How easy is it to communicate with social networks like Facebook? 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!
The Activity Stream is a unified, interactive update feed where all the changes and new additions to the intranet can be seen. The Activity Stream covers all production, social, and mixed-function sections of the intranet. Each employee can stay aware of what is going on, contribute to discussions, and, importantly, choose what types of updates to display, because the Activity Stream can be personalized by each user.
Bitrix24’s Activity Stream provides users with real time updates, smart following, notification settings, and company-wide announcements. You can schedule events, attach files, receive immediate feedback from your colleagues – all done inside your personalized Activity Stream.
Conversations are an easy way to start collaboration on a task or a document. When starting a new conversation in the Activity Stream, you can also attach a document or an image.
You can start a private conversation with one or many colleagues, adding additional participants at any time. Private messages can also be sent through the Instant Messenger.
Don’t miss important announcements! If you want to make sure that everyone sees an important announcement, click the Announcement message type in the Activity Stream.
Announcements are shown in the light yellow block in the top right corner of the main page. Announcements remain visible to users until they mark them as read.
The photo gallery gives users complete control over photo albums. The company can have any number of photo albums, and each user and workgroup can, as well. Upload files quickly with the convenient bulk loader, like photos, and add comments.
The photo gallery is tightly integrated with the Activity Stream, where thumbnails of new photos automatically appear and can be ‘liked’, viewed, and commented on. The photo viewer appears ‘above’ the Activity Stream without navigation.
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 will be posted to Activity Stream as well.
Collaborate by email
Not everyone gets “social” yet. That’s why Bitrix24 lets you create posts from emails and add email recipients to your posts. Participating in discussion is as easy as replying to an email or clicking “Add Comment” button that takes external users to a special secure web page. To create new post from email, simply forward it to a special address listed in employee profile. No matter which collaboration tool you choose – intranet, extranet or email – everything will be indexed and stored inside your Bitrix24 account. As usual, this option is absolutely free without any limitations.
Integration with popular Social Networks
Connect your intranet with your profile in social networks and services and you’ll be able to authorize on Bitrix24 via those accounts, use the #b24 hashtag to place Twitter tweets into your intranet’s Activity Stream, and post clock-in information and number of completed tasks onto Facebook or Twitter.
Emails to clients
Email marketing is free in Bitrix24 CRM. Send individual or group emails to a list of leads, contacts, or companies. Each CRM manager can use a separate email account or you can assign a single email address to be used by all.
Message templates, mail merge and integrations with most popular email marketing platforms are available as well.
Whether you use Bitrix24 CRM, email client, webmail or mobile email app to send emails, all messages will be synced with the CRM and appended to the appropriate CRM object.
Calls to clients
Calls to clients can be made directly from the CRM using IP telephony via Zingaya VoxImplant. The built-in integration with VoxImplant.Com allows you to make web phone calls directly from a browser or Desktop App at prices that are lower than Skype’s. You can also record phone calls that you make from the Bitrix24 CRM.
Additionally, it is possible to use IP-telephony applications (Skype, Lync, or other).
Business processes in the CRM
Leads and Deals can be processed with substantial automation using business processes. A business process can contain any and all possible actions with CRM elements: sending email, assigning responsibility, setting tasks, etc. Business processes can change the status of elements, fill in fields, and create new elements such as deals.
Check out our video on Business Processes in Bitrix24 CRM. Business processes in the CRM and document library are the best way to make Bitrix24 fit the unique operations of your company. This video shows how to set up a simple, automatic action that sends a notification to a user located based on the properties of the CRM object itself.
Apps & Integrations
- Dropbox, Box, Google Drive, OneDrive, etc
- Data2CRM (migrate to Bitrix24 from other popular CRM systems)
- Web forms for any site
Reports and Sales Funnels
A quick look at the sales funnel gives an immediate account of transactions in progress and their respective stages. Stages can be added easily and each one appears in a separate line and different color. The length of the line corresponds to the total sum of the deals at that stage, and a table with the numeric values is displayed below the funnel. Importantly, Bitrix24 lets you have unlimited sales pipelines and build multiple sales funnels if you have several product lines or profit centers.
Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many deals they’ve won, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on. Dashboards are currently available for deals, leads & invoices and are in the process of being added to all other CRM entities (Contacts, Companies).
- Customizable fields
- Customizable statuses
- Add items from product catalog or manually
- Flexible taxes and discounts
- Convert quotes to CRM documents (invoices)
- Print or email quotes
Invoices inside the CRM
The CRM in Bitrix24 allows you to create personalized invoices instantly. Client data from the Bitrix24 CRM are automatically inserted into an invoice – just select the appropriate Contact or Lead.
Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly. When done, you can send the invoice directly from your CRM to the client’s email address, save the invoice as a PDF file, and even print it out right from your web browser!
Bitrix as an HRMS
You can use Bitrix24 as a free human resources management system (HRMS) for your company. All the core HRMS features – from an employee directory and a self-service portal to leave management and work reports are there, wrapped in a social interface that your workers and HR department will love to use.
The time management system installs discipline in the work schedule without creating a high pressure atmosphere. Clocking in, clocking out, and breaks are transparently recorded, and a convenient planner and daily report keep tasks organized and prioritized.
The data input into this gadget is saved and used as the basis of the work report for each employee.
How often do your employees make reports? You can easily set up reporting on a daily, weekly, or monthly basis. Bitrix24 reminds employees to send reports, and the contents of daily planner are helpfully included and can be edited before sending the final report. Plans for the next reporting period can also be submitted through this form.
The work report is evaluated by a supervisor and commentary can be added. All work reports of a given employee, department, or the whole company can be viewed with their evaluations and efficiency ratings.
Self Service and Workflow Automation
HR documents and forms are available in a single location, preventing unnecessary trips to HR or the accounting office. Business processes in Bitrix24 let you automate workflows, such as Leave Approvals, Business Trips, General Requests (Internal Helpdesk), Purchase Requests and Expense Reports.
These are included in the Activity Stream, don’t require setup and are available free of charge. You can modify them, if necessary, or create custom workflows from scratch using visual Business Process designer. Workflows developed by Bitrix24 partners can also be installed from the Marketplace.
Collaboration in the Extranet
Bitrix24 allows collaborative work not only with coworkers, but also with external users – partners, clients, contractors, etc. Inviting external users is as easy as inviting them to a workgroup, and after they have joined, these third party users are visible in a separate list, so that you can always be aware of who is working in the Extranet.
Project Management and Tasks
Bitrix24 has extensive organizational features which enhance efficiency at the personal and group levels. Tasks can be defined for oneself or assigned to a colleague, or delegated after being received. Project management features of the product are imbedded in the ‘groups’.
Any project can have a dedicated group where all of the files, discussions, and tasks pertaining to that project are stored and accessed only by those users who are relevant to the project. Time spent on each task within the project can be tracked, and tasks are integrated into the group calendar. Furthermore, projects can be created in the Extranet, so clients or partners can participate fully in them.
Tasks and subtasks can be viewed in a Gantt chart with status, responsible person, and chronological relationships. This gives a full picture of the progression of the project at a single glance, and helps identify potential or existing delays. Once a task is created, it can still be modified directly from the table or Gantt chart.
Bumping up a deadline, adding a subtask, and any other change can be made quickly, with automatic notifications going out to all involved.
Task dependencies, a popular project management tool, are available in all Bitrix24 plans, including the free one. This tool allows you to establish logical relationships between tasks or tasks and milestones. All four dependency types are supported.
Establishing a dependency is done by simply dragging an arrow from one task to another. Once a dependency is established, moving one task can automatically change start/end dates for other tasks in the project, if so desired. Custom task fields are available in on premise Bitrix24 editions.
The Extranet access provides a secure, separate space where workgroups can be shared with external users such as clients, partners, freelancers and other service providers. All of the same functionality is available in Extranet groups, but these third parties are able only to see the workgroups which they are a part of, and the various users of those groups.
Tasks via Email
Bitrix24 supports both email-to-task and task-to-email. Users can create tasks by simply forwarding email messages to a special address, available in the profile. Likewise, email recipients can be selected as participants, observers or responsible for task completion. They will receive email notifications any time the task is updated or its status is changed. Email recipients are also able to leave comments to tasks without accessing Bitrix24 account.
Invite multiple colleagues to chat sessions and discussion immediate issues conveniently. Chat participants can be intranet or extranet users, and the chat thread itself can be named and saved in each users chat history.
Importantly, Bitrix24 gives you an option to use your own server for instant messaging if your corporate policy prohibits you from using cloud solutions.
Voice and Video Calls
Call your colleagues via Bitrix24. Bitrix24 with voice and video calls is an excellent replacement of external services. And you can use the instant messenger during calls – handy for giving email addresses and domain names, etc. This keeps all of your internal communications internal.
The Bitrix24 video functions only use your browser (support presently for Chrome 26.0 and higher) – there are no plugins or add-ons. Bitrix24 also provides users with access to video conferencing for groups up to 4 people.
If you are away from your desk, the instant messenger will notify you about missed calls and add it to your call history.
Screen sharing and HD video conferencing
Bitrix24 makes it easy to hold HD quality video conferences for Bitrix24 users regardless of how they join – from their computers, tablets or smartphones. HD streaming via mobile devices is done in 16:9 aspect ratio. Importantly, if you don’t have a high speed internet connection, you can still hold video conferences in standard quality.
Using Bitrix24 desktop apps for video conferencing gives users a number of advantages, such as the ability to share screens during conversations.
Using the free Mobile App, you can access your social intranet and collaborate on projects from anywhere! The app supports Bitrix24’s chat, audio and video calls. New messages and notifications are pushed to you even when the application is closed.
Furthermore, you can also view contact details of your co-workers, read news in your Activity Stream, manage files, schedule events, monitor tasks, post comment and ‘like’ things that are being discussed, as well as work with the CRM.
Install the Desktop App to communicate with colleagues outside your browser. The Desktop App contains the Instant Messenger with a contact list, online indication, group chat, and file sync with your personal files in Bitrix24.
The Desktop App also provides users with access to video conferencing for groups up to 4 people and allows making web phone calls directly from Bitrix24 at prices that are lower than Skype’s.
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.
Super Easy, Super Cheap
- Telephony is built into all Bitrix24 plans and editions
- No additional software to install. No add-ons
- Pricing lower than Skype and most other IP-telephony services
- Less equipment to purchase – no need for IP telephones for your sales personnel, just regular headsets
- Free Android and iOS app
- Works with all popular SIP phone models.
Business Phone System
- Set phone hours
- Greeting/On Hold/Voicemail recordings
- Employee extensions
- Call queues, transfer & forwarding
- Black list
- Simultaneous call to all available employees
- Client call quality evaluation
- Call source tracking for marketers (CRM)
Relay phone number
Specify any relay phone number for your customers to see when you call.
- Enter relay phone number in telephony settings
- Receive confirmation code
- Add telephony credits, if necessary
You will see a detailed phone call log that shows the number of phone calls, duration, cost, time and status of each phone call.
Rent a number
You can rent local phone numbers in 58 different countries or toll free ones (1-866), create internal phone number extensions for your employees, and set up call queuing and call forwarding.
All incoming phone calls can be checked against existing CRM records and recorded, if necessary. Importantly, incoming phone calls are automatically forwarded to a manager who is responsible for a particular lead or client.
Keep your number
If you have office or cloud PBX, or can provide SIP-trunk, you can keep your current phone number and get access to all Bitrix24 telephony and CRM features by renting a SIP-connector.
All incoming phone calls will be free and you’ll be paying for outbound calls at your current rates to your existing telephony provider. This option is available worldwide, including countries where VoxImplant telephony is not offered.
Email inside your intranet
Some people use email for collaboration. Others prefer enterprise social networking. Why fight, when with Bitrix24 you can have both? Email is here to stay, so we put it right inside the social intranet to give you the best of both worlds.
A fully-functional email server inside Bitrix24 that features:
- Unlimited email space
- Built-in antivirus
- Built-in antispam
- Lots more
If you want to use your own domain, you can link it to Bitrix24.Mail in a few simple steps. Once you do, you’ll get all the advantages of using Bitrix24.Mail including employee mailbox management, inbox counter, one-click access to email without logging into your email account, and the ability to create new mailboxes if you are an administrator.
Using Outlook, Gmail, Yahoo! or iCloud and don’t want to move? No problem, simply use the Bitrix24 email connector. Select your email provider, enter your login and password, and you’ll see an incoming email counter appear in your Bitrix24 menu. Click ‘Mail’ to access your email messages.
Email to intranet
The self-hosted edition of Bitrix24 allows you to feed email messages directly into the activity stream. All you need to do is to select a workgroup where you want to enable email-to-intranet posting, specify the email address, and Bitrix24’s Send&Save system will take care of the rest.
Would you like to coordinate the schedules of employees and resources easily and transparently across all your platforms? In Bitrix24, personal calendars and workgroup calendars can be shared easily inside the system, with mobile devices and with Outlook. Use the convenient reminder features on events and tasks and never miss an important meeting.
Integration of your calendars via mobile lets road-warriors share changes in their schedule from iPhone, iPad or Android.
Fully customizable self hosted editions of Bitrix24 with source code access are available.
Bitrix24 supports an unlimited number of group calendars. You can create a calendar for your workgroup, department, division or an entire company. Flexible permission rights determine who’s able to view or add group calendar events.
Private events can be created when it’s necessary to reserve specific block of time without disclosing the exact nature of the appointment.
Event Scheduler helps you plan and manage public events featuring virtually an unlimited number of guests. Invite your colleagues and find a time slot that everyone can agree on without emailing everyone back and forth.
Repeating events can be scheduled to appear in a calendar automatically every week, twice a month, or any at any other interval you choose.
Integration with CRM
All events scheduled in Bitrix24’s CRM, such as customer meetings or follow up phone calls are automatically imported to calendars in Bitrix24. Reminders can be set up. Scheduled events can be accessed via mobile phones or tablets where Bitrix24 mobile app is installed.
Bitrix24 lets you subscribe to multiple calendars and display all events in a single grid view, if necessary. You can easily follow schedules of other people/workgroups and coordinate activities of multiple employees or entire departments.
Two-way synchronization with Outlook and iCal, among others, is available.
The absence chart is a composite calendar that shows information about employees on or planning to be on leave. At a single glance, you can see who is on the road, on vacation, etc. in day, week, and calendar views.
Meetings and Briefings
One can never overestimate the importance of meetings 🙂 Bitrix24 has an end-to-end meeting planner that manages invitations, responses, and the main points of the meeting – which in fact can be directly assigned as tasks from the main meeting interface. Minutes can be logged and the results of the meeting are saved, providing transparency after the meeting has ended. Unfinished topics can be rolled over to the next meeting.
SIP phone and softphone support
You can connect SIP phones (also called VoIP phones or USB phones) and softphones to Bitrix24. All SIP phone models are supported. Softphone use is currently in the process of beta testing, approved vendors include Media-5, Zoiper and CSipSimple.
- 100% free
- SIP connector not required
- Number rental not required
- All Bitrix24 CRM and telephony features supported
You can connect easily and quickly with your coworkers when they are online or even offline. Web calls can be re-routed to mobile numbers of intranet users, and you can also make calls from the messenger interface, meaning that if you see were going to initiate a chat but see that the person is offline, contact by phone is just one click away – no need to search for phone numbers.
- Go to the user’s profile or find them in the web messenger
- Use the convenient calling buttons present in the profiles and the messenger
- You can even record the call in the messenger’s history
If you are using web calling between intranet users, you can even share screens and use chat simultaneously.
Calling clients from the CRM
Call your clients and partners straight from the CRM and have the time and data of the call, or even a recording, automatically entered. The list view for Contacts, Companies and Leads contain a phone icon that lets you make call effortlessly. When you’re on the road yourself, use the mobile app and access the CRM to make calls, plan follow-ups, finalize Deal details, and even send invoices.
Record conversations with clients. Audio files get appended to CRM records and can be brought up for quality improvement or training purposes.
To make a call from the CRM, all you have to do is click the receiver icon which shows up in multiple places in the CRM. The web messenger will launch and the connection will be made.
You can call anywhere in the world as soon as you start your Bitrix24 cloud instance. No setup or configuration necessary. This feature lets you call practically any phone number in the world.
- Just open Bitrix24, dial a number on the dialpad and click “Call”
- Call straight from your browser or from the Bitrix24 Desktop App
- Don’t worry about getting IP-telephony equipment for each employee
- Make and receive phone calls from your smartphone (Android, iOS)
Calling from Bitrix24 is secure. The digitalization, transfer, and protection of the signal are all included in the telephony solution.