Avvio rapido
— Tieni traccia di lead, trattative e dati dei clienti in un unico posto
- Iniziare — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- — Pianifica i progetti e assegna i compiti al tuo team — Organize tasks, deadlines, and owners so project management stops living in chat
- — Crea siti web e negozi online senza codice — Build landing pages and an online store that feed leads straight into the CRM
- — Automatizzare i flussi di lavoro delle risorse umane e la gestione dei dipendenti — Map your company structure and automate the admin work around people
- Come utilizzare gli strumenti di collaborazione — Keep chat, video calls, and shared files in the same place as the work
- — Gestisci l'intero processo di vendita, dal primo contatto alla conclusione. — 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
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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.
Passo dopo passo, con schermate e consigli da professionisti.
Questo tutorial completo su Bitrix24 ti guida passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.
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.
Introduzione a Bitrix24
Do this one-time setup before you touch any feature.
Ci vogliono circa tre minuti.
Passaggio 1: crea il tuo account
Go to the Bitrix24 website and click Sign Up.
Inserisci il tuo indirizzo email e crea una password per registrarti.
✓ Punto di controllo: Check your inbox for the confirmation link.
Step 2: Access Your Portal
Bitrix24 runs in the browser, with apps for desktop, iOS, and Android.
Large organizations can also run the virtual appliance on their own server.
Here’s what the user interface looks like on day one:
✓ Punto di controllo: 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.
✅ Fatto: 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.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You have a working CRM with real client data and a sales funnel that matches your process.
💡 Consiglio da professionista: 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
ti permette di pianificare, assegnare e monitorare il lavoro all'interno del tuo team. turns scattered requests into tracked tasks with owners and deadlines.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un'attività
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every task has an owner, a deadline, and a project it belongs to.
💡 Consiglio da professionista: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Siti e negozio
Ti permette di creare landing page e negozi online senza bisogno di programmare. lets you publish landing pages and an online store without writing code.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You have a published page that captures leads without any extra service or plugin.
💡 Consiglio da professionista: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Risorse umane e automazione
Consente di gestire i dipendenti e automatizzare le attività ripetitive delle risorse umane. handles your company structure, work schedules, and the paperwork around staff.
Ecco come usarlo passo dopo passo.
Step 1: Build Your Company Structure
Open the company structure page and create departments.
Assign each user to a department and name a head.
Passaggio 2: Invita il tuo team
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 Consiglio da professionista: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Chatta, effettua videochiamate e condividi file con il tuo team.
Strumenti di collaborazione brings chat, videoconferencing, and file storage next to the tasks they relate to.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Team communication, calls, and files all sit inside one platform instead of four.
💡 Consiglio da professionista: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Gestisci l'intero processo di vendita, dal primo contatto alla conclusione.
ti permette di gestire l'intero processo di vendita, dal primo contatto alla conclusione dell'affare. splits your sales data into four record types that link to each other.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 Consiglio da professionista: 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.
Ecco come usarlo passo dopo passo.
Ricava i punti chiave da documenti lunghi in pochi secondi.
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.
Ecco come si presenta:
✓ Punto di controllo: Your board shows named columns with cards sitting in the right stage.
Passaggio 3: trascina le carte in avanti
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ Risultato: Anyone can read project progress in five seconds without opening a single task.
💡 Consiglio da professionista: 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
Automazione del flusso di lavoro runs rules and robotic process automation so recurring sales tasks fire themselves.
Ecco come usarlo passo dopo passo.
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
Passaggio 2: Scegli un elemento scatenante
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 Consiglio da professionista: 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.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un documento
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 Consiglio da professionista: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Dopo aver testato Bitrix24 per oltre due anni, ecco i miei migliori consigli.
After two years on the platform, these are the tips I hand new users on day one.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Apri la ricerca | Ctrl + K |
| Crea una nuova attività | Ctrl + Maiusc + T |
| Send a chat message | Ctrl + Invio |
| Jump to the main menu | Maildoso monitora automaticamente la reputazione del tuo indirizzo IP e lo cambia con un nuovo IP se rileva segnali negativi: la maggior parte degli utenti non si accorge nemmeno che questo processo è in esecuzione in background. |
Here’s how the platform stacks up on day-to-day work:
Funzionalità nascoste che la maggior parte delle persone non nota
- Assistente AI: 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.
Errore n. 1: Attivare tutte le funzioni contemporaneamente
Mistake #1: Switching every tool on at once
❌ Sbagliato: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ A destra: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ Sbagliato: Dumping every user into a flat list with identical access to all client data.
✅ A destra: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ Sbagliato: Running your whole business on free while data quietly hits the monthly caps.
✅ A destra: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Troppi widget sono abilitati contemporaneamente nella dashboard principale.
Problem: The portal feels slow
Causa: Too many enabled tools and a heavy activity stream on a shared server.
Aggiustare: Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
Causa: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
Aggiustare: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
Causa: The workgroup is private, or their department lacks access rights.
Aggiustare: Open the workgroup settings, change visibility, or add the user as a member.
📌 Nota: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
Che cos'è 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- Assegna compiti, monitora le scadenze e visualizza i diagrammi di Gantt. Task management with deadlines, checklists, templates, and time tracking
- Crea siti web e negozi online con un editor drag-and-drop. Website and store builder with forms that push leads into your CRM
- Gestione dei dipendenti, monitoraggio delle ore lavorate e flussi di lavoro automatizzati. Company structure, absence tracking, work schedules, and HR process automation
- Strumenti di collaborazione: 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
- Bacheca Kanban: Visual boards for tasks and deals, plus Gantt charts for timelines
- Automazione del flusso di lavoro: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
Per una recensione completa, consulta la nostra Ecco quanto costerà Bitrix24 nel 2026:.
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.
Prezzi di Bitrix24
Liberi professionisti e piccoli team che testano la piattaforma
| Piano | Prezzo | Ideale per |
|---|---|---|
| Di base | $49/organizzazione/mese | Small teams starting with CRM and task management |
| Standard | 99 dollari al mese per organizzazione | Growing businesses that need marketing and more storage |
| Professionale | 199 dollari al mese per organizzazione | Advanced users running sales automation at scale |
| Impresa | 399 dollari al mese per organizzazione | Large organizations with many departments and clients |
Prova gratuita: Yes — a 15-day trial opens the paid features.
Garanzia di rimborso: 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:
💰 Miglior rapporto qualità-prezzo: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
Bitrix24 contro le alternative
How does Bitrix24 compare against the rest of the market?
Guarda questo confronto:
Here’s how the main options line up:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Bitrix24 | All-in-one portal | $49/mese | automazione e pagamenti |
| HubSpot | Marketing inbound | $20/mese | ⭐ 4,5 |
| ClickUp | integrazioni o analisi avanzate delle conversazioni per i team di vendita | $7/mese | ⭐ 4.7 |
| Forza vendita | Vendite aziendali | 25 dollari al mese | ⭐ 4.4 |
| Campagna attiva | Automazione delle e-mail | $29/mese | ⭐ 4,5 |
| CRM del lunedì | Visual pipelines | $ 12/mese | ⭐ 4.6 |
| Mantenere | Piccola impresa saldi | 249 dollari al mese | ⭐ 4.2 |
| CRM Freshsales | Affordable CRM | $9/mese | ⭐ 4,5 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — deepest marketing and sales toolset if budget allows.
- Miglior budget: Bitrix24 — unlimited free users beat every paid tier on cost.
- Ideale per principianti: Monday CRM — the cleanest user interface of the group.
- Ideale per la gestione dei progetti: ClickUp — stronger task views than any CRM-first tool.
🎯 Alternative a Bitrix24
Piattaforma di marketing completa, pensata per le agenzie, con opzioni white-label e strumenti per la creazione di funnel di vendita.
- 🚀 GoHighLevel: Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
- 💰 Mantenere: Small business sales and marketing automation with strong follow-up sequences built in.
- 🎨 Campagna attiva: 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.
- 🧠 Gente: Lightweight contact management for teams that hate heavy CRM software.
- 👶 Immediatamente: E-mail fredda outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 ClickUp: Task management and docs in one workspace, with a usable free plan.
- 🔧 CRM del lunedì: Colorful boards and no-code automation for teams that think visually.
- 🌟 CRM in capsule: Simple, affordable CRM for small organizations that just need contacts and deals.
- ⭐ Approfondito: 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.
Per l'elenco completo, consultare il nostro Alternative a Bitrix24 guida.
⚔️ Confronto con Bitrix24
Bitrix24 si distingue per la gestione dei progetti e gli strumenti per le risorse umane. GoHighLevel è la soluzione ideale per le agenzie di marketing che necessitano di funnel e funzionalità white-label.
- Bitrix24 contro GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- Bitrix24 contro Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- Bitrix24 contro ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- Bitrix24 contro HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
- Bitrix24 contro ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
- Bitrix24 contro Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- Bitrix24 contro Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
- Bitrix24 contro ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
- Bitrix24 contro Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- Bitrix24 contro Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- Bitrix24 contro Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- Bitrix24 contro Freshsales CRM: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- Bitrix24 contro Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
- Bitrix24 contro Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.
Hai imparato a utilizzare tutte le principali funzionalità di Bitrix24:
✅ Gestione di compiti e progetti
- ✅ Powerful CRM
- ✅ Siti e negozio
- ✅ Risorse umane e automazione
- ✅ Lead, Offerte, Contatti, Aziende
- ✅ Strumenti di collaborazione
- La maggior parte delle persone inizia con il CRM.
- Esploreremo 9 caratteristiche chiave per aiutarti a decidere quale piattaforma si adatta meglio al tuo team di vendita.
- ✅ Workflow automation
- ✅ Online documents
Passo successivo: Scegli una funzionalità e provala subito.
Most people start with the CRM.
Ci vogliono meno di cinque minuti.
Domande frequenti
Bitrix24 è un'azienda russa?
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.
Quali sono i limiti di 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 è in grado di tracciare l'attività?
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 è completamente gratuito?
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.
A cosa serve 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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