Bitrix24 is a business platform that holds a company's daily work in one place; from CRM to task management, from WhatsApp to e-signature. Below is what each module does and which problem it solves.
Most companies arrive for the CRM and then switch on the other modules. The reason is simple: the data is already in the same place.
Web form, WhatsApp, phone, Instagram or email; whichever channel an enquiry arrives through, it lands as a single lead record. From there it moves to a deal, a quote, an invoice and payment on that same record.
At every step you can report on who did what, how long it took and where it stalled.
WhatsApp Business, Telegram, Instagram Direct, live chat, telephony and email all connect to the same screen. Whichever channel the customer writes from, the conversation is written into the CRM record's timeline.
When the rep changes, the history does not disappear; the new person sees the whole conversation.
Tasks are managed in Kanban, list, calendar and Gantt views, with a sprint structure for teams running Scrum. Time tracking, workload distribution and efficiency reports come from the same module.
A task can be opened straight from a deal on the sales side; nothing is copied between two systems.
Rules and triggers take the repetitive work: opening a task when a stage changes, alerting a manager when an SLA is breached, scheduling follow-up when a quote goes out.
CoPilot handles writing, call transcription and meeting summaries; once a call ends it can fill in the CRM fields itself.
Online documents, file storage, a knowledge base and e-signature are part of the platform. You can also build sites and online stores without code and wire your forms straight into the CRM.
On the HR side there is company structure, employee profiles, leave flow and the company feed.
We have written a separate page for each topic: what exists in Bitrix24, how it is set up and which problem it solves.
The whole sales process, from enquiry to payment
Collecting leads is the easy part. Responding quickly, assigning correctly and following up consistently is where deals are won. We build Bitrix24 around those three things.
When the pipeline is unclear, nobody knows which deals are moving and which are stuck. We design your stages around your real sales process and make the next step visible on every card.
Preparing a quote should not start with hunting for the right Word file. We build quote templates that pull straight from deal data, then turn approval and follow-up into a process.
When quoting, invoicing, terms and collection live in separate tools, cash slows down. In Bitrix24 we keep all of those steps on the same customer record.
A target should be more than a number people hear once a year. We define goals per person, team and period in Bitrix24, then connect them to dashboards that refresh themselves from real data.
Rebuilding the same spreadsheet every week costs you hours and, worse, decision quality. We connect your CRM data to live dashboards so the report builds itself while you work.
Clicks and open rates don't prove a campaign worked; closed revenue does. We connect your campaigns to CRM data so every lira spent can be matched against the deals it produced.
Every channel a customer reaches you through, on one screen
Your customers are already on WhatsApp. When those chats stay on personal phones, the process cannot be measured. We connect your official WhatsApp Business number to Bitrix24 and attach every message to a customer record.
You spend real money to be visible on Instagram, yet interest that lands in the DM inbox cools within hours. The official Instagram connection turns every message into a record you can follow.
When a customer calls, your agent should already see past conversations, open tickets and active deals. We connect your telephony to Bitrix24 so the call and the data arrive together.
When your email tool is disconnected from the CRM, every campaign becomes a small project. In Bitrix24 there are no exports: segments are built directly from customer data.
Whichever channel a service request arrives through, it should land in the same queue with an owner and a deadline. That is exactly how we configure the Bitrix24 Contact Center.
When team communication drifts into personal messaging apps, company knowledge leaves with it. We set up Bitrix24 messaging, channels and video meetings in the same place as tasks and CRM.
Handing repetitive work over to the system
If a rep's day goes to logging records, setting reminders and retyping the same email, that is revenue leaking. We move that work to robots and give your team back the conversations.
When approvals run over email and chat, nobody knows where a request is sitting. We turn your internal processes into flows with defined steps, owners and deadlines.
CoPilot is not a separate app. It lives inside Bitrix24 chat, CRM records and video calls, so your team gets back the hours it spends typing, listening and taking notes.
Changing CRM is not a file upload. You have to preserve context, relationships and history. Bitrix24's migration tooling turns that into a planned, verifiable process.
Bitrix24 is not a closed box. The REST API gives programmatic, scope-controlled access to your CRM entities over standard HTTP; and we design, build and monitor the integration for you.
Tasks, projects, time and team performance
A performance conversation should start from data both sides accept. We configure Bitrix24's task reports, workload charts and efficiency scores around the way your company actually works.
Logging hours on its own produces a pile of numbers. The value comes from knowing which work those hours went into, so we tie time records directly to tasks and projects.
When time off is handled over email and paper forms, both employees and HR lose hours every week. In Bitrix24 leave management is not one packaged module but a combination of company structure, workflows and the shared calendar. We wire those three together so requests, approvals, the calendar and balances all run in a single chain.
An announcement sent by email is an announcement nobody can confirm was read. We set up the Bitrix24 feed so news, polls and recognition appear on the screen your team opens every day.
People come and go; knowledge should stay with the company. We structure your work instructions, checklists and manuals in the Bitrix24 knowledge base and make them genuinely searchable.
Scheduling shouldn't cost you a day of phone calls. We set up a booking flow where clients choose the service, the specialist and the time; and every booking lands in the CRM with its record.
When meetings happen in a separate app, the decisions stay there too. Bitrix24 video runs inside your CRM, tasks and calendar, so what you discuss becomes a task on the same screen.
Sites, stores, payments, documents and e-signature
The Bitrix24 store is not a separate e-commerce package. It is a sales channel inside the CRM: every item added to a cart becomes a deal, every order becomes a stock movement.
Customers should be able to pay the moment they decide to buy. In Bitrix24 we generate a payment link straight from the deal, send it by message and show the status to sales in real time.
Satisfaction is built from small signals at every touchpoint, not from one annual survey. In Bitrix24 we combine survey forms, conversation ratings and callback requests into one report.
When files live on desktops, in email threads and in personal cloud accounts, nobody knows which version is current. We put your entire document structure on one drive with clear permissions.
A decision that's already been made shouldn't wait days on couriers and wet ink. With Bitrix24 Sign you send the document from the CRM and the signed copy comes back to the same record.
If a large part of your team is not at a desk, the system has to travel with them. We set up the Bitrix24 mobile app as shared working ground for field staff and everyone supporting them.
Access management is more than a password policy: permissions, audit trails and retention are designed together. We map Bitrix24's role-based model onto how your company actually works.
Both come from the same product family but answer different needs. The decision usually comes down to data residency and how deep you need to customise.
| Topic | Cloud | On-Premise |
|---|---|---|
| Setup time | Same day | Depends on server preparation |
| Data location | Bitrix24's EU data centres | Your own servers |
| Updates | Automatic | On your schedule |
| Source code | No access | Full access |
| Depth of customisation | Through REST API and Market | Unlimited |
| Typical reason to choose | Speed and low operating overhead | Regulation and data residency |
Bitrix24 can be set up on your own. But most companies do not get stuck during setup; they get stuck three months later: the team is not using it, the data is half-entered, the reports mean nothing.
Bitrix24 is business software that combines CRM, task and project management, a contact centre, document management, a site builder and HR tools on one platform. Because the modules share a database, no integration is needed between them.
Yes. Most deployments start with the CRM. The other modules can stay switched off and be enabled as the need arises; they need no extra licence, they are included in your plan.
Yes, the interface and the mobile app are fully localised. Bitrix24 operates in Türkiye with local pricing and a partner network; as a Gold Partner we deliver setup, training and support in Turkish.
Yes. We migrate through Excel/CSV import and the REST API. Contact–company–deal relationships, ownership assignments and past activities are preserved. Before migrating we produce a field-mapping and deduplication plan.
It is used by teams of five up to organisations of several hundred. Because pricing is per company, the gap against per-seat systems widens as the team grows.
Book a free intro call and we'll walk through your process and show which settings fit you.
