Authorised Gold Partner of Bitrix24

Project Management and Tasks

• Projects can be defined, assigned to colleagues for themselves, or delegated on receipt.
• The project management functions of the product are built into “Group”.
• All files, discussions, and tasks associated with a project can only be saved and accessed by users
  associated with the project.
• You can track the time spent on each task in the project and integrate tasks into group scheduling.
• Projects can be created on an extranet for full participation by customers or partners.

Task dependencies

• This tool allows you to establish logical relationships between tasks.
• All four dependency types are supported.
• Simply drag the arrow from one task to another to set dependencies.
• Once the dependency is set, moving the job automatically changes the start / end dates of other tasks in
  the project as needed.
• Custom task fields are also available.

Employee Workload Management in tasks

• Employee workload planning helps you complete more tasks on time
• Determine which tasks are nearing expiration.
• Supervisors can allocate time for each task and track the actual working time.
• Get monthly reports for each job and each employee’s jobs.

Checklist

• Add a checklist to your job and keep track of your progress.
• This is useful if the task involves multiple steps or multiple participants.
• Participants in this task can add scores to the list and mark completion.
• You can now quickly see the exact status of your work in progress.

Workgroups

• Group provides an efficient way to communicate using Bitrix24
• Workgroup includes all the social networks and organizational tools needed for optimal operation.
• You can now quickly see the exact status of your work in progress.

Report Builder

• Report generator allows you to aggregate, filter, and sort report data
• You can display it to the management in the format you want.
• With the Generic Report Builder, you can collect the necessary data fields and evaluate the effects, productivity and total time spent on projects and tasks.

Tasks via Email

• Bitrix24 supports email-to-tasks and tasks-to-email.
• The user simply creates an e-mail by forwarding the e-mail to the special address provided in the configuration file.
• Similarly, you can select an e-mail recipient as a participant, an observer, or someone responsible for completing a task.
• Receive e-mail notifications whenever job updates or status changes.
• Email recipients can leave comments on the task without having to access the Bitrix24 account.

Real Time Communications

• The Bitrix24 RTC provides a variety of tools to choose from for instant messaging and group chat
• You can communicate by phone, mobile messaging, video calling and video conferencing.
• RTC tool does not need to integrate anything and is built into the Bitrix24 account and is completely free.

Group Chat

• Invite multiple colleagues to conveniently chat with sessions and discuss live issues.
• Chat participants can be intranet or extranet users.
• They can name the chat thread itself and save it to each user’s chat history.
• If your company policy prohibits the use of cloud solutions, Bitrix24 offers its own server option for instant messaging.

Screen sharing and HD video conferencing

• Bitrix24 can easily configure the Bitrix24 users to join video conferencing in HD quality
• Video conferencing can be accomplished from computer, tablet or smartphone.
• High-definition streaming through mobile devices is done in 16:9 aspect ratio.
• You can continue to hold standard definition video conferencing without a high-speed Internet connection.
• Video conferencing with the Bitrix24 desktop application offers screen sharing during a conversation.

Desktop App

• Install a desktop application to communicate with colleagues outside the browser.
• Desktop applications include Instant Messenger, which includes a contact list, online instructions, group chat, and files synchronized with your personal files in Bitrix24.
• Desktop applications can give users up to 4 people video conferencing access and make Internet calls directly from Bitrix24.

Document Management

• Uploading shared files to Bitrix24 gives you access to the files from powerful document management systems.
• Presentations, documents, videos, and other files can be used for download, collaboration, or private use.
• Most importantly, you can quickly find documents through internal search.

Easy Document Collaboration

• • Collaborate documents directly from the activity stream, write reviews, attach new document versions, get feedback, and see real-time changes!
  • You can let anyone who is currently participating in the discussion edit the document or attach a new version of the text document or spreadsheet to the comment box.
  • You can change all of your documents and save your colleagues in the portal’s document library, on your computer, or in your job stream.
  • The Bitrix24 can easily tag valuable and useful documents using the “Like” button.

“Popular” documents appear higher in the search results list.

Document Lock

• Users who have allowed other users to access their documents will see that they are the only people who can “fix” the document temporarily by modifying the document.
• This will prevent conflicting versions of the document from being created or overwritten by changes made by other users.
• Once editing is complete, you can reopen the file.

Editing Documents with Applications on Your PC

• You can use MS Office, OpenOffice, Pages for Mac, or Adobe Photoshop to edit documents in the Bitrix24 account.
• Every time you create a new document or edit an existing document, you simply configure Bitrix24.Drive to select a local application.
• When finished, the document is automatically saved to your Bitrix24 account.

Instant Search

• Bitrix24 includes powerful search capabilities that index documents, records, messages, notes, and other information.
• New content is instantly indexed and appears in search results as soon as it’s uploaded.
• Search results are affected by “Like”, so you can tag and find especially useful content items.
• Immediate suggestions appear instantly when a user starts typing in the search box and are especially handy when you directly access another user’s profile page.

Bitrix24.Drive for document collaboration

• Company drive
• Personal and group drives
• Multi-user online editing
• File syncing
• Document sharing
• Multi-device online/offline access
• Hosted in secure cloud or on your server

Central Entry Point

• “My Drive” is the centralized access point for all Bitrix24 files to be used.
• All of the personal files, group drives, and accessible shared folders and documents you choose to link can be conveniently located in one place.
• When you set Bitrix24.Drive in your desktop application, the sync is especially for “My Drive” and all your content.
• My Drive is a space where you can upload new files, delete existing files, create new folders, grant access, sync with colleagues, and search for documents using various filters.

Easy Statistics

• Drive in a desktop application shows the amount of cloud space used, usage of company files, and free space.
• It also displays a list of recently updated or changed files, including the name and date of the person who created or edited each document.
• The sync bar is in the top right corner of your app and you can easily see if your files are currently syncing.
  Floating alerts are displayed in real time whenever someone uploads a new version of a document.

It’s Just A Tap Away

• You can access your files anytime on any mobile device with the Bitrix24 app.
• It supports all popular document formats (XLS, XLSX, DOC, DOCX, PPT, PPTX), so you can read your resume, view sales report or research presentation.
• Finding files and folders is easy. Just type the name in the search box and you’ll see results instantly.

Calendars

• Bitrix24 makes it easy to share your personal calendar and workgroup schedules within your system, including mobile devices and Outlook.
• Easily use reminders in events and tasks and never miss important meetings.
• By integrating mobile users and calendars, road warriors can share changes to their iPhone, iPad, or Android calendar.
• Fully customizable Bitrix24 can be accessed using its own host version and source code.

Event Scheduler

• With the Event Scheduler, you can plan and manage public events for virtually unlimited guests.
• Invite your colleagues and find out when you do not need to email everyone.
• Duplicate events can be scheduled to appear automatically every week, twice a month, or at other selected time intervals.

Favorite Calendars

• If needed, Bitrix24 allows you to subscribe to multiple calendars and display all events in a single grid view.
• Depending on the schedule of other employees / workgroups, you can easily coordinate the activities of multiple employees or entire departments.
• Bidirectional synchronization with Outlook and iCal

Meetings and Briefings

• Bitrix24 has an end-to-end meeting planner that can manage meeting invitations, responses, and key points.
• In fact, tasks can be assigned directly from the main conference interface.
• You can record minutes and save the meeting results to provide transparency after the meeting.
• Unfinished topics can go to the next meeting.

Email inside your intranet

• Unlimited email space
• Built-in anti-virus software
• Built-in spam prevention

Own domain

• To use your own domain, you can connect to Bitrix24.Mail in a few simple steps.
• Manage employee mailboxes, inbox counters, and one-time access to e-mail access to your e-mail account
• If you are an administrator, you can create a new mailbox.

Email to intranet

• With Bitrix24, you can send e-mail directly to the event stream via e-mail and participate in discussions.
• This option is especially useful for team members who are familiar with e-mail collaboration and are uncomfortable with social collaboration tools.

Customer Relationship Management (CRM software)

• Bitrix24’s CRM provides a platform for configuring and tracking interactions with prospects or existing customers, partners, agents, and others.
• Bitrix24’s CRM forms the basis for contacts to manage and store contact interactions and records.
• All new events (phones, messages, meetings) related to your contacts or your company can be easily recorded and you can plan additional interactions including the use of integration tasks.
• Fully customizable Bitrix24 can be accessed using its own host version and source code.

Reports and Sales Funnels

• A quick look at your sales funnel can help you get an in-your-current deal and its steps.
• Stages are easy to add, and each stage has a separate line and a different color.
• The length of the line corresponds to the transaction total for that step, and a table with values ​​is displayed below the funnel.
• If you have multiple important product lines or profit centers, Bitrix24 offers unlimited sales channels and multiple sales channels.

Quotes

• Customizable fields
• Customizable statuses
• Add items from product catalog or manually
• Flexible taxes and discounts
• Convert quotes to CRM documents (invoices)
• Print or email quotes

Sales targets and quotas

• Sales goals can be set directly in Bitrix24 CRM.
• You can set goals for your sales representative, pipeline, and company as a whole and keep track of your progress in real time.
• They can be set up in two ways – some transactions or minimum required sales volume that must be acquired over a period of time

Open channels

• Public channels connect to the most popular social networks and instant messaging via Bitrix24 CRM.
• Client messages on Facebook, VK, Telegram, Skype, and other platforms are distributed among Bitrix24 CRM users according to established rules.
• Even if an employee uses Bitrix24 to communicate with a customer in real time, the customer can still see all the responses on the social network or the messenger they’ve contacted.
• Open channels are available in Bitrix24 applications for mobile, desktop, and web versions.

Emails to Clients

• Email marketing is free to Bitrix24 CRM.
• Send personal or group email to an audience, contact, or list of companies.
• Each CRM administrator can use a separate e-mail account or e-mail address for everyone to use.
• It also provides integration with message templates, mail merging, and the most popular e-mail marketing platform.
• Whether you send e-mail using Bitrix24 CRM, an e-mail client, a webmail, or a mobile e-mail application, all e-mails are synchronized with CRM and attached to their CRM objects.

Access Rights and Roles in CRM

• You can assign access to CRM elements and assign them to company employees at all stages of the customer engagement process.
• You can assign “roles” to all groups, departments, or individually selected users in your intranet, such as sales managers, team leaders, and administrators.
• You can then access the CRM elements through this role.
• Bitrix24 details what employees have accessed and used your CRM records.
• Administrators can view this information if necessary and restore previous values.

Face Recognition

• Bitrix24 is an innovative CRM system integrated with leading face recognition services.
• This means that even if you enter a newly opened offline location where the customer has never opened before, you can greet the customer by name.
• Bitrix24 can be used as a traffic volume counter to tell you how many visitors are coming in your store or office, and how many visitors are coming.
• You only need one camera, one computer, and a stable Internet connection.

Apps & Integrations

• Mailchimp
• Xero
• Gmail
• Dropbox, Box, Google Drive, OneDrive, etc
• Data2CRM (migrate to Bitrix24 from other popular CRM systems)
• Web forms for any site
• Helpdesk
• More

Website and landing page creator

• Create free links to your CRM website and login page directly from your Bitrix24 account.
• Sites uses a visual block-based editor that does not require HTML coding and offers free templates and royalty-free HD images.
• Bitrix24 is ideal for using email and marketing automation tools and offers free hosting with unlimited pages and bandwidth.

Customer Contact Center

• The basic concept of Bitrix24 Universal Contact Center is simple.
• Bitrix24 supports all of communication channels so you can store a complete record of your customer interactions in one place.

Queueing and routing

• Separate queue for each open channel
• Intelligent routing (existing clients connected to their account managers)
• Conversation transfers from one agent to another
• Wait time rules
• Whisper mode (chat between employees invisible to clients)
• Canned responses
• Chat bot and AI support
• Web or mobile

CRM web forms

• Hosted or embedded
• Any form type (contact, feedback, support, order forms)
• Product catalog
• Online payments
• Fully customizable
• Post submit redirects

Omni-channel customer service

• Email
• Call center
• Live chat
• Social media
• Messengers
• Web forms

Call Anywhere

• Use Bitrix24 to make domestic or international mobile or landline calls.
• If you do not need a special IP telephony equipment, you can make calls from the Bitrix24 portal as long as you have a reliable Internet connection.
• You can make calls and record conversations directly in CRM.
• Bitrix24 telephony features provide high-quality connectivity and are fully integrated into your most important business communication tools.

Business Phone System

• Set phone hours
• Greeting/On Hold/Voicemail recordings
• Employee extensions
• Queues, forwarding, IVR, autodialer
• Black list
• Simultaneous call to all available employees
• Client call quality evaluation
• Call source tracking for marketers (CRM)

Rent a number

• You can rent a local or toll-free number (1-866) in more than 60 different countries
• Create an employee’s internal phone number extension, and set up call waiting and call forwarding.
• If necessary, check all incoming calls and record based on existing CRM records.
• Importantly, incoming calls are automatically routed to a specific audience or manager responsible for the customer.

Calling colleagues

Quickly and easily connect with colleagues online or offline.
• Web calls can be routed back to the intranet user’s mobile number, or they can make calls through the messenger interface.
• In other words, if you want to start a chat, but your contact is offline, you can contact them by phone with just one click.
• You do not need to search for a phone number.
• Go to the user’s profile or find them in the web messenger
• Use the convenient calling buttons present in the profiles and the messenger
• You can even record the call in the messenger’s history
• If you are using web calling between intranet users, you can even share screens and use chat simultaneously.

Bitrix24 as an HRMS

• You can use Bitrix24 as a free Human Resources Management System (HRMS).
• All key HRMS functions are part of the social interface that employees and HR departments want to use.
• Access employee directories and self-service portals to management and operational reports

Company Structure

• The company structure represents the hierarchy of the organization, including departments and
  sub-divisions.
• You can open specific departments to determine which employees are most relevant to your current
  problem.
• Structure dependencies affect many intranet features, including who sends the report, who can delegate
  the task, and so on.
• The head of the department can see all the work of the subordinates.

Time Management

• The time management system installs discipline in the work plan without generating a high pressure wait.
• Clock input, timing output, and downtime are all recorded transparently, and convenient schedules and
  daily reporting keep your organization’s business priorities.
• The data entered in this gadget is stored and used as the basis for each employee’s job reports.

Self Service and Workflow Automation

• Human resources documents and forms can be used in one place to prevent unnecessary personnel or
  accounting offices.
• With Bitrix24’s business processes, you can automate workflows such as approvals, business trips, general requests (internal helpdesk), purchase requisitions and expense reports.
• These are included in the activity stream and do not need to be set and are available for free.
• If necessary, you can modify or create a custom workflow from scratch using the Visual Business Process Designer.
• Workflows developed by Bitrix24 partners can also be installed in the marketplace.

Collaboration in the Extranet

• Automatically enter call time and data even if you have recorded calls from CRM directly to customers
  and partners.
• The list view of your contacts, company, and prospects includes a phone icon that allows you to easily
  call.
• While on the go, use your mobile app to access and call CRM, plan for follow-up, create transactions,
  and send invoices.
• Record conversations with customers.
• Audio files are attached to CRM records for quality or educational purposes.
• To place a call through CRM, simply click on the recipient icon that appears in multiple locations in
  CRM.
• Web Messenger will launch and connect.

Mobile application

• Bitrix24’s mobile applications are available as mobile intranet portals, mobile CRM and mobile HRMS systems.
• Once you’ve installed the Bitrix24 app on your smartphone or tablet, you can work on a roadside, in a bar, or on the Internet.
• Both iOS and Android devices are supported.

Mobile tasks

• You can create new tasks and use existing tasks directly from your favorite mobile devices.
• If you have a long list of tasks, you can use filters to sort the filters that require immediate attention.
• You can delegate, postpone, approve, complete, and pause a task, and view documents attached to a task from your phone.
• This task is based on the associated project components.
• With a single click, you can easily access new responses, expired responses, and queued responses.

Real Time Communications

• If you send a message to a colleague outside your office, you’ll receive a push notification immediately on the phone.
• With proprietary Bitrix cloud messaging technology, push notifications work when an application is shut down.
• Company employee catalogs and employee profiles are easily accessible from the mobile app.
• If you do not want to use instant messaging, you can use your smartphone to call or email your colleagues.

Track your schedule

The mobile calendar lets you keep track of your scheduled events and make sure you never miss an important meeting. You can use it to

• View your schedule
• Create new events
• Invite your colleagues to events
• Accept or decline invitations from others.

Mobile Intranet

• This app is a free mobile intranet and private social network.
• Your smartphone’s activity stream is no different from a computer.
• You can read existing posts, create new posts, participate in discussions, and like messages or comments.
• At any time, you’ll see a task or meeting invitation on your phone or tablet through a mandatory announcement in the activity stream.
• No matter how far away you are from the office, you can talk like your colleagues.

Sell more with Bitrix24.Site

• Bitrix24 Free Website Builder allows anyone to create beautiful websites and landing pages without any design or coding skills.
• Increase conversion rates and increase customer loyalty with live chat, web forms, CRM, email marketing, and sales automation tools.

Care and support

• Superior customer support with Bitrix24 multi-channel contact center.
• Keep in touch with customers and contact them via online chat, callback requests, email, social networks and instant messages.

Responsive and mobile friendly

• You need to get a fair distribution of mobile traffic growth.
• With Bitrix24, your website is equally attractive to all devices like desktop and mobile.

Advertising

• Buy ads directly from Facebook, Instagram, and other ad networks within your Bitrix24 account.
• Launch redirected campaigns and take advantage of similar audiences

Do more with Bitrix24!

Bitrix24 comes with over 35 tools, including

• Ticketing and helpdesk
• Knowledge management
• Workflow automation
• Work reports
• Records management

Access limitations by IP

• You can allow individual users and departments to access services only from selected IP addresses.
• For example, not everyone can access the local network Bitrix24, but certain employees can be accessed from mobile devices or at home, but some of them can be accessed from any location.
• This feature is only available in the Bitrix24 Cloud version.

Web Forms*

• The Web Forms module provides the ability to create and publish Web forms (such as surveys, requests, feedback forms, etc.).
• Web Forms makes it easy to collect all types of data both inside and outside your company!
• * Available in self-hosted version of Bitrix24.

Helpdesk *

• Bitrix24 provides professional help desk services to configure technical support services and create transparent and efficient systems for service requests.
• You can use email settings to fill out special forms on your intranet or to process email support tickets created to generate support tickets.
• * Available in self-hosted version of Bitrix24.

Product customization & Source Code Availability*

• You can quickly customize your intranet by editing content, layout, and structure in the front-end and back-end with a single click.
• Bitrix24 offers AJAX / Active-X support and an adaptive interface with flexible configuration and drag-and-drop components.
• This product provides complete source code and a public API so you can change the content and look of your intranet at any time.
• In addition to a variety of layouts and color schemes, you can create and manage an unlimited number of templates for Bitrix24.
• * Available in self-hosted version of Bitrix24.

Bitrix24.Network

• Network makes it easy to connect with other Bitrix24 users and work with users who have not yet used Bitrix24 users.
• You can send instant messages, create group chats, and set up a video conference for up to four people.
• Network is 100% free and integrates with Twitter, Facebook and Google+.