Bitrix24 CRM is a powerful tool, but it requires proper setup to work well. Every business has different goals. A small family business and a large company will use CRM differently. The implementation process helps you adjust Bitrix24 to fit your needs.

Follow these steps to get started.

Configure CRM for your business

Statuses and dropdowns
Go to CRM > Settings > CRM Settings > Start point > Statuses and Dropdowns.
Set up deal stages, contact sources, and company industries. This is a required step for working with CRM.
Statuses and dropdowns in CRM

Products
Go to CRM > Inventory > Products.
Add your products or services. Organize them into sections to find items faster.
Product catalog in CRM

Units and taxes
Set units of measurement in CRM > Settings > CRM Settings > Units of Measurement.
Set tax types and rates in CRM > Settings > CRM Settings > Taxes.
Units of measurement
Taxes in CRM

Email templates
Go to CRM > Settings > CRM Settings > Email > Email Templates.
Create templates for common emails. For example, greetings or signatures.
You can also insert dynamic data like customer name, company name, or deal amount.
Email templates in CRM

Company details
Go to CRM > Settings > CRM Settings > Start point > My Company Details.
Add your company information. New invoices and documents will include this data automatically.
Company details

Invoice and estimate templates
Go to CRM > Settings > CRM Settings > Payment options > Payment systems.
Customize invoice and estimate templates for daily use.
Invoice (an old version) and estimate templates

Access permissions
Go to CRM > Settings > Access permissions > CRM.
Define user roles and control who can access specific data.
Access Permissions in CRM

Add data to CRM

After setup, start adding your data.

If you already have customers and deals, use the import tool to bring them into Bitrix24.

You can also capture new customers using different channels:

• Telephony: Connect a phone number or use apps from the Market.
  Telephony connection options overview

• Email: Connect your mailbox. CRM will save customer data and communication history automatically.
  Mailbox integration

• CRM forms: Add a form to your website. When a customer submits it, their data appears in CRM.
  CRM forms

Get started with CRM

Bitrix24 helps you manage the full sales cycle. From the first contact to closing deals and processing payments.

Start by collecting customer data. Then guide leads through each stage until you close the deal.

If you want a simpler process, use the Simple CRM mode to skip leads and work directly with deals.
CRM modes

Integrate third-party services

You can connect other tools you use in your business. Bitrix24 supports many integrations through apps.
Find and install Bitrix24 Market applications

Setting up Bitrix24 correctly helps your business grow and keeps your processes organized.