The Bitrix24 capabilities that move your business
From first inquiry to collected payment, from messaging to reporting; as a Gold Partner we set up, train and support every module. Pick the one you want to explore.
All features
Each page covers the problem, the fix and what we watch for during implementation.
32 features
Lead Management
Bring web forms, WhatsApp, Instagram and phone inquiries into one CRM stream. We configure capture, routing and follow-up so first contact happens fast.
Sales Pipeline
Track deals stage by stage, spot stalled opportunities early and forecast revenue you can trust. We design pipelines around how your team actually sells.
Quotes and Proposals
Generate quotes from deals in one click, automate discount approvals and see the moment a customer opens them. We build your templates and price catalog.
Invoicing and Payments
Generate invoices from won deals, track due dates automatically and get paid faster with payment links. We handle the accounting integration for your team.
WhatsApp Integration
Link WhatsApp chats to CRM records, run them from a shared team inbox and automate follow-ups. We handle the official business number setup end to end.
Instagram Messages
Convert Instagram Direct messages into CRM records, reply in seconds and measure which DMs turn into sales. We set up the official connection for you.
Call Center
Pop the customer card on every inbound call, record conversations and run queues and IVR alongside your CRM. We connect your existing PBX without replacing it.
Email Marketing
Build segments from CRM data, design emails without code and tie every campaign back to revenue. We handle domain authentication and the entire setup.
Automation Robots
Let CRM robots handle assignment, reminders, emails and task creation. We design the scenarios around your real process and train your team to adjust them.
Workflows
Run time-off, purchasing, expense and contract approvals in one system. We design the flows per department and teach your managers to approve on the go.
Calendar & Booking
Let clients pick their own slot, log every booking in the CRM and send reminders automatically. We build the booking form and calendar rules around you.
Meetings & Video
Run video meetings inside your CRM, tasks and calendar, with summaries and action items generated for you. We handle the setup and train your team to use it.
Document Management
Keep contracts, quotes and decks on one drive and end the version and permission mess. We design the folder structure and access rules around your teams.
E-Signature
Send contracts and quotes for e-signature straight from the CRM and get signed copies back on the record. We prepare the templates and automate the chase.
Sales Reporting
Track revenue, win rate and pipeline health on live dashboards instead of rebuilding a spreadsheet each week. We build the dashboards and the access rules.
Campaign ROI
Tie ad, email and SMS campaigns to closed CRM revenue and move budget to what works. We set up the tracking, segments and reporting from the ground up.
Goal Tracking
Define team and individual targets in Bitrix24 and follow progress on live dashboards. As a Gold Partner we build the goal structure and KPI reports for you.
Team Performance
Measure team performance with task efficiency, workload charts and periodic reports. As a Gold Partner we design the report set and the KPI model with you.
Time Tracking
Bring clock-in, task-level time entries and project time reports together in one place. We configure the setup around how your teams really work day to day.
Leave Management
Collect leave requests through a form, route them for approval and keep balances and the team calendar in one place. We build the flow around your policy.
Internal Communication
Connect messaging, channels and online meetings to the place work actually happens. As a Gold Partner we design the channel structure and the ground rules.
Company Feed
Bring announcements, polls and recognition into one feed and see who has read what. We design the feed structure and the publishing rules alongside you.
Knowledge Base
Keep procedures, checklists and manuals in one searchable hub. As a Gold Partner we build the structure and the access permissions that fit your teams.
Mobile App
Run tasks, CRM, chat and approvals from a phone, work offline and sync on reconnect. We handle the mobile rollout and the training that makes it stick.
AI CoPilot
Draft copy, transcribe calls, auto-fill CRM fields and get meeting summaries with CoPilot. As a Gold Partner we handle setup, prompts and team training.
Online Store
Storefront, product catalog, multi-warehouse stock and order management live inside the CRM. We handle setup, catalog import and payment links for you.
Online Payments
Generate a payment link from a deal, send it in chat and watch collection status live in the CRM. We connect your payment provider and build the flow.
Service Requests
Handle service requests from forms, live chat, WhatsApp, phone and email in a single queue. We configure SLAs, routing and satisfaction reporting for you.
Surveys & Feedback
Measure satisfaction with survey forms, conversation ratings and callback requests. We build the forms, the CRM linkage and the reporting around them.
Data Migration
Move records from Salesforce, HubSpot, Zoho or Excel with relationships intact. We run the field mapping, data cleanup and validation steps end to end.
REST API
Connect your ERP, accounting, e-commerce and BI systems to Bitrix24. We build integrations with OAuth 2.0, webhooks, batch calls and event subscriptions.
Access Management
Put customer data under control with role-based access, audit trails and scope management. We design the permission matrix and the compliance setup for you.
Let's configure this around your business
Book a free intro call and we'll walk through your process and show which settings fit you.