Free workflow management for projects
As a project manager, you’re in charge of the bigger picture, and Bitrix24 has all kinds of tools and views that can make applying your skills easy. Kanban boards and scrum methodology tools give you an agile edge that you can constantly improve as you progress.
But with workflow management software free for all users, you can further simplify your tasks. Set the customizable automation rules you need, and Bitrix24 will send notifications, move tasks to the next stage and person, or change deadlines. As a project manager, features like receiving a notification when a project is nearing its deadline are invaluable.
Another excellent option for visualizing your and your team’s tasks is through a Gantt chart. Part of your calendar, they give everybody on your team full transparency of each other’s schedules, allowing you as a manager to distribute work fairly and efficiently.
Gantt chart dependencies
Using your free cloud workflow software, you can take it one step further. Add dependencies to your Gantt chart, and automatically assign tasks only when another has finished. If you need to assess tasks, get a notification when they’re done, and set a delay of two hours before assigning the following task.
Make your HR processes more efficient and free up valuable time for your staff. Take advantage of the in-built forms and records management to set up a self-service module for your employees and take pressure off your HR team.
Free workflow system for HR
Bitrix24 has a vast range of other HR automations such as holiday requests. Set up a system where your employees can request time off and give a reason why, for example, vacations, sick leave, or maternity leave. As soon as they’re approved, your company absence calendar as well as employee calendars will be updated. It’s the same with business trips — you provide the details and Bitrix24 will do all the necessary updates. It’s as easy as that.
Let’s be honest, finance isn’t everybody’s favorite subject. But with Bitrix24’s web-based workflow software, you can make it easy for everyone involved. Whether it’s expense reporting, approval, reimbursements, or purchase requests, you can access all of them from your Bitrix24 Activity Stream.
Streamline your finance workflows
By setting up protocols for all of your financial operations, you can easily track your transactions and keep on top of your accounts. What’s more, as Bitrix24 is much more than just a free workflow system, you get an employee database that will automatically update with all the new financial information you feed into it.
Bitrix24’s sales automation module takes the stress out of tasks like distributing leads among sales agents. Using the free workflow automations in your CRM, you can create tasks for your team when a certain condition is met, so once your system is in place, you can let it run like a well-oiled machine.
Efficient workflows for high-performing sales teams
Use Bitrix24’s free cloud workflow software to optimize the customer journey, from the first contact to closing the deal and beyond. Automated emails can be used to get the conversation going after your users fill in a form, then email sequences can nurture leads with little effort on your side.
Bitrix24’s range of tools are the perfect starting point for an internal helpdesk. Organize your workflows by setting up request forms and customize them with all the necessary fields. Automate a notification or an email when each form has been submitted and then get to work on finding solutions.
A smooth-running internal helpdesk
Once you’ve got a request system in place, it’s time to use the task management tools in your free cloud workflow software. Your IT or operations department can set up automated processes to carry out repairs and implement their own quality control and time management checks. By tracking time, they can also make precise time predictions for every job.
Depending on the needs of your business and of each task, Bitrix24 allows you to create both sequential and state-driven business processes. Apply the relevant process to each task and optimize your workflows from employees, CRM entities, documents, tasks, calendar events, email messages, and more.
Sequential and state-driven business processes
If these tasks are recurring, automate them to repeat at certain intervals, or put them in your calendar so you don’t forget. You can also set up customizable templates with subtasks and checklists. This works perfectly to standardize your processes such as hiring and firing where consistency is key.
Take all your Bitrix24 features with you wherever you go with the mobile app. Perfect for when you’re traveling for work, you can assign tasks, update your calendar, communicate with your team and so much more. Download the iOS or Android app and get started right away.
Free cloud workflow software on your terms
But the flexibility doesn’t stop there. While our cloud-based software works perfectly straight out of the box, if you have full tech support, you can upgrade to a paid plan, get full source code access, and customize Bitrix24 to your specific needs.
Bitrix24 is free to install, so there is absolutely no risk in giving it a go. Sign up for Bitrix24 today and see how it can help you streamline your workflows and so much more. Over 9,000,000 companies have already started benefitting from the Bitrix24 all-in-one business platform.
Sign up for your free cloud workflow software
Once you’ve signed up, you can accelerate your learning with videos on our YouTube channel which takes you step-by-step through all kinds of processes. And for the seasoned pros out there, our training manuals take a deep dive into the nitty-gritty details that can really make a difference.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.