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Professional Services Automation

Professional Services Automation

Bitrix24 is the only free professional services automation software suite that can handle all aspects of a typical business - from client management and billing to document management, tasks and projects, HR, time management, knowledge management, collaboration, internal communications and even call center. Importantly, Bitrix24 is available both in cloud and as self hosted software that can be installed on your server (if you go for this option, you get open source code access). Another important advantage is that Bitrix24 comes with extranet option, meaning you can provide clients limited access to your Bitrix24 account for the purposes of collaboration on a specific project or projects.

  • Basic features

    • Free for 12 users
    • Unlimited users - $99/mo
    • Web based (cloud) or self hosted
    • Client access via Extranet
    • Social interface
    • 30+ free business tools
    • Mobile apps (iOS and Android)
    • API, apps, integrations, open source code
    Free professional services software

  • CRM and Client Management

    Any business starts with clients. No sales = no business. Bitrix24 comes with awesome free sales and client management tools that you are sure to appreciate:

    • CRM
    • Quotes
    • Invoices (Billing)
    • CRM access rights
    • Product catalog
    • Email marketing
    • Learn more
    Open source professional services automation software with CRM

  • Task and project management

    Project management is at the core of professional services automation software.

    • Unlimited projects and workgroups
    • Unlimited tasks
    • Unlimited subtasks
    • Gantt chart
    • Checklists
    • Learn more
    Professional services automation software with project management

  • Time management

    Bitrix24 helps you get you job done on time, every time.

    PSA software with time management

  • HRMS and Talent Management

    Employees are the heart of your organization. Human Resources Management System inside Bitrix24 makes sure this heart isn't skipping a beat.

    • Company directory
    • Org chart
    • Departments & Workgroups
    • Leave requests
    • Employee profiles
    • Intranet
    • HRMS
    • Learn more
    Free professional services automation software for HR

  • Business process automation

    Workflow automation tools that Bitrix24 comes with helps you reduce workload and speed up business process execution.

    • Document approvals
    • Expenses approvals
    • E-Orders
    • Helpdesk
    • Visual business process designer
    • Records management
    • Learn more
    Professional services workflow automation

  • Document Storage and Management

    Bitrix24 makes in easy to store document online or on your server, share them and work with.

    • Online storage
    • Multiuser online editing
    • Offline editing
    • Personal, company, group drive
    • Google, Office 365, MS Office, Pages, Open Office, etc
    • Document sharing
    • File locking
    • File syncing across devices
    • Learn more
    Professional services automation software with document management

  • Call Center and Internal Communications

    • Incoming calls
    • Outbound calls
    • Phone number rental
    • PBX connector
    • Videoconferencing
    • Mobile messenger
    • Mail server
    • Learn more
    Professional services automation call center
Bitrix24 CRM manual is available here. If you are interested in buying self hosted editions of Bitrix24, which come with API, CMS and source code, and can be easily customized and integrated with other tools, please download trial version here.
2,000,000+
organizations
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