Trial Version - preferred by advanced intranet users and IT-Department staff who would like to investigate the extensive customization and integration possibilities of the product more thoroughly.
    Bitrix24 Free Cloud VersionBitrix24 Free 30-Day Trial Version
    • 24/7 online access from anywhere
    • Simple registration, no credit card needed
    • Super-fast deployment in the Cloud
    • (e.g.
    • Free social intranet for 12 user + 5 Gb storage
    • Limited functionality, no customization tools
    • Extended options in commercial subscriptions
    • Full control over front-end and back-end
    • All tools & features, can be customized
    • Can be installed locally or on a web server
    • (e.g. localhost or
    • Preferred by advanced users & IT-staff
    • 30-day trial period, lim ited user count
    • Can be activated with a commercial key*
    Sign up free!
    Compare all plans
    Download now
    Installation guide in PDF

    To activate your 30-day trial in the cloud version of Bitrix24, simply navigate to:
    Your Bitrix24 --> Settings --> License --> Demo mode --> Activate

    *You can start developing your intranet/extranet solution in-house using a trial package of Bitrix24 Self-Hosted version. It can be evaluated for 30 days, and during the evaluation period it is also possible to buy a license key and continue working with the product as a commercial customer without losing any data or wasting any time with a new product installation.
    Tags: 30-day, bitrix24, cloud, free, in-house, intranet, self-hosted, test, trial
  • Converting Leads

    Converting a lead to a Contact represents a point in the relationship with the (potential) client that puts them in a category beyond the rather impersonal status of ‘lead’, or the point at which the client is made the responsibility of a manager rather than an associate, etc. In many cases, this is when the lead makes a purchase or signs a contract.

    Tags: BP, business process, conversion, convert, crm, lead
  • Bitrix24 Spring 2013 Updates Part A

    Ann Slyshkina 19 March 2013
    Bitrix24’s cloud service was recently updated; changes affect the following functions:
    • Mobile App
    • Bitrix24.Drive
    • Main page
    • Daily planner in the Standard and Free versions
    • CRM
    • Tasks
    • Web (IM) messenger
    Let’s take a closer look at each point.  

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