A Complete Guide to Bitrix24 CRM

Explore how Bitrix24 functions as a cloud CRM and company intranet, providing tasks, calendars, email, document management, drive, social network, chat, telephony, and group collaboration.

Explore telephony in the CRM with one-click calling and call logging, then compare cloud versus private cloud hosting, HR tools, e-learning, and enterprise-ready security with API customization.

Explore how Bitrix24 CRM unifies CRM, HR, ticketing, and collaboration in a cloud hosted platform. Understand pricing and activation options, including cloud and self-hosted deployments, IP restrictions, and scalability.

Explore Bitrix24 CRM pricing across cloud and self-hosted plans, compare free sign-up, data allowances, telephony credits, and features like CRM, automation, and project management.

Explore the Bitrix24 CRM user interface, including subscription options, demo mode, left navigation, apps, activity stream, chat channels, and mobile and web access.

Explore how to use the activity stream in Bitrix24 to send messages to all or selective employees, attach files, run polls and announcements, and manage clock in/out and conversations.

Navigate the Bitrix24 CRM workflow by using chats and calls, manage tasks and calendar, store files in drive, and explore CRM features and marketplace applications.

Discover how doc designer enables creating and designing documents, organizing groups and extranet access, and leveraging polls, activity streams, and privacy controls for team collaboration.

Explore the Bitrix24 crm interface, including the activity stream, invoices, companies, and reports, and configure crm settings, internet settings, email settings, and two-step authentication.

Explore configuring currency and company details in Bitrix24 CRM, set default invoicing currency, adjust locations, taxes, units, and permissions, and tailor automation, email, and integrations.

Explore Bitrix24 CRM workflow as you navigate CRM settings, create and modify a sample business process, and manage leave requests, company calendar, and reports through live approval workflows.

Explore setting up website widgets and sip phones within Bitrix24 crm, including widget options, crm button, open channel, and telephony for calls and customer interactions.

Explore global settings in Bitrix24 CRM, compare cloud hosted versus self-hosted deployments, and manage item-level and group settings, workflows, tasks, and reports for teams.

Learn to create calendar events in Bitrix24, set times, reminders, locations, departments, attendees, share announcements with attachments and tags, and navigate CRM from the home page.

Learn to build your Bitrix24 CRM company structure, create departments like management, HR, marketing, and IT, and add or invite users to the system.

Learn how to structure a company in Bitrix24 CRM by creating users, assigning them to departments, naming department heads, and reloading the structure to reflect hires.

Create multiple users across departments in the bitrix24 crm to form work groups. Assign roles such as accounts executive and production manager to departments like production and support.

Explore how to manage company structure, invite and confirm employees, and organize work groups in Bitrix24 CRM, including sales and marketing groups, group visibility, and member roles.

Learn to manage tasks in Bitrix24 CRM by creating tasks, assigning responsible parties, setting deadlines, attaching documents and pictures, and linking tasks to projects.

Learn how to create and link tasks and subtasks for inviting new employees, set dependencies, attach links, add checklists, and manage timing in Bitrix24 CRM.

Explore calendar and tasks in Bitrix24 CRM, create events with YouTube videos or links, and manage attendees from marketing and sales for a London trade fair.

Explore how to create calendar events and linked tasks for a trade fair, assign deadlines, set reminders, and track time while coordinating the marketing team.

Explore how to manage products in Bitrix24 CRM by creating catalogs, organizing items into services and hardware, and setting pricing for yearly and monthly plans.

Add new products and services to the CRM catalog, including server racks and API services with prices and units. Create filters to search and organize hardware services within sections.

Learn how leads convert into companies or accounts and generate contacts in Bitrix24 CRM, including sources, statuses, and opportunities. Connect email and telephony to capture lead data.

Explore how to create a lead, attach a contact and a company, and convert the lead to a contact in Bitrix24 CRM, then generate a deal and track related activities.

Explore how to create companies and contacts in the Bitrix24 CRM interface, linking contacts to companies, and populating fields like industry, address, emails, and social links.

Learn to create and manage companies in Bitrix24 CRM, add logos and client contacts, attach contacts to companies, and convert leads into the database.

Learn to create and send quotes from a lead in Bitrix24 CRM, add products, set prices, and convert prospects into clients.

Learn how to create quotes in Bitrix24 CRM by attaching files, creating a company, adding contacts, and converting quotes into deals and invoices.

Create a quote for crm training, convert it into a deal, and generate an invoice in Bitrix24 crm, detailing products, currency, and net seven payment terms with Plan-B.

Learn to manage invoices and client payments in Bitrix24 crm, convert quotations to deals, and mark invoices as paid via a graphical pipeline.

Learn to manage the crm in Bitrix24, moving from quotations to invoices, creating deals, and navigating the sales funnel stages, pipelines, and conversions.

Explore how to manage the Bitrix24 CRM sales funnel, converting quotations into deals, generating invoices, and tracking negotiation, proposal, and pipeline status for ongoing CRM support.

Explore the Bitrix24 CRM activity stream and CRM reports to track deals, contacts, and company performance, and learn to view, export, and interpret dashboards with graphical data for forecasting.

Learn how to create and customize reports in Bitrix24, track open deals by stage and revenue by product, review invoices by company, and export or copy reports to Excel.