Comment utiliser Bitrix24 : Guide du débutant en 2026

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Bitrix24 :

• Commencer — Create your account and set up the portal
• How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
• Comment utiliser la gestion des tâches et des projets — Organize tasks, deadlines, and owners so project management stops living in chat
• Comment utiliser les sites et la boutique — Build landing pages and an online store that feed leads straight into the CRM
• Comment utiliser les RH et l'automatisation — Map your company structure and automate the admin work around people
• Comment utiliser les outils de collaboration — Keep chat, video calls, and shared files in the same place as the work
• Comment utiliser les prospects, les opportunités, les contacts et les entreprises — 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

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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 CRM, 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.

Étape par étape, avec captures d'écran et conseils de pro.

Tutoriel 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.

ESSAYEZ BITRIX24 MAINTENANT →

LIRE L'ARTICLE COMPLET →

ALTERNATIVES À BITRIX24 →

Premiers pas avec Bitrix24

Do this one-time setup before you touch any feature.

Cela prend environ trois minutes.

Étape 1 : Créez votre compte

Go to the Bitrix24 website and click Sign Up.

Saisissez votre adresse e-mail et créez un mot de passe pour vous inscrire.

✓ Point de contrôle: Check your inbox for the confirmation link.

Step 2: Access Your Portal

Bitrix24 runs in the browser, with apps for desktop, iOS, and Androïde.

Large organizations can also run the virtual appliance on their own server.

Here’s what the user interface looks like on day one:

✓ Point de contrôle: 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.

How to Use Bitrix24 Powerful CRM

Powerful CRM lets you store clients, deals, and history in one customer relationship management hub.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Bitrix24 Task & Project Manager

Gestion des tâches et des projets turns scattered requests into tracked tasks with owners and deadlines.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer une tâche

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser les sites et la boutique Bitrix24

Sites et boutiques lets you publish landing pages and an online store without writing code.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Bitrix24 RH et automatisation ?

RH et automatisation handles your company structure, work schedules, and the paperwork around staff.

Voici comment l'utiliser étape par étape.

Step 1: Build Your Company Structure

Open the company structure page and create departments.

Assign each user to a department and name a head.

Étape 2 : Invitez votre équipe

Send invites by email, by phone number, or in bulk.

Bulk invites save real time once you pass twenty users.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser les outils de collaboration Bitrix24

Outils de collaboration brings chat, videoconferencing, and file storage next to the tasks they relate to.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Bitrix24 : prospects, opportunités, contacts, entreprises

Prospects, opportunités, contacts, entreprises splits your sales data into four record types that link to each other.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

How to Use Bitrix24 Kanban board

Kanban board shows tasks and deals as draggable cards across stages.

Voici comment l'utiliser étape par étape.

Étape 1 : Passer en mode Tableau

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your board shows named columns with cards sitting in the right stage.

Étape 3 : Faites glisser les cartes vers l’avant

Move a card into the next column as work progresses.

The task status updates the moment you drop it.

How to Use Bitrix24 Workflow automation

Automatisation des flux de travail runs rules and robotic process automation so recurring sales tasks fire themselves.

Voici comment l'utiliser étape par étape.

Step 1: Open Automation Rules

Go to a CRM funnel and click Automation Rules.

Rules attach to a specific stage.

Étape 2 : Choisir un déclencheur

Choose what starts the rule, such as a stage change.

For example, a deal reaching Negotiation can send a follow-up email.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

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.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer un 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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Astuces et raccourcis pour Bitrix24 Pro

After two years on the platform, these are the tips I hand new users on day one.

Raccourcis clavier

Here’s how the platform stacks up on day-to-day work:

Fonctionnalités cachées que la plupart des gens ignorent

• Assistant IA: It writes task descriptions and summarizes long chat conversations for you.
• API 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.

Bitrix24 : Erreurs courantes à éviter

Mistake #1: Switching every tool on at once

Mistake #2: Ignoring the company structure

Mistake #3: Treating the free plan as permanent storage

Dépannage de Bitrix24

Problem: The portal feels slow

Cause: Too many enabled tools and a heavy activity stream on a shared server.

Réparer: Disable tools you never open in account settings, and archive closed workgroups.

Problem: Automation rules never fire

Cause: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.

Réparer: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.

Problem: A user can’t see a project

Cause: The workgroup is private, or their department lacks access rights.

Réparer: Open the workgroup settings, change visibility, or add the user as a member.

📌 Note: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.

Qu'est-ce que 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.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Powerful CRM: Central CRM that keeps client data, deals, and communication history together
• Gestion des tâches et des projets : Task management with deadlines, checklists, templates, and time tracking
• Sites et boutique : Website and store builder with forms that push leads into your CRM
• RH et automatisation : Company structure, absence tracking, work schedules, and HR process automation
• Outils de collaboration : 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
• Tableau Kanban : Visual boards for tasks and deals, plus Gantt charts for timelines
• Automatisation des flux de travail : Automation rules, triggers, and email marketing sequences that run unattended
• Online documents: Browser-based document creation, co-editing, and version history

Pour une analyse complète, consultez notre Avis sur 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.

Tarification de Bitrix24

Voici le prix de Bitrix24 en 2026 :

Essai gratuit : Yes — a 15-day trial opens the paid features.

Garantie de remboursement : 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:

💰 Meilleur rapport qualité-prix : Standard — it adds marketing and enough storage for most growing teams without the Professional jump.

Bitrix24 contre ses alternatives

How does Bitrix24 compare against the rest of the market?

Regardez cette comparaison :

Here’s how the main options line up:

Sélection rapide :

• Meilleur résultat global : HubSpot — deepest marketing and sales toolset if budget allows.
• Meilleur budget : Bitrix24 — unlimited free users beat every paid tier on cost.
• Idéal pour les débutants : Monday CRM — the cleanest user interface of the group.
• Idéal pour la gestion de projet : ClickUp — stronger task views than any CRM-first tool.

🎯 Alternatives à Bitrix24

Vous cherchez des alternatives à Bitrix24 ? Voici les meilleures options :

• 🚀 GoHighLevel : Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
• 💰 Keap : Small business sales and marketing automation with strong follow-up sequences built in.
• 🎨 Campagne active : Best-in-class email marketing automation paired with a light CRM for sales teams.
• ⚡ HubSpot : Free CRM tier that scales into full marketing, sales, and service hubs.
• 🔒 ClickFunnels : Landing page and funnel builder for businesses selling directly online.
• 🧠 Populaire: Lightweight contact management for teams that hate heavy CRM software.
• 👶 Immédiatement: Courriel froid outreach at scale with inbox warm-up and deliverability tooling.
• 🏢 ClickUp : Task management and docs in one workspace, with a usable free plan.
• 🔧 CRM du lundi : Colorful boards and no-code automation for teams that think visually.
• 🌟 Capsule CRM : Simple, affordable CRM for small organizations that just need contacts and deals.
• ⭐ Perspicace : CRM plus project delivery, aimed at businesses that sell work and then deliver it.
• 🎯 CRM Freshsales : AI lead scoring and built-in phone at one of the lowest per-user prices.
• 💼 Salesforce : The enterprise standard, endlessly customizable through its own developer platform.
• 📊 Zendesk : Support-first platform with ticketing, live chat, and a strong knowledge base.

Pour la liste complète, consultez notre Alternatives à Bitrix24 guide.

⚔️ Comparaison de Bitrix24

Voici comment Bitrix24 se compare à chacun de ses concurrents :

• Bitrix24 contre GoHighLevel : GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
• Bitrix24 contre Keap : Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
• Bitrix24 contre ActiveCampaign : ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
• Bitrix24 contre HubSpot : HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
• Bitrix24 contre ClickFunnels : ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
• Bitrix24 contre Folk : Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
• Bitrix24 contre Instantly : Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
• Bitrix24 contre ClickUp : ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
• Bitrix24 contre Monday CRM : Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
• Bitrix24 contre Capsule CRM : Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
• Bitrix24 contre Insightly : Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
• Bitrix24 contre Freshsales CRM : Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
• Bitrix24 contre Salesforce : Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
• Bitrix24 contre Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.

Commencez à utiliser Bitrix24 dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités de Bitrix24 :

• ✅ Powerful CRM
• ✅ Gestion des tâches et des projets
• ✅ Sites et boutique
• ✅ RH et automatisation
• ✅ Outils de collaboration
• ✅ Prospects, opportunités, contacts, entreprises
• ✅ Tableau Kanban
• ✅ Workflow automation
• ✅ Online documents

Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.

Most people start with the CRM.

Cela prend moins de cinq minutes.

Foire aux questions

Bitrix24 est-elle une entreprise russe ?

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.

Quelles sont les limitations de 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.

Bitrix peut-il suivre l'activité ?

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.

Bitrix24 est-il entièrement gratuit ?

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.

À quoi sert Bitrix24 ?

Businesses use it for customer relationship management, project management, HR, and internal communication. One portal replaces separate CRM, task, chat, and telephony services.