Automation takes over the work your team does but should not have to: opening tasks, sending reminders, moving stages, firing notifications.
A rule runs when a record reaches a given stage: it opens a task, sends an email, reassigns the owner, fills a field. A trigger runs on an outside event: the customer opens the email, fills in a form, sends a message.
Used together, the process advances itself and the team only steps in where a decision is needed.
For processes where simple rules are not enough; several approvals, conditional branching; there is a visual workflow designer. Steps are added by drag and drop, with different paths on yes/no branches.
Robotic process automation takes on the repetitive work that still falls to people: producing documents, copying data, moving it between systems.
The standard CRM objects do not fit every job. For records like service tickets, contracts, applications or property units, Smart Process Automation is used.
These record types have their own fields, their own stages and their own automation rules, link to standard CRM records and use the same reporting layer.
Tasks, messages and field actions that run on stage change.
Stages advanced automatically on customer behaviour.
Multi-step approvals and conditional branching.
Handing the remaining repetitive work to robots.
Building your own record types without code.
Processes triggered from outside systems.
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
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.
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.
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.
CRM is the most used module in Bitrix24 and where most implementations start. Every touch with a customer collects on the same record; who called, what was said, which quote went out.
The task module works without the CRM, but its real value shows when they are connected: a task opens straight from a deal, with nothing copied between two systems.
Whichever channel a customer writes from, the message lands on the same screen and on the same customer record. Agents do not switch apps to switch channels.
No. Rules and triggers are defined in a visual interface. Code is only needed for custom integrations that talk to outside systems.
In practice the limit is not the number of rules but the complexity of the process. Rather than stacking rules we recommend simplifying the process; otherwise tracing cause and effect becomes hard.
Basic automation rules start with Basic; sales automation, RPA and advanced workflows come with Professional. Details are on the pricing page.
The process history is visible on the record, showing which rule ran when. For customers on a support plan we also check for rules that stopped firing during periodic reviews.
Book a free intro call and we'll walk through your process and show which settings fit you.
