クイックスタート
このガイドでは、Bitrix24のすべての機能について説明します。
- はじめる — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- タスク管理とプロジェクト管理の使い方 — Organize tasks, deadlines, and owners so project management stops living in chat
- サイトとストアの使い方 — Build landing pages and an online store that feed leads straight into the CRM
- 人事管理と自動化の活用方法 — Map your company structure and automate the admin work around people
- コラボレーションツールの使い方 — Keep chat, video calls, and shared files in the same place as the work
- リード、取引、連絡先、企業の使い方 — 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
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Bitrix24チュートリアル
This How to Use Bitrix24 tutorial covers the whole platform, from your first login to the automation that advanced users rely on.
ビトリックス24
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.
Bitrix24を使い始める
Do this one-time setup before you touch any feature.
約3分かかります。
ステップ1：アカウントを作成する
Go to the Bitrix24 website and click Sign Up.
メールアドレスを入力し、パスワードを作成して登録してください。
✓ チェックポイント: Check your inbox for the confirmation link.
Step 2: Access Your Portal
Bitrix24 runs in the browser, with apps for desktop, iOS, and アンドロイド.
Large organizations can also run the virtual appliance on their own server.
Here’s what the user interface looks like on day one:
✓ チェックポイント: 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.
✅ 完了: 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.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You have a working CRM with real client data and a sales funnel that matches your process.
💡 プロのヒント: 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
タスクおよびプロジェクト管理 turns scattered requests into tracked tasks with owners and deadlines.
以下に、その使用方法をステップごとに説明します。
ステップ1：タスクを作成する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Every task has an owner, a deadline, and a project it belongs to.
💡 プロのヒント: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Bitrix24サイトとストアの使い方
サイト＆ストア lets you publish landing pages and an online store without writing code.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You have a published page that captures leads without any extra service or plugin.
💡 プロのヒント: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Bitrix24 HR & Automation の使い方
人事・自動化 handles your company structure, work schedules, and the paperwork around staff.
以下に、その使用方法をステップごとに説明します。
Step 1: Build Your Company Structure
Open the company structure page and create departments.
Assign each user to a department and name a head.
ステップ2：チームメンバーを招待する
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 プロのヒント: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Bitrix24コラボレーションツールの使い方
コラボレーションツール brings chat, videoconferencing, and file storage next to the tasks they relate to.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Team communication, calls, and files all sit inside one platform instead of four.
💡 プロのヒント: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Bitrix24のリード、取引、連絡先、企業情報の使い方
見込み客、取引、連絡先、企業 splits your sales data into four record types that link to each other.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 プロのヒント: 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：ボードビューに切り替える
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.
これがその様子です。
✓ チェックポイント: Your board shows named columns with cards sitting in the right stage.
ステップ3：カードを前にドラッグする
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ 結果: Anyone can read project progress in five seconds without opening a single task.
💡 プロのヒント: 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
ワークフロー自動化 runs rules and robotic process automation so recurring sales tasks fire themselves.
以下に、その使用方法をステップごとに説明します。
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
ステップ2：トリガーを選択する
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 プロのヒント: 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.
以下に、その使用方法をステップごとに説明します。
ステップ1：ドキュメントを作成する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 プロのヒント: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Bitrix24のプロ向けヒントとショートカット
After two years on the platform, these are the tips I hand new users on day one.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| 検索を開く | Ctrl + K |
| 新しいタスクを作成する | 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:
ほとんどの人が見逃す隠れた機能
- AIアシスタント: It writes task descriptions and summarizes long chat conversations for you.
- REST API: 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でよくある間違いを避ける方法
Mistake #1: Switching every tool on at once
❌ 間違い: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ 右: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ 間違い: Dumping every user into a flat list with identical access to all client data.
✅ 右: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ 間違い: Running your whole business on free while data quietly hits the monthly caps.
✅ 右: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Bitrix24のトラブルシューティング
Problem: The portal feels slow
原因： Too many enabled tools and a heavy activity stream on a shared server.
修理： Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
原因： The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
修理： Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
原因： The workgroup is private, or their department lacks access rights.
修理： Open the workgroup settings, change visibility, or add the user as a member.
📌 注記： If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
Bitrix24とは何ですか？
ビトリックス24 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- タスクおよびプロジェクト管理: Task management with deadlines, checklists, templates, and time tracking
- サイトとストア: Website and store builder with forms that push leads into your CRM
- 人事・自動化： Company structure, absence tracking, work schedules, and HR process automation
- コラボレーションツール: 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
- カンバンボード: Visual boards for tasks and deals, plus Gantt charts for timelines
- ワークフロー自動化: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
詳細なレビューについては、こちらをご覧ください。 Bitrix24のレビュー.
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.
Bitrix24の価格
2026年のBitrix24の料金は以下の通りです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 基本 | 1組織あたり月額49ドル | Small teams starting with CRM and task management |
| 標準 | 1団体あたり月額99ドル | Growing businesses that need marketing and more storage |
| プロ | 199ドル/組織/月 | Advanced users running sales automation at scale |
| 企業 | 月額399ドル/組織 | Large organizations with many departments and clients |
無料トライアル: Yes — a 15-day trial opens the paid features.
返金保証: 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:
💰 最もお得な価格: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
Bitrix24と代替案
How does Bitrix24 compare against the rest of the market?
この比較をご覧ください。
Here’s how the main options line up:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ビトリックス24 | All-in-one portal | 月額49ドル | ⭐ 3 |
| ハブスポット | インバウンドマーケティング | 月額20ドル | ⭐ 4.5 |
| クリックアップ | タスク管理 | 月額7ドル | ⭐ 4.7 |
| セールスフォース | 法人向け販売 | 月額25ドル | ⭐ 4.4 |
| アクティブキャンペーン | メール自動化 | 月額29ドル | ⭐ 4.5 |
| 月曜日のCRM | Visual pipelines | 月額12ドル | ⭐ 4.6 |
| キープ | 中小企業 販売 | 月額249ドル | ⭐ 4.2 |
| フレッシュセールス CRM | Affordable CRM | 月額9ドル | ⭐ 4.5 |
おすすめ商品：
- 総合ベスト： HubSpot — deepest marketing and sales toolset if budget allows.
- ベスト予算： Bitrix24 — unlimited free users beat every paid tier on cost.
- 初心者におすすめ： Monday CRM — the cleanest user interface of the group.
- プロジェクト管理に最適： ClickUp — stronger task views than any CRM-first tool.
🎯 Bitrix24の代替品
Bitrix24の代替サービスをお探しですか？おすすめの選択肢はこちらです。
- 🚀 ゴーハイレベル: Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
- 💰 キープ： Small business sales and marketing automation with strong follow-up sequences built in.
- 🎨 アクティブキャンペーン: Best-in-class email marketing automation paired with a light CRM for sales teams.
- ⚡ ハブスポット： Free CRM tier that scales into full marketing, sales, and service hubs.
- 🔒 クリックファネル: Landing page and funnel builder for businesses selling directly online.
- 🧠 フォーク： Lightweight contact management for teams that hate heavy CRM software.
- 👶 即座に: コールドメール outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 クリックアップ: Task management and docs in one workspace, with a usable free plan.
- 🔧 月曜日のCRM: Colorful boards and no-code automation for teams that think visually.
- 🌟 カプセルCRM: Simple, affordable CRM for small organizations that just need contacts and deals.
- ⭐ 洞察力： CRM plus project delivery, aimed at businesses that sell work and then deliver it.
- 🎯 フレッシュセールス CRM: AI lead scoring and built-in phone at one of the lowest per-user prices.
- 💼 セールスフォース: The enterprise standard, endlessly customizable through its own developer platform.
- 📊 ゼンデスク: Support-first platform with ticketing, live chat, and a strong knowledge base.
全リストについては、こちらをご覧ください。 Bitrix24の代替品 ガイド。
⚔️ Bitrix24 比較
Bitrix24が各競合他社と比べてどうなのか、以下に示します。
- Bitrix24 vs GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- Bitrix24対Keap： Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- Bitrix24 vs ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- Bitrix24 vs HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
- Bitrix24 vs ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
- Bitrix24対Folk： Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- Bitrix24 vs Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
- Bitrix24 vs ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
- Bitrix24 vs Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- Bitrix24 vs Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- Bitrix24 vs Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- Bitrix24 vs Freshsales CRM： Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- Bitrix24 vs Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
- Bitrix24 vs Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.
今すぐBitrix24を使い始めましょう
あなたはBitrix24の主要な機能をすべて使いこなせるようになりました。
- ✅ Powerful CRM
- ✅ タスクおよびプロジェクト管理
- ✅ サイトとストア
- ✅ 人事および自動化
- ✅ コラボレーションツール
- ✅ 見込み客、取引、連絡先、企業
- ✅ カンバンボード
- ✅ Workflow automation
- ✅ Online documents
次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。
Most people start with the CRM.
5分もかかりません。
よくある質問
Bitrix24はロシアの企業ですか？
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.
Bitrix24の制限事項は何ですか？
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はアクティビティを追跡できますか？
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は完全に無料ですか？
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.
Bitrix24は何に使われますか？
Businesses use it for customer relationship management, project management, HR, and internal communication. One portal replaces separate CRM, task, chat, and telephony services.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 