Why is Bitrix24 so cheap?

Paid plans are flat-rate per organization rather than per user. Adding people costs nothing extra, which makes the price per user drop as your team grows.

What is the difference between workgroup and project in Bitrix24?

A workgroup is a shared space for ongoing collaboration. A project is a workgroup with deadlines and Gantt planning, aimed at work that has a defined end date.

How to create a project in Bitrix24?

Open Workgroups from the main menu, click Create, choose Project, set the name and dates, then add members and configure privacy before adding tasks.

Register on the site, build your company structure, invite users, then set up CRM and tasks. Add automation, sites, and telephony once the basics stick.

Its origins are Russian, but Bitrix24 Inc. operates from the United States. Customers can pick which regional data centre stores their portal data.

How to Use Bitrix24: A Beginner’s Guide in 2026

by Fahim Joharder | Last updated Aug 24, 2026

Quick Start

This guide covers every Bitrix24 feature:

Getting Started — Create your account and set up the portal
How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
How to Use Task & Project Management — Organize tasks, deadlines, and owners so project management stops living in chat
How to Use Sites & Store — Build landing pages and an online store that feed leads straight into the CRM
How to Use HR & Automation — Map your company structure and automate the admin work around people
How to Use Collaboration Tools — Keep chat, video calls, and shared files in the same place as the work
How to Use Leads, Deals, Contacts, Companies — Separate raw enquiries from real deals so your sales data stays clean
How to Use Kanban board — See task and deal progress as cards you can drag between stages
How to Use Workflow automation — Fire follow-ups and status changes automatically instead of by hand
How to Use Online documents — Create and co-edit documents inside the portal without downloading anything

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve run Bitrix24 for two years across a sales team and a small agency, and I tested every feature in this tutorial myself.

Nothing here comes from a vendor deck.

Bitrix24 is an online service that packs CRM, project management, and communication tools into one portal.

Most people register, poke at the main menu, and never touch the rest.

This introduction to how to use Bitrix24 walks through every major tool.

Step by step, with screenshots and pro tips.

Bitrix24 Tutorial

This How to Use Bitrix24 tutorial covers the whole platform, from your first login to the automation that advanced users rely on.

Bitrix24

Run your CRM, tasks, and team communication from one portal. Bitrix24 gives unlimited users a free plan and a flat-rate price on paid plans, so adding people costs nothing extra.

TRY BITRIX24 NOW →

READ FULL REVIEW →

BITRIX24 ALTERNATIVES →

Getting Started with Bitrix24

Do this one-time setup before you touch any feature.

It takes about three minutes.

Step 1: Create Your Account

Go to the Bitrix24 website and click Sign Up.

Enter your email and create a password to register.

✓ Checkpoint: Check your inbox for the confirmation link.

Step 2: Access Your Portal

Bitrix24 runs in the browser, with apps for desktop, iOS, and Android.

Large organizations can also run the virtual appliance on their own server.

Here’s what the user interface looks like on day one:

✓ Checkpoint: The main menu sits on the left, with your activity stream in the middle.

Step 3: Customize the Workspace

Open settings and change the company name, address, and background.

Then set up your personal calendar settings and sync them with Outlook or Google Calendar.

Invite a few users, connect your email, and switch on the contact center for calls.

✅ Done: Your portal is ready, and you can start on any feature below.

Try Bitrix24 for FREE

How to Use Bitrix24 Powerful CRM

Powerful CRM lets you store clients, deals, and history in one customer relationship management hub.

Here’s how to use it step by step.

Step 1: Open the CRM Tool

Click CRM in the main menu on the left.

The CRM loads with tabs for leads, deals, and clients.

Step 2: Add Your First Client

Hit Create and pick Contact or Company.

Fill in the company name, email, and phone. Save the record.

Here’s what this looks like:

✓ Checkpoint: Your new client appears in the contact list with a clickable profile page.

Step 3: Build Your Sales Funnel

Open the Deals tab and edit your funnel stages.

Rename stages to match how your business actually sells.

✅ Result: You have a working CRM with real client data and a sales funnel that matches your process.

💡 Pro Tip: Connect your email inbox under CRM settings. Every message to a client then logs against their record automatically.

Try Bitrix24 for FREE

How to Use Bitrix24 Task & Project Manager

Task & Project Management turns scattered requests into tracked tasks with owners and deadlines.

Here’s how to use it step by step.

Step 1: Create a Task

Click Tasks in the main menu, then Create.

Give it a clear title, an owner, and a deadline.

Step 2: Group Tasks Into a Project

Open Workgroups and create a centralized workspace.

Each initiative gets one home for its tasks, files, and discussions.

Here’s what this looks like:

✓ Checkpoint: Your project shows a task list with assigned users and due dates.

Step 3: Turn On Time Tracking

Enable time tracking inside the task settings.

This gives you accurate reporting of billable hours per client.

✅ Result: Every task has an owner, a deadline, and a project it belongs to.

💡 Pro Tip: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.

Try Bitrix24 for FREE

How to Use Bitrix24 Sites & Store

Sites & Store lets you publish landing pages and an online store without writing code.

Here’s how to use it step by step.

Step 1: Open the Sites Section

Click Sites and Stores in the main menu.

Pick a template that fits your marketing goal.

Step 2: Edit Your Page

Drag blocks into place in the visual editor.

Swap the placeholder text for your own offer and company name.

Here’s what this looks like:

✓ Checkpoint: A live page URL appears, and a test submission lands in your CRM leads list.

Step 3: Connect the Form

Link the page form to a CRM funnel and publish.

Each submission now creates a lead automatically.

✅ Result: You have a published page that captures leads without any extra service or plugin.

💡 Pro Tip: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.

Try Bitrix24 for FREE

How to Use Bitrix24 HR & Automation

HR & Automation handles your company structure, work schedules, and the paperwork around staff.

Here’s how to use it step by step.

Step 1: Build Your Company Structure

Open the company structure page and create departments.

Assign each user to a department and name a head.

Step 2: Invite Your Team

Send invites by email, by phone number, or in bulk.

Bulk invites save real time once you pass twenty users.

Here’s what this looks like:

✓ Checkpoint: The structure page shows a chart with departments and the users inside them.

Step 3: Set Work Schedules

Open account settings and define the working day.

Account administrators control which tools stay enabled.

✅ Result: Your organization chart matches reality, and schedules run without anyone chasing timesheets.

💡 Pro Tip: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.

Try Bitrix24 for FREE

How to Use Bitrix24 Collaboration Tools

Collaboration Tools brings chat, videoconferencing, and file storage next to the tasks they relate to.

Here’s how to use it step by step.

Step 1: Start a Chat

Click the chat icon and pick a user or workgroup.

Group chats sit beside the project they belong to.

Step 2: Run a Video Call

Hit the camera icon to open videoconferencing.

Short daily stand-ups keep the team aligned on progress.

Here’s what this looks like:

✓ Checkpoint: Your message shows read receipts, and the shared file opens for teammates.

Upload documents to the shared file storage and share the link.

Permissions decide who can open or edit each file.

✅ Result: Team communication, calls, and files all sit inside one platform instead of four.

💡 Pro Tip: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.

Try Bitrix24 for FREE

How to Use Bitrix24 Leads, Deals, Contacts, Companies

Leads, Deals, Contacts, Companies splits your sales data into four record types that link to each other.

Here’s how to use it step by step.

Step 1: Capture a Lead

Add a lead manually or let a form create one.

Leads hold unqualified enquiries you have not checked yet.

Step 2: Convert to a Deal

Open the lead and click Convert.

Bitrix24 creates a contact, a company, and a deal in one action.

Here’s what this looks like:

✓ Checkpoint: The converted deal shows linked contact and company records on its detail page.

Step 3: Link the Records

Attach the deal to the right company record.

Every call and email then shows on the company timeline.

✅ Result: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.

💡 Pro Tip: Set a rule that leads older than fourteen days without contact get flagged. Stale data kills forecast accuracy.

Try Bitrix24 for FREE

How to Use Bitrix24 Kanban board

Kanban board shows tasks and deals as draggable cards across stages.

Here’s how to use it step by step.

Step 1: Switch to Board View

Open any task list and click the Kanban view icon.

Cards replace rows, grouped by stage.

Step 2: Rename Your Stages

Click a column header and rename it.

Match the stages to how your process actually runs.

Here’s what this looks like:

✓ Checkpoint: Your board shows named columns with cards sitting in the right stage.

Step 3: Drag Cards Forward

Move a card into the next column as work progresses.

The task status updates the moment you drop it.

✅ Result: Anyone can read project progress in five seconds without opening a single task.

💡 Pro Tip: Use Kanban boards for flow and Gantt charts for dependencies. Picking the wrong visual tool is the most common task management mistake.

Try Bitrix24 for FREE

How to Use Bitrix24 Workflow automation

Workflow automation runs rules and robotic process automation so recurring sales tasks fire themselves.

Here’s how to use it step by step.

Step 1: Open Automation Rules

Go to a CRM funnel and click Automation Rules.

Rules attach to a specific stage.

Step 2: Pick a Trigger

Choose what starts the rule, such as a stage change.

For example, a deal reaching Negotiation can send a follow-up email.

Here’s what this looks like:

Workflow Automation 2025: Let Bitrix24 Run the Routine

✓ Checkpoint: Moving a test deal forward triggers your rule and logs the action on the timeline.

Step 3: Build an Email Sequence

Chain rules to run automated email marketing over days.

Test the sequence on a dummy deal before going live.

✅ Result: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.

💡 Pro Tip: In 2026, 45% of Bitrix24 users name automation as their top priority. Start with one rule, measure the hours saved, then add more.

Try Bitrix24 for FREE

How to Use Bitrix24 Online documents

Online documents lets you create and co-edit files in the browser and store them with the related task.

Here’s how to use it step by step.

Step 1: Create a Document

Open Drive and click Create, then pick a document type.

The editor opens in your browser.

Step 2: Invite Editors

Share the link and set edit or view access.

Two users can type in the same file at once.

Here’s what this looks like:

The New Bitrix24 Documents. Always productive online collaboration

✓ Checkpoint: Your document appears in Drive with a version history you can roll back.

Step 3: Attach It to Work

Link the document to a task or a deal.

The file then travels with the work it belongs to.

✅ Result: Contracts and briefs live beside the deal, not in someone’s downloads folder.

💡 Pro Tip: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.

Try Bitrix24 for FREE

Bitrix24 Pro Tips and Shortcuts

After two years on the platform, these are the tips I hand new users on day one.

Keyboard Shortcuts

Action	Shortcut
Open search	Ctrl + K
Create a new task	Ctrl + Shift + T
Send a chat message	Ctrl + Enter
Jump to the main menu	Alt + M

Here’s how the platform stacks up on day-to-day work:

Hidden Features Most People Miss

AI assistant: It writes task descriptions and summarizes long chat conversations for you.
REST API: Developers can develop custom apps against your portal data using the public documentation.
Telephony: Bitrix24 includes a built-in telephony solution, so you can place and receive calls without leaving the page.
Workgroup privacy: Set visibility and editing rights per workgroup so sensitive projects stay closed.
IP addresses whitelist: Restrict portal access to approved IP addresses on higher plans.

Try Bitrix24 for FREE

Bitrix24 Common Mistakes to Avoid

Mistake #1: Switching every tool on at once

❌ Wrong: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.

✅ Right: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.

Mistake #2: Ignoring the company structure

❌ Wrong: Dumping every user into a flat list with identical access to all client data.

✅ Right: Build departments first, then set access rights per department before you import anything.

Mistake #3: Treating the free plan as permanent storage

❌ Wrong: Running your whole business on free while data quietly hits the monthly caps.

✅ Right: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.

Try Bitrix24 for FREE

Bitrix24 Troubleshooting

Problem: The portal feels slow

Cause: Too many enabled tools and a heavy activity stream on a shared server.

Fix: Disable tools you never open in account settings, and archive closed workgroups.

Problem: Automation rules never fire

Cause: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.

Fix: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.

Problem: A user can’t see a project

Cause: The workgroup is private, or their department lacks access rights.

Fix: Open the workgroup settings, change visibility, or add the user as a member.

📌 Note: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.

Try Bitrix24 for FREE

What is Bitrix24?

Bitrix24 is a unified digital workplace that combines customer relationship management, project management, and team communication in one service.

Think of it like an office building where sales, projects, and chat each have a room, but everyone shares the same front door.

Watch this quick overview:

Bitrix24 CRM Honest Review - Watch Before Using

It includes these key features:

Powerful CRM: Central CRM that keeps client data, deals, and communication history together
Task & Project Management: Task management with deadlines, checklists, templates, and time tracking
Sites & Store: Website and store builder with forms that push leads into your CRM
HR & Automation: Company structure, absence tracking, work schedules, and HR process automation
Collaboration Tools: Messaging, videoconferencing, file storage, and a shared knowledge base
Leads, Deals, Contacts, Companies: Four linked record types that keep raw enquiries apart from live deals
Kanban board: Visual boards for tasks and deals, plus Gantt charts for timelines
Workflow automation: Automation rules, triggers, and email marketing sequences that run unattended
Online documents: Browser-based document creation, co-editing, and version history

For a full review, see our Bitrix24 review.

Here’s a closer look at the platform in use:

Managing customers, projects, and staff from one portal keeps data centralized and cuts the tab-switching that eats a working day.

Bitrix24 also runs a training page with courses for users and administrators, free webinars, and a YouTube channel of demos.

Udemy hosts extra training courses too, including a CRM masterclass.

Try Bitrix24 for FREE

Bitrix24 Pricing

Here’s what Bitrix24 costs in 2026:

Plan	Price	Best For
Basic	$49/organization/month	Small teams starting with CRM and task management
Standard	$99/organization/month	Growing businesses that need marketing and more storage
Professional	$199/organization/month	Advanced users running sales automation at scale
Enterprise	$399/organization/month	Large organizations with many departments and clients

Free trial: Yes — a 15-day trial opens the paid features.

Money-back guarantee: Not advertised, so test on the free plan first.

There’s also a free version with no cap on the number of users, covering basic calendar, task, and CRM functionality.

Paid plans use flat-rate pricing, so adding users doesn’t raise the bill.

Here’s the current plan breakdown:

💰 Best Value: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.

Try Bitrix24 for FREE

Bitrix24 vs Alternatives

How does Bitrix24 compare against the rest of the market?

Watch this comparison:

Here’s how the main options line up:

Tool	Best For	Price	Rating
Bitrix24	All-in-one portal	$49/mo	⭐ 3
HubSpot	Inbound marketing	$20/mo	⭐ 4.5
ClickUp	Task management	$7/mo	⭐ 4.7
Salesforce	Enterprise sales	$25/mo	⭐ 4.4
ActiveCampaign	Email automation	$29/mo	⭐ 4.5
Monday CRM	Visual pipelines	$12/mo	⭐ 4.6
Keap	Small business sales	$249/mo	⭐ 4.2
Freshsales CRM	Affordable CRM	$9/mo	⭐ 4.5

Quick picks:

Best overall: HubSpot — deepest marketing and sales toolset if budget allows.
Best budget: Bitrix24 — unlimited free users beat every paid tier on cost.
Best for beginners: Monday CRM — the cleanest user interface of the group.
Best for project management: ClickUp — stronger task views than any CRM-first tool.

🎯 Bitrix24 Alternatives

Looking for Bitrix24 alternatives? Here are the top options:

🚀 GoHighLevel: Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
💰 Keap: Small business sales and marketing automation with strong follow-up sequences built in.
🎨 ActiveCampaign: Best-in-class email marketing automation paired with a light CRM for sales teams.
⚡ HubSpot: Free CRM tier that scales into full marketing, sales, and service hubs.
🔒 ClickFunnels: Landing page and funnel builder for businesses selling directly online.
🧠 Folk: Lightweight contact management for teams that hate heavy CRM software.
👶 Instantly: Cold email outreach at scale with inbox warm-up and deliverability tooling.
🏢 ClickUp: Task management and docs in one workspace, with a usable free plan.
🔧 Monday CRM: Colorful boards and no-code automation for teams that think visually.
🌟 Capsule CRM: Simple, affordable CRM for small organizations that just need contacts and deals.
⭐ Insightly: CRM plus project delivery, aimed at businesses that sell work and then deliver it.
🎯 Freshsales CRM: AI lead scoring and built-in phone at one of the lowest per-user prices.
💼 Salesforce: The enterprise standard, endlessly customizable through its own developer platform.
📊 Zendesk: Support-first platform with ticketing, live chat, and a strong knowledge base.

For the full list, see our Bitrix24 alternatives guide.

⚔️ Bitrix24 Compared

Here’s how Bitrix24 stacks up against each competitor:

Bitrix24 vs GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
Bitrix24 vs Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
Bitrix24 vs ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
Bitrix24 vs HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
Bitrix24 vs ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
Bitrix24 vs Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
Bitrix24 vs Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
Bitrix24 vs ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
Bitrix24 vs Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
Bitrix24 vs Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
Bitrix24 vs Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
Bitrix24 vs Freshsales CRM: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
Bitrix24 vs Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
Bitrix24 vs Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.

Try Bitrix24 for FREE

Start Using Bitrix24 Now

You learned how to use every major Bitrix24 feature:

✅ Powerful CRM
✅ Task & Project Management
✅ Sites & Store
✅ HR & Automation
✅ Collaboration Tools
✅ Leads, Deals, Contacts, Companies
✅ Kanban board
✅ Workflow automation
✅ Online documents

Next step: Pick one feature and try it now.

Most people start with the CRM.

It takes less than five minutes.

Try Bitrix24 for FREE

Frequently Asked Questions

Is Bitrix24 a Russian company?

Bitrix24 started in Russia and spun out of 1C-Bitrix. The company is now headquartered in Alexandria, Virginia, with offices and data centres across Europe, Asia, and the Americas.

What are the limitations of Bitrix24?

The free plan caps CRM history at 1000 contacts, leads, contracts, and emails monthly. The user interface also feels crowded, and setup takes longer than simpler CRM software.

Can Bitrix track activity?

Yes. Bitrix24 logs task time, work-day clock-ins, calls, emails, and CRM record changes. Managers see reports on billable hours and pipeline movement per user.

Is Bitrix24 completely free?

There is a genuinely free plan with unlimited users covering calendar, tasks, and basic CRM. Storage, automation, and record history are limited, so scaling teams usually upgrade.

What is Bitrix24 used for?

Businesses use it for customer relationship management, project management, HR, and internal communication. One portal replaces separate CRM, task, chat, and telephony services.