Bitrix24

CRM: customers and sales

The CRM in Bitrix24 provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts.

Bitrix24’s CRM forms a contact base where the interaction and the history of contacts are managed and stored. All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.

Workflows

Standard workflows (Leave Requests, Business Trips, Expenses, Purchases, General Requests) are included Bitrix24 Standard and Professional plans. Any time your employees need to ask for leave, submit expenses, request technical assistance or put a purchase request in, they can do it via Activity Stream. All workflow updates are posted to your Assignments and the Activity Stream.

Custom workflows can be created allowing automation of many administrative tasks and improving the speed and control of your operations.

Social Network

There is little question that the wild popularity of social networks comes from the fact that they solve a basic problem – ease of communication – in a way that is superior to previous options. Imagine putting the power of enterprise social networking into your company’s daily operations!

Bitrix24 provides tools for task management, document sharing and time tracking integrated into just this type of social interface for maximum efficiency of communications and work. Use Bitrix24 in your office, or anywhere you like with the free mobile app!

Project Management and Tasks

Manage projects and tasks using handy tools. For work with partners (on extranet), use tasks features: integration with calendars, delegation mechanism, checklist system, task templates, filters and tasks constructor.

Control tasks fulfillment in branches. Estimate time and other costs when developing project.

Manage project tasks progress using Gantt charts: total number of tasks, how many of them completed and how many is in progress, which tasks are overdue, and the ones that does not have deadline. Evaluate work with tasks with received reports about people, departments and projects. At the end of the month, make conclusions and summarize results - on department and each employee.

Document Management

Uploading your shared files to Bitrix24 will make them accessible in a powerful document management system. Presentations, documents, videos, and any other files can be placed for download, collaboration, or private use. Most importantly, you can find any document quickly through the internal search.

Chat & Video

Time is money and nothing is faster than real time communications. Bitrix24 gives you a wide choice of real time communication tools, from instant messaging and group chat to phone calls, mobile messaging, video calls and videoconferencing. There is no need to integrate anything, these real time communication tools are built into your Bitrix24 account including Instant Messenger, Voice & Video calls and Group Chat.

Telephony

Use Bitrix24 to call to any mobile phone or land line, domestically or internationally. You don’t need any special IP-telephony equipment, you can call from your Bitrix24 portal anywhere where there’s a reliable internet connection.

You can call directly from the CRM and record the conversation. The Bitrix24 telephony feature provides a high-quality connection that is completely integrated into your most important business communication tool.

Mobile

If you work away from the office a lot, you are sure to appreciate the fact that Bitrix24 tools are available on smartphones and tablets as well as PCs. You can view the Activity Steam, make new posts, and like or comment on existing ones right from your phone. Want to post a new photo? Easy!

Bitrix24 mobile app can synchronise contact information for your co-workers from the employee directory with your smartphone contacts. You will receive push-notifications any time your attention is required. Your tasks and scheduled events are also accessible from the mobile device. And if your internet connection is spotty – that’s no problem, because Bitrix24 mobile app has offline work mode.

Scheduling and time tracking

To improve discipline in the company, turn on time tracking. Employees will mark working day beginning and end, breaks, absences also will plan daily tasks. According to this data a report on working time use will be produced. This report will also record time used for tasks’ fulfillment.

Plan events on the Calendar. Download it to your cell phone or tablet that it would always be with you, even on the way. Invite your colleagues to a meeting directly on “Operating band”. Internal meetings service will help: quickly invite participants; automatically send out agenda and discussions outcomes, create events in personal calendars, and, based on conclusions, set tasks. 

Integration with popular Social Networks & Open channels

Desktop application

Desktop application for the portal will replace all traditional rapporteurs. You get your instant messaging system - the company Web Messenger. Desktop application for the portal is dedicated for operating systems Windows and Mac OS users.

You will always know about the latest events. In “Operating band”, you'll receive important messages about events and their comments about assigned tasks and their implementation course, even if you are not connected to the portal. You will always keep in touch with colleagues through application only connect to the Internet.

Security and reliability

“Bitrix24” provides maximum protection against variety of security threats. This platform’s safety is tested by thousands of websites operating online and representing wide range of businesses: from famous brands to the largest sites online stores and information portals. Certified companies audit this product, it ensures the credibility of confidential information security.