How to Use Bitrix24: A Beginner’s Guide in 2026

Is your business drowning in too many apps?

You likely have emails, spreadsheets, and sticky notes scattered everywhere.

This chaos creates serious problems. You miss deadlines.

You lose important client details.

Feeling stressed because you can’t find what you need to do your job.

Bitrix24 brings your entire workspace into one simple platform.

Bitrix24

Sind Sie es leid, mehrere Apps gleichzeitig zu nutzen? Bitrix24 bietet Ihnen ein komplettes Toolkit für CRMAufgaben, Chat, Videokonferenzen & mehr – alles an einem Ort.

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How to Use Mobile CRM

You are not always sitting at your desk. Geschäft happens everywhere.

If you miss client calls, you might lose money.

This introduction to mobile tools helps you stay connected.

The Bitrix24 mobile app puts your office in your pocket.

It is easy to use and keeps you ready for anything.

Step 1: Install and sync your workspace

You need to get the app ready first.

• Go to your app store and download the application. Log in to your portal using your details. If you are new, you must register your account first.
• Allow the app to sync your contacts. This helps you organize your list.
• Syncing ensures you are managing real Daten. You get full functionality on your phone just like on your computer.

Step 2: Create a new lead or deal

You meet new customers every day. Do not wait to add them to your system.

• Tap the blue plus button on the screen. This is a vital part of your marketing process.
• Fill in the name and company details. It helps you develop a good habit of quick data entry.
• Use the Stimme feature to dictate notes. This improves your service speed because you don’t have to type everything.

Step 3: Move the deal through the pipeline

Keep your team updated instantly.

• Open the deal and change the stage. This shows your team that the job is moving forward.
• The app is simple, so you do not need much training to learn it.
• Save the changes. The system updates everywhere immediately.

How to Use Task Tracking

Many organizations lose track of work.

Tasks get lost in messy emails. This solution brings order to the chaos.

It improves your process so everyone knows their job.

Step 1: Create a task with clear parameters

You need to set up the work correctly first.

• Go to the tasks page and click “New Task.”
• Write a clear title. This helps users understand exactly what to do.
• List the steps. You can add a link to files or attach documentation right here.

Step 2: Set deadlines and enable time tracking

Deadlines keep things moving.

• Pick a due date. This ensures you deliver work to clients on time.
• Click the “More” button to see extra settings.
• Turn on Zeiterfassung. This is one of the key features to see how long work takes.

Step 3: Monitor progress via the Kanban board

Watch your team work in real time.

• Switch your view to the board. It is easy to see.
• Drag tasks to “Completed” when done. You do not need long courses to learn this.
• Filter by person to see who is busy. This helps you manage the workload.

How to Use Website Widget

Your website should do more than just sit there.

It should help you talk to people.

The Bitrix24 Website Widget connects visitors to your team instantly.

This software turns clicks into conversations.

Step 1: Create a new widget configuration

You need to build your button first.

• Go to the main menu in your portal.
• Click the button to create a new widget.
• This works whether you use the cloud version or the self-hosted virtual appliance.

Step 2: Customize appearance and timing

Make the widget look good for every user.

• Choose a color that matches your company brand. For example, use blue if your logo is blue.
• Set the rules for access. You can turn on other features like callback forms when you are offline.
• This ensures you capture leads even when you sleep.

Step 3: Embed the code on your site

Put the widget on your webpage.

• Copy the code. You do not need technical knowledge to paste it.
• Once active, all chat data is saved to your CRM.
• This helps you grow sales quickly.
• You can even turn these chats into tasks for your support team.

Bitrix24 Alternativen

• GoHighLevel: Eine All-in-One-Marketing- und Vertriebsplattform für Agenturen und Unternehmen mit umfassenden Tools wie Funnel-Buildern, E-Mail-Marketing, SMS-Automatisierung und Kundenverwaltung.
• Pipedrive: Ein vertriebsorientiertes CRM-System, das für seine intuitive visuelle Vertriebspipeline bekannt ist und Teams dabei hilft, Geschäfte effizient zu verwalten und den Fortschritt zu verfolgen.
• Keap: Spezialisiert auf Automatisierung für kleine Unternehmen, kombiniert CRM-Funktionalitäten mit E-Mail-Marketing und Vertriebspipeline-Management.
• ActiveCampaign: Eine Plattform zur Automatisierung des Kundenerlebnisses, die Marketing-, Vertriebs- und E-Commerce-Funktionen integriert und so personalisierte Kommunikation und automatisierte Arbeitsabläufe ermöglicht.
• HubSpot: Eine weithin anerkannte Plattform, die eine Reihe von „Hubs“ für Vertrieb, Marketing, Kundenservice, Content-Management und operative Abläufe bietet und sich ideal für Unternehmen eignet, die integrierte Lösungen suchen.
• ClickFunnels: In erster Linie ein Tool zum Erstellen von Verkaufsfunnels und Landingpages mit einigen Funktionen zur Leadgenerierung und grundlegenden E-Mail-Marketing-Funktionen, mit Fokus auf konversionsorientierte Online-Kampagnen.
• Volk: Ein einfaches, integriertes und proaktives CRM mit Funktionen wie Vertriebspipelines, E-Mail-Kampagnen, Kontaktmanagement und Workflow-Automatisierung.
• Sofort: Dieses Unternehmen spezialisiert auf Leadgenerierung und Kaltakquise per E-Mail, die Kundenbeziehungsmanagement, Lead-Tracking und Automatisierung von Vertriebsprozessen.
• ClickUp: Eine vielseitige Plattform für das Arbeitsmanagement, die sich als CRM-System anpassen lässt und Funktionen wie Kontaktmanagement, Vertriebspipeline-Ansichten, E-Mail-Integration und anpassbare Dashboards bietet.
• Montag CRM: Eine hochgradig anpassbare Plattform, die wie eine Tabellenkalkulation aufgebaut ist und die Verwaltung des gesamten Lead-Zyklus, Umsatzprognosen, E-Mail-Synchronisierung und Aktivitätsverfolgung ermöglicht.
• Capsule CRM: Ein wachstumsorientiertes CRM-System, das auf Einfachheit ausgelegt ist und Unternehmen dabei hilft, Kontakte zu verwalten, Verkaufsabschlüsse zu verfolgen und Kundenbeziehungen mit Funktionen wie mehreren Pipelines und Aufgabenmanagement zu pflegen.
• Aufschlussreich: Ein CRM-System, das sich für kleine und mittelständische Unternehmen eignet und neben einer benutzerfreundlichen Oberfläche auch Kontakt- und Projektmanagement, Workflow-Automatisierung und aussagekräftige Berichtsfunktionen bietet.
• Freshsales CRM: Eine kostengünstige Option mit umfangreichen Funktionen für Vertriebsteams, darunter Lead-Kommunikation, Konvertierungstools, KI-basiertes Lead-Scoring und starke Integrationsmöglichkeiten.
• Salesforce: Eine robuste, branchenführende CRM-Plattform mit umfangreichen Funktionen für Vertrieb, Marketing und Service, die für ihre hohe Anpassbarkeit und Skalierbarkeit für größere Unternehmen bekannt ist.
• Zendesk: In erster Linie eine Kundenservice- und Supportplattform, die auch robuste CRM-Funktionen bietet und ein umfassendes Kundeninteraktionsmanagement sowie Analysen ermöglicht.

Bitrix24 im Vergleich

Abschluss

You have now set up the basics.

These tools help you organize work and fix your sales funnel.

Your contact center is ready to talk to clients right away.

Später, you can adjust your company structure settings to fit your growing team better.

Advanced users might want to check Sicherheit Einstellungen.

Like IP addresses, or use the REST API for custom code.

Make sure your company name is correct in your profile, too.

Häufig gestellte Fragen

More Facts about Bitrix24

• Marketing Automatisierung: Bitrix24 can send emails for you automatically and uses robots to handle repeated sales tasks.
• Privacy Control: You can decide who sees your work groups and who is allowed to make changes inside them.
• Visual Project Tools: The software uses picture boards and charts to help you see how a project is moving forward.
• Team Meetings: Having short daily meetings helps the whole team stay on the same page.
• Counting Hours: The time clock feature lets you record exactly how many hours you spent working on a job.
• Less Busy Work: Using automatic rules can do the boring work for you, which might save you a lot of time.
• Managing Tasks: To manage work well, you should pick the chart or list that fits your job best.
• Task Patterns: You can save task templates so you don’t have to start from scratch on projects you do often.
• All-in-One Place: Keeping all your data and tools in one spot helps you serve your customers better.
• Project Rooms: You can make special digital workspaces for each project to hold all its files and chats.
• Online Tools: Bitrix24 is a website that gives companies tools to manage customers, projects, and messages.
• Making Calls: You can make and answer phone calls right from your computer screen.
• Sticky Note Boards: You can organize your to-do list using boards that look like digital sticky notes.
• Group Work: You can create specific groups to work together on certain projects.
• Calendar Syncing: The calendar connects easily with other apps like Outlook and Google Calendar.
• Online Files: It has a system where you can save documents and share them with others over the internet.
• Chat and Video: You can use the app to Text your team or have video calls with them.
• Adding People: You can invite coworkers to join by email, phone, or by sending a link to a large group.
• Company Chart: You can organize your team by creating departments and assigning people to them.
• Custom Look: You can change the background picture and put your company name on the screen to make it look nice.
• Admin Powers: The account boss can turn specific tools on or off and set the work schedule for the team.
• My Calendar: You can set up your own schedule and share it so coworkers know when you are busy.
• Connected Posteingang: You can hook up your email and phone so all your communication happens in one place.
• Learning Help: There are many guides and tutorials to help you learn how to use the software.
• Training List: There is a special webpage that lists different classes for users and administrators.
• Free Classes: You can watch free online video lessons to learn about different features.
• Video Channel: Bitrix24 has a YouTube channel full of helpful videos and demos.
• Expert Courses: You can find longer, detailed classes on websites like Udemy to become an expert.
• Preispläne: The paid plans usually let you add many users for one set price instead of paying for each person.
• Saving Time: Many users in 2026 are using Automatisierung tools to get their administrative time back.
• Unlimited Free Users: The free version of the software lets as many people join as you want.
• Free Features: The free version includes basic tools like a calendar, project lists, and a customer database.
• Data Limits: The free version limits how many old emails and contacts you can keep in the system history.
• Five Plans: There are five main types of subscription plans you can choose from.
• Kostenlose Testversion: You can try out the paid features for free for 15 days to see if you like them.
• Smart AI Helper: Der KI-Tool can write task descriptions for you and summarize long chat conversations.
• Using It Better: To get the most out of the software, use it every day and tell your team what is working well.