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

Ben je het zat om met meerdere apps tegelijk te werken? Bitrix24 biedt je een complete toolkit voor CRMTaken, chatten, videovergaderingen en meer – alles op één plek.

Probeer Bitrix24 GRATIS uit. Lees de volledige recensie Alternatieven voor Bitrix24

How to Use Mobile CRM

You are not always sitting at your desk. Bedrijf 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 gegevens. 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 stem 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 tijdregistratie. 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

Maken 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 Alternatieven

• Ga naar een hoger niveau: Een alles-in-één marketing- en verkoopplatform, speciaal ontworpen voor bureaus en bedrijven, met uitgebreide tools zoals funnel builders, e-mailmarketing, sms-automatisering en klantbeheer.
• Pijpleiding: Een CRM-systeem gericht op verkoop, bekend om zijn intuïtieve, visuele verkooppijplijnen, waarmee teams deals efficiënt kunnen beheren en de voortgang kunnen volgen.
• Keap: Gespecialiseerd in automatisering voor kleine bedrijven, waarbij CRM-functionaliteiten worden gecombineerd met e-mailmarketing en sales pipeline management.
• ActiveCampaign: Een platform voor klantbelevingautomatisering dat marketing-, verkoop- en e-commercefunctionaliteiten integreert, waardoor gepersonaliseerde communicatie en geautomatiseerde workflows mogelijk zijn.
• HubSpot: Een breed erkend platform dat een reeks 'hubs' biedt voor verkoop, marketing, klantenservice, contentbeheer en operationele processen, ideaal voor bedrijven die op zoek zijn naar geïntegreerde oplossingen.
• ClickFunnels: Het is voornamelijk een tool voor het bouwen van verkoopfunnels en landingspagina's, met mogelijkheden voor leadgeneratie en basis e-mailmarketing, gericht op conversiegerichte online campagnes.
• Volk: Een eenvoudig, geïntegreerd en proactief CRM-systeem met functies zoals verkooppijplijnen, e-mailcampagnes, contactbeheer en workflowautomatisering.
• Meteen: Dit bedrijf is gespecialiseerd in leadgeneratie en koude e-mail outreach, door te voorzien in Klantrelatiebeheer, leadtracking en automatisering van verkoopprocessen.
• ClickUp: Een veelzijdig platform voor werkbeheer dat kan worden aangepast om te functioneren als een CRM, met functies zoals contactbeheer, overzicht van de verkooppijplijn, e-mailintegratie en aanpasbare dashboards.
• Maandag CRM: Een zeer flexibel aanpasbaar platform, gestructureerd als een spreadsheet, dat het volledige leadmanagement, verkoopprognoses, e-mailsynchronisatie en activiteitenregistratie mogelijk maakt.
• Capsule CRM: Een op groei gericht CRM-systeem, ontworpen voor eenvoud, dat bedrijven helpt bij het beheren van contacten, het volgen van verkooptransacties en het onderhouden van klantrelaties met functies zoals meerdere verkooppijplijnen en taakbeheer.
• Inzichtelijk: Een CRM-systeem dat geschikt is voor kleine tot middelgrote bedrijven, met functies voor contact- en projectbeheer, workflowautomatisering en uitgebreide rapportagemogelijkheden, gecombineerd met een gebruiksvriendelijke interface.
• Freshsales CRM: Een kosteneffectieve optie met uitgebreide functies voor verkoopteams, waaronder leadcommunicatie, conversietools, AI-gebaseerde leadscoring en sterke integratiemogelijkheden.
• Salesforce: Een robuust, toonaangevend CRM-platform met uitgebreide functies voor verkoop, marketing en service, bekend om zijn hoge mate van aanpasbaarheid en schaalbaarheid voor grotere ondernemingen.
• Zendesk: Het is in de eerste plaats een platform voor klantenservice en -ondersteuning, dat tevens robuuste CRM-functionaliteiten biedt voor end-to-end beheer van klantinteracties en analyses.

Bitrix24 vergeleken

Conclusie

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.

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

Advanced users might want to check beveiliging instellingen.

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

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

Veelgestelde vragen

More Facts about Bitrix24

• Marketing Automatisering: 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 tekst 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 Inbox: 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.
• Prijsplannen: 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 automatisering 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.
• Gratis proefperiode: You can try out the paid features for free for 15 days to see if you like them.
• Smart AI Helper: De AI-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.