بداية سريعة
يغطي هذا الدليل جميع ميزات Bitrix24:
- ابدء — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- كيفية استخدام إدارة المهام والمشاريع — Organize tasks, deadlines, and owners so project management stops living in chat
- كيفية استخدام المواقع والمتاجر — Build landing pages and an online store that feed leads straight into the CRM
- كيفية استخدام إدارة الموارد البشرية والأتمتة — Map your company structure and automate the admin work around people
- كيفية استخدام أدوات التعاون — Keep chat, video calls, and shared files in the same place as the work
- كيفية استخدام العملاء المحتملين، والصفقات، وجهات الاتصال، والشركات — 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
الوقت اللازم: خمس دقائق لكل فقرة
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
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 إدارة علاقات العملاء, 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.
خطوة بخطوة، مع لقطات شاشة ونصائح احترافية.
شرح استخدام Bitrix24
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.
البدء باستخدام Bitrix24
Do this one-time setup before you touch any feature.
It takes about three minutes.
الخطوة الأولى: إنشاء حسابك
Go to the Bitrix24 website and click Sign Up.
Enter your email and create a password to register.
✓ نقطة تفتيش: Check your inbox for the confirmation link.
Step 2: Access Your Portal
Bitrix24 runs in the browser, with apps for desktop, iOS, and أندرويد.
Large organizations can also run the virtual appliance on their own server.
Here’s what the user interface looks like on day one:
✓ نقطة تفتيش: 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.
✅ تم: Your portal is ready, and you can start on any feature below.
How to Use Bitrix24 Powerful CRM
Powerful CRM lets you store clients, deals, and history in one customer relationship management hub.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: You have a working CRM with real client data and a sales funnel that matches your process.
💡 نصيحة احترافية: Connect your email inbox under CRM settings. Every message to a client then logs against their record automatically.
How to Use Bitrix24 Task & Project Manager
إدارة المهام والمشاريع turns scattered requests into tracked tasks with owners and deadlines.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: إنشاء مهمة
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Every task has an owner, a deadline, and a project it belongs to.
💡 نصيحة احترافية: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
كيفية استخدام مواقع ومتاجر Bitrix24
المواقع والمتجر lets you publish landing pages and an online store without writing code.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: You have a published page that captures leads without any extra service or plugin.
💡 نصيحة احترافية: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
كيفية استخدام نظام إدارة الموارد البشرية والأتمتة من Bitrix24
إدارة الموارد البشرية والأتمتة handles your company structure, work schedules, and the paperwork around staff.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 نصيحة احترافية: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
كيفية استخدام أدوات التعاون في Bitrix24
أدوات التعاون brings chat, videoconferencing, and file storage next to the tasks they relate to.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your message shows read receipts, and the shared file opens for teammates.
Step 3: Share Files
Upload documents to the shared file storage and share the link.
Permissions decide who can open or edit each file.
✅ النتيجة: Team communication, calls, and files all sit inside one platform instead of four.
💡 نصيحة احترافية: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
كيفية استخدام منصة Bitrix24 للعملاء المحتملين، والصفقات، وجهات الاتصال، والشركات
عملاء محتملون، صفقات، جهات اتصال، شركات splits your sales data into four record types that link to each other.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 نصيحة احترافية: Set a rule that leads older than fourteen days without contact get flagged. Stale data kills forecast accuracy.
How to Use Bitrix24 Kanban board
Kanban board shows tasks and deals as draggable cards across stages.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: التبديل إلى عرض اللوحة
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Anyone can read project progress in five seconds without opening a single task.
💡 نصيحة احترافية: Use Kanban boards for flow and Gantt charts for dependencies. Picking the wrong visual tool is the most common task management mistake.
How to Use Bitrix24 Workflow automation
أتمتة سير العمل runs rules and robotic process automation so recurring sales tasks fire themselves.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 نصيحة احترافية: In 2026, 45% of Bitrix24 users name automation as their top priority. Start with one rule, measure the hours saved, then add more.
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.
إليك كيفية استخدامه خطوة بخطوة.
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.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: 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.
✅ النتيجة: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 نصيحة احترافية: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
نصائح واختصارات احترافية من Bitrix24
After two years on the platform, these are the tips I hand new users on day one.
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| افتح البحث | 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:
ميزات خفية يغفل عنها معظم الناس
- مساعد الذكاء الاصطناعي: It writes task descriptions and summarizes long chat conversations for you.
- واجهة برمجة تطبيقات REST: 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.
أخطاء شائعة يجب تجنبها في Bitrix24
Mistake #1: Switching every tool on at once
❌ خطأ: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ يمين: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ خطأ: Dumping every user into a flat list with identical access to all client data.
✅ يمين: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ خطأ: Running your whole business on free while data quietly hits the monthly caps.
✅ يمين: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
استكشاف أخطاء Bitrix24 وإصلاحها
Problem: The portal feels slow
سبب: Too many enabled tools and a heavy activity stream on a shared server.
يصلح: Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
سبب: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
يصلح: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
سبب: The workgroup is private, or their department lacks access rights.
يصلح: Open the workgroup settings, change visibility, or add the user as a member.
📌 ملحوظة: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
ما هو 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.
شاهد هذه النظرة العامة السريعة:
يتضمن هذا المنتج الميزات الرئيسية التالية:
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- إدارة المهام والمشاريع: Task management with deadlines, checklists, templates, and time tracking
- المواقع والمتجر: Website and store builder with forms that push leads into your CRM
- إدارة الموارد البشرية والأتمتة: Company structure, absence tracking, work schedules, and HR process automation
- أدوات التعاون: 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
- لوحة كانبان: Visual boards for tasks and deals, plus Gantt charts for timelines
- أتمتة سير العمل: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
للاطلاع على مراجعة كاملة، راجع مراجعة Bitrix24.
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.
أسعار Bitrix24
إليكم تكلفة Bitrix24 في عام 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| أساسي | 49 دولارًا أمريكيًا/للمؤسسة/شهريًا | Small teams starting with CRM and task management |
| معيار | 99 دولارًا أمريكيًا/للمؤسسة/شهريًا | Growing businesses that need marketing and more storage |
| احترافي | 199 دولارًا أمريكيًا/للمؤسسة/شهريًا | Advanced users running sales automation at scale |
| مَشرُوع | 399 دولارًا أمريكيًا/للمؤسسة/شهريًا | Large organizations with many departments and clients |
تجربة مجانية: Yes — a 15-day trial opens the paid features.
ضمان استرداد الأموال: 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:
💰 أفضل قيمة: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
مقارنة بين Bitrix24 والبدائل
How does Bitrix24 compare against the rest of the market?
شاهد هذه المقارنة:
Here’s how the main options line up:
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| Bitrix24 | All-in-one portal | 49 دولارًا شهريًا | ⭐ 3 |
| هاب سبوت | Inbound marketing | 20 دولارًا شهريًا | ⭐ 4.5 |
| انقر فوق | إدارة المهام | 7 دولارات شهرياً | ⭐ 4.7 |
| Salesforce | مبيعات المؤسسات | 25 دولارًا شهريًا | ⭐ 4.4 |
| حملة نشطة | أتمتة البريد الإلكتروني | 29 دولارًا شهريًا | ⭐ 4.5 |
| إدارة علاقات العملاء يوم الاثنين | Visual pipelines | 12 دولارًا شهريًا | ⭐ 4.6 |
| كيب | مشروع تجاري صغير مبيعات | 249 دولارًا شهريًا | ⭐ 4.2 |
| نظام إدارة علاقات العملاء Freshsales | Affordable CRM | 9 دولارات شهرياً | ⭐ 4.5 |
اختيارات سريعة:
- الأفضل إجمالاً: HubSpot — deepest marketing and sales toolset if budget allows.
- أفضل ميزانية: Bitrix24 — unlimited free users beat every paid tier on cost.
- الأفضل للمبتدئين: Monday CRM — the cleanest user interface of the group.
- الأفضل لإدارة المشاريع: ClickUp — stronger task views than any CRM-first tool.
🎯 بدائل Bitrix24
هل تبحث عن بدائل لـ Bitrix24؟ إليك أفضل الخيارات:
- 🚀 GoHighLevel: Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
- 💰 كيب: 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.
- ⚡ هاب سبوت: Free CRM tier that scales into full marketing, sales, and service hubs.
- 🔒 كليك فانلز: Landing page and funnel builder for businesses selling directly online.
- 🧠 الفولكلور: Lightweight contact management for teams that hate heavy CRM software.
- 👶 فورا: بريد إلكتروني غير مرغوب فيه outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 انقر للأعلى: Task management and docs in one workspace, with a usable free plan.
- 🔧 إدارة علاقات العملاء يوم الاثنين: Colorful boards and no-code automation for teams that think visually.
- 🌟 نظام إدارة علاقات العملاء المصغر: Simple, affordable CRM for small organizations that just need contacts and deals.
- ⭐ نظرة ثاقبة: CRM plus project delivery, aimed at businesses that sell work and then deliver it.
- 🎯 نظام إدارة علاقات العملاء Freshsales: AI lead scoring and built-in phone at one of the lowest per-user prices.
- 💼 سيلزفورس: The enterprise standard, endlessly customizable through its own developer platform.
- 📊 زينديسك: Support-first platform with ticketing, live chat, and a strong knowledge base.
للاطلاع على القائمة الكاملة، راجع بدائل Bitrix24 مرشد.
⚔️ مقارنة بين Bitrix24
إليكم كيف يقارن موقع Bitrix24 بكل منافسيه:
- مقارنة بين Bitrix24 و GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- مقارنة بين Bitrix24 و Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- مقارنة بين Bitrix24 و ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- مقارنة بين Bitrix24 و HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
- مقارنة بين Bitrix24 و ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
- Bitrix24 مقابل Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- مقارنة بين Bitrix24 و Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
- مقارنة بين Bitrix24 و ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
- مقارنة بين Bitrix24 و Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- مقارنة بين Bitrix24 و Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- مقارنة بين Bitrix24 و Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- مقارنة بين Bitrix24 و Freshsales CRM: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- مقارنة بين Bitrix24 و Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
- مقارنة بين Bitrix24 و Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.
ابدأ باستخدام Bitrix24 الآن
لقد تعلمت كيفية استخدام جميع الميزات الرئيسية لـ Bitrix24:
- ✅ Powerful CRM
- ✅ إدارة المهام والمشاريع
- ✅ المواقع والمتاجر
- ✅ إدارة الموارد البشرية والأتمتة
- ✅ أدوات التعاون
- ✅ عملاء محتملون، صفقات، جهات اتصال، شركات
- ✅ لوحة كانبان
- ✅ Workflow automation
- ✅ Online documents
الخطوة التالية: اختر ميزة واحدة وجرّبها الآن.
Most people start with the CRM.
It takes less than five minutes.
الأسئلة الشائعة
هل شركة Bitrix24 شركة روسية؟
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.
ما هي قيود برنامج 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.
هل يستطيع برنامج Bitrix تتبع النشاط؟
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.
هل منصة Bitrix24 مجانية تماماً؟
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.
ما هي استخدامات برنامج Bitrix24؟
Businesses use it for customer relationship management, project management, HR, and internal communication. One portal replaces separate CRM, task, chat, and telephony services.
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