Hướng dẫn nhanh
Hướng dẫn này bao gồm tất cả các tính năng của Bitrix24:
- Bắt đầu — Create your account and set up the portal
- How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
- Hướng dẫn sử dụng Quản lý Nhiệm vụ & Dự án — Organize tasks, deadlines, and owners so project management stops living in chat
- Hướng dẫn sử dụng trang web và cửa hàng — Build landing pages and an online store that feed leads straight into the CRM
- Cách sử dụng HR & Tự động hóa — Map your company structure and automate the admin work around people
- Cách sử dụng các công cụ cộng tác — Keep chat, video calls, and shared files in the same place as the work
- Cách sử dụng khách hàng tiềm năng, giao dịch, liên hệ và công ty — 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
Thời gian cần thiết: 5 phút cho mỗi phim
Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế
Tại sao nên tin tưởng hướng dẫn này?
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.
Hướng dẫn từng bước, kèm ảnh chụp màn hình và mẹo chuyên nghiệp.
Hướng dẫn sử dụng 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.
Hướng dẫn bắt đầu sử dụng Bitrix24
Do this one-time setup before you touch any feature.
Quá trình này mất khoảng ba phút.
Bước 1: Tạo tài khoản của bạn
Go to the Bitrix24 website and click Sign Up.
Nhập email và tạo mật khẩu để đăng ký.
✓ Điểm kiểm tra: 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:
✓ Điểm kiểm tra: 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.
✅ Hoàn thành: 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You have a working CRM with real client data and a sales funnel that matches your process.
💡 Mẹo hay: 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
Quản lý nhiệm vụ và dự án turns scattered requests into tracked tasks with owners and deadlines.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Tạo nhiệm vụ
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Every task has an owner, a deadline, and a project it belongs to.
💡 Mẹo hay: Save repeat work as a task template. Recurring projects then launch with the same checklist every time.
Hướng dẫn sử dụng Bitrix24 Sites & Store
Trang web & Cửa hàng lets you publish landing pages and an online store without writing code.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You have a published page that captures leads without any extra service or plugin.
💡 Mẹo hay: Point a custom domain at the page before you run ads. Traffic to a branded link converts better than a portal subdomain.
Hướng dẫn sử dụng Bitrix24 HR & Automation
Nhân sự & Tự động hóa handles your company structure, work schedules, and the paperwork around staff.
Dưới đây là hướng dẫn sử dụng từng bước.
Step 1: Build Your Company Structure
Open the company structure page and create departments.
Assign each user to a department and name a head.
Bước 2: Mời nhóm của bạn
Send invites by email, by phone number, or in bulk.
Bulk invites save real time once you pass twenty users.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Your organization chart matches reality, and schedules run without anyone chasing timesheets.
💡 Mẹo hay: Set access rights per department. Sales sees deals, HR sees staff data, and nobody browses records they should not open.
Hướng dẫn sử dụng các công cụ cộng tác Bitrix24
Công cụ cộng tác brings chat, videoconferencing, and file storage next to the tasks they relate to.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Team communication, calls, and files all sit inside one platform instead of four.
💡 Mẹo hay: Keep one channel per workgroup. Ad-hoc group chats scatter knowledge that later nobody can find.
Hướng dẫn sử dụng Bitrix24 để quản lý Khách hàng tiềm năng, Giao dịch, Liên hệ và Công ty
Khách hàng tiềm năng, Giao dịch, Liên hệ, Công ty splits your sales data into four record types that link to each other.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Your pipeline holds real opportunities, and raw enquiries no longer pollute your sales reports.
💡 Mẹo hay: 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Chuyển sang chế độ xem bảng
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: Your board shows named columns with cards sitting in the right stage.
Bước 3: Kéo các thẻ về phía trước
Move a card into the next column as work progresses.
The task status updates the moment you drop it.
✅ Kết quả: Anyone can read project progress in five seconds without opening a single task.
💡 Mẹo hay: 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
Tự động hóa quy trình làm việc runs rules and robotic process automation so recurring sales tasks fire themselves.
Dưới đây là hướng dẫn sử dụng từng bước.
Step 1: Open Automation Rules
Go to a CRM funnel and click Automation Rules.
Rules attach to a specific stage.
Bước 2: Chọn một yếu tố kích hoạt
Choose what starts the rule, such as a stage change.
For example, a deal reaching Negotiation can send a follow-up email.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Routine follow-ups run without anyone remembering them, cutting manual workloads by up to 40%.
💡 Mẹo hay: 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Tạo tài liệu
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Contracts and briefs live beside the deal, not in someone’s downloads folder.
💡 Mẹo hay: Turn on version history alerts for shared documents. You will spot an unwanted edit the same day it happens.
Mẹo và thủ thuật sử dụng Bitrix24 Pro
After two years on the platform, these are the tips I hand new users on day one.
Phím tắt
| Hoạt động | Phím tắt |
|---|---|
| Mở tìm kiếm | Ctrl + K |
| Tạo nhiệm vụ mới | 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:
Những tính năng ẩn mà hầu hết mọi người bỏ lỡ
- Trợ lý AI: 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.
Những lỗi thường gặp cần tránh khi sử dụng Bitrix24
Mistake #1: Switching every tool on at once
❌ Sai: Enabling CRM, sites, HR, and marketing on launch day and telling everyone to figure it out.
✅ Bên phải: Turn on CRM and tasks first. Add other features once the team uses those daily without prompting.
Mistake #2: Ignoring the company structure
❌ Sai: Dumping every user into a flat list with identical access to all client data.
✅ Bên phải: Build departments first, then set access rights per department before you import anything.
Mistake #3: Treating the free plan as permanent storage
❌ Sai: Running your whole business on free while data quietly hits the monthly caps.
✅ Bên phải: Watch your record counts. The free version keeps 1000 contacts, 1000 leads, 1000 contracts, and 1000 emails per month.
Khắc phục sự cố Bitrix24
Problem: The portal feels slow
Gây ra: Too many enabled tools and a heavy activity stream on a shared server.
Sửa chữa: Disable tools you never open in account settings, and archive closed workgroups.
Problem: Automation rules never fire
Gây ra: The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.
Sửa chữa: Open the funnel, check which stage holds the rule, and re-test with a dummy deal.
Problem: A user can’t see a project
Gây ra: The workgroup is private, or their department lacks access rights.
Sửa chữa: Open the workgroup settings, change visibility, or add the user as a member.
📌 Ghi chú: If none of these fix your issue, contact Bitrix24 support through the help page in your portal.
Bitrix24 là gì?
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.
Hãy xem đoạn video tổng quan ngắn này:
Nó bao gồm các tính năng chính sau:
- Powerful CRM: Central CRM that keeps client data, deals, and communication history together
- Quản lý nhiệm vụ và dự án: Task management with deadlines, checklists, templates, and time tracking
- Trang web & Cửa hàng: Website and store builder with forms that push leads into your CRM
- Nhân sự & Tự động hóa: Company structure, absence tracking, work schedules, and HR process automation
- Công cụ cộng tác: 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
- Bảng Kanban: Visual boards for tasks and deals, plus Gantt charts for timelines
- Tự động hóa quy trình làm việc: Automation rules, triggers, and email marketing sequences that run unattended
- Online documents: Browser-based document creation, co-editing, and version history
Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá 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.
Bảng giá Bitrix24
Dưới đây là giá của Bitrix24 vào năm 2026:
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 49 đô la/tổ chức/tháng | Small teams starting with CRM and task management |
| Tiêu chuẩn | 99 đô la/tổ chức/tháng | Growing businesses that need marketing and more storage |
| Chuyên nghiệp | 199 đô la/tổ chức/tháng | Advanced users running sales automation at scale |
| Doanh nghiệp | 399 đô la/tổ chức/tháng | Large organizations with many departments and clients |
Dùng thử miễn phí: Yes — a 15-day trial opens the paid features.
Đảm bảo hoàn tiền: 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:
💰 Giá trị tốt nhất: Standard — it adds marketing and enough storage for most growing teams without the Professional jump.
So sánh Bitrix24 với các giải pháp thay thế
How does Bitrix24 compare against the rest of the market?
Hãy xem sự so sánh này:
Here’s how the main options line up:
| Dụng cụ | Tốt nhất cho | Giá | Xếp hạng |
|---|---|---|---|
| Bitrix24 | All-in-one portal | 49 đô la/tháng | ⭐ 3 |
| HubSpot | Tiếp thị nội dung | 20 đô la/tháng | ⭐ 4.5 |
| Nhấp chuột lên | Quản lý nhiệm vụ | 7 đô la/tháng | ⭐ 4.7 |
| Salesforce | Doanh số bán hàng doanh nghiệp | 25 đô la/tháng | ⭐ 4.4 |
| ActiveCampaign | Tự động hóa email | 29 đô la/tháng | ⭐ 4.5 |
| CRM Thứ Hai | Visual pipelines | 12 đô la/tháng | ⭐ 4.6 |
| Keap | Doanh nghiệp nhỏ việc bán hàng | 249 đô la/tháng | ⭐ 4.2 |
| Freshsales CRM | Affordable CRM | 9 đô la/tháng | ⭐ 4.5 |
Lựa chọn nhanh:
- Tốt nhất tổng thể: HubSpot — deepest marketing and sales toolset if budget allows.
- Ngân sách tốt nhất: Bitrix24 — unlimited free users beat every paid tier on cost.
- Phù hợp nhất cho người mới bắt đầu: Monday CRM — the cleanest user interface of the group.
- Phù hợp nhất cho quản lý dự án: ClickUp — stronger task views than any CRM-first tool.
🎯 Các lựa chọn thay thế cho Bitrix24
Bạn đang tìm kiếm các lựa chọn thay thế cho Bitrix24? Dưới đây là những lựa chọn hàng đầu:
- 🚀 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.
- 🧠 Dân gian: Lightweight contact management for teams that hate heavy CRM software.
- 👶 Ngay lập tức: Email lạnh lùng outreach at scale with inbox warm-up and deliverability tooling.
- 🏢 ClickUp: Task management and docs in one workspace, with a usable free plan.
- 🔧 CRM ngày thứ Hai: 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.
- ⭐ Thông minh: 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.
Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các lựa chọn thay thế cho Bitrix24 hướng dẫn.
⚔️ So sánh Bitrix24
Dưới đây là cách Bitrix24 so sánh với từng đối thủ cạnh tranh:
- So sánh Bitrix24 và GoHighLevel: GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
- So sánh Bitrix24 và Keap: Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
- So sánh Bitrix24 và ActiveCampaign: ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
- So sánh Bitrix24 và HubSpot: HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
- So sánh Bitrix24 và ClickFunnels: ClickFunnels builds better sales pages. Bitrix24 handles the whole business after the sale.
- Bitrix24 so với Folk: Folk is lighter and faster for simple contact work. Bitrix24 suits companies needing depth.
- So sánh Bitrix24 và Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
- So sánh Bitrix24 và ClickUp: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
- So sánh Bitrix24 và Monday CRM: Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
- So sánh Bitrix24 và Capsule CRM: Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
- So sánh Bitrix24 và Insightly: Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
- So sánh Bitrix24 và Freshsales CRM: Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
- So sánh Bitrix24 và Salesforce: Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
- So sánh Bitrix24 và Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.
Hãy bắt đầu sử dụng Bitrix24 ngay bây giờ!
Bạn đã học cách sử dụng mọi tính năng chính của Bitrix24:
- ✅ Powerful CRM
- ✅ Quản lý nhiệm vụ & dự án
- ✅ Trang web & Cửa hàng
- ✅ Nhân sự & Tự động hóa
- ✅ Công cụ cộng tác
- ✅ Khách hàng tiềm năng, Giao dịch, Liên hệ, Công ty
- ✅ Bảng Kanban
- ✅ Workflow automation
- ✅ Online documents
Bước tiếp theo: Hãy chọn một tính năng và thử ngay bây giờ.
Most people start with the CRM.
Chỉ mất chưa đến năm phút.
Câu hỏi thường gặp
Bitrix24 có phải là công ty của Nga không?
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 có những hạn chế gì?
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 có thể theo dõi hoạt động không?
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 có hoàn toàn miễn phí không?
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 được dùng để làm gì?
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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