Bitrix24 Blogs

Bitrix24 latest news and useful tips

  • Import tasks to Bitrix24 from Excel

    Dmitry Davydov 21 November 2017
    Our partner Make Interactive has released a new app that allows you to migrate to Bitrix24 from Asana, Basecamp, Wrike, Trello or any other task manager where tasks can be exported to Excel (CSV) file. Here's a short video overview of the app

    Tags: apps, tasks, marketplace
  • MAKE Interactive, a Bitrix24 gold partner, has updated it's CRM PDF app. This app lets you flexibly and attractively design quotes and invoices in your Bitrix24 Cloud service.  

    A compelling statement from one of our clients that triggered the development of this app was that a quote is often the first impression that the customer gets, since it is the first thing that they see with the company name and logo on it. Furthermore, the PDF or printed quote is an instrument of the most fundamental part of the relationship, payment for products or services.

    The existing quotes in Bitrix24 are rather limited, especially concerning the layout of the components of the quote on the page. MAKE Interactive has solved this issue in an elegant way:  by saving a .docx file in a special folder in the Drive, it becomes a template for your quotes.  More than 1 template can be created and selected. After a Quote is made for the CRM, it can be selected in the App’s page, and the information from the quote will go into the template.


  • shutterstock_527300878.jpg
    Every year something exciting happens. We imagine ourselves millionaires and want to spend hours browsing retail shelves in a search for that perfect gift for a loved one. Tis the season. For business owners this period is marked by incessant anxiety and frustration. There are way too many things to deal with! Worse even, customers are jumping ships and flee to your competitors because you happened to have missed some valuable insights about customer preferences.

    But fear not. Thankfully, there is a plethora of information and research online that reveals the needs and wants of customers.

    Based on the forecast for this year, the holiday retail season will be a blast. US consumers are planning to spend between 3.5 - 4.5% more than they did in 2016. Sounds like good news, doesn’t it?

    But let’s look at all the data to get a comprehensive picture:

  • Fall 2017 Bitrix24 New Release Webinar

    Dmitry Davydov 7 November 2017
    Please join us on November 21 at 10 AM EST to learn more about our new massive release. New CRM, new tasks and project management, new communication tools and even a brand new Bitrix24 service that we can't yet talk about. Register today and make sure you watch the live webinar, because we'll be giving away special gifts to attendees.
    Tags: webinars
  • Recurring deals in Bitrix24 CRM

    Yana Prokopets 7 November 2017
    recurring deals.png

    We have added recurring deals to our CRM. Right now this feature is in beta and thus available to all users. Once the testing is over, this feature will be limited to Bitrix24 Standard and Professional plans, so keep this in mind.

    Who needs recurring deals in CRM? Any business that uses subscription or retainer model instead of one off sales. Once you select the interval that appropriate for your business, new deal will be automatically created when it’s time to talk to your clients about renewal.
  • How To Migrate From Pipedrive To Bitrix24 CRM

    Dmitry Davydov 5 November 2017
    We've added a free app that allows you to easily migrate from Pipedrive to Bitrix24 CRM

    The following Pipedrive CRM entities can be transferred to Bitrix24 CRM:

    1. Users
    2. Organizations
    3. Persons
    4. Currencies
    5. Deals
    6. Activities
    7. Notes
    8. Pipelines
    9. Products
    10. Stages

    Tags: CRM, marketplace, apps
  • 5 CRM Trends To Look For in 2018

    Yuliya Skorobogatova 3 November 2017

    CRM is evolving and changing all the time. It’s one of the fastest growing industries, that brings innovation and simplifies lives of thousands people and businesses.

    CRMs are no longer viewed as an option, it’s a must. In 2018 this tendency will continue, with more companies shifting to cloud-based CRM solutions.

    Trends in CRM are largely influenced by the trends in the software industry. These were defined by Kevin Kelly in the book “The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future”. The author provides a big picture view on the future of technology and how it will affect our lives. Interacting, cognifying, flowing, screening, accessing, sharing, filtering, remixing, tracking, and questioning are the 12 trends that already started revolutionizing the way we live and work. CRM trends, even though on a smaller scale, follow the same defined pattern.

    If you’re using CRM in your business and want to know about latest developments in the industry, here is the list of key CRM trends to look out for in 2018:

  • Grab 40 to 79% OFF Your Migration to Bitrix24

    Dmitry Davydov 31 October 2017
    Ready to migrate to Bitrxi24 from another CRM, such as Salesforce, Zoho or Pipedrive? Take advantage of this special offer from our CRM data migration partner Data2CRM.
  • Call intercept in Bitrix24

    Yana Prokopets 20 October 2017

    Bitrix24 allows call interception for any telephony queue group user. Be default the intercept dial code is *11, but it can be changed in Telephony Settings. Entering the code allows you to intercept an unanswered call that is currently routed to another telephony user. Please note that users can’t intercept calls outside their queue group.
  • Many of you have asked for integration between Bitrix24 CRM web forms and Facebook lead ads. This feature is now available to our users. Here's a short video that outlines the entire process

    Tags: CRM, facebook
  • fb_gif11.gif

    Every marketer or a business owner wants to see their sales skyrocket. And there are numerous ways to promote the business and turn this vision into reality.

    Social media is one of the recent advertising methods. But in order to fully benefit from the opportunities that social media has to offer, it’s important to think strategically and optimize ad performance.

    This article is intended to explore Facebook advertising basics and psychological tricks to help you create a successful Facebook campaign.

  • canned responses.png
    Canned responses to frequently asked questions are quick and convenient communication tool for both the customer and the online consultant (technical adviser, etc.). In Bitrix24 Open Channels, user responsible for the chat, can insert it from a canned responses menu, rather than typing the same answer repeatedly.

    Managers can create own FAQ list of replies for Open Channels. Canned Replies are based on Lists. This is an independent lists section designed for Open Channels, where you will be able to add, edit, assign access permissions for canned responses. Please note that you can group responses, e.g. categorize them as technical questions, sales, delivery, partners, etc.

    Users, working in the Open Channels will be able to add own replies to the Canned Responses list as well in one click.


  • Bitrix24 account administrators can now apply changes made to their menu to all users in the account. This is done by using ‘Set shared menu for everyone’ option. Do note that each individual user and account admin(s) will still be able to continue customizing their own menu after the shared menu is applied.
  • The Most Essential Rules of Customer Service Communication

    Yuliya Skorobogatova 29 September 2017

    Customer success depends on so many factors. Not only your product should meet customers’ expectations, but all brand touchpoints are supposed to be smooth and pleasant. Unfortunately, we cannot overrule the human factor and all companies have to deal with accidental bugs, complaints and grumpy customers. Here is where customer service communication comes in. Be it verbal or written, it is like the glue that spell all the differences between churn and loyalty, between dissatisfaction and success.

    We prepared a list of rules Bitrix24 success team uses to communicate with customers. Some of them you’ve probably heard of, but we also share our “secret” gems. Applied to any human interaction, these rules will make you an effective communicator and level up customer service communication in any company.

  • New CRM Reporting Option

    Dmitry Davydov 28 September 2017
    If you are missing CRM reporting options, try new application CRM Advanced Report from our #1 partner in the Southeast Asia - YouNetSI.


    Tags: marketplace, apps
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