ENTERPRISE COLLABORATION SUITE
BITRIX24 FEATURES
Main Function Sub Function
Collaboration
Feed
Calendar
Drive
Documents
Chat and Calls
Mail
Workgroups
Task and Projects
Tasks
Ongoing
Assisting
Set by me
Following
Projects
Scrum
Supervising
Efficiency
Involvement
Reports
Templates
Recycle Bin
Access Permissions
Calendar
My Calendar
Company Calendar
Meeting and Room
availability
Drive
My Drive
All Documents
Company Drive
Drive Cleanup
CRM
Leads
Deals
Inventory
Product catalog
Inventory Management
Customers
Contacts
Companies
Signing parties
Contacts
Vendors
Companies
Contacts
Contact center
Sales
Invoices (old version)
Invoices
Estimates
Sales center
Analytics
Sales funnel
Employee performance
Call analytics
conversation analytics
Sales intelligence
Reports
BI analytics
Add-ons
Telephony
Webmail
Messangers
Website Widget
CRM Forms
Contact center
Rest API
Settings
CRM Settings
My company details
Access Permissions
CRM
Products and warehouses
CRM Payments
Scmart Process Automation
Recycle Bin
History
Activities
Start
Stream
Sites and stores
Sites
Online stores
Inventory
Product catalog
Inventory management
Customers
Contacts
Companies
Contact center
CRM forms
Payment systems and Delivery
Payment systems
Delivery services
Settings
Online store marketing
Coupons
Discounts and sales
Customers
List of customers
Customer groups
Shopping carts
Accounts
Transactions
Product subscriptions
Commercial catalog
Product Properties
SKU Properties
Catalog Settings
Advanced settings
Taxes
VAT rates
Tax list
Tax rates
Tax exemption
Statuses
Order statuses
Delivery statuses
Payer types
Inventory management and
Online store parameters
Configure checkout form
Custom fields
Locations
Location list
Location groups
Location types
Location import
Re-index search
Prices
Markups
Price types
Rounding
Units of measurement
Shopping cart rules
Access permissions
Marketing
Start
Campaigns
Ads
Segments
Sales Boost
My Templates
Black List
Recipients
Settings
Access Permissions
Company
Company Structure
Employees
Time and reports
Worktime
Worktime
Work reports
Work schedules
Meetings and briefings
Absence chart
Access permissions
Login history
Knowledge base
Online meetings
Staff Changes
Honored Employees
Birthdays
Shared Photos
Automation Workflows
My Assignments
Workflows in Feed
My Workflows
Running Workflows
Workflows in CRM
Workflows on Company driv
Automation rules and trigge
Automated solutions
RPA
Assignments
RPA list
Smart scripts
Service
Meeting Room Booking
Lists
Clients
All lists
Contact Center
Contct Center
Conversations
Conversation statistics
Call statistics
Change Log
All applications
Installed
Market
Developer resources
MicroEDA
Common use cases
Developer recources
Integrations
RISE COLLABORATION SUITE
BITRIX24 FEATURES
Purpose
Feed is a place for the sharing of information and internal
communication in your company. It includes:
1. employees' posts
2. last updates in workgroups and projects that you are a member of
3. upcoming events
4. work reports
5. workflows in progress
Feed keeps users updated on their current activities, like messages,
comments, files, task notifications, and more.
Calendar is an important tool for business to plan meetings and events
and fix them in a calendar.
The Bitrix24.Calendar differs from the personal calendar: it allows you to
collaborate with colleagues and arrange meetings taking into account
the schedule of other employees.
My Drive is your personal file storage inside Bitrix24. Files that you have
worked with automatically appear on My Drive page. You can move,
download, edit, and delete files on the drive. You can share files and
Bitrix24 expands
folders with your collaboration
colleagues andcapabilities
configure and makes
access it easier to
permissions to them.
work
with documents. In the Online documents section, you will find all your
active documents. You can create new ones and work on them with your
colleagues.
Integrated Instant Messenger allows to get system notifications and
instant messages. Message history is saved automatically and has a built-
in search function
Allow to connect exist mailbox account on Server and syncronize
subscribed folders for communicate. User can route message on: Feed,
Chat and Calls, CRM, Task and Projects.
A workgroup (project) is a virtual community of users created for
discussion and work collaboration. It's easy to check which actions and
tasks were performed in a specific workgroup for a certain time
Bitrix24 provides you with efficient tools for task management. Set tasks,
add reminders, track task time, add subtasks, configure tasks
dependencies, and control employees efficiency.
Smart filter: show Role: ongoing
Smart filter: show Role: Assisting
Smart filter: show Role: Set by me
Smart filter: show Role: Following
In Bitrix24, you can bind such tasks to a project and track them in the
projects
is section.
a flexible way of organizing a workflow with tasks. A large project is
divided into small tasks carried out gradually.
In Bitrix24, the head of the department can monitor how employees
manage to complete
Bitrix24 tracks tasks
all tasks assigned in order to measure how many of them
were completed on time and without objections.
Involvement in tasks section is designed for easier workload
management. Here you can view your employees' workload before
assigning a task to an employee
A report is a tool that allows you to track the workload and analyze the
efficiency
If you add of
theyour
sameemployees
task regularly, there's no need to create it from
scratch every time you need it. Just create a task template and add tasks
manually or automatically in no time!
If you delete tasks, they will first go to the Recycle bin. They are stored
there for 30 days. During this time, you can recover or delete them
completely.
In Bitrix24, you can configure access permissions for working with tasks.
Configure roles, assign these roles to your employees or departments,
and thus organize workflow in your company
Plan your working day/week/month with a Bitrix24 calendar. All the
events you've created and you've been invited are collected in one place
Company calendar is a shared calendar for all account users. It can be
found in the Calendar section.
Now you can view meeting room availability and create meeting rooms
in a new way! This section will be useful for the office manager or
someone who keeps the meeting rooms in order
My Drive is your personal file storage inside Bitrix24. Files that you have
worked with automatically appear on My Drive page. You can move,
download, edit, and delete files on the drive. You can share files and
folders with your colleagues and configure access permissions to them
The links to all document libraries an employee has access to: private
documents; other users' personal documents; the Documents pages;
documents of extranet and intranet groups.
Company Drive is a shared document library of a company.
Bitrix24.Drive is a key tool for document collaboration and storage. It is
important to monitor your available space to prevent inconvenient work
disruptions. Bitrix24 has a Drive Cleanup option that helps you safely
remove unnecessary files. Explore how to use it and optimize your
storage effortlessly.
A lead is one of the basic elements of CRM. It is a potential client for
your products or services. Leads are important for companies that work
with many customers. If you actively advertise, set up KPIs for the
quantity and quality of customers you attract, calculate conversion rates,
and have several departments working with customers at once, then you
need leads
Deal is the main goal of any business. It is one of the basic CRM
elements: the process of selling a product or service to a customer.
Bitrix24 allows you to maintain a centralized product catalog where you
can store details about all your products
This module is designed to help businesses efficiently organize, track, and manage their inventory.
Detail of contact addresses
Contain self created companies record
Employees who work with documents and signing them need to have a
database of partners, customers, suppliers and other counterparties
contacts.To find contacts faster, Bitrix24 has created a contact directory
- Signing parties.
Detail of contact addresses
Show vendors information
Contain self created companies record
Maintain vendor contacts
In Contact Center section you can access all the communication options
settings available in your Bitrix24: mail, telephony, website widgets,
website forms, callback and open channels.
Show invoice information
New version of invoices based on smart processes. They include:
automation, support for payment systems from online store, a product
catalog, and a form view
In Bitrix24, you can easily create invoices or estimates templates. You
just select a document type, and the system automatically creates it
Sales Center is a tool designed to work with your customers in chats and
perform chat enabled sales.
Sales Funnel is an efficient tool that allows you to analyze your sales
process and determine in which stage you lose potential clients
The Individual performance report helps you to rank your sales
managers by the amount of won deals. Use the information form this
report to evaluate the work results of each manager
Call Statistics section allows you to analyze all calls in Bitrix24. You can
do reports on the total number of calls, as well as track the work of your
operators. Call statistics includes all calls - both via the built-in Bitrix24
telephony and calls made
Enhance call statistics
Sales Intelligence helpsreport dashboard
to evaluate which marketing channel works the
best and worths money spent.
With the report designer in CRM, managers can assess how the company
is developing, what profit was brought, and which product is the most
successful
in the BI analytics section, extended the set of the report templates, and
added a separate section to configure BI analytics settings
Bitrix24 Telephony provides a high-quality connection and many useful
options, including inbound and outbound calls, call recordings, and CRM
integration
Allow to connect exist mailbox account on Server and syncronize
subscribed folders for communicate. User can route message on: Feed,
Chat and Calls, CRM, Task and Projects.
link to contact center
Widget is a communication tool that is integrated into a website to
facilitate interaction with visitors. It unifies various digital
communication channels, including chat, CRM form, and callback option
A CRM form is a tool for receiving information from customers. It is a
form in which a potential client can enter contact information, order a
product or sign up for a service
In Contact Center section you can access all the communication options
settings available in your Bitrix24: mail, telephony, website widgets,
website forms, callback and open channels.
For developers to integrate Bitrix24 with other applications, services, or
custom solutions. The REST API allows you to interact with Bitrix24 data,
perform various actions, and retrieve information programmatically
Show CRM Settings
In Bitrix24, there is a main company and additional companies. Let's say
you have one Bitrix24 account for three different companies. You have
created 3 companies on the My company details page
ons
CRM access permissions are necessary to to set up for the responsibility
areas division when working with clients
Manage access permission of "Product catalog, Inventory Management,
Stock receipt, Stock adjustment, Stock transfer, Write-off, Sales, Reserve
product, Product catalog options" as per assigned role
CRM.Payment is a tool for accepting payment in the deal form. It allows
you to accept payment via special systems connected to Bitrix24
Smart Process Automation represent a customizable type of element in
CRM. Before, you had to adapt deals, leads, or estimates to the internal
processes of your company. Now, you can create your own work
scenarios
It sometimes happens that some data were deleted from CRM. The
deleted data first go to the Recycle Bin. They are stored there for 30
days. During this time you can recover or delete them completely.
The CRM History contains the detailed information about employees'
actions with CRM entities.
Do you want to know what activities your colleagues have planned for
the week? You can find this information in the Activities section. You can
also make different reports: load by connectors, total load by calls and
messages and others
Sales Report Dashboad
In Bitrix24, the CRM activity stream typically refers to a centralized feed
where users can see updates, comments, and activities related to
customer interactions and deals within the CRM module. This stream is
designed to enhance collaboration and communication among team
members working on CRM-related tasks
Site contains information about products and services, promote the
brand and improve the company's image
Online store provides customers with an opportunity to buy goods or
services online. Here customers can select goods from the catalog, add
them to the cart, and pay.
Bitrix24 allows you to maintain a centralized product catalog where you
can store details about all your products
This module is designed to help businesses efficiently organize, track, and manage their inventory.
Detail of contact addresses
Contain self created companies record
In Contact Center section you can access all the communication options
settings available in your Bitrix24: mail, telephony, website widgets,
website forms, callback and open channels.
A CRM form is a tool for receiving information from customers. It is a
form in which a potential client can enter contact information, order a
product or sign up for a service
ms and Delivery
Bitrix24 provides various payment system integrations for online stores,
allowing businesses to accept payments from customers easily and
securely
Delivery of the product is usually the final step of working on a deal.
That's why it is important to configure delivery services that your Online
Store offers in advance
rketing
Create a shopping cart rule to apply a discount to specific products
Link to Preinstalled marketing deals which covers (Products / Delivery / Payment) areas.
It's a address book where you can add customer
A group where containing all online store customers
If you're dealing with abandoned shopping carts in the context of an e-
commerce platform integrated with Bitrix24, here are some general
steps you can take:
Identify Abandoned Carts: Use the analytics or reporting features in your
e-commerce platform to identify instances of abandoned shopping carts.
Bitrix24 may have integrations with e-commerce platforms or CRM tools
that allow you to track and analyze customer behavior.
Manage Internal User Accounts
Administrate Sales transaction
Enable the Product subscription option, so your customers can be
notified when your product is back in stock. You will be able to estimate
demand if you have the information about the number of customers
who have signed up for an item
alog
Any product needs to have certain properties. By default, there are lots
of properties available in Bitrix24 Online Store
Display stock keeping unit properties
Open dialog box "Settings for: CRM Product Catalog"
gs
add vat rates documented
show tax list
add tax rates documented
list of tax exapmption
Configure order status. There must be an initial stage and two final
statuses: for a successful and unsuccessful result.
Configure: The delivery statuses are configured in the same way.
By default, the delivery has no intermediate statuses - only the initial
one and two final stages.
Show list of payer types
It is invertory management related settings.
Allow to change online parameters
Fill up the form for checkout
Configuration of Sales order fields
show list of location
show a group of list locations
show and add location types
Allow to import location
Allow to Reindex search
Show and add price markup
Show and add price types
show and add price rounding rules
show and add unit of measurement
show and add shopping cart rules
You can configure access permissions to different Site and store sections.
CRM Marketing is a tool for working with your customer base. You can
use it to create specialized email and social network campaigns, as well
as to fill the advertising accounts audience.
For this, Marketing offers a complete set of tools to interact with clients:
1. Email Campaigns
2. SMS Campaigns
3. Voice Broadcasting
4. Messengers
5. Ads
Use advertising audiences in CRM marketing to create personalized
offers on Google AdWords and Facebook.
A segment is a group of customers united by common attributes. They
are used to selecting recipients for your ad campaigns.
Sales Boost is a tool to automatically create repeat leads and deals. You
can create special offers for your clients, such as a birthday discount.
Create Marketing related templates
Add Recipients for black list
list of Recipients details
Marketing related settings
You can configure access permissions to different Marketing sections.
Bitrix24 Company Structure page visually demonstrates the hierarchy of
the company’s offices and departments.
You can find the list of all employees in the Company section on the
Employees page. Here you can find basic information about employees:
name, contacts, position. If you click on the employee's photo, the
personal profile will be opened.
Time is a valuable resource. It is important for any company to use it
effectively.
Bitrix24 has a special section with tools to manage working time:
1. Worktime
2. Work reports
3. Work schedules
4. Meetings and briefings
5. Absence chart
In Bitrix24, you can record the beginning and the end of the work day,
breaks, and absences. You can also plan tasks for the day and keep track
of the time it takes to complete them. At any time you can generate a
report on employees' working hours.
You can configure work reports reminder. Choose how often employees
need to submit reports: daily, weekly, or monthly.
You can control working hours of your employees with the help of work
schedules. For example, you can find out employees who are always late
or don't work the required number of hours.
Bitrix24 has a tool for planning meetings. You can add issues to the
agenda in advance, assign responsible employees and set tasks. This tool
allows you to quickly prepare for a meeting, do not miss any questions or
tasks, and monitor the implementation.
The absence chart shows information about different types of absences:
a business trip, a sick leave, a maternity leave, an annual leave, etc. It is
important to plan absences in order to correctly distribute work among
employees.
Configure access permissions to work schedules and work time records.
Specify which sections can be viewed or edited by employees.
The login history page displays the following information: date and time
of login, geolocation, device type you accessed from (PC or phone),
operating system, browser, and IP address.
Knowledge bases help you store important information for employees,
such as regulations, work schedules, or report forms. Use it to collect,
organize, and share data that simplifies the training of employees.
Bitrix24 provides you with a convenient tool specifically designed for
conducting meetings and briefings. Discuss work issues with colleagues,
document discussion points, and ensure no questions or tasks are
missed.
The component Staff Changes serves for showing company personnel
updates in the public section. Bitrix administrator have access to the
following management button, located at the page in public section
Company structure and Honored employees iblocks are used for
providing and storing information about employees, distinguished as
Honored employees due to specific reasons.
The "Employee Birthdays" application for Bitrix24 is an excellent
opportunity to track employee birthdays in the calendar, as well as
automatically send tasks and notifications to those responsible about
upcoming employee birthdays.
Show Photo Gallery
Here you can view a list of workflows that are waiting for your actions.
Red counters are showing the number of such workflows and sections
they have been initialized in.
Here you can view the list of workflows in Feed that you have access to
and edit them. Administrators can also select workflows that will be
shown in Feed.
You can view all the workflows initialized by you in this section.
In this section, you can view the workflows that are currently in progress.
If you are an administrator, you can view workflows initialized by all
users. A regular user can view only workflows initialized by him/her.
Create templates of: Lead, Contact, Company, Deal, Estimate and
Invoices
Manage drive based workflow
It is very simplte to create an automation rule or a trigger. First, decide
what script to implement with the automation rules. Select the desired
ones to and then configure them.
Smart Process Automation (SPA) allows you to configure any work
scenario: create new CRM entities with custom fields, kanban stages,
configure access permissions and add many other options.
Smart processes in CRM: create work scenario
Smart Process Automation can also be used to automate the work of any
department, such as HR or accounting: you can create a single
workspace, configure the settings and tools for them.
Smart Process Automation is available to the entire company in a
separate section -
Assignments – are actions that an employee must perform at a certain
point in the workflow, for example, to review information or approve a
leave.
Every process has a kanban. Each item within a kanban should be led
from the first stage to the last one, which means the completion of the
workflow.
In Bitrix24 you can automate work with deals and leads, using smart
scripts. For example, you have deals in which you need to set single-type
tasks for employees and schedule appointments in the calendar. For
such deals, you can set up a sequence of robots that will perform the
actions.
Bitrix24 provides you with a convenient tool specifically designed for
conducting meetings and briefings. Discuss work issues with colleagues,
document discussion points, and ensure no questions or tasks are
missed
Show clients list
Lists can help you manage record-based data, such as suppliers'
directories, product catalogs, expense items, etc. Moreover, you can
process them automatically using workflows.
In Contact Center section you can access all the communication options
settings available in your Bitrix24: mail, telephony, website widgets,
website forms, callback and open channels.
Here you can view the full information about all Open Channels chats of
all employees, use filters, and export data to Excel.
There are three chats statuses:
Client awaiting agent's response
Agent responded
Conversation closed
Help to evaluate the most popular open channel: employees'
effectiveness, average reply time, satisfaction rate, etc
Call Statistics section allows you to analyze all calls in Bitrix24. You can
do reports on the total number of calls, as well as track the work of your
operators.
Call statistics includes all calls - both via the built-in Bitrix24 telephony
and calls made via REST- and SIP-integrations.
Show all 3rd party applications ftom Bitrix24 Marketplace
Show only installed apps from Bitrix24 Marketplace
Bitrix24 has a dedicated section for developers. This includes
documentation, API references, and other resources.
An integrate 3rd party module MicroEDA cloud service that allows you
to request and receive approval on documents electronically from
different stakeholders
This tab contains common use cases for integration using examples of
code and pre-set parameters based on webhooks and local applications.
All created Bitrix24 account integrations (webhooks and applications) are
collectively listed on a page
This section displays total number of your Bitrix24 daily REST requests.
Detailed statistics for each webhook, external integration or application
are available as well
Sites and Stores
Sites
Online stores
Inventory
Product catalog
Inventory management
Customers
Contacts
Companies
Contact center
CRM forms
Payment systems and Delivery
Payment systems
Delivery services
Settings
Online store marketing
Coupons
Discounts and sales
Customers
List of customers
Customer groups
Shopping carts
Accounts
Transactions
Product subscriptions
Commercial catalog
Product Properties
SKU Properties
Catalog Settings
Advanced settings
Taxes
VAT rates
Tax list
Tax rates
Tax exemption
Statuses
Order statuses
Delivery statuses
Payer types
Inventory management and goods
Online store parameters
Configure checkout form
Custom fields
Locations
Location list
Location groups
Location types
Location import
Re-index search
Prices
Markups
Price types
Rounding
Units of measurement
Shopping cart rules
Access permissions
Companies
Contact center
CRM forms
Payment systems and Delivery
Payment systems
Delivery services
Settings
Online store marketing
Coupons
Discounts and sales
Customers
List of customers
Customer groups
Shopping carts
Accounts
Transactions
Product subscriptions
Commercial catalog
Product Properties
SKU Properties
Catalog Settings
Advanced settings
Taxes
VAT rates
Tax list
Tax rates
Tax exemption
Statuses
Order statuses
Delivery statuses
Payer types
Inventory management and goods
Online store parameters
Configure checkout form
Custom fields
Locations
Location list
Location groups
Location types
Location import
Re-index search
Prices
Markups
Price types
Rounding
Units of measurement
Shopping cart rules
Access permissions
