• What Is Risk Management? A Simple Guide for PM Newbies

    Yuliya Skorobogatova 26 June 2017
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    They say life is what happens while you’re busy making other plans. In business, however, planning is everything. There’s no quality deliverable without a pre-planned project, just as there is no fruitful project without a solid risk management plan.

    Read more...
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    Depending on the way you are going to work with your clients in the CRM, we have designed 2 Bitrix24 CRM interface templates for you to choose from:

    • Simplified Client Management: this CRM interface doesn't have leads (lead - is an individual who might become your customer, but currently isn't) and is built around contacts and companies. This option will better suite your team if you either do not work actively with new leads or when you have qualified clients form the beginning. For example, if you run a dental clinic and most of your calls are for appointment settings.
    How it works: you add new clients directly as contacts or companies to the CRM.

    Read more...


  • You have probably noticed that such words as today, tomorrow, next week, etc. are automatically highlighted in Bitrix24 chats. Click on it to open quick options menu:
    • create task
    • create calendar event
    Click Create calendar event to add new event to My Calendar. You will see an automated message informing that the event has been successfully added. Click on the active link inside to open the event form. You can edit the event at any time - add guest, change date & time, etc.
  • Introduction to Retainer Contracts: Who, When and Why

    Yuliya Skorobogatova 16 June 2017
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    After a few long years of experimenting with freelance structures and one-off engagements, the business world has come to realize that project contracts aren’t always the best solution. And, that makes perfect sense: since both short-term deals and retainer agreements have pros and cons of their own, the decisive factor should be whether or not one of them makes sense in your specific situation.

    Let’s find out what retainer contracts actually are, and for whom, when and why they deliver stellar results.

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  • Meet Kanban, Planner & New Filters For Tasks

    Yana Prokopets 14 June 2017
    Kanban View For Tasks & Projects

    Bitrix24 Kanban for Projects - is a tool that will help you manage your projects!

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    Kanban in Bitrix24 is created especially for projects (workgroups).

    Read more...
  • Bitrix24.CRM Is Out!

    Yuliya Skorobogatova 7 June 2017
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    The junior on premise edition Bitrix24.CRM is now available to general public for download and purchase. Priced at only 1,490 US Dollars and sold with source code, it’s probably the most affordable full featured client, task and project management solution for a small team on the market right now. And if you make the purchase before June 14, you’ll save an additional 10% when entering discount coupon code BITRIX24JUNE at checkout.

    Terms and Conditions

    This special offer is valid until June 14, 2017, and cannot be combined with other discounts or special offers. All purchases can be made directly or through your local Bitrix24 partner. To take advantage of the offer, please apply your discount coupon code on the checkout page.
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    Overshadowed by a variety of marketing techniques, lead nurturing is something companies often forget about. It is easy to close deals when your leads are qualified and ready to buy. However, there is always a big cohort of prospects who are not so sure yet whether they need your product or service. Lead nurturing focuses marketing efforts on preparing these potential clients for their first purchase.

    How Effective It Is?

    Though it may seem like yet another step in a process that’s already long and daunting, lead nurturing makes a world of difference. In fact, both Marketo and Forrester Research have found that companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost!

    Still not convinced? Here are a couple of stats more.

    Read more...
  • Automatic Call Transcription

    Yana Prokopets 31 May 2017
    In addition to call recording, you have now an option to get a call transcription in a text format! About 80 languages are supported at the moment.

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    Read more...
  • 5 Hacks for Successful User Onboarding

    Yuliya Skorobogatova 30 May 2017
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    By definition, user onboarding is a new element of web and mobile app design that helps customers adopt the product successfully and with ease. It’s the initial experience users have with your brand, which lasts from the moment they access your digital product until the moment they become absolutely enchanted with it, realizing just how beneficial and necessary it is in their lives.

    The end goal of user onboarding is manifold. Sure, it should teach customers how to use a product, but do so in an exciting, unobtrusive way. More importantly, successful user onboarding should shorten the time users need for understanding the product’s core value, thus enticing them to use it constantly in the future.

    Instead of finding your product uninteresting and difficult to use, people should become enthusiastic about it. It’s the difference between seeing them leave and converting them into satisfied long-term customers. As such, user onboarding isn’t just the best first impression you can make; essentially, it is a growth technique that digital businesses cannot afford to miss.  

    Here’s how to make it irresistible.

    Read more...
  • If you’ve missed yesterday’s presentation of new Bitrix24, here’s the recording:


    Here’s a list of new features that have been or soon will be released to your cloud Bitrix24 accounts:

    - Kanban view for tasks and projects
    - Customizable task planner
    - New filters and search inside CRM, tasks and Activity Stream
    - New sales and marketing automation tools
    - HTML template support for email marketing campaigns
    - New 360-degree client profile overview
    - CRM lite mode
    - Customizable greetings for Bitrix24 Open Channels
    - Free Bitrix24.Time app
    - Asterisk and 3CX support
    - Much more!

    In addition to that, new on premise Bitrix24 editions now start at only $1490.
    Tags: CRM, project management, release, tasks
  • Founded in 1972, Eurofarma is the first Brazilian multinational pharmaceutical company. The company operates in more than 20 countries and has 12 manufacturing plants all over the world. Besides tremendous business success, Eurofarma has been listed among “The best Companies to Work For” according to Exame Voce S/A magazine for 10 years. Mario Nigro, Senior HR manager at Eurofarma, shares the secrets of employee motivation with our readers.

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    Read more...
  • Why Choose CRM for Accounting?

    Yuliya Skorobogatova 18 May 2017
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    We can romanticize it all we want, but the business world comes down to two simple things: customers and revenue. It’s how it always was, and how it will remain in the future. Luckily, today’s digital age has equipped us with technology that makes these goals so much more achievable.

    In 2013, Gartner Research predicted that CRM will grow to encompass a world-wide market of approximately $36 billion. Today, it is a synonym for success. But, did you know that cutting-edge solutions go beyond customer-oriented tools?

    Whether you’re a bookkeeper behind an enterprising businessman, or an independent accounting firm with clients of its own, CRM can make your customers happy and your books tidier. Here’s how.

    Read more...
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    Meet new smart search and filters for the Activity Stream.

    This new search:
    • Searches throughout the entire Activity Stream
    • Immediately shows search results
    • Indexes new Activity Stream content in real time
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    Read more...
  • Spring 2017 Release Online Presentation

    Yana Prokopets 15 May 2017
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    It’s May and this means it’s time for Bitrix24 Spring release. Please join us for a free webinar where we’ll be covering new features coming to Bitrix24 accounts. The webinar will take place on Wednesday, May 24, from 10 AM to 11 AM Eastern Daylight Time.

    Reserve your seat here!

    We can’t give away all the secrets yet, but we’ll be unveiling:

    Read more...
  • 5 Services to Help Startups Save Money

    Yuliya Skorobogatova 10 May 2017
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    However ambitious, new businesses fail for two fairly simple reasons: lack of management skills and dearth of financial prowess. The eventual success in these early stages of growth directly depends on your ability to manage money in the cleverest, most efficient way.

    Having realized that every dollar counts, frugal entrepreneurs started reaching out to technology for help. Luckily, inexpensive solutions are everywhere around; besides being cost-effective, online tools and services automate workflow, raise productivity and improve delivery rates.

    The following are our top five choices for services that reduce operational costs and help startups stay on their feet.

    Read more...
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