How to Use Bitrix24: A Beginner’s Guide in 2025

Feeling overwhelmed by juggling projects, clients, and your team?

Bitrix24 is here to help! It’s like a super-organized online workspace where you can do it all.

Need to keep track of your projects? Use their excellent project management tools.

Bitrix24 is easy to use, and they even offer training courses to get you started.

This guide will show you step-by-step instructions on how to use Bitrix24.

Getting Started with Bitrix24

Okay, so you’re ready to dive into Bitrix24? Awesome! Let’s get you set up.

Creating Your Account

First things first, you’ll need to create an account.

Just head over to the Bitrix24 website and click the “Sign Up” button.

You’ll see they have a free plan, which is great for trying things out.

If you need more features, they have paid plans, too. Choose the one that fits you best.

Setting Up Your Profile

Now, let’s make Bitrix24 feel like your own space.

Add a picture of yourself so your teammates can recognize you.Then, filll in your information,such ase your name and contact details.

You can also choose how you want to receive notifications. Do you want an email every time someone messages you?

Or a pop-up on your screen? It’s up to you!

Getting Around

Bitrix24 has different areas for different things.

Think of it like your house with different rooms.

You have a place to see what everyone’s working on (Activity Stream), a place to chat with your team, and a place to manage your tasks.

You’ll also find tools for managing projects and tracking your customers. Don’t worry if it seems like a lot at first.

We’ll explore each area in more detail later on.

A Quick Tour

• Activity Stream: This is like a newsfeed where you can see what’s happening in your company.
• Chat and Calls: Here you can chat with your team or have video calls.
• Tasks and Projects: This is where the magic of task management happens! You can create tasks, assign them to people, and track their progress.
• CRM: This is where you keep track of all your customers and deals.

Exploring Further

Bitrix24 has even more cool features!

You can use it to store files, manage your calendar, and even create your company structure.

We’ll cover these features later in the guide.

But if you’re feeling adventurous, go ahead and explore!

Bitrix24 is easy to use. If you get stuck, they have helpful guides and videos.

Ready to move on?

In the next section, we’ll learn how to use Bitrix24’s excellent communication tools.

You’ll chat with your team and have video calls in no time!

Communication and Collaboration in Bitrix24

Bitrix24 makes it super easy to stay connected with your team. It’s like having all your communication tools in one place!

Activity Stream

Think of the Activity Stream as your company’s own social media feed.

You can see what everyone’s up to, share updates, and make announcements.

Did someone finish a big project?

They can post about it here! Need to let everyone know about an important meeting? The Activity Stream is the place to do it.

Chat and Instant Messaging

Need to ask a quick question or share a funny GIF with your teammate?

Use the chat! It’s like texting but right inside Bitrix24.

You can even create group chats for project discussions or team banter. It’s way faster than sending emails back and forth.

Video Conferencing

Sometimes, you must see your team face-to-face, even if you’re not in the same room.

Bitrix24 has video conferencing built-in!

You could easily schedule meetings, share your screen, & even record the meeting for those who couldn’t make it.

Here’s a closer look at how these tools work:

• Activity Stream: To post an update, type your message and click “Send.” You can even add pictures and files! Want to see updates from a specific person or department? “follow” them.
• Chat: Click on a person’s name to start a chat. You can send text messages, emojis, and even files. Need to talk to a group of people? Create a group chat!
• Video Conferencing: Go to the “Calendar” and schedule a meeting. Invite your team members and choose the video conferencing option.

Why is this helpful?

Good communication is super important for any team.

Bitrix24’s tools make it easy to stay connected and work together, no matter where you are.

You could quickly get answers to your questions, share ideas, & ensure everyone is on the same page.

Ready to learn more?

In the next section, we’ll dive into how Bitrix24 can help you manage your tasks and projects like a pro!

Tasks and Projects in Bitrix24

Let’s get organized! Bitrix24 has fantastic tools to help you manage tasks and projects like a pro.

Creating Tasks

Think of tasks as your to-do list in Bitrix24.

Need to write a report? Create a task for it! Have to call a client?

Make a task! You can even assign tasks to other people on your team.

Here’s how to create a task:

1. Go to the Tasks and Projects section.
2. Click on “New Task.”
3. Name your task (like “Write a blog post”).
4. Add a description with more details (like “Write a 2,500-word blog post about Bitrix24”).
5. Set a deadline so you remember!
6. Assign the task to yourself or someone else.

Managing Projects

Projects are like containers for your tasks.

Let’s say you’re planning a big event.

You can create a project called “Event Planning” and then add tasks like “Book the venue,” “Send invitations,” and “Order food.”

Bitrix24 has cool tools to help you visualize your projects:

• Gantt Charts: These charts look like timelines and show you when each task needs to be done.
• Kanban Boards: These boards use cards to represent tasks, and you can move them between columns like “To Do,” “In Progress,” and “Done.”

Time Tracking

Where does your time go?

Bitrix24 can help you track it! You can log the time you spend on each task.

This is super helpful for figuring out how long things take and for billing clients.

Here’s how it works:

1. Open a task.
2. Click on “Start Timer.”
3. When you finish the task, click “Stop Timer.”

Other Features:

Bitrix24 has even more tools for managing tasks and projects!

You can create checklists, add comments to tasks, and even set up recurring tasks that happen regularly.

Why is this helpful?

Using Bitrix24 for task and project management can help you stay organized, get more done, and work better with your team.

No more missed deadlines or forgotten tasks!

Ready to explore more?

In the next section, we’ll learn how to use Bitrix24’s CRM to manage customers and grow your business.

Using Bitrix24’s CRM

Want to keep your customers happy and organized?

Bitrix24’s CRM (Customer Relationship Management) is the answer!

It’s like a digital address book but way more powerful.

Managing Contacts and Leads

Think of all the people you do business with: customers, potential customers (leads), partners, and more.

You can keep track of all their information in Bitrix24’s CRM.

No more sticky notes or messy spreadsheets!

Here’s what you can do:

• Add new contacts: Enter their name, phone number, email address, and other important details.
• Import contacts: If you already have a list of contacts somewhere else, you can easily import them into Bitrix24.
• Organize contacts: You can group contacts by company, location, or any other way.

Sales Automation

Bitrix24 can even automate some of your sales tasks.

Imagine this: someone fills out a form on your website.

Bitrix24 can automatically add them as a lead in your CRM and even send them a welcome email! Pretty cool, right?

Here are some other ways you can use sales automation:

• Send follow-up emails: Bitrix24 can remind you to follow up with leads and even send automated emails.
• Create sales funnels: A sales funnel is like a map of your sales process. Bitrix24 can help you visualize where each lead is in the process.

Why is this helpful?

A good CRM helps you build strong relationships with your customers.

It allows you to track their interactions, understand their needs, and provide better service.

Happy customers mean more business!

Ready to learn more? In the next section, we’ll explore some of Bitrix24’s other useful features.

Exploring Other Features

Bitrix24 is packed with even more features to make your work life easier! Let’s take a look at a few of them.

Document Management

Tired of searching for files on your computer?

Bitrix24 has a built-in document management system.

You can store all your important files in one place and easily share them with your team.

Here’s what you can do:

• Upload files: Store any file, like documents, spreadsheets, presentations, and images.
• Organize files: Create folders and subfolders to keep everything organized.
• Collaborate: Work on documents together with your team. You can even see who made what changes.

Calendar and Scheduling

Bitrix24 has a calendar to help you stay on top of your schedule.

You can schedule meetings, set reminders, and even see your teammates’ calendars.

• Personal Calendar Settings: Customize your calendar view and set up reminders so you never miss an appointment.
• Sharing: Share your calendar with others so they can see your availability.
• Integration: Connect your Bitrix24 calendar with other calendars, like Google Calendar.

Mobile App

Need to check on a task or send a quick message while you’re away from your desk?

No problem! Bitrix24 has a mobile app for your phone or tablet.

You can access many of the same features as the desktop version from anywhere.

Advanced Features for Power Users:

Bitrix24 also has some advanced features for those who need them. For example, you can:

• Set up a contact center. This will allow you to manage all your customer interactions, such as phone calls, emails, and chats, in one place.
• Manage IP addresses: Control which IP addresses can access your Bitrix24 account for added security.

Why is this helpful?

These extra features make Bitrix24 even more powerful and versatile.

You can manage your documents, schedule your time, and stay connected, all within one user interface.

Ready for the final tips?

In the next section, we’ll share some best practices for using Bitrix24 effectively.

Becoming a Bitrix24 Pro: Tips and Best Practices

You’ve learned a lot about Bitrix24! Now, let’s review some tips to help you use it like a pro.

Teamwork Makes the Dream Work

Bitrix24 is all about teamwork. Here’s how to use it effectively with your team:

• Communicate clearly: Use the Activity Stream, chat, and video calls to keep everyone in the loop.
• Share information: Make sure everyone can access the files and information they need.
• Use @mentions: When you want someone’s attention in a chat or on the Activity Stream, use “@” followed by their name. This sends them a notification.

Project Management Tips

• Break down big projects: If you have a large project, break it into smaller, more manageable tasks.
• Set realistic deadlines: Don’t try to do too much at once. Give yourself enough time to complete each task.
• Track your progress: Use Gantt charts or Kanban boards to see how your project is going.

Customize Bitrix24

Bitrix24 is very flexible. You could customize it to fit your needs.

• Main Menu: Rearrange the items in the main menu so that the tools you use most often are at the top.
• Notifications: Choose how to receive notifications (email, pop-up, etc.).
• Integrations: Connect Bitrix24 with other software you use, like Google Drive or Dropbox.

Advanced Tips for Techies

If you’re comfortable with technology, you can explore some of Bitrix24’s advanced features:

• REST API: This lets you connect other software to Bitrix24 and exchange data.
• Virtual Appliance: This enables you to install Bitrix24 on your server for more control.

Keep Learning

Bitrix24 has a ton of resources to help you learn more:

• Help Center: Find answers to your questions in the online help center.
• Training Courses: Bitrix24 offers training courses to help you become a power user.
• Community: Connect with other Bitrix24 users in the online community.

Why is this helpful?

By following these tips, you can get the most out of Bitrix24 and make it a valuable tool for your team.

Conclusion

So, there you have it! You’ve just taken your first steps into the world of Bitrix24.

We’ve explored how to use its excellent tools for communication, task management, & customer relationship management.

Pretty cool.

Remember, Bitrix24 is like a Swiss Army knife for your business.

It has everything you need to stay organized, work together, and get more done. And the best part?

It’s easy to use, even for beginners.

But don’t stop here! Keep exploring Bitrix24 and all its features. The more you use it, the more you’ll discover its power.

And if you ever need help, remember that Bitrix24 has tons of resources and a helpful community to support you.

Frequently Asked Questions