Bitrix24’s customer relationship management (CRM) solution provides a platform for businesses to organize and track interactions with potential or existing clients and partners. With it, users can log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences.
Leads received from a user’s website (from an order or feedback form, for example), can be fed directly to the CRM. From there, users can create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks.
Users can also create personalized invoices for clients by automatically inserting client information and sending them directly to the client's email address.
Bitrix24’s sales funnel functionality offers an overview of sales transactions in progress and their respective stages. With the sales dashboard, sales agents can see how many deals they’ve won, how many clients haven’t been invoiced yet and an agent’s rating in comparison with other sales team members.
Erlan from BC Card Asia Pacific
Specialty: Software / IT
Employees number: 11-50 employees
bitrix24 is good for medium small company, because they have all that company need on that time. but for large company that need more spesific hr task, sometime functionality is not there.
easy to use
more to groupware for collaborate with other employee
have agile workflow for approval things
mobile feature just have basic function, still need to do from web
cannot handle advance HR task
cannot rely on support team for urgent things, because need time to reply the ticket
Debbie from Native American Missions
Employees number: 51-200 employees
This is a MAJOR solution for our faith based NPO. We are just getting set up and started in the digital database world, communicating with leaders all living 3 hours apart on separate campuses and setting up professional looking mass emails to internal and external key stakeholders. LOVE that I can manage all of this from any computer anywhere in the world!
Ease in importing contacts, customizable database fields, social links, the mobile app, and much more all in the FREE version.
Not all the videos fully answer my questions, however, I went to the email support and got GREAT answers and in 2 days time at the longest. I would like a list of people using Bitrix24 who live nearby me or to know about meet ups with other users. There is a map that showed me nearby users - but I can't contact them.
Daniel from Brightway
Specialty: Other services
Employees number: 11-50 employees
I would still recommend anyone that might be getting their first CRM/intranet to have a look at Bitrix. The free version (which has great value) can get you up and running quickly and with no strain on your finances.
Great for team communications
Allows you to place a chat widget on your website
Great value for the money
Bringing up the menu can look like you are sitting in an airplane with tons of options and setting. The CRM part could be a bit user friendly.
Luciano from Clarity Solutions
Specialty: Software / IT
I really like the following features: companies, contacts, timeline for social interactions, internal search tool and the groups structure for segmentation of data. The software is user friendly and you can start using it quickly (free until 12 active users). Mobile App works fine.
Ongoing changes in the product for limiting features that were available before (loss of registered data). Reporting could be improved, mostly for sales forecasts (we gave up using this feature).
This kind of product is basic in terms of registering companies and contacts. Be aware about how it may be used to respect your sales processes / funnel analysis with flexibility and productivity. Evaluate reports.
Peter from Forest & Ray Dental
Specialty: Healthcare / Medicine
The best about Bitrix24 is the way it combines the CRm with the telephony, by giving the necessary tools of a contact-center for an average company with a really user friendly online platform. We are implementing the features one by one, so organical change is also possible.
We had to use a SIP telephone provider, as we found that EU prices of telephony were more expensive than our previous provider. But using the built in SIP connector, we could connect our Voip provider and it took less than 1 hour to make this connection.
We were lookiing for a solution to help our CRM and telephony come together, while making sure that we fulfill the legal obligations of Healthcare. First we decided what our key points were and then we tried numerous solutions from the user point of view.
Graham from Agyma
Specialty: Software / IT
I like the idea of managing clients and projects on the same platform. Moreover, we can include our clients in the project workgroups via extranet.
At first we were using the free version. But later upgraded to professional using 50% discount for web studios which is very convenient.
I wish the project management had more possibilities for agile. At least, Kanban board would do. At the moment they have Gantt chart view, but we'd prefer Kanban. Hope it will be applied soon.
Check out the free version first. Maybe it will be more than enough for you.
Hisham from EIC - Engineers International Community
Employees number: 2-10 employees
Easy to use
Free user option gives the startups a great solution to start with
Needs to have more applications for free users, are they are mostly startups
Djohn from BagStore
When a client sets a task for several months, there is always the risk of losing the history of communication and the agreements that have been reached over time. All this can lead to misunderstanding or even conflict with the customer. These risks are very well understood by our company. Therefore, it was decided to transfer communication with customers to a new level and exclude any preconditions for misunderstanding with the help of Bitrix24. Now everything works clearly and smoothly and we can not worry that some information will be lost.
Tony from TBC
Employees number: 1 employee
This is a stellar tool for mid-size companies or smaller shops on the rise and growing. It fits neatly in that space where you have a little money to spend on worthwhile products but not the ludicrous amounts of money you'd have to spend for "enterprise class" tools such as those from Oracle and SAP. That said, for smaller companies or start-ups it is way too complex and has far too great a learning curve. Small shops simply don't have the time and resources to dedicate to learning a tool as feature rich and comprehensive as Bitrix. All in all though, if you are keen to get value for your money, you'd be hard pressed to find more value for money than that offered by Bitrix 24.
The ability to scale into different functional areas as companies grow. The product is very extensible, well thought out and lends itself extremely well to smaller growing companies as well as mid-sized established companies.
Just too much to chew for smaller shops or start-up companies. Very difficult for small co's to take on even when they can see the advantage of having a tool they can grow in to.
The same for all software: 1) Make sure you are solving the right problem before making a buying decision. E.g., If your HR team can't seem to figure out how to add value in your company's recruiting process, the problem probably isn't the tool their using... 2) Make sure the tool fits your needs, abilities to implement and support and your budget.
Kim from Blue Swivel Consulting
What a fun and effective CRM product. This software is easy to use. It has kept me focused and driven for the last two years. All of my clients, contacts and notes are in one place. I love being able to schedule the next "to-do" for each client account. When I log in each day, I have a list of calls, meeting and follow-ups already planned. This software helps me stay in-touch with clients and potential clients. I would be lost without it!
Dick from Why would I give you this?
Employees number: 10,000+ employees
I've looked everywhere for information on how to manage projects and how to include resources. From what I can tell, projects only exist as workgroups, and resources that are not human users are not possible. So, unless you only do work on your own computer, this won't work. Need to schedule the use of a conference room, a truck? Need to include a contractor in a task without giving them access to the platform? Not going to happen. Also, doesn't seem to work for identifying clients associated with a project or task. So, I wonder, who at Capterra actually tested this? Have you ever actually managed a project? I just wasted three hours trying to figure this one out.
Not for real project management. Probably fine for freelancers and graphic designer types.
Wasted my time!!!
David from Stylerella
We have been using Bitrix as a coordination tool for our small business group and as a CRM tool. The features of Bitrix are astounding for the price you pay, for small teams up to 5 people it is free. The downside of this is the compexity that not all team members were fond of.
Pavan from ISRO
Increasing the employee productivity and smoothing internal operations.this product having wide range of features. i am satisfy totally with this product.
Renee from Corporate Culture Development
It does a lot for us for organizing where clients and potential clients are in the pipeline. It does a great job with assigning tasks to staff as well as you can building workflow funnels and have task assignment automated when someone else completes a task.
Robust. Can integrate a lot of smart automation. Streamline. Fairly easy to use.
We hired someone familiar with the tool to implement it into our team. I think that it would have been hard for our team of creatives to learn all the cool tricks of the tool without someone experienced showing us how. There's some set up on the front end, but once you get it going, it'll save a lot of time.
Hire someone who knows the tools well to set up, train, and implement it into your team.
Jessica from Javacat Creative
I used this for my small business - I was the only user. Bitrix24 made keeping track of all of my projects and clients a breeze. The interface was user-friendly and there were a surprising amount of features for it to be free. It was a great tool to use!
Jimmy from Louisville Metro Government
Using the CRM on an individual basis was extremely helpful (and free). There is a lot of functions that most other free CRMs don't offer - an ROI calculator, a won/lost funnel, a work in progress toolbar, and more. It even offers email tracking -- the only thing that is a (very, very) slight inconvenience is the emails that you send through Bitrix will have a signature on the bottom saying it was sent with a free CRM.
Andrew from Haggard and stocking
Bitrix is software in search of a problem. It brings little value to the table but I'd a nice tool for a large business.
Abigail from EDG & Atelier - Project Managers, Architects & Interior Design Consultants.
Employees number: 11-50 employees
In my quest for free marketing software, I came across Bitrix24, and as always I was impressed by the features… and the Price. So, I signed up and BAM I was met with a dashboard field with features and details and that chat box at the right-hand corner. I got overwhelmed and closed the tab.
A week later I was ready to give it another try so I came back and took the time to go through the features but it was still too daunting. So, I closed the tab again.
Not ready to give up on a free CRM, I downloaded the software thinking the clusters were only in the online version. I was wrong.
Bitrix24 is packed with features I would normally be excited about but the interface is messy and the user experience made it hard to come back a fourth time, and even though I did, I still wish the dashboard was less overwhelming.
Despite all the cons, Bitrix24 IS an amazing software. The CRM features are just as amazing as Hubspot CRM, I loved the workgroup segmentations as well as the “My Workspace” segmentation. The telephony feature and the webmail feature is amazing. The applications “Marketplace” offer lots of free tools that make Bitrix24 even better.
The dashboard is less cluttered now, which is great as I am now able to play with all the features that attracted me in the first place, they still have a lot of work to do, as while the left side has been arranged to nice “pockets”, the right side of the dashboard still needs some work.
The CRM and email marketing features are amazing so is the tasks, work mail, and the telephony feature.
There has been a major improvement in the interface, it is less cluttered than it used to be. Bit the right side of the dashboard is still a bit cluttered.
Bitrix is full of features for small businesses, the free plan is amazing, however, the interface might take a while to get used to.
Gene from VotImenno
Employees number: 1 employee
I've tested a bunch of 'free' CRM options and found that only two (Bitrix24 and Hubspot) are really free. All others (Zoho, Insightly) severely limit their free versions. The number of features you get in Bitrix24 is truly astounding.
I love that the free version includes everything - telephony, email marketing, quotes, invoices, web forms, tasks projects and documents
All features are bundled together. There's no way to get CRM or project management separately.
Ricky from First Baptist Christian School
I'm a complete newbie when it comes to CRM's so when I found I had a need for one I had some very specific requirements:
1. Simple enough to use for a beginner
2. Powerful enough to do what I need
3. Scalable solution that can keep up with changing needs as my knowledge grows
4. Entry level price point that didn't put it out of reach for smaller operations
Bitrix24 shines on all counts even had some extras that I wasn't expecting to find. Most notably built in telephony.
I love that there is an option to rent a phone number from within the interface which allows for multiple extensions assigned to multiple users. What really impressed me though was the ability to have the phone system automatically direct calls from specific customers to the reps they have already been assigned to.
I've only just started using the software so I haven't dug really deep into what it can do yet but so far so good.
Of course there is a free version which allows access for up to 12 users so by the time I decide to upgrade to a paid subscription I will have no doubt whatsoever whether or not I'm willing to invest any money.
Great job guys. Keep up the good work!
Built in smart telephony.
Nothing comes to mind
Watch the quick start tutorials to get a feel of how the software works and where things can be found.
BOBBY from Primerica Inc.
Employees number: 1,001-5,000 employees
I wanted a small business crm , where I get a contact ,input a contact call contact and schedule a meeting and have it show up on the calendar. Along with me and contact receive confirming email.
I have contacted the support and all I get is send a screen shot. Maybe it's way too complicated for me.
Sync with google, this a must for me. Lot of options to choose from in the free version.
Just too much on page, need to be able to hide modules I don't need. The calendar is buggy first events where 8 hrs off and the only way to get an event is to click on add event , wanted to add event straight from contacts or company. Need to have a template module. Seems I have to have a gmail draft temple wont help with mail merge. when adding a new events it don't send an email invite.
Before roll out test it for a couple of days. Create a few fake accounts and try to invite yourself and and email etc. and see if it fits.
Khushboo from Krishna Allied Industries
- Easy to follow guidelines
- User friendly
- Self Learning Possible
- Free packages - best for small companies
- Easy to use Mobile App
- Quickest integration of details from Mobile App to Cloud version
- has almost everything one needs in a CRM tool
- Mobile app....that is very will integrated with the Cloud version
- visually superb- user friendly
- unable to edit and amend few most import part of CRM - Invoicing and Quotation
However had alternative to get it sorted
Bridget Employees number: 1 employee
I used bitrix for a brief while as I was looking to find some kind of system for me and my business partner to work together online. The functionality is brilliant but I think it's aimed more at corporate businesses as in an intranet. Still enjoyed playing around it, I think if my business was larger than it would be perfect.
Brilliant for corporate businesses, that want a company internal intranet.
Multi-Device friendly, Mac, Desktop, OS, Android. Fab.
Internal chat system, brilliant,
Lots of workspaces for different departments, loved the CRM inside, really nice and tracks everything. Extra applications can be installed but they would require testing first before installation.
Bit too complicated for my liking, or for a small start-up like mine. Admin functions, very limited, didn't really want to use everything. Found it tricky to hide and minimise all workspaces. Too much for one person to run on their own, would be best for a designated team.
Applications, not all of them are created by Bitrix24, so trial and error with the apps.
Recommend for a corporate company, that is looking to track their customers through CRM with the use of a telephone for this, very much like sales force but a bit too complicated for one individual. Brilliant application x Still better than Sugar CRM.
Bitrix24 is a great software with a lot of feautures, that even in its free version has a lot to offer to its users. We have been using is as a CRM, to manage clients, customers, leads, projects, contacts and even employees with great success. We have been using it in its free version, which offers all we need. If you are willing to pay, you are getting even better tools and more powerful options. It is a great software and we can only recommend it.
A lot of features.
Free to use.
Versatile and flexible
A lot of integrations
A bit complicated to get used to as user and admin
If you are looking for a solid all round solution, that takes care of your invoicing, crm and projects, than Bitrix24 is right for you.
Phillip from Consulting Partners LLC
Pros: Functions are quite good and well thought of, when they work. Lots of modules and lots of functions such as HR, clocking in, telephone, etc.
Cons: Lots of additional costs to use their system including users, multiple sites, credits, trunking, the list goes on and on. The functions do not work all the time and they are constantly having to update it. Update doesn't work all the time and it gets stuck. Support is close to non existent which is extremely important when dealing with such a complex system as this one. It is also quite complicated to open up a ticket.
Overall, since it's built by foreigners, you are going to get a different expectation. They do not communicate well, the quality of code is not to our standards, etc.
Paul Anthony from New York Life Insurance Company
Employees number: 10,000+ employees
I've tried a number of project management/collaboration tools including Asana, Basecamp, Wrike, Wunderlist, Zoho, Salesforce, etc. I can't speak to the customer support of Bitrix, as I haven't contacted them. So far, the system has been fairly reliable. The desktop Windows client is somewhat limited compared to the web version, but for most offices, I can't imagine this is a big deal. I really haven't used the CRM or telephony options, so I can't comment on them.
1. Price. The free version offers a fantastic feature set for up to 12 users. Better yet, when you finally outgrow the 12 seats, the pricing model is the cheapest I've seen with this level of all around features. How can you beat an unlimited employees option with 100gb of storage for only $99 per month? It blows away the competition when it comes to the pricing model. 2. The feature set is very deep. One of my problems with tools like Asana is that it is absolutely fantastic when it comes to project management for small groups, but lacks Gannt charts, CRM functionality, etc. Don't get me wrong, Asana is a great tool, but a limited one to a specific use case scenario. 3. The developers of Bitrix have added additional functionality via Zapier. Zapier is similar to IFTTT, only it a paid program to connect 3rd party apps. 4. One-time cost option for on-premise organizations that need to satisfy specific regulatory or security requirements. Can add additional users to the platform for a one-time cost.
1. Not as "snappy" fast as Asana and other super streamlined AJAX apps. Page loads and menus are heavier sometimes in functionality, but at a sacrifice of speed. It isn't terrible, but compared to the instant loading of other competitors, it is noticeable. 2. More work needs to be put in on the tutorials, FAQ's and general knowledge base. The system itself is actually more mature than the documentation describing how to use it. You will spend a bit of time learning how to find your way around. Hopefully they'll flesh this out as time goes on. 3. The user interface isn't as "slick" compared to some other options. To me, it just seems a bit busy. There are lots of powerful features within Bitrix, but things need a bit of cleaning up and "gloss" to make it really beautiful.