Bitrix24 CRM and Business Management Tool Review

Bitrix24 Review
4.2
4.2 of 5 stars 1 review
  • Pricing
    (4.5)
  • Features
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  • Support
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User Rating 0 (0 reviews)

Pros

  • The free version has an astounding amount of features
  • It is a comprehensive all-in-one tool
  • It has a wide array of integration options
  • It has an excellent mobile application
  • The resource bank is very extensive

Cons

  • The software has subpar notification management options
  • The support team takes a long time to reply

ABOUT

The end of the 20th century saw a quantum leap in the way companies began to adopt the use of computers. Businesses realized that usage of computers could significantly increase the efficiency of day-to-day operations. Thus began the rise of SaaS solutions. Today, however, these companies leverage the power of cloud computing to offer solutions to any and every business that might need it.

Founded in 2011, Bitrix24 is a free-to-use social enterprise network. Simply put, it is a software that sets out to do everything a business might need. It handles internal and external communications, CRM, website-building, employee attendance and time tracking, and even acts as a project management tool. This all-in-one platform is undoubtedly attractive to businesses that are trying to maximize their organization’s efficiencies.

In this article, I’ll take a look at the features this software brings to the table (spoiler, there is a boatload!). Additionally, I’ll take a look at the integration options, pricing, and finally, whether or not this is worth your money.

It is worth noting that this article only deals with the cloud version of Bitrix24. The company also offers an on-premise version for bigger corporations. You can learn more about that on their website.

PRICING

Bitrix24 has a very elaborate pricing scheme featuring options for different kinds of customers. Below is a table comparing the various pricing schemes on offer.

Free Plan

Special Plans

Business Plans

Free

Start+

CRM+

Project+

Standard

Professional

Cost/mo

$0

$16.80

$48.30

$48.30

$69.30

$139.30

Users

Unlimited

2

6

24

50

Unlimited

Online storage available

5GB

10GB

50GB

50GB

100GB

Unlimited

Comprehensive CRM

Basic

Advanced

Advanced

Basic

Advanced

Pro

Tasks and projects

Basic

Advanced

Advanced

Advanced

Advanced

Pro

Communication tools

Basic

Basic

Advanced

Advanced

Advanced

Pro

Websites

Basic

Advanced

Advanced

Advanced

Advanced

Pro

E-commerce store

Basic

Advanced

Advanced

Basic

Advanced

Pro

Multichannel contact center

Basic

Advanced

Advanced

Basic

Advanced

Pro

Administration options

Basic

Basic

Advanced

Advanced

Advanced

Pro

CRM Marketing

None

None

Basic

None

Advanced

Pro

Transparent sales numbers

None

None

None

None

Advanced

Pro

Sales center

None

Advanced

Advanced

None

Advanced

Pro

Real-time support

Basic

Pro

Pro

Pro

Pro

Pro

The per-month costs shown are billed annually. I found fantastic value in this billing cycle when compared to the rest. Additionally, unlike most other software, the tiers are not strictly increasing. In some cases, it is just a matter of choosing a plan that works for you.

FEATURES​

Bitrix24 aims to be a true all-in-one solution for businesses around the world. Hence it is no surprise that the software comes packed to the brim with features. Here is a broad list of features that the software offers:

  • Communications
  • Collaboration tools
  • HRM system
  • Document management system
  • Tasks and projects
  • Task management system
  • Project management and collaboration
  • CRM
  • Sales CRM software
  • Sales and marketing automation
  • Multichannel CRM
  • Sales intelligence and analytical reports
  • Contact center
  • Websites
  • Visual website creator
  • Ecommerce platform

Communications

This software lets you improve your internal communications. There are a host of features that combine the most popular communication tools in one place.

Collaboration Tools

Bitrix24 gives you access to the most common communication tools, all from one place. There is a social intranet portal that behaves very similarly to something like Facebook. Employees can see an activity feed, mandatory announcements, important statistics, and a lot more. Besides, the ‘workchat’ has provisions for group conversation, private conversations, and everything else you’ll find in a standard messaging app. There is also a company chat channel baked into all of this.

Moreover, there is a neat calendar feature built into the app. Every employee who has logged in can make use of this calendar for all work-related needs. This calendar syncs across multiple employees to show who is free and at what point in time. It also offers 2-way sync with Outlook and Google calendars. Now, you do not need to spend time juggling between your personal and professional schedules.

Lastly, the software lets you collaborate seamlessly with people outside your office network too. You can limit their access rights while still engaging in conversations via chat and email. As you can see, the software offers more than just a few ways to keep in touch with your employees as well as people outside your office.

HRM System

HRM is critical for the smooth operation of any organization. HR professionals generally use dedicated software for things like attendance tracking, approving days-off, etc. Bitrix24 packs all of those features into one, handy tool. Worktime management is made super easy by using multiple ways to manage time and attendance. Employees can clock-in to work within the software, and it handles the attendance records of everyone concerned. You also have the option of sending tardiness warnings to those who repeatedly clock-in late to work.

You can generate daily, weekly, and monthly work reports for your organization. Advanced reporting settings also back this feature. Furthermore, supervisors can rate the work reports based on criteria they see fit. When coupled with seamless integration with the built-in daily planner, it is easy to see how Bitrix24 checks pretty much all the boxes.

Document Management System

This software reduces the hassle of storing and retrieving the many documents that your business handles. The extensive document management system lets you store documents on the cloud (up to a specific limit, dictated by your pricing scheme of choice). If you are running Bitrix24 on-premise, you can store the files on your server or a private cloud. This provision gives you enough flexibility. You can also set in place specific workflows for approval of documents. Also, you can edit the documents either online or offline with full support for versioning.

Bitrix24.Drive is a comprehensive cloud storage solution for your personal and work files. You can set access rights and permissions at a very granular level. These permissions can be on a per-folder, per-file, or even a per-drive level. Other standard features like document lock and password protection are also available. If this is not good enough, you can always integrate the software with popular cloud-based storage solutions like Box, Google Drive, Dropbox, etc.

Tasks And Projects

There is something to be said about delivering quality results on time. Bitrix24 lets you manage your tasks and projects from one platform, thereby ensuring consistency.

Task Management System

The software features all commonly required task management tools. From setting start/end dates to tasks to time tracking and everything in between, the software has you covered. The tasks also get automatically added to the calendar so you won’t miss a beat.

You can assign multiple people to a task with varying roles. This provision adds a layer of accountability to the entire workflow. People can be assigned to the following positions in each task: Creator, Responsible, Assisting, and Observer. Furthermore, you can filter tasks based on the role to drill down on what you want.

The next step in the pipeline is making sure everything gets done on time. Here is where the task supervision tools come into play. The team supervisors can oversee the tasks and give ratings accordingly. There is also an efficiency tracker along with a task counter. This tracker lets you distribute the workload evenly among your employees.

Project Management And Collaboration

Project planning is inherent to the functioning of any organization. Bitrix24 is dotted with project management features that ease the lives of your project managers. The project planner is very visual, giving you a clear picture of what needs to be done. It consists of commonly used features like Kanban boards and Gantt charts, among many others.

There is also an all-inclusive online project workspace. Here, you can isolate all project-related discussions, chats, emails, and more. This feature helps significantly streamline the overall project management process. In addition to all these features, you can set in place project approval workflows for greater control.

Another crucial aspect of project management is resource management. Resource management includes everything from workload management to time tracking and CRM resource booking. All these tools available in one easy-to-access software go a long way toward improving the organization’s overall efficiency.

CRM

Bitrix24 is a free (or low-cost) way to take your CRM to new levels. As is the case with everything else, this too comes packed to the brim with a multitude of features.

Sales CRM Software

Understanding your sales process is key to driving more revenue. The software contains a CRM sales funnel to break down your sales processes. This information helps improve your sales conversion and effectively tap into leads. It is augmented by sales funnel automation (only available in certain tiers), which adds a whole other dimension to your sales process.

The software makes it easy to visualize your sales pipeline. It is a Kanban-style implementation of a sales pipeline, and this makes it super easy to understand what is going on. It makes for effective pipeline management in your organization. Additionally, you can also manage CRM resource booking and appointment scheduling from within the software.

These features, coupled with advanced CRM reporting, employee availability tracking, and an exhaustive client profile, offer a 360-degree insight. You can also manage recurring sales and subscriptions, along with many other CRM functions for maximum control.

Sales And Marketing Automation

Who does not like a bit of automation to make life easier? Bitrix24 gives you ample automation flexibility in your CRM processes. Sales tunnels let you automate your sales funnel processes. This automation helps in targeting a particular niche audience repeatedly.

CRM triggers let you perform some actions triggered by events such as incoming mail. You can combine them with webhooks and app triggers for unparalleled automation. Staying on the topic of automation, you can set CRM automation rules that send out texts or emails based on some criteria. This feature lets you target effectively on social media such as Facebook and Instagram.

Moreover, specific tasks can also be generated based on CRM automation rules, and this gets added to the calendar automatically. Hence you can spend more time managing your marketing campaigns and CRM. These tasks include client segmentation, repeat sales campaigns, and much more. As you can see, this software offers a great host of CRM automation features!

Multichannel CRM

The software lets you consolidate your leads that come from multiple sources. You have the option of using telephony, and email among many other channels of communication. My personal favorite is the built-in chatbot functionality along with the ability to integrate with social media apps. This chatbot is paired with an easy-to-use suite of web form integration tools that help boost the overall productivity of the team handling CRM duties.

Sales Intelligence And Analytical Reports

Numbers seldom lie, and that is what makes accurate reporting very essential. It is also vital to unearth potential choke points in your workflow. To enable this, Bitrix24 has a host of intelligent reporting features. You can analyze important elements like the effectiveness of each traffic source and the ROI on advertising expenses. Furthermore, you have access to traffic information on your CRM channels.

Contact Center

Providing real-time support to your clients is essential for a great customer experience. Using Bitrix24, you can communicate with your clients via phone, email, social media, or instant messaging.

This communication can be either through the standard helpdesk tools or something more advanced, like a live support widget. Either way, the software has you covered. You can manage things like routing rules, business hours, and even prepare canned replies for common questions (not available on the free version).

You can also generate reports specific to the contact center’s work. An accurate picture of metrics like satisfaction rate, per-channel activity, and average response times is easily obtainable. Lastly, the contact center will also be your hub for sales-related communications.

Websites

Bitrix24 lets you create free websites, landing pages, and a whole lot more with an impressive array of features. All these fully integrate with every other aspect of the software for a cohesive experience.

Visual Website Creator

You do not need to be a coding wiz to make an attractive and functional website. The software has a visual website builder that lets you drag and drop elements in place. They are already SEO optimized and built to give you maximum traction.

Furthermore, the hosting is free, and it gives you unlimited bandwidth. You can choose to use bitrix24.site or your own domain for hosting your website. The software also lets you have an unlimited number of pages for your website.

Lastly, you need not compromise on the looks of your site. There are plenty of templates that are available for free. They are built to scale on any platform dynamically, so all your customers can have the same, great experience!

Ecommerce Platform

You have the power to build an e-commerce platform right from the software. The components include a catalog, order and inventory management, and a lot more. The integration with the CRM module makes it a very compelling platform to run your business. However, this feature is still in beta phase, so expect smoother functioning in time.

INTEGRATIONS

Bitrix24 offers a plethora of integration options to expand the software’s capabilities. They span a wide variety of use-case scenarios. Thus, you can get the software to do precisely what you want without leaving its interface. Here are some of the categories of integrations available:

  • Data migration apps
  • Data import and export
  • Lead generation for CRM
  • SMS providers
  • Rules and triggers for CRM
  • VoIP services
  • Sales script for CRM
  • Project management
  • Task managers
  • Documents and business processes
  • HRM
  • Accounting software
  • Payment solutions
  • Landings

Also, specific variants of Zapier are freely available for integration purposes. This provision lets you connect with the many apps that Zapier has on offer. On the whole, I am seriously impressed by the options that Bitrix24 provides to its users.

More About Bitrix24 CRM and Business Management Tool

Setup And Ease Of Use

The setup process is well documented on Bitrix24’s website. It details the process in a step-by-step fashion with video guides for more assistance. First, you start with your profile and update it on the site. Subsequently, you can invite your colleagues and other personnel to the software.

After this, you can set your company structure in place. This structure lets you have a visual representation of where each employee belongs. However, the user interface is a little clumsy, and I can see it becoming an issue for large companies with many departments and employees. From there on out, it is just a matter of adding your work-related information and tasks. Of course, you can also configure your main settings and decide on the features you’ll need the most.

The setup process, while straightforward, can be overwhelming to a first-time user. The interface is far from being minimal. Employees will take some time to get used to the plethora of options that are on screen. Additionally, each menu opens into more submenus, and this can get confusing. I would’ve liked to see a little less happening on every screen while still retaining the core functionality.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

Yes

Yes

Yes

No

No

The software provides exceptional compatibility across mobile devices. It has fully functional Android and iOS applications to augment the desktop experience. The functionality of mobile apps is comparable to that of the website app. The app provides everything from task creation and instant messaging, to meetings and video conferences. I dig this and hope to see it being implemented in other SaaS solutions too.

Customer Support

Bitrix24 has an extensive resource bank to answer the most common questions. They even offer free webinars to help you get onboard faster. Additionally, they offer many how-to videos to help you out with the most fundamental issues. Developers and administrative workers can sign up for training sessions that are complete with proper documentation. All of these provide great insight into the nuances of the software.

Lastly, they are also available for ticket-based support, email support, and live chat support. It is worth noting that live support is exclusive to paying customers. Free customers can make use of the resource bank that is available.

Online Security

Data security is of top priority for any cloud-based SaaS. On this front, Bitrix24 is no different. It is hosted on Amazon Web Services (AWS), a world leader in providing cloud solutions. Hence, you can rest easy knowing that your data is secure in Amazon’s data centers. The software uses 2FA and other top-of-the-line security protocols to ensure maximum data security. Your data is backed up regularly and stored in redundant servers for maximum uptime. On the whole, this software exhibits an array of robust security features.

PROS AND CONS

PROS

  • The free version has an astounding amount of features
  • It is a comprehensive all-in-one tool
  • It has a wide array of integration options
  • It has an excellent mobile application
  • The resource bank is very extensive

CONS

  • The software has subpar notification management options
  • The support team takes a long time to reply

CONCLUSION

Right off the bat, Bitrix24 seriously impressed me with its array of features. The software sets out to be a true all-in-one solution and manages to achieve it to near perfection. It has almost everything that a business might need. From communication to project management and even CRM, this tool does it all.

Speaking of CRM, it particularly shines through in this sector due to the incredible attention to detail. From sales funnel to CRM automation and advanced reporting solutions, the software does it all. The icing on the cake is that the core functionality of the software is free. Obviously, you will lose out on some of the bells and whistles, but you can always upgrade.

The things that the software can do far outnumber the things that it cannot. The 30-day free trial, along with a surprising amount of features in the free version, makes this product a compelling recommendation.

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