What is Bitrix24?
Industry Specialties: Serves all industries
Bitrix24 is a solution that facilitates the execution of the customer journey. It supplies organizations with tools for marketing, sales and customer service activities such as lead generation, marketing automation, campaign management and call center support.
The software comes with a free edition for users just starting out. Deployment is available in the cloud and on-premise. The platform is suitable for smaller businesses as well as enterprises with up to 50,000 employees.
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Benefits and Insights
Why use Bitrix24?
Key differentiators & advantages of Bitrix24
- Automate Sales & Marketing Activities: The software’s automation capabilities let you set rules and define triggers to streamline time-consuming tasks. This supports autoresponders, email sequences, reminder notifications and more. You can set rules for sending messages via a number of channels, creating tasks, adding an item to a calendar, changing the status of a lead or deal and targeting on social media sites. Triggers include incoming messages, web form submissions, incoming calls and incoming emails.
- Track KPIs: Analytics and reporting capabilities provide an in-depth view of your company’s performance. Report types include deals, leads, activity and sales. You can add custom fields to pull metrics beyond what the standard reports generate.
- Connect With Third-Party Apps: The Bitrix24 Marketplace has over 100 apps for extending the system’s capabilities. The apps cover accounting, project management, VoIP integration, chatbots, HR and more. Integrations include Zapier, Google Analytics, Zendesk, Evernote and PayPal. A REST API allows you to create additional apps.
- Manage Client Projects: The solution is equipped with tools for handling project details. You can create tasks, collaborate with your clients and track billable hours.
- Know Your Customers: Rich profiles provide a 360-degree view of all your contacts, leads and customers. You can make comments, conduct calls, send messages, set tasks and more from the central dashboard. It also has a timeline of each past interaction so you can track an individual’s interactions with your company.
- Organize Schedules: Built-in calendars allow users to schedule appointments and view availability. The system also confirms meetings and sends reminders. You can connect external calendar apps to your Bitrix24 calendar or share your calendar with other users.
- Build Web Forms: With Bitrix24, you can build web forms to support lead generation efforts. The forms come with contact, support and feedback templates, along with forms for online payments. There’s also a callback request form. Forms are embeddable and include an opt-in checkbox. The CRM automatically stores all data captured on these documents.
Bitrix24 supports a global user-base with its free and paid solutions. It can be found in industries such as construction, real estate, the nonprofit field, professional services and technology.
- Pipeline Management: A kanban layout provides a visual view of your pipeline. The software supports custom deal stages and multiple pipelines.
- Campaign Management: This feature lets you build dynamic or static audience segments, run advertising campaigns on social networks, and set up campaigns across channels such as bulk mail and instant messaging. It includes campaign templates and metrics.
- Call Center Capabilities: With PBX (private branch exchange) functionality, Bitrix24 supports routing, queueing, voicemail, call transfers and forwarding, employee extensions, and recording. You can also use telemarketing features such as voice or SMS broadcasting, automatic call transcribing, callback requests and more. The system supports local numbers across more than 50 countries and can integrate with RingCentral and other VoIP tools.
- Customer Support Tools: A live support widget lets you post business hours, send canned replies, route and transfer conversations, and view client and supervisor ratings. A helpdesk feature provides tickets, SLAs, statuses and case priority. And with the multichannel contact center, you can offer email and telephone support, live chat, social media support and more.
- Document Management: This feature includes support for quotes and invoices. You can create custom documents or use pre-built templates, set up recurring invoices and build a product catalog. Documents support esignature, and a kanban layout shows what stage invoices are at. The system has multi-currency support and tax capabilities. Accounting functionality is achieved via integrations with Xero and QuickBooks.
- Mobile Apps: Free iOS and Android apps are available, letting users download the platform on their desktops or mobile devices.
- Self-Hosted Solution: The Bitrix24 on-premise solution is a scalable platform that comes with LDAP and Active Directory support, web clustering, multiple single sign-on (SSO) options and robust security features such as two-factor authentication and RSA encryption. The private cloud allows access to modules for eLearning, helpdesk and idea management, which aren’t available in the cloud version. The software provides access to the source code and is fully customizable. It can be deployed on any major server and comes ready for AWS deployment. A free 30-day trial is offered.
Bitrix24 Suite Support
You can find the majority of answers to common questions in the FAQ section, with topics for general inquiries, telephony, settings, the on-premise solution and more. There are also how-to videos available. A paid account is required to talk with support specialists for any technical assistance.
mail_outlineEmail: No email support is listed, but users have access to live chat support within their accounts. Level of access depends on the plan included. Free plans include seven days of support to help users get up and running. Commercial plans and on-premise deployment include chat support. Bitrix24 offers technical support in English, but general consultation is available in Spanish, German, Polish and Portuguese as well.
phonePhone: There is no phone support option listed.
schoolTraining: Bitrix24 provides training via an introductory course for users and admins. For additional training, users can access advanced courses on system administration, the bot platform, installation and configuration of the on-premise software, and others. There’s also documentation for both cloud and self-hosted versions.
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