Start for free
Product
CRM
CRM
Manage sales and clients effortlessly
Sales management Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get quotes, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI reports
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
See all СRM features
Tasks & Projects
Tasks & Projects
Get work done easier & faster
Task management Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
See all Tasks & Projects features
Collaboration
Collaboration
Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
See all Collaboration features
Sites & Stores
Sites & Stores
Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
See all Sites & Stores features
HR & Automation
HR & Automation
Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
See all HR & Automation features
CoPilot
CoPilot
Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
See all CoPilot features
See all tools
Pricing
Resources
Learn
Webinars
Helpdesk
Guides & API documentation
Connect
Submit ticket
Contact local Bitrix24 partners
Read
Latest articles
Bitrix24 tips & updates
Solutions
Role
Marketing
HR
Project management
Customer service
Industry
Legal
Retail
Travel
Transportation & storage
Restaurant
Remote work
Goal
Productivity
Communication
Mobility
Management & leadership
Tool
Telephony
CRM
Calendars
Contact center
Tasks & projects
Website builder
Business size
Solo entrepreneur
Small business
Enterprise
See all solutions
Integrations
Import & Export
jira-migration Jira migration
trello-data-migration Trello data migration
asana-data-migration Asana data migration
import-from-excel Import from Excel
Sales & CRM
stripe-integration Stripe integration
salebot Salebot
call-center-wizard Call Center Wizard
chat-booster Chat Booster
Marketing
wazzup Wazzup
whatsapp-business-api WhatsApp Business API
plivo-sms Plivo SMS
mailchimp-exporter MailChimp Exporter
Tasks & Projects
mind-map Mind Map
miro-boards Miro Boards
billable-hours-for-tasks Billable Hours For Tasks
kpi-company-efficiency KPI – Company Efficiency
See 400+ apps & integrations
Partners
For clients
Partner directory
Get personal consultation
For partners
Become Bitrix24 partner
Partner login
Why bitrix24
Bitrix24 advantages
Why Bitrix24
Testimonials
Compare with other solutions
Our company
About us
Contact us
In the press
Legal
Latest from Bitrix24
The Role of AI in Improving Customer Engagement Strategies
Demystifying AI: Understanding Its Impact in Today's Business World
How to Start a Project Like a Pro: A Beginner's Ultimate Guide
Start for free
Log In
en
America
United States (English) América Latina (Español) Brasil (Português) México (Español) Colombia (Español)
Europe
Europe (English) Deutschland (Deutsch) France (Français) Polska (Polski) Italia (Italiano) United Kingdom (English)
Asia
India (English) Türkiye (Türkçe) 中国 (简体中文) 台灣 (繁體中文) Indonesia (Bahasa Indonesia) Malaysia (Bahasa Melayu) ประเทศไทย (ภาษาไทย) Việt Nam (Tiếng Việt) 日本 (日本語)
You can change your region here, if necessary

Import and export CRM settings

1 min read
Vlad Kovalskiy
February 10, 2020
Last updated: December 29, 2020
Import and export CRM settings
Dear Bitrix24 users, 

We are glad to inform you that we've added a new option to Bitrix24 CRM. Now you can create presets and deploy them in other Bitrix24 accounts with the same settings, including automation rules, workflows and other settings.

Screen Shot 2020-02-10 at 5.19.22 PM.png

For more information and instructions, please visit this page. 

Happy customer relationship management! 
Your Bitrix24 team
Most Popular
Bitrix24's Seamless Drive Integration and Collaborative Editing Explained
Crafting Effective Prompts For Bitrix24 CoPilot
The Latest Bitrix24 Desktop App Update Is Here
Advance Your Business With The Ultimate Bitrix24 Webinar Series
Beyond the Click: How Bitrix24 and Google Docs Integration Enhances Team Collaboration
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
Bitrix24
Support
Resources
On-premise
Compare to
Apps
Partners
© 2024 Bitrix24
Privacy Overview

Cookies: This website uses cookies for analytical and technical reasons. ‘Analytical Cookies’ are inserted by Google Analytics to help us understand which countries our visitors come from, which pages they visit and what actions they take on this site. ‘Strictly Necessary Cookies’, as the name implies, are a type of cookies that are required for proper functioning of certain features of this website, such as the ability to use live chat. Disabling these cookies will disable access to those features and degrade your website experience.

Cookies of both types can be enabled or disabled within this plugin.

Cookie Settings
Cookie Policy

More information about our Cookie Policy

We use cookies to enhance your browsing experience - Find out more. By continuing to browse this site you are agreeing to our use of cookies. Change your cookie settings.
Got it