Here is a quick recap of the most important updates from the past month.
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New step-by-step CRM guide: Learn how to collect customer requests from various sources, store contact details, automate routine tasks, and analyze sales data.
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AI-powered repeat sales tool: Let AI find customers in your CRM who are likely to buy again and automatically create new deals for them.
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Document templates in Bitrix24 e-Signature for HR: Use templates to automate employee document signing. Set up automation rules to create and send documents, and use triggers to track their signing status.
Getting started with CRM
Bitrix24 CRM helps you manage customer relationships, save time, and grow your business. To get started, follow these key steps to set up your CRM and boost sales:
- Select the CRM mode and add your customers
- Connect communication channels
- Set up automation to streamline routine tasks
- Track performance with built-in analytics
AI-powered repeat sales in CRM
Repeat sales are planned purchases from customers who interacted with your business before. The Repeat sales tool uses AI to identify customers who are likely to buy again and automatically creates deals for them. CoPilot adds an activity to each deal with personalized recommendations for your sales agents on what to offer and how to lead the conversation.
AI-powered repeat sales in CRM
Document templates in Bitrix24 e-Signature for HR
In Bitrix24 e-Signature for HR, you can now create document templates. These templates allow you to automatically generate and send documents for employee signatures. For example, you can prepare a consent form for processing personal data and automatically send it to new employees.
Employees with access to Bitrix24 e-Signature for HR, such as the HR director or HR manager, can create templates. Access permissions can be configured by the Bitrix24 administrator.
- Bitrix24 e-Signature for HR: Create a document template
- Automation rules and triggers in e-Signature for HR: Document signing
- HR automation using e-Signature for HR: Employee hiring
Updates in articles
In July 2025, we updated several articles. Review the new content to better understand Bitrix24 features.
CRM. New articles explain how to use CRM—from creating deals to automating daily tasks. Learn how to create details templates, import customer data, and customize CRM forms.
- Companies
- Import to Bitrix24 CRM
- Create and configure details templates in CRM
- Add units of measurement in CRM
- Default values for hidden fields in CRM forms
- Create personalized CRM forms
Contact center. Find practical tips for working with Open Channel chats and using canned responses.
- Working with Open Channels chats
- Canned responses in Open Channel chats
- Working with Open Channel chats in the Conversations section
Sites. Learn how to create a multilingual site, set up an online store, and configure the mobile version in Bitrix24.
- Create an online store in Bitrix24
- Create and configure a multilingual site
- Optimize your site or store for mobile devices
Inventory management. Find out how to set up permissions for editing inventory documents, working with products, and managing warehouses.
- Configure "Edit inventory object view form" access permission
- Configure "View and select warehouses" access permission
- Configure import and export access permissions
- Configure access permissions to view the Inventory management section
- Configure access permissions to change product prices in CRM forms
- Set permissions to control product visibility in the online store
- Inventory access permissions: Control who can edit selling prices
