Bitrix24 is a complete suite of social collaboration, communication and management tools for your team.
Bitrix24’s CRM has been enriched with invoice functionality.
Now you can:
Task template is a pre-set task form which is used in order to automatically generate new tasks based on the template conditions.
Now tasks can be quickly created in Bitrix24 by forwarding an email to a special email address.
Bitrix24 is the only free cloud based project management solution that gives true tasks dependencies even in the free plan. If you know of others, we’d like to know the name. All four popular dependency types is supported – FS, SF, FF, SS. The free version’s only practical limit is 12 users/5G, since free plan comes with unlimited tasks, subtasks, templates, project workgroups, time tracking Gantt chart, billing (quotes and invoices) and client management tools.
Task checklist is a type of "to do list", which helps to ensure consistency and completeness in carrying out a task.
Meetings and Briefings helps companies cope with the problems associated with growth. This tool shortens preparation time for meetings, sets the agenda, facilitates the recording of minutes and decisions reached in meetings, and adds transparency to the process of application and execution of those decisions.
Use Bitrix24 Marketplace to add more exciting features to your Bitrix24 service. The new applications will install in the blink of an eye; you will not need any special knowledge to do that. Bitrix partners can upload their applications to Marketplace.
A lead is a CRM object containing information (telephone number, email, website) of a person or company who has the potential to become a customer – that is, to complete a deal. A lead is the beginning of the process, thus the information contained in a lead may come from a business card collected at a conference, the company website, or a phone call coming in to the sales department.
Having trouble coordinating a team's creative mess, or organizing your own? It's hard, we know! Our solution is fairly simple: schedule, share and sync. Bitrix24's Calendar allows you to do it all in a few clicks.
Extranet is a web zone inside your Bitrix24 instance created so that company employees can productively collaborate with authorized users from third parties such as clients, suppliers, or partners. The extranet is based on the workgroups. External users are invited to a workgroup, communicate with the workgroup members and are allowed access only to that workgroup and their own profile.
Your employees, clients or business partners may store their files in external cloud accounts, here is when Bitrix24 Download from external drive option may come in handy. Currently the list of supported external Drives include: Box, Dropbox, Google Drive, Office 365, OneDrive, Yandex.Disk
Looking for free online event planner software? Look no further, because Bitrix24 is exactly what you need. Client and vendor database? Check. Email marketing? Check. Quotes and invoices. Check. Shared calendars? Check. Tasks and projects? Check. Group chat and instant messenger? Check. Venue booking? Yep. Bitrix24 is available in cloud or as self hosted software that can be installed on your server. Open source code assess is available for on premise installation. Mobile and desktop apps for PC, Mac, iOS and Android are free as well.
Bitrix24 makes it easy to create and manage a centralized searchable employee directory no matter how many employees your organization has – ten or ten thousand. In addition to an alphabetical index and search box, Bitrix24 lets you find any employee by expertise/interest or by simply browsing through dynamic company structure. Numerous search filters (by position, branch or department, for example) and an employee phone directory are specifically designed for companies with large workforces.
Besides Team load section, you can also use Task Reports to track time spent on tasks. You can estimate how much time should be spent on a task and after its completion, compare that to how much time has actually been spent.
Bitrix24’s social enterprise network is specifically created with employee engagement tools, so it doesn’t have to be forced onto your workforce, as adoption happens naturally and relatively quickly, even when no additional training is provided.
Using Outlook, Gmail, Yahoo!, Office 365, MS Exchange or iCloud and don’t want to move? No problem, simply use the Bitrix24 email connector. Select your email provider, enter your login and password, and you’ll see an incoming email counter appear in your Bitrix24 menu. Click ‘Webmail’ to access your email messages.
our Bitrix24 account Activity Stream has Views feature now! Have you ever thought it would be great to know who has read your message already? Now you can see it in real time.
My Drive is a centralized access point for all files in Bitrix24 that you want to work with. All your personal files, any Group Drives that you’ve chose to connect, as well as shared folders and documents that you’ve been given access to are conveniently located in a single place.
Bitrix24 account creator is granted administrative access to the account by default. When account creator invites new users - he\she can give them administrative access level too (use option “user has administrative access to the portal” inside user profile page). To be able to access all hidden information (e.g. all tasks of particular user), account administrator should enable Admin mode inside own Profile page.
The CRM has an Activity Stream of its own. It is a central communications and management interface for the CRM. The stream intuitively presents information about work that has been recently carried out with each CRM object in chronological order.
Bitrix24 users may be granted different access to the CRM data based on the configured access permissions.
The Send&Save technology utilized in Bitrix24 supports sending bulk emails, individual emails, and attachments with pre-made templates, if necessary. When set up, all email correspondence is saved as an activity in the given CRM element, whether it is a lead, company, or contact.
Now your Bitrix24 Deals section has a new dashboard – a bright report page which reflects deals analytics. You will be able to easily switch between deals list and dashboard pages with the help of top bar tabs. New dashboard has 8 “ready to go” analytics widgets, which you don’t need to be specially configured and can be used for sales analysis. he widget shows the number of deals at each stage. It can help evaluate the effectiveness of sales manager’s work with deals – the analysis reflects the number of deals that reach the final stage. The report period can be configured in the widget’s settings.
In most CRM systems, the term contact designates an individual who has purchased your product or service or a company representative responsible for purchasing. The difference between a contact and a lead is that leads are POTENTAL clients, whereas contacts are usually existing ones. Please note that in telemarketing terms 'contact' and 'lead' are used differently than in traditional CRM systems. There the term contact means cold lead and those who expressed interest in trying or purchasing the product (warm leads) are called leads. Contacts could be imported into CRM, added manually or converted from leads that have decided to purchase the product. Contacts are usually associated with companies (accounts) and deals (opportunities). If you are looking for free and unlimited contact management software with over 20 sales and marketing tools, consider Bitrix24 CRM.
Business processes can be manual and automated. Advanced CRM software, like Bitrix24, can partially or fully automate business processes in CRM. For example, your CRM solution can automatically assign leads to different sales agents based on the given criteria (location, language or acquisition channel). If you are looking for free CRM software with business processes automation and over 20 sales and marketing tools, consider Bitrix24 CRM.
Bitrix24 Company Structure / Organizational Chart tool comes with a visual builder (Drag’n’Drop) that makes it easy to create an interactive diagram representing the hierarchy of your organization with departments, sub-departments, department heads and subordinates. This chart can be used to determine which employee is the one most relevant to a given issue or problem. Importantly, the information contained in the Bitrix24 organizational chart is incorporated into many other functions of your Bitrix24 corporate portal: reporting, delegation of tasks, workflow, and more. For example, department heads can see all the tasks of their subordinates.
The absence chart registers the company’s employees being out of office for vacation, business trip or whatever reason.
The Company Pulse helps improve adoption and engagement among users in your company. You can see an overview of activity in the intranet in the regular view, broken down by types of activities, such as IM, tasks, mobile device, etc. The Pulse gives insight concerning what tools are well-adopted and how users are implementing the intranet into their work routine. For administrators and supervisors, a set of pre-made explanatory messages can be sent out to employees via the Activity Stream to encourage adoption of various tools and general engagement.
Bitrix24 Self-hosted version is not just an intranet solution – it’s also a powerful CMS! Control Panel, front-end and back-end editing, database optimization tools, intranet analytics, performance monitor, geo web-cluster and more! Full control anytime!
Business Processes help you manage workflows inside your CRM, Document Library, and Lists. A special drag-and-drop editor helps you to build elaborate schemes with numerous stages that an element should go through until it’s approved by the responsible person.
Bitrix24 allows you to manage your Company Structure. With just a few clicks, you can add, change or remove a department, assign to an employee a new position, change access permissions, etc! The Company Structure is visual and 100% drag-and-drop!