FAQ

Please find below the answers to the most popular questions related to Bitrix24 and our services. If you can not find your answer, please drop us an email. Thank you

What is Bitrix24 and how does it work?

Bitrix24 is a suite of business management and collaboration tools. It includes features such as CRM, project management, task management, document management, and communication tools like instant messaging, video conferencing, and email marketing.
Users can access the platform through a web interface or mobile app, and it also offers integration with other popular tools such as Google Drive and Outlook. It also allows to create a company social network where employees can share information, news, and discuss tasks and projects.
It can be used for small and medium-sized businesses, as well as for larger organizations.

How can I get started with using Bitrix24?

To get started with using Bitrix24, you can sign up for a free trial on their website. Once you have an account, you can explore the various features and tools that the platform offers, such as CRM, project management, and communication tools.
You can also customize your account to fit the specific needs of your business.
Additionally, Bitrix24 offers a wide range of resources, including tutorials, webinars, and a user manual, to help you learn how to use the platform effectively.

What are the main features of Bitrix24?

Bitrix24 is a comprehensive business management platform that offers a wide range of features, including:

CRM: A powerful CRM system that allows you to manage and track customer interactions, sales, and marketing activities.

Project Management: Tools for creating and managing projects, tasks, and team collaboration.

Communication and Messaging: Features for internal and external communication, such as instant messaging, video conferencing, and email marketing.

Social Intranet: A built-in intranet that allows for easy collaboration and document management.

Time Management: Tools for tracking employee time, attendance and leave, and building work schedules.

Marketing Automation: Automated marketing campaigns, email campaigns, and lead management.

E-Commerce: A built-in e-commerce platform with a shopping cart, payment gateway integration and other features.

Documents and File Management: Secure and intuitive file storage, as well as document management and version control.

HR management: Features for recruiting, onboarding, and performance evaluations, as well as employee database management.

Reports and Analytics: A variety of customizable reports and analytics, including sales pipeline and performance metrics.

These are just some of the many features that Bitrix24 offers, and you can also find more tools and functionality by installing any of the many available app from the Bitrix24 market place.

Can Bitrix24 be used for remote teams and remote work?

Yes, Bitrix24 can be used for remote teams and remote work. It offers a range of tools and features that are designed to facilitate communication and collaboration among remote team members, including:

Video conferencing: The platform has built-in video conferencing capabilities, which allow team members to hold virtual meetings and presentations.
Instant messaging and chat: The platform includes a built-in instant messaging and chat feature, which allows team members to communicate in real-time, regardless of their location.
Document management and collaboration: Bitrix24 provides a range of tools for storing, sharing, and editing documents, as well as version control, making it easy for remote team members to work on the same documents simultaneously.
Time tracking and attendance management: Bitrix24 offers time tracking and attendance management tools, which allow managers to monitor the working hours of remote team members and ensure they are meeting their deadlines.
Task Management: The platform has a task management system that allows team members to assign, track, and manage tasks remotely.
Social Intranet: Bitrix24's Social Intranet feature allows remote teams to create a virtual office, where they can share news, updates and collaborate on projects.

Overall, Bitrix24 is designed to make it easy for remote teams to work together effectively, regardless of their location.

How does Bitrix24 handle task and project management?

Bitrix24 offers a comprehensive task and project management system that allows you to create and assign tasks, set deadlines, and track progress. Some of the key features for task and project management include:

Task Management: You can create tasks and subtasks, assign them to team members, set deadlines, and track progress. Tasks can be grouped into projects and the system provides Gantt chart visualization of the project.
Time tracking: You can track the time spent on each task and project, which allows you to better manage resources and ensure that deadlines are met.
Collaboration: Team members can communicate and collaborate on tasks and projects by commenting, sharing files and documents, and leaving feedback.
Reports and Analytics: Bitrix24 provides a variety of customizable reports and analytics, including task and project progress, which allows you to monitor and evaluate the performance of your team.
Workflow automation: You can set up automated workflows for tasks and projects, which can trigger actions such as sending notifications, updating task status, and assigning tasks to team members.
Kanban board: Bitrix24 also offers a Kanban board view for tasks and projects, allowing you to visualize task progress and quickly identify bottlenecks.
Mobile App: Bitrix24 also offers a mobile app for task and project management, which allows you to access and update tasks and projects on the go.

Overall, Bitrix24's task and project management system is designed to be flexible, customizable, and easy to use, making it an ideal solution for businesses of all sizes and industries.

How does Bitrix24 integrate with other software and tools?

Bitrix24 can integrate with a wide range of other software and tools, allowing you to streamline your workflow and improve efficiency. Some of the ways that Bitrix24 can integrate with other software and tools include:

API: Bitrix24 has an open API, which allows you to connect it with other software, such as CRM systems, accounting software, and e-commerce platforms.
Third-Party Integrations: Bitrix24 has a wide range of built-in integrations with popular third-party tools and services, such as Google Workspace, Microsoft Office, and Dropbox.
Zapier: You can use Zapier to connect Bitrix24 to over 2,000 other apps and automate workflows.
Marketplace: Bitrix24 has a marketplace where you can find and install additional apps and integrations created by Bitrix24 partners and developers, giving you the ability to add functionality and connect to other tools.
WebHooks: Bitrix24 also support webhooks which allow you to connect it with other systems and automate workflows, like getting a notification when a task is completed, etc.

Overall, Bitrix24's integration capabilities allow you to connect it with a wide range of other software and tools, making it a versatile and flexible platform that can adapt to the needs of your business.

Can I customize and tailor Bitrix24 to my specific business needs?

Yes, you can customize and tailor Bitrix24 to your specific business needs. Bitrix24 offers a wide range of customization options, including:

Custom Fields: You can create custom fields and data structures to fit your business needs, such as adding custom fields to the CRM, invoicing, or any other module.
Custom forms: Bitrix24 has a built-in form builder that allows you to create custom forms to gather information from leads, customers, and employees.
Customizable Workflows: You can create custom workflows to automate your business processes, such as creating custom approval workflows for tasks or leads.
Customizable Reports: You can create custom reports and dashboards to get a better understanding of your data and metrics, such as creating a report that shows sales by region or department.
Customizable Templates: You can create custom templates for emails, invoices, and other documents, as well as for task and project management.
Customizable Interface: You can customize the interface of your Bitrix24 account, such as changing colors, logos, and the layout of the menu items.
Customizable Access rights: You can assign different access rights to different users and groups, and control who has access to specific tools and data.
Customizable Modules: You can request customization of the modules or develop new modules from scratch, such as HR, Asset Management, Account software Connector to fit your business needs

Overall, Bitrix24 allows for a high degree of customization, making it possible for you to tailor it to the specific needs of your business.

What is Unlimited Bitrix24 Local Support?

Unlimited Bitrix24 Local Support is a comprehensive assistance program designed to provide ongoing guidance, consultation, and support for businesses using Bitrix24 cloud plans. It encompasses a wide range of services to help you optimize your Bitrix24 experience and make the most of its features.
Support doesn't have any time limits or hourly caps. Due to a nature of the Bitrix24 cloud plans capabilities, custom developments are not included in this support.

What support channels are available?

We offer support through various channels, including web forms, emails, chats, phone calls, and even video calls. Our goal is to provide you with a seamless and accessible support experience.

Is there a limit to how much I can consult with your experts?

No, there are no limits to the amount of online consulting you can receive. Our experts are here to address your questions, offer insights, and help you overcome challenges as you leverage Bitrix24 for your business.

Can you help with onboarding and training?

Absolutely. Our support package includes online training and onboarding programs to help your team become proficient in using Bitrix24's features. We aim to ensure a smooth transition into the platform.

What about configuring Bitrix24 to my business needs?

We offer configuration and implementation services to align Bitrix24 with your unique business processes. Our experts will work closely with you to tailor the platform to your requirements.

Do you assist with selecting apps from the Bitrix24 marketplace?

Yes, our support includes Bitrix24 Market consulting. We'll help you choose suitable apps from the marketplace that can enhance your workflows and productivity.

How do you keep me updated on Bitrix24 updates and new features?

We provide consulting and clarifications about Bitrix24 updates and new features. Our experts will guide you through incorporating these updates into your workflows and configuring new features effectively.

What happens after I place an order for the Bitrix24 Essentials Online Training?

Once your order is processed, you will receive an email containing a registration link. This link is essential for accessing the training portal.

How do I share the registration link with my team?

You can share the registration link with your staff members based on the number of users you have purchased.

What should users do after receiving the registration link?

Each user should use the registration link to sign up on our training portal. This step is necessary for them to gain access to the training materials.

How long does it take for users to be authorized on the training portal?

Once users have registered, our administrator will review the email requests and approve them. After approval, users can begin the training course.

Who can I contact if I have questions or need assistance?

If you have any questions or require further assistance, please feel free to reach out to our support team. We are here to help!

What is covered in the Bitrix24 Essentials Fundamental Training?

The training covers fundamental aspects such as navigation, communication tools, and task management in Bitrix24. Participants will gain a solid foundation for effective usage.

How long is the training, and what is the schedule?

The training typically spans a few sessions, with each session lasting approximately 1 hour. Schedules may vary, and you can check with our training coordinator for the upcoming session details.

Is this training suitable for beginners with no Bitrix24 experience?

Absolutely! The Essentials Fundamental Training is designed for beginners. It provides a step-by-step guide to help users navigate Bitrix24, communicate efficiently, and understand the basics, making it ideal for those new to the platform.

Can I interact with the instructor and ask questions during the training?

Yes, definitely! Our training sessions encourage active participation after each block of topics. You can ask questions, seek clarifications, and engage with the instructor to ensure a comprehensive understanding of the Bitrix24 essentials.

What certification will I receive upon completing the Bitrix24 Essentials Fundamental Training?

Upon successful completion, participants will receive the Bitrix24 Essentials Certificate from the WEBBEE as an Authorised training centre. This certification validates your understanding of fundamental Bitrix24 features and serves as a valuable recognition of your skills.

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