Snelstart
Deze handleiding behandelt alle functies van Bitrix24:
- Aan de slag — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- Hoe gebruik je taak- en projectmanagement? — Organize tasks, deadlines, and owners so project management stops living in chat
- Hoe sites en winkels te gebruiken — Build landing pages and an online store that feed leads straight into the CRM
- Hoe HR- en automatiseringsprocessen te gebruiken — Map your company structure and automate the admin work around people
- Hoe gebruik je samenwerkingstools? — Keep chat, video calls, and shared files in the same place as the work
- Hoe leads, deals, contacten en bedrijven te gebruiken — 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
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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.
Stap voor stap, met screenshots en professionele tips.
Bitrix24-handleiding
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.
Aan de slag met Bitrix24
Do this one-time setup before you touch any feature.
Het duurt ongeveer drie minuten.
Stap 1: Maak uw account aan
Go to the Bitrix24 website and click Sign Up.
Voer uw e-mailadres in en maak een wachtwoord aan om u te registreren.
✓ Controlepunt: 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:
✓ Controlepunt: 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.
✅ Klaar: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You have a working CRM with real client data and a sales funnel that matches your process.
💡 Pro-tip: 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
Taak- en projectmanagement turns scattered requests into tracked tasks with owners and deadlines.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een taak aanmaken
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Every task has an owner, a deadline, and a project it belongs to.
💡 Pro-tip: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Hoe Bitrix24-sites en -opslag te gebruiken
Websites & Winkel lets you publish landing pages and an online store without writing code.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You have a published page that captures leads without any extra service or plugin.
💡 Pro-tip: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Hoe Bitrix24 HR & Automation te gebruiken
HR & Automatisering handles your company structure, work schedules, and the paperwork around staff.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Build Your Company Structure
Open the company structure page and create departments.
Assign each user to a department and name a head.
Stap 2: Nodig je team uit
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 Pro-tip: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Hoe gebruik je de samenwerkingstools van Bitrix24?
Samenwerkingstools brings chat, videoconferencing, and file storage next to the tasks they relate to.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Team communication, calls, and files all sit inside one platform instead of four.
💡 Pro-tip: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Hoe Bitrix24 leads, deals, contacten en bedrijven te gebruiken
Leads, deals, contacten, bedrijven splits your sales data into four record types that link to each other.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Schakel over naar de bordweergave.
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.
Zo ziet het eruit:
✓ Controlepunt: Your board shows named columns with cards sitting in the right stage.
Stap 3: Sleep de kaarten naar voren.
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ Resultaat: Anyone can read project progress in five seconds without opening a single task.
💡 Pro-tip: 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
Werkstroomautomatisering runs rules and robotic process automation so recurring sales tasks fire themselves.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
Stap 2: Kies een trigger
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een document maken
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 Pro-tip: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Bitrix24 Pro-tips en sneltoetsen
After two years on the platform, these are the tips I hand new users on day one.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Open zoekopdracht | Ctrl + K |
| Een nieuwe taak aanmaken | 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:
Verborgen functies die de meeste mensen over het hoofd zien
- AI-assistent: 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 Veelvoorkomende fouten die je moet vermijden
Mistake #1: Switching every tool on at once
❌ Fout: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ Rechts: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ Fout: Dumping every user into a flat list with identical access to all client data.
✅ Rechts: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ Fout: Running your whole business on free while data quietly hits the monthly caps.
✅ Rechts: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Probleemoplossing voor Bitrix24
Problem: The portal feels slow
Oorzaak: Too many enabled tools and a heavy activity stream on a shared server.
Repareren: Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
Oorzaak: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
Repareren: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
Oorzaak: The workgroup is private, or their department lacks access rights.
Repareren: Open the workgroup settings, change visibility, or add the user as a member.
📌 Opmerking: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
Wat is 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- Taak- en projectmanagement: Task management with deadlines, checklists, templates, and time tracking
- Websites & Winkel: Website and store builder with forms that push leads into your CRM
- HR & Automatisering: Company structure, absence tracking, work schedules, and HR process automation
- Samenwerkingstools: 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
- Kanbanbord: Visual boards for tasks and deals, plus Gantt charts for timelines
- Werkstroomautomatisering: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
Voor een volledige recensie, zie onze Bitrix24 review.
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-prijzen
Dit zijn de kosten van Bitrix24 in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Basis | $49 per organisatie per maand | Small teams starting with CRM and task management |
| Standaard | $99 per organisatie per maand | Growing businesses that need marketing and more storage |
| Professioneel | $199 per organisatie per maand | Advanced users running sales automation at scale |
| Onderneming | $399 per organisatie per maand | Large organizations with many departments and clients |
Gratis proefperiode: Yes — a 15-day trial opens the paid features.
Geld-terug-garantie: 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:
💰 Beste prijs-kwaliteitverhouding: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
Bitrix24 versus alternatieven
How does Bitrix24 compare against the rest of the market?
Bekijk deze vergelijking:
Here’s how the main options line up:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Bitrix24 | All-in-one portal | $49/maand | ⭐ 3 |
| HubSpot | Inbound marketing | $20/maand | ⭐ 4,5 |
| ClickUp | Taakbeheer | $7/maand | ⭐ 4.7 |
| Salesforce | Zakelijke verkoop | $25/maand | ⭐ 4.4 |
| ActiveCampaign | E-mailautomatisering | $29/maand | ⭐ 4,5 |
| Maandag CRM | Visual pipelines | $12/maand | ⭐ 4.6 |
| Keap | Klein bedrijf verkoop | $249/maand | ⭐ 4.2 |
| Freshsales CRM | Affordable CRM | $9/maand | ⭐ 4,5 |
Snelle keuzes:
- Beste overall: HubSpot — deepest marketing and sales toolset if budget allows.
- Beste budget: Bitrix24 — unlimited free users beat every paid tier on cost.
- Het meest geschikt voor beginners: Monday CRM — the cleanest user interface of the group.
- Het meest geschikt voor projectmanagement: ClickUp — stronger task views than any CRM-first tool.
🎯 Alternatieven voor Bitrix24
Op zoek naar alternatieven voor Bitrix24? Dit zijn de beste opties:
- 🚀 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.
- 🎨 ActiveCampaign: 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.
- 🧠 Volk: Lightweight contact management for teams that hate heavy CRM software.
- 👶 Meteen: Koude e-mail outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 Klik omhoog: Task management and docs in one workspace, with a usable free plan.
- 🔧 Maandag CRM: 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.
- ⭐ Inzichtelijk: CRM plus project delivery, aimed at businesses that sell work and then deliver it.
- 🎯 Freshsales CRM: 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.
Voor de volledige lijst, zie onze Alternatieven voor Bitrix24 gids.
⚔️ Bitrix24 vergeleken
Hieronder een vergelijking van Bitrix24 met de concurrenten:
- Bitrix24 versus GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- Bitrix24 versus Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- Bitrix24 versus ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- Bitrix24 versus HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
- Bitrix24 versus ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
- Bitrix24 versus Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- Bitrix24 versus Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
- Bitrix24 versus ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
- Bitrix24 versus Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- Bitrix24 versus Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- Bitrix24 versus Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- Bitrix24 versus Freshsales CRM: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- Bitrix24 versus Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
- Bitrix24 versus Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.
Begin nu met het gebruik van Bitrix24.
Je hebt geleerd hoe je alle belangrijke functies van Bitrix24 kunt gebruiken:
- ✅ Powerful CRM
- ✅ Taak- & projectmanagement
- ✅ Websites & Winkel
- ✅ HR & Automatisering
- ✅ Samenwerkingstools
- ✅ Leads, deals, contacten, bedrijven
- ✅ Kanbanbord
- ✅ Workflow automation
- ✅ Online documents
Volgende stap: Kies één functie en probeer die nu uit.
Most people start with the CRM.
Het duurt minder dan vijf minuten.
Veelgestelde vragen
Is Bitrix24 een Russisch bedrijf?
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.
Wat zijn de beperkingen van 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.
Kan Bitrix activiteiten volgen?
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.
Is Bitrix24 volledig gratis?
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.
Waarvoor wordt Bitrix24 gebruikt?
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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