Bitrix24 latest news and useful tips

  • 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.
    Tags: apps, marketplace, google analytics, CRM
  • 5 Things You Can Automate with the Help of CRM

    Yuliya Skorobogatova 23 July 2018
    CRM automation.png

    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:

  • Migrate From Asana To Bitrix24 Easily!

    Dmitry Davydov 12 July 2018
    You can now migrate from Asana to Bitrix24 with literally one click of a button. Simply install this free app and follow the instructions.
    Tags: marketplace, app, Integrations, asana, project management
  • Bitrix24 Training this summer

    Oksana Bednenko 10 July 2018

    Dear Bitrix24 Users,

  • shopify.png
    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.
    Tags: shopify, Integrations, apps, marketplace

  • 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.
    Tags: site, website
  • 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.
    Tags: project management, tasks
  • CRM Drive Cleanup

    Dmitry Davydov 14 June 2018
    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.  
    Tags: CRM
  • Get your documents signed with "Sign Here" application

    Yuliya Skorobogatova 14 June 2018
    Sign Here” integrates e-signature service with Bitrix24. This integration ensures GDPR compliance and grants a signed document the legal status.
  • New Document Builder Inside Bitrix24 CRM

    Dmitry Davydov 9 June 2018
    Screen Shot 2018-06-09 at 8.37.22 AM.png
    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.  
    Tags: CRM
  • project.jpg

    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.

  • 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.
    Tags: quickbooks, apps, marketplace
  • people analytics.png

    People analytics is one of the hottest topics in the world of HR. This is understandable as people are the most valuable resource the organization has access to. But the implementation of people analytics also contains a great promise of transformation - the transformation of HR from a supporting business function to a strategic, revenue increasing partner.

    This article is intended to explore the essence of people analytics and future predictions in the field.

  • 1-02.png
    GDPR is an important piece of legislation that regulates personal data processing for the residents of the European Union. It comes into effect on May 25, 2018. You can learn more about GDPR in this Wikipedia article.

    We’ve updated all our services to make sure they meet GDPR guidelines. If your organization is located in the European Union and you are using Bitrix24, be aware of the following changes:
  • Today we’ve introduced the new version of Bitrix24 called Hong Kong. This was a very extensive release with several dozen new features added. If you did not attend our online presentation, here’s an hour long recording of the webinar. For those too busy to watch the entire presentation, here are the highlights of the release:

    1.    GDPR compliance information for Bitrix24 users from the European Union

    2.    Print option for any Bitrix24 page, including Gantt charts

    3.    New mobile app for iOS and Android

    4.    New desktop application for Windows and Mac, elastic drive and CRM drive

    5.    Updated business process designer

    6.    Automation for tasks

    7.    Tasks between Bitrix24 accounts

    8.    New Bitrix24 contact center

    9.    New Bitrix24.Mail

    10.  Updated open channels, widget and reports

    11.  New rules and triggers for CRM automation

    12.  Repeat leads and deals inside CRM, Sales Boost feature

    13.  Appointment scheduling and resource booking inside CRM

    14.  New document builder for CRM

    15.  Online stores inside Bitrix24 (cloud ecommerce platform)

    For details about each feature and availability dates, please watch the recorded presentation. We'd appreciate if you share the news about the release with your friends and colleagues inside your Bitrix24 accounts as well as via Facebook, Twitter and other social networks.

    P.S. We've also recorded this presentation in Spanish and Portuguese for our clients from Spain, Portugal and Latin America.

    Tags: bitrix24, webinar
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