Quick Start
This guide covers every Bitrix24 feature:
- Getting Started — Create account and basic setup
- How to Use CRM — Track leads, deals, and customer data in one place
- How to Use Task & Project Management — Plan projects and assign tasks to your team
- How to Use Sites & Store — Build websites and online stores without code
- How to Use HR & Automation — Automate HR workflows and employee management
- How to Use Collaboration Tools — Chat, video call, and share files with your team
- How to Use Leads, Deals, Contacts, Companies — Manage your full sales pipeline from first touch to close
- How to Use Kanban Board — Visualize task progress across every stage
- How to Use Workflow Automation — Set rules that handle repetitive tasks for you
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives
Why Trust This Guide
I’ve used Bitrix24 for over two years and tested every feature covered here. This how to use Bitrix24 tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Bitrix24 is one of the most powerful all-in-one business tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Bitrix24 Tutorial
This complete Bitrix24 tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Bitrix24
Run your entire business from one platform. Bitrix24 combines CRM, project management, HR tools, and team collaboration for unlimited users. Start free — no credit card required.
Getting Started with Bitrix24
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Step 1: Create Your Account
Go to bitrix24.com and click “Get Started for Free.”
Enter your email address and create a password.
You can also sign up with Google or Apple.
✓ Checkpoint: Check your inbox for a confirmation email.
Step 2: Set Up Your Workspace
Name your company and add your logo.
Bitrix24 runs in your browser — no downloads needed.
You can also install the desktop or mobile app later.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the main dashboard with the left sidebar menu.
Step 3: Invite Your Team
Click “Invite employees” from the top menu bar.
Add team members by email, phone, or bulk invite link.
Set up departments in the company structure section.
✅ Done: You’re ready to use any feature below.
How to Use Bitrix24 CRM
CRM lets you track every customer interaction in one place.
Here’s how to use it step by step.
Watch CRM in action:
Now let’s break down each step.
Step 1: Open the CRM Module
Click “CRM” in the left sidebar menu.
You’ll see the main CRM dashboard with deals, leads, and contacts.
Step 2: Add Your First Contact
Click the “+” button and select “Contact.”
Fill in the name, email, phone, and company details.
Here’s what this looks like:
✓ Checkpoint: You should see the new contact in your CRM list.
Step 3: Create a Deal
Go to the Deals section and click “Create.”
Link the deal to a contact and set the expected amount.
Drag it through your pipeline stages as it progresses.
✅ Result: You now have a working sales pipeline tracking real deals.
💡 Pro Tip: Use the “Smart Process Automation” feature to auto-move deals between stages based on triggers like email replies or payment received.
How to Use Bitrix24 Task & Project Management
Task & Project Management lets you plan, assign, and track work across your team.
Here’s how to use it step by step.
Watch Task & Project Management in action:
Now let’s break down each step.
Step 1: Create a New Project
Go to “Workgroups” in the left menu and click “Create.”
Name your project and set the privacy level (public or private).
Step 2: Add Tasks to Your Project
Click “Tasks” inside the project and hit the “+” button.
Assign a responsible person, set a deadline, and add a description.
✓ Checkpoint: You should see the task listed in your project board.
Step 3: Track Progress with Gantt Charts
Switch the view to “Gantt Chart” from the top toolbar.
Drag task bars to adjust timelines and see dependencies.
Use task templates for recurring projects to save time.
✅ Result: You now have a visual timeline of your entire project.
💡 Pro Tip: Create task templates for processes you repeat often, like client onboarding or monthly reporting. It cuts setup time by 80%.
How to Use Bitrix24 Sites & Store
Sites & Store lets you build landing pages and online stores without coding.
Here’s how to use it step by step.
Watch Sites & Store in action:
Now let’s break down each step.
Step 1: Choose a Template
Go to “Sites and Stores” in the left sidebar.
Browse the template gallery and pick one that fits your business.
Step 2: Customize Your Page
Use the drag-and-drop editor to change text, images, and colors.
Add CRM forms to capture leads directly from your site.
Here’s what this looks like:
✓ Checkpoint: You should see a preview of your page in the editor.
Step 3: Publish Your Site
Click “Publish” to make your page live.
Connect your own domain or use the free Bitrix24 subdomain.
All form submissions feed directly into your CRM.
✅ Result: You have a live website that captures leads into your CRM automatically.
💡 Pro Tip: Use A/B testing on your landing pages. Create two versions and let Bitrix24 show which one converts better.
How to Use Bitrix24 HR & Automation
HR & Automation lets you manage employees and automate repetitive HR tasks.
Here’s how to use it step by step.
Watch HR & Automation in action:
Now let’s break down each step.
Step 1: Set Up the Company Structure
Go to “Company” in the left sidebar.
Create departments and assign employees to each one.
Step 2: Configure Time Tracking
Enable the time tracking tool from Account Settings.
Employees can clock in and out from the dashboard or mobile app.
Here’s what this looks like:
✓ Checkpoint: You should see work hours logged in the time tracking report.
Step 3: Build Automated Workflows
Go to “Automation” and create a new workflow rule.
Set triggers like “new hire added” to auto-send onboarding tasks.
This can cut manual HR work by up to 40%.
✅ Result: Your HR processes now run on autopilot.
💡 Pro Tip: Set up absence request workflows so managers get notified and can approve time off with one click.
How to Use Bitrix24 Collaboration Tools
Collaboration Tools lets you chat, video call, and share files with your team.
Here’s how to use it step by step.
Watch Collaboration Tools in action:
Now let’s break down each step.
Step 1: Start a Group Chat
Click the “Chat” icon in the top menu bar.
Create a new group chat and add your team members.
Step 2: Share Files and Documents
Drag and drop files into any chat or project workspace.
Use the built-in document editor to collaborate in real time.
Here’s what this looks like:
✓ Checkpoint: You should see shared files in the chat and in Bitrix24 Drive.
Step 3: Launch a Video Call
Click the video camera icon in any chat window.
Invite up to 48 participants on paid plans.
Record calls and share the replay with your team.
✅ Result: Your team can communicate and collaborate without leaving Bitrix24.
💡 Pro Tip: Use the Activity Stream as a company-wide newsfeed. Post announcements and get instant reactions from your team.
How to Use Bitrix24 Leads, Deals, Contacts, Companies
Leads, Deals, Contacts, Companies lets you manage your full sales pipeline from first touch to close.
Here’s how to use it step by step.
Step 1: Import Your Existing Data
Go to CRM and click “Import” from the top menu.
Upload a CSV file with your contacts, leads, or companies.
Map each column to the correct CRM field.
Step 2: Convert Leads to Deals
Open any lead and click “Convert to Deal.”
Bitrix24 automatically creates linked contact and company records.
Here’s what this looks like:
✓ Checkpoint: You should see the new deal linked to its contact and company.
Step 3: Track the Full Customer Journey
Open any deal to see all related calls, emails, and notes.
Use filters to view deals by stage, owner, or close date.
Set up automated follow-up reminders so nothing slips through.
✅ Result: You have full visibility into every customer relationship.
💡 Pro Tip: Use “Smart Activities” to let Bitrix24’s AI suggest the next best action for each deal based on its history.
How to Use Bitrix24 Kanban Board
Kanban Board lets you visualize task progress across every stage.
Here’s how to use it step by step.
Step 1: Switch to Kanban View
Open any project and click “Kanban” from the view options.
You’ll see columns for each task stage like “New,” “In Progress,” and “Done.”
Step 2: Customize Your Columns
Click the “+” icon to add new stages.
Rename columns to match your actual workflow.
Here’s what this looks like:
✓ Checkpoint: You should see your custom stages as columns on the board.
Step 3: Drag Tasks Between Stages
Click and drag any task card to move it to a new column.
Task status updates automatically when you move cards.
Team members see changes in real time.
✅ Result: Your entire team sees task progress at a glance.
💡 Pro Tip: Color-code your Kanban cards by priority level. Red for urgent, yellow for medium, green for low — it makes triage instant.
How to Use Bitrix24 Workflow Automation
Workflow Automation lets you set rules that handle repetitive tasks for you.
Here’s how to use it step by step.
Step 1: Open the Automation Builder
Go to any CRM pipeline and click “Automation Rules.”
You’ll see a visual builder where you can add triggers and actions.
Step 2: Set a Trigger and Action
Choose a trigger like “deal moves to stage X.”
Add an action like “send email” or “create task.”
✓ Checkpoint: You should see the automation rule listed under your pipeline stage.
Step 3: Test and Activate
Move a test deal through the pipeline to verify the rule fires.
Check that emails send and tasks get created as expected.
Activate the rule to run on all new deals going forward.
✅ Result: Repetitive follow-ups and task creation happen automatically.
💡 Pro Tip: Stack multiple automation rules on a single pipeline stage. For example, send a welcome email AND assign a follow-up task at the same time.
Bitrix24 Pro Tips and Shortcuts
After testing Bitrix24 for over two years, here are my best tips.
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Open quick search | Ctrl + K |
| Create new task | Ctrl + Shift + T |
| Open messenger | Ctrl + Shift + M |
| Navigate to CRM | Click CRM in sidebar |
Hidden Features Most People Miss
- CoPilot AI Assistant: Type “/copilot” in any chat to get AI-generated task descriptions, meeting summaries, and text rewrites.
- Custom CRM Dashboards: Build drag-and-drop reports that show exactly the sales metrics you care about — skip the default views.
- Telephony Integration: Make and receive calls directly from CRM records. Every call logs automatically with notes and recordings.
Bitrix24 Common Mistakes to Avoid
Mistake #1: Turning On Every Feature at Once
❌ Wrong: Enabling all 35+ tools on day one and overwhelming your team.
✅ Right: Start with CRM and Tasks. Add more tools only when your team masters the basics.
Mistake #2: Skipping the Company Structure Setup
❌ Wrong: Adding all employees without creating departments first.
✅ Right: Set up your company structure with departments before inviting anyone. This controls permissions and reporting.
Mistake #3: Ignoring Automation Rules
❌ Wrong: Manually sending follow-up emails and creating tasks for every deal.
✅ Right: Set automation rules on your CRM pipeline stages. They can cut manual work by 40% or more.
Bitrix24 Troubleshooting
Problem: Dashboard Loads Slowly
Cause: Too many widgets enabled on the main dashboard at once.
Fix: Remove unused widgets. Click “Configure” on the dashboard and disable anything you don’t check daily.
Problem: Emails Not Syncing with CRM
Cause: Your email integration settings aren’t configured correctly.
Fix: Go to CRM > Settings > Email Integration. Reconnect your mailbox and verify IMAP/SMTP settings are correct.
Problem: Team Members Can’t See Certain Tasks
Cause: Workgroup or task privacy settings are too restrictive.
Fix: Check the workgroup access settings. Make sure the member is added to the workgroup and the task visibility is set to “All members.”
📌 Note: If none of these fix your issue, contact Bitrix24 support.
What is Bitrix24?
Bitrix24 is an all-in-one business platform that combines CRM, project management, and team collaboration.
Think of it like having Salesforce, Asana, and Slack merged into one tool.
Watch this quick overview:
It includes these key features:
- CRM: Track leads, deals, contacts, and the full sales pipeline.
- Task & Project Management: Assign tasks, track deadlines, and view Gantt charts.
- Sites & Store: Build websites and online stores with a drag-and-drop editor.
- HR & Automation: Manage employees, time tracking, and automated workflows.
- Collaboration Tools: Chat, video calls, file sharing, and an activity stream.
- Kanban Board: Visualize any workflow with customizable drag-and-drop columns.
- Workflow Automation: Build trigger-based rules that handle tasks, emails, and notifications.
For a full review, see our Bitrix24 review.
Bitrix24 Pricing
Here’s what Bitrix24 costs in 2026:
| Plan | Price | Best For |
|---|---|---|
| Free | $0 | Solopreneurs and small teams testing the platform |
| Basic | $49/organization/month | Small teams that need CRM and basic collaboration |
| Standard | $99/organization/month | Growing teams that need project management and marketing tools |
| Professional | $199/organization/month | Larger teams that need full automation and unlimited users |
| Enterprise | $399/organization/month | Large companies needing advanced admin controls and scalability |
Free trial: Yes — 15-day free trial of the Professional plan features.
Money-back guarantee: No formal money-back guarantee, but the free plan has no time limit.
💰 Best Value: Standard plan at $99/month — it includes project management, marketing tools, and supports up to 50 users per organization.
Bitrix24 vs Alternatives
How does Bitrix24 compare? Here’s the competitive landscape:
Watch this comparison:
| Tool | Best For | Price | Rating |
|---|---|---|---|
| Bitrix24 | All-in-one business platform | $49/mo | ⭐ 3 |
| GoHighLevel | Marketing agencies | $97/mo | ⭐ 4.3 |
| Keap | Small business automation | $299/mo | ⭐ 4.2 |
| ActiveCampaign | Email marketing automation | $15/mo | ⭐ 4 |
| HubSpot | Inbound marketing and sales | $0/mo | ⭐ 4 |
| ClickFunnels | Sales funnels | $81/mo | ⭐ 4.2 |
| Folk | Lightweight CRM | $17.50/mo | ⭐ 4 |
| Instantly | Cold email outreach | $30/mo | ⭐ 4.3 |
Quick picks:
- Best overall: Bitrix24 — most features for the price with unlimited users on the free plan.
- Best budget: HubSpot — strong free CRM with excellent onboarding tools.
- Best for beginners: ClickUp — intuitive interface with generous free plan for task management.
- Best for marketing agencies: GoHighLevel — white-label tools built for agencies managing multiple clients.
🎯 Bitrix24 Alternatives
Looking for Bitrix24 alternatives? Here are the top options:
- 🚀 GoHighLevel: All-in-one marketing platform built for agencies with white-label options and funnel builders.
- 💰 Keap: CRM and automation tool for small businesses that want done-for-you campaign templates.
- 🎨 ActiveCampaign: Email marketing powerhouse with advanced automation workflows starting at $15/month.
- ⚡ HubSpot: Free CRM with powerful marketing, sales, and service hubs for growing companies.
- 🔒 ClickFunnels: Dedicated sales funnel builder for businesses focused on landing pages and conversions.
- 🧠 Folk: Simple, lightweight CRM that feels like a spreadsheet but works like a real pipeline tool.
- 👶 Instantly: Cold email outreach platform with unlimited email accounts and smart warmup built in.
- 🏢 ClickUp: Project management tool with CRM features, docs, and goals in one workspace at $7/user/month.
- 🔧 Monday CRM: Visual CRM with color-coded boards and automations for sales teams that think visually.
- 🌟 Capsule CRM: Clean, no-frills CRM for small businesses that want contact management without the bloat.
- ⭐ Insightly: CRM with built-in project management ideal for mid-size teams tracking post-sale delivery.
- 🎯 Freshsales CRM: AI-powered CRM with lead scoring and built-in phone and email at $15/user/month.
- 💼 Salesforce: The industry standard CRM for enterprises needing deep customization and app marketplace.
- 📊 Zendesk: Customer service platform with ticketing, live chat, and knowledge base for support teams.
For the full list, see our Bitrix24 alternatives guide.
⚔️ Bitrix24 Compared
Here’s how Bitrix24 stacks up against each competitor:
- Bitrix24 vs GoHighLevel: Bitrix24 wins on project management and HR tools. GoHighLevel wins for marketing agencies needing funnels and white-label features.
- Bitrix24 vs Keap: Bitrix24 offers more tools at a lower price. Keap is better for small businesses wanting guided campaign setup.
- Bitrix24 vs ActiveCampaign: ActiveCampaign has stronger email automation. Bitrix24 has a broader feature set beyond email marketing.
- Bitrix24 vs HubSpot: Both have free plans. HubSpot has better onboarding. Bitrix24 includes more tools in its free tier.
- Bitrix24 vs ClickFunnels: ClickFunnels is better for pure funnel building. Bitrix24 offers a full business suite including CRM and tasks.
- Bitrix24 vs Folk: Folk is simpler and faster to set up. Bitrix24 has far more features for larger teams.
- Bitrix24 vs Instantly: Instantly is purpose-built for cold email. Bitrix24 covers the entire business stack.
- Bitrix24 vs ClickUp: ClickUp has a cleaner interface for task management. Bitrix24 adds CRM, HR, and telephony on top.
- Bitrix24 vs Monday CRM: Monday CRM is more visual and easier to learn. Bitrix24 packs more business tools into one platform.
- Bitrix24 vs Capsule CRM: Capsule is best for simple contact management. Bitrix24 is better for teams needing project and HR tools too.
- Bitrix24 vs Insightly: Insightly connects CRM to project delivery. Bitrix24 offers more collaboration and communication tools.
- Bitrix24 vs Freshsales CRM: Freshsales has better AI lead scoring. Bitrix24 covers more business functions beyond sales.
- Bitrix24 vs Salesforce: Salesforce is the enterprise CRM leader with deeper customization. Bitrix24 is more affordable with flat-rate pricing.
- Bitrix24 vs Zendesk: Zendesk excels at customer support ticketing. Bitrix24 is better as a full business management platform.
Start Using Bitrix24 Now
You learned how to use every major Bitrix24 feature:
- ✅ CRM
- ✅ Task & Project Management
- ✅ Sites & Store
- ✅ HR & Automation
- ✅ Collaboration Tools
- ✅ Leads, Deals, Contacts, Companies
- ✅ Kanban Board
- ✅ Workflow Automation
Next step: Pick one feature and try it now.
Most people start with CRM.
It takes less than 5 minutes.
Frequently Asked Questions
What is Bitrix24 used for?
Bitrix24 is used for CRM, project management, team collaboration, HR, and website building. It combines over 35 tools into one platform so businesses can manage sales, tasks, and communication without switching between apps.
Is Bitrix24 a Russian company?
Bitrix24 was originally developed by a Russian company called 1C-Bitrix. However, the cloud service operates globally with data centers in multiple regions. The platform serves millions of users worldwide.
Is Bitrix24 really free?
Yes, Bitrix24 offers a free plan with unlimited users. It includes basic CRM, task management, calendar, and 5GB of storage. The free plan has no time limit, but it does cap contacts and leads at 1,000 each.
Why is Bitrix24 so cheap?
Bitrix24 uses flat-rate pricing per organization instead of per-user pricing. This means you pay one price no matter how many team members you add. It keeps costs low for growing teams compared to tools that charge per seat.
Can Bitrix24 track activity?
Yes, Bitrix24 tracks employee work hours, task completion, CRM interactions, and communication activity. Managers can view reports on time spent, deals closed, and calls made directly from the dashboard.
Is Bitrix24 safe to use?
Yes, Bitrix24 uses SSL encryption and stores data in secure data centers. Paid plans include two-factor authentication and admin-level access controls. There is also a self-hosted version for businesses that need to keep data on their own servers.
Does Bitrix24 have an app?
Yes, Bitrix24 has mobile apps for iOS and Android plus a desktop app for Windows and Mac. You can manage tasks, check CRM, and chat with your team from any device.
What are the limitations of Bitrix24?
The main limitations include a steep learning curve, a cluttered interface for new users, and limited customization on lower-tier plans. The free plan caps CRM records at 1,000 per type and offers only 5GB of storage.
How do I login to Bitrix24?
Go to bitrix24.com and click “Log In” in the top right corner. Enter the email and password you used during signup. You can also log in through the desktop or mobile app.
Is Bitrix24 a CRM?
Yes, Bitrix24 includes a full CRM system. But it’s also much more — it combines project management, HR tools, website builder, and team collaboration into one platform. The CRM is just one part of the broader suite.
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