Bitrix24 for Consulting Сompanies

Dynamic. Scalable. Client-Driven.

Whether you advise growing startups, manage enterprise transformations, or deliver tailored strategic expertise – Bitrix24 helps you collaborate seamlessly and deliver measurable consulting impact.

Consistent client communication
End-to-end project management
AI-driven CRM
Secure document and data storage

Bitrix24 for Consulting – built to support teams like yours:

Strategy & operations consulting

Risk & compliance consulting

Financial & transaction advisory

IT & technology consulting

HR & talent consulting

Economic consulting

Marketing & sales consulting

Your consulting business

Bitrix24 is the driving force behind 15 million businesses worldwide

Learn more

Ready to consult smarter, not harder?

Bitrix24 Partners deliver customized, end-to-end solutions that help consulting firms streamline operations and enhance client collaboration. Book a demo to see how Bitrix24 helps turn every project into a success story.

Why you need a Bitrix24 Partner

Quick product implementation
Picking a proper plan
Employee education for quicker start
Tailored customization for your needs

Take your consulting business to the next level with Bitrix24

Build strong connections with clients at every stage

Deliver consultations via calls, integrated messengers or videoconferences
Instantly notify managers about new messages or missed calls
Answer calls and messages on the go using the mobile app
Let clients book meetings online with convenient time slots
Send booking notifications to reduce no-shows

Structure your workflow, boost your results

Automatically create leads/deals from calls, chats, and CRM forms
Organize your workflow using pipelines with flexible access control
View all client data and interaction history in a single CRM card
Create invoices and send documents for online signature
Accept payments from clients within the deal card

Boost your team's efficiency by automating routine tasks

Automatically fill CRM cards using client data from phone calls
Transcribe calls and generate summaries to capture every detail
Create tasks and add checklists in one click to stay organized
Summarize key points and record meeting outcomes to structure project steps

Collaborate seamlessly and keep all materials in one place

Create and edit documents online: from analytical reports to presentations
Work on files simultaneously with colleagues
Use boards to visually organize projects
Share public links of documents and boards with clients

Plan, monitor, and deliver every stage with confidence

Optimize routine tasks using templates and default deadlines
Manage dependent tasks in Gantt and adjust deadlines easily
Use reminders to stay on top of key work stages
Monitor performance and gain insights with advanced analytics
Make calls, share files, and collaborate in task chat without losing context

From strategy to execution

Organize tasks, files, and events for a specific project in one place
Set access permissions to manage team roles
Plan your team's time by estimating task complexity and delivery timelines
Invite clients to Collabs to keep them updated on project progress

Learn how Bitrix24 enhances client service in consulting

"Since adopting Bitrix24, our work has become faster, more organized, and collaborative. CRM helps us manage clients seamlessly, AI Copilot saves time with smart automation, while Workgroup, Task, and Workflow keep teams aligned and processes efficiently – truly boosting productivity."

Dr. Do Thi Phuong Thao

Back Office Manager, DIGI-TEXX
"Bitrix24 has streamlined our communication and collaboration. It has become an essential tool for our team's productivity"

Nikita Solanki

VP's Management Coordinator, StartupFlora
"We were convinced by the clear and logical structure of Bitrix24, as well as the many options for integration with other software."

Peter Krummenacher

CEO, k-webs GmbH - Internet Consulting
"It’s a complete solution for marketing and promotion due to seamless integration with the prominent social media tools."

Joarder Md Rezwan Hossain

Director & Senior Accountant, Global Accounting & Financial Services Pty Ltd. Australia

Smart integrations to elevate your consulting practice

Connect to external analytical systems, corporate communication tools, and more through 500+ integrations and a robust REST API

SMS, chat & call services: Consult clients through any channel, wherever you are
Payment systems: Manage invoices and process payments effortlessly
Reports for BI Analytics: Gain deep insights into team performance, project efficiency, and improvement areas
Custom integrations from Bitrix24 partners: Because every business is unique

Consulting firms achieve measurable results with Bitrix24 Partners

technopeak

Secure, Scalable IT Solutions for Modern Consulting Firms

Webbee Limited

Intranet hub for financial advisors

MonCRM.me

Project management, at peak efficiency

Interface

Bitrix24 Case & Time Management

Enhance your consulting practice with our partners

Bitrix24 Partners help consulting businesses build seamless operational systems that connect every stage of the client engagement – from first contact to project delivery

Whether you're looking to streamline daily operations or grow your client base, Bitrix24 provides the tools you need to deliver measurable results and drive long-term success.

FAQ

How does Bitrix24 help consulting firms manage client relationships?

You can communicate with clients via calls, messengers, and video meetings, keep a complete interaction history, and let clients book meetings using available time slots.

Can Bitrix24 automate lead capture and sales pipelines?

Yes. Leads and deals can be created automatically from calls, chats, and web forms, then managed in customizable pipelines with flexible access controls.

What AI features are useful for consultants?

AI can help populate CRM records from calls, transcribe conversations, generate summaries, and create tasks and checklists-reducing time spent on routine administrative work.

How do we collaborate on documents with clients and the team?

Create and edit documents online, collaborate in real time, share public links with clients when needed, and attach documents or boards directly to tasks and projects.

Does it support Gantt/SCRUM and project visibility for stakeholders?

Yes. Manage dependencies in Gantt charts, plan with SCRUM, control permissions by role, and keep clients updated via collaboration workspaces (e.g., Collabs).