Início rápido
Este guia abrange todos os recursos do Bitrix24:
- Começando — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- Como usar o gerenciamento de tarefas e projetos — Organize tasks, deadlines, and owners so project management stops living in chat
- Como usar os sites e a loja — Build landing pages and an online store that feed leads straight into the CRM
- Como usar RH e automação — Map your company structure and automate the admin work around people
- Como usar as ferramentas de colaboração — Keep chat, video calls, and shared files in the same place as the work
- Como usar leads, negócios, contatos e empresas — 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 necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 a passo, com capturas de tela e dicas profissionais.
Tutorial Bitrix24
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.
Primeiros passos com o Bitrix24
Do this one-time setup before you touch any feature.
Leva cerca de três minutos.
Passo 1: Crie sua conta
Go to the Bitrix24 website and click Sign Up.
Insira seu e-mail e crie uma senha para se cadastrar.
✓ Ponto de verificação: 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:
✓ Ponto de verificação: 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.
✅ Concluído: 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.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: You have a working CRM with real client data and a sales funnel that matches your process.
💡 Dica profissional: 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
Gestão de Tarefas e Projetos turns scattered requests into tracked tasks with owners and deadlines.
Veja como usá-lo passo a passo.
Passo 1: Criar uma tarefa
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Every task has an owner, a deadline, and a project it belongs to.
💡 Dica profissional: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Como usar os sites e a loja Bitrix24
Sites e Loja lets you publish landing pages and an online store without writing code.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: You have a published page that captures leads without any extra service or plugin.
💡 Dica profissional: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Como usar o Bitrix24 RH e Automação
RH e Automação handles your company structure, work schedules, and the paperwork around staff.
Veja como usá-lo passo a 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.
Passo 2: Convide sua equipe
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 Dica profissional: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Como usar as ferramentas de colaboração do Bitrix24
Ferramentas de colaboração brings chat, videoconferencing, and file storage next to the tasks they relate to.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Team communication, calls, and files all sit inside one platform instead of four.
💡 Dica profissional: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Como usar os leads, negócios, contatos e empresas do Bitrix24
Leads, Negócios, Contatos, Empresas splits your sales data into four record types that link to each other.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 Dica profissional: 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.
Veja como usá-lo passo a passo.
Passo 1: Mude para a visualização do quadro
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.
Eis como isso se parece:
✓ Ponto de verificação: Your board shows named columns with cards sitting in the right stage.
Passo 3: Arraste os cartões para a frente.
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ Resultado: Anyone can read project progress in five seconds without opening a single task.
💡 Dica profissional: 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
Automação de fluxo de trabalho runs rules and robotic process automation so recurring sales tasks fire themselves.
Veja como usá-lo passo a passo.
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
Passo 2: Escolha um gatilho
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 Dica profissional: 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.
Veja como usá-lo passo a passo.
Passo 1: Criar um 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
✅ Resultado: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 Dica profissional: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Dicas e Atalhos Profissionais do Bitrix24
After two years on the platform, these are the tips I hand new users on day one.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Abrir pesquisa | Ctrl + K |
| Criar uma nova tarefa | 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:
Características ocultas que a maioria das pessoas não percebe
- assistente de IA: 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.
Erros comuns a evitar no Bitrix24
Mistake #1: Switching every tool on at once
❌ Errado: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ Direita: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ Errado: Dumping every user into a flat list with identical access to all client data.
✅ Direita: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ Errado: Running your whole business on free while data quietly hits the monthly caps.
✅ Direita: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Solução de problemas do Bitrix24
Problem: The portal feels slow
Causa: Too many enabled tools and a heavy activity stream on a shared server.
Consertar: 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.
Consertar: 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.
Consertar: Open the workgroup settings, change visibility, or add the user as a member.
📌 Observação: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
O que é 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- Gestão de Tarefas e Projetos: Task management with deadlines, checklists, templates, and time tracking
- Sites e Loja: Website and store builder with forms that push leads into your CRM
- RH e Automação: Company structure, absence tracking, work schedules, and HR process automation
- Ferramentas de colaboração: 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
- Quadro Kanban: Visual boards for tasks and deals, plus Gantt charts for timelines
- Automação de fluxo de trabalho: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
Para uma análise completa, consulte nosso artigo. Análise do Bitrix24.
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.
Preços do Bitrix24
Eis o custo do Bitrix24 em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Básico | US$ 49 por organização por mês | Small teams starting with CRM and task management |
| Padrão | US$ 99 por organização por mês | Growing businesses that need marketing and more storage |
| Profissional | US$ 199 por organização por mês | Advanced users running sales automation at scale |
| Empresa | US$ 399 por organização por mês | Large organizations with many departments and clients |
Teste grátis: Yes — a 15-day trial opens the paid features.
Garantia de reembolso: 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:
💰 Melhor custo-benefício: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
Bitrix24 vs. Alternativas
How does Bitrix24 compare against the rest of the market?
Veja esta comparação:
Here’s how the main options line up:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Bitrix24 | All-in-one portal | US$ 49/mês | ⭐ 3 |
| HubSpot | Marketing de entrada | US$ 20/mês | ⭐ 4,5 |
| ClickUp | Gestão de tarefas | $7/mês | ⭐ 4,7 |
| Salesforce | Vendas corporativas | US$ 25/mês | ⭐ 4,4 |
| ActiveCampaign | Automação de e-mail | US$ 29/mês | ⭐ 4,5 |
| CRM de segunda-feira | Visual pipelines | US$ 12/mês | ⭐ 4,6 |
| Keap | Pequena empresa vendas | US$ 249/mês | ⭐ 4,2 |
| Freshsales CRM | Affordable CRM | US$ 9/mês | ⭐ 4,5 |
Escolhas rápidas:
- Melhor no geral: HubSpot — deepest marketing and sales toolset if budget allows.
- Melhor orçamento: Bitrix24 — unlimited free users beat every paid tier on cost.
- Ideal para iniciantes: Monday CRM — the cleanest user interface of the group.
- Ideal para gestão de projetos: ClickUp — stronger task views than any CRM-first tool.
🎯 Alternativas ao Bitrix24
Procurando alternativas ao Bitrix24? Aqui estão as melhores opções:
- 🚀 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.
- 🧠 Povo: Lightweight contact management for teams that hate heavy CRM software.
- 👶 Imediatamente: E-mail frio outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 ClickUp: Task management and docs in one workspace, with a usable free plan.
- 🔧 CRM de segunda-feira: Colorful boards and no-code automation for teams that think visually.
- 🌟 CRM Cápsula: Simple, affordable CRM for small organizations that just need contacts and deals.
- ⭐ Perspicaz: 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.
Para ver a lista completa, consulte nosso Alternativas ao Bitrix24 guia.
⚔️ Comparação do Bitrix24
Veja como o Bitrix24 se compara a cada concorrente:
- 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.
- 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 vs Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- Bitrix24 vs Instantaneamente: 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.
Comece a usar o Bitrix24 agora mesmo
Você aprendeu a usar todos os principais recursos do Bitrix24:
- ✅ Powerful CRM
- ✅ Gestão de Tarefas e Projetos
- ✅ Sites e Loja
- ✅ RH e Automação
- ✅ Ferramentas de Colaboração
- ✅ Leads, Negócios, Contatos, Empresas
- ✅ Quadro Kanban
- ✅ Workflow automation
- ✅ Online documents
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
Most people start with the CRM.
Leva menos de cinco minutos.
Perguntas frequentes
A Bitrix24 é uma empresa 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.
Quais são as limitações do 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.
O Bitrix consegue rastrear atividades?
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.
O Bitrix24 é totalmente 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.
Para que serve o 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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