Getting started in Bitrix24

Bitrix24 is a set of tools for work that can be adapted to the company needs. It does not matter if you work with clients, partners or implement projects inside your company. In this article, we are going to tell you how to implement Bitrix24 and work as efficiently as possible.

In Bitrix24, you can create collaborative projects, set tasks by templates or by the Scrum method, schedule meetings in your calendar, make video conferences and create a knowledge base for newcomers.

In CRM, you can:

  • store customer data and the entire communication history, including SMS and calls;
  • close deals and analyze information with Bitrix24.BI-Analytics;
  • set up automation rules to keep your business running regardless of holidays and weekends.

Register your Bitrix24

To start working in Bitrix24, you need to register your Bitrix24 account. You can sign up completely free of charge on the registration page.

Enter your company name and address

Don't forget to specify your company name to make your Bitrix24 more personalized. You can also change the domain. That way, if you have several Bitrix24 accounts, you will definitely open the right one.

Read more in the article: Own domain and Bitrix24 name change.

When you register Bitrix24, the domain name is assigned to the account randomly. The name of the account can be renamed once for free at all plans. Repeated renaming of the domain is available only on the Professional plan.

Create your own unique Bitrix24

You can set the main tool, a company design theme, as well as customize the left menu for all employees.

Invite your colleagues

Add colleagues to your Bitrix24 and work as a team.

Read more in the article: Invite new users to Bitrix24.

Fill in your profile

Add photos to your page and specify your personal information. Also, get to know your colleagues better through their pages.

Read more in the article: My Profile.

Set up the company structure

When the team is formed, it's time to distribute all the employees in the company structure.

Read more in the article: Company Structure overview.

Say hello to your colleagues in Feed

Communication is the most important aspect for a modern company. Post a message for your colleagues in Feed.

Read more in the article: Add messages to Feed.

You can also talk to your colleagues in the chat room.

Read more in the article: General chat.

Account settings

If you want to set the date format for the account, specify weekends, set access permissions and configure other parameters, you can do it in the Settings section in the left menu.

Read more in the article: Bitrix24 Settings Page.

Bitrix24 tools

You can organize work in workgroups or projects. There is an option to make the project opened or closed and specify the deadline.

Read more in the article: Workgroups and projects.

Select a responsible person in the task, set the deadline, add necessary files and documents.

Read more in the article: Create a task.

You can also use the Scrum method. Organize the work of a scrum team and use chats and meetings for communication.

Read more in the article: Bitrix24.Scrum.

Before you start working in CRM, you need to select the mode. There are two types of mode: with or without leads.

Read more in the article: Switch CRM mode.

If you have a large customer base and you want to organize it, then you can transfer all the data to Bitrix24 CRM.

Read more in the article: Import to Bitrix24.CRM.

It is very important to customize CRM for your business. You can customize directories, email templates, configure access rights, etc.

Create your business card site. Describe your company and indicate its values. That way, you'll attract new customers, and the old ones will become even more loyal, learning more about you and your mission.

Read more in the article: Create your site in Bitrix24.Sites.

Trial mode

Bitrix24 free version is limited in functionality. But you can connect a 15-day trial period, and then you will have full access to all the tools of the maximum Bitrix24 plan.

Read more in the article: Free 15-Day Trial.

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