빠른 시작
이 가이드에서는 Bitrix24의 모든 기능을 다룹니다.
- 시작하기 — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- 작업 및 프로젝트 관리 사용 방법 — Organize tasks, deadlines, and owners so project management stops living in chat
- 사이트 및 스토어 이용 방법 — Build landing pages and an online store that feed leads straight into the CRM
- HR 및 자동화 사용 방법 — Map your company structure and automate the admin work around people
- 협업 도구 사용 방법 — Keep chat, video calls, and shared files in the same place as the work
- 리드, 거래, 연락처, 기업 정보를 활용하는 방법 — 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
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
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.
단계별 설명과 스크린샷, 전문가 팁을 함께 제공합니다.
Bitrix24 튜토리얼
This How to Use Bitrix24 tutorial covers the whole platform, from your first login to the automation that advanced users rely on.
비트릭스24
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 시작하기
Do this one-time setup before you touch any feature.
약 3분 정도 걸립니다.
1단계: 계정 생성
Go to the Bitrix24 website and click Sign Up.
이메일 주소를 입력하고 비밀번호를 만들어 등록하세요.
✓ 검문소: Check your inbox for the confirmation link.
Step 2: Access Your Portal
Bitrix24 runs in the browser, with apps for desktop, iOS, and 기계적 인조 인간.
Large organizations can also run the virtual appliance on their own server.
Here’s what the user interface looks like on day one:
✓ 검문소: 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.
✅ 완료: 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.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: You have a working CRM with real client data and a sales funnel that matches your process.
💡 꿀팁: 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
업무 및 프로젝트 관리 turns scattered requests into tracked tasks with owners and deadlines.
다음은 단계별 사용 방법입니다.
1단계: 작업 생성
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Every task has an owner, a deadline, and a project it belongs to.
💡 꿀팁: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Bitrix24 사이트 및 스토어 사용 방법
사이트 및 스토어 lets you publish landing pages and an online store without writing code.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: You have a published page that captures leads without any extra service or plugin.
💡 꿀팁: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Bitrix24 HR 및 자동화 사용 방법
인사 및 자동화 handles your company structure, work schedules, and the paperwork around staff.
다음은 단계별 사용 방법입니다.
Step 1: Build Your Company Structure
Open the company structure page and create departments.
Assign each user to a department and name a head.
2단계: 팀원 초대하기
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 꿀팁: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Bitrix24 협업 도구 사용 방법
협업 도구 brings chat, videoconferencing, and file storage next to the tasks they relate to.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Team communication, calls, and files all sit inside one platform instead of four.
💡 꿀팁: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Bitrix24 리드, 거래, 연락처, 기업 정보 활용 방법
잠재 고객, 거래, 연락처, 기업 splits your sales data into four record types that link to each other.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
1단계: 보드 보기로 전환
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: Your board shows named columns with cards sitting in the right stage.
3단계: 카드를 앞으로 끌어당기세요
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ 결과: Anyone can read project progress in five seconds without opening a single task.
💡 꿀팁: 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
워크플로 자동화 runs rules and robotic process automation so recurring sales tasks fire themselves.
다음은 단계별 사용 방법입니다.
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
2단계: 트리거 선택
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
Loading...
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 꿀팁: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Bitrix24 프로 팁 및 단축키
After two years on the platform, these are the tips I hand new users on day one.
키보드 단축키
| 행동 | 지름길 |
|---|---|
| 검색 열기 | Ctrl + K |
| 새 작업을 생성하세요 | 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:
대부분의 사람들이 놓치는 숨겨진 기능들
- AI 비서: 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.
Bitrix24에서 흔히 저지르는 실수들을 피하는 방법
Mistake #1: Switching every tool on at once
❌ 틀림: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ 오른쪽: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ 틀림: Dumping every user into a flat list with identical access to all client data.
✅ 오른쪽: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ 틀림: Running your whole business on free while data quietly hits the monthly caps.
✅ 오른쪽: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Bitrix24 문제 해결
Problem: The portal feels slow
원인: Too many enabled tools and a heavy activity stream on a shared server.
고치다: Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
원인: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
고치다: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
원인: The workgroup is private, or their department lacks access rights.
고치다: Open the workgroup settings, change visibility, or add the user as a member.
📌 메모: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
Bitrix24란 무엇인가요?
비트릭스24 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.
이 간단한 개요를 시청하세요:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- 업무 및 프로젝트 관리: Task management with deadlines, checklists, templates, and time tracking
- 사이트 및 스토어: Website and store builder with forms that push leads into your CRM
- 인사 및 자동화: Company structure, absence tracking, work schedules, and HR process automation
- 협업 도구: 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
- 칸반 보드: Visual boards for tasks and deals, plus Gantt charts for timelines
- 워크플로 자동화: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
자세한 내용은 저희 웹사이트를 참조하세요. Bitrix24 리뷰.
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 가격
다음은 2026년 Bitrix24의 예상 가격입니다.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기초적인 | 월 49달러/기관 | Small teams starting with CRM and task management |
| 기준 | 월 99달러/기관 | Growing businesses that need marketing and more storage |
| 전문적인 | 월 199달러/기관 | Advanced users running sales automation at scale |
| 기업 | 월 399달러/기관 | Large organizations with many departments and clients |
무료 체험: Yes — a 15-day trial opens the paid features.
환불 보장: 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:
💰 최고의 가성비: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
Bitrix24와 대안 서비스 비교
How does Bitrix24 compare against the rest of the market?
이 비교 영상을 보세요:
Here’s how the main options line up:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 비트릭스24 | All-in-one portal | 월 49달러 | ⭐ 3 |
| 허브스팟 | 인바운드 마케팅 | 월 20달러 | ⭐ 4.5 |
| 클릭업 | 작업 관리 | 월 7달러 | ⭐ 4.7 |
| 세일즈포스 | 기업 판매 | 월 25달러 | ⭐ 4.4 |
| 액티브캠페인 | 이메일 자동화 | 월 29달러 | ⭐ 4.5 |
| 월요일 CRM | Visual pipelines | 월 12달러 | ⭐ 4.6 |
| 킵 | 소규모 사업체 매상 | 월 249달러 | ⭐ 4.2 |
| 프레쉬세일즈 CRM | Affordable CRM | 월 9달러 | ⭐ 4.5 |
빠른 추천:
- 종합 최고상: HubSpot — deepest marketing and sales toolset if budget allows.
- 최고의 가성비: Bitrix24 — unlimited free users beat every paid tier on cost.
- 초보자에게 가장 적합: Monday CRM — the cleanest user interface of the group.
- 프로젝트 관리에 가장 적합합니다. ClickUp — stronger task views than any CRM-first tool.
🎯 Bitrix24 대안
Bitrix24 대안을 찾고 계신가요? 최고의 옵션들을 소개합니다:
- 🚀 고하이레벨: Agency-focused platform bundling CRM, funnels, and marketing automation under one white-label portal.
- 💰 킵: Small business sales and marketing automation with strong follow-up sequences built in.
- 🎨 액티브캠페인: Best-in-class email marketing automation paired with a light CRM for sales teams.
- ⚡ 허브스팟: Free CRM tier that scales into full marketing, sales, and service hubs.
- 🔒 클릭퍼널즈: Landing page and funnel builder for businesses selling directly online.
- 🧠 사람들: Lightweight contact management for teams that hate heavy CRM software.
- 👶 곧: 콜드 이메일 outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 클릭업: Task management and docs in one workspace, with a usable free plan.
- 🔧 월요일 CRM: Colorful boards and no-code automation for teams that think visually.
- 🌟 캡슐 CRM: Simple, affordable CRM for small organizations that just need contacts and deals.
- ⭐ 통찰력 있게: CRM plus project delivery, aimed at businesses that sell work and then deliver it.
- 🎯 프레쉬세일즈 CRM: AI lead scoring and built-in phone at one of the lowest per-user prices.
- 💼 세일즈포스: The enterprise standard, endlessly customizable through its own developer platform.
- 📊 젠데스크: Support-first platform with ticketing, live chat, and a strong knowledge base.
전체 목록은 다음을 참조하세요. Bitrix24 대안 가이드.
⚔️ Bitrix24 비교
다음은 Bitrix24가 각 경쟁업체와 비교했을 때 어떤 위치에 있는지 보여주는 표입니다.
- Bitrix24 vs GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- Bitrix24 vs Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- Bitrix24와 ActiveCampaign 비교: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- Bitrix24와 HubSpot 비교: 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 vs 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.
- Bitrix24와 Monday CRM 비교: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- Bitrix24와 Capsule CRM 비교: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- Bitrix24와 Insightly 비교: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- Bitrix24와 Freshales CRM 비교: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- Bitrix24와 Salesforce 비교: 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.
지금 바로 Bitrix24를 사용해 보세요
Bitrix24의 모든 주요 기능을 사용하는 방법을 배웠습니다.
- ✅ Powerful CRM
- ✅ 업무 및 프로젝트 관리
- ✅ 사이트 및 스토어
- ✅ 인사 관리 및 자동화
- ✅ 협업 도구
- ✅ 잠재 고객, 거래, 연락처, 기업
- ✅ 칸반 보드
- ✅ Workflow automation
- ✅ Online documents
다음 단계: 기능 하나를 선택해서 지금 바로 사용해 보세요.
Most people start with the CRM.
5분도 채 걸리지 않습니다.
자주 묻는 질문
Bitrix24는 러시아 회사인가요?
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.
Bitrix24의 한계점은 무엇인가요?
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.
Bitrix는 활동을 추적할 수 있나요?
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.
Bitrix24는 완전히 무료인가요?
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.
Bitrix24는 무엇에 사용되나요?
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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