How to Use Bitrix24: A Beginner’s Guide in 2026

Quick Start

This guide covers every Bitrix24 feature:

• 入门 — Create account and basic setup
• How to Use CRM — Track leads, deals, and customer data in one place
• How to Use Task & Project Management — Plan projects and assign tasks to your team
• How to Use Sites & Store — Build websites and online stores without code
• How to Use HR & Automation — Automate HR workflows and employee management
• How to Use Collaboration Tools — Chat, video call, and share files with your team
• How to Use Leads, Deals, Contacts, Companies — Manage your full sales pipeline from first touch to close
• How to Use Kanban Board — Visualize task progress across every stage
• How to Use Workflow Automation — Set rules that handle repetitive tasks for you

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | 故障排除 | 定价 | 替代方案

Why Trust This Guide

I’ve used Bitrix24 for over two years and tested every feature covered here. This how to use Bitrix24 tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Bitrix24 is one of the most powerful all-in-one 商业 tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Bitrix24 Tutorial

This complete Bitrix24 tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Bitrix24

Run your entire business from one platform. Bitrix24 combines 客户关系管理, project management, HR tools, and team collaboration for unlimited users. Start free — no credit card required.

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Bitrix24 入门指南

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Step 1: Create Your Account

Go to bitrix24.com and click “Get Started for Free.”

Enter your email address and create a password.

You can also sign up with Google or Apple.

✓ Checkpoint: 检查你的 收件箱 for a confirmation email.

Step 2: Set Up Your Workspace

Name your company and add your logo.

Bitrix24 runs in your browser — no downloads needed.

You can also install the desktop or mobile app later.

Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main dashboard with the left sidebar menu.

Step 3: Invite Your Team

Click “Invite employees” from the top menu bar.

Add team members by email, phone, or bulk invite link.

Set up departments in the company structure section.

How to Use Bitrix24 CRM

客户关系管理 lets you track every customer interaction in one place.

Here’s how to use it step by step.

Watch CRM in action:

Now let’s break down each step.

Step 1: Open the CRM Module

Click “CRM” in the left sidebar menu.

You’ll see the main CRM dashboard with deals, leads, and contacts.

Step 2: Add Your First Contact

Click the “+” button and select “Contact.”

Fill in the name, email, phone, and company details.

Here’s what this looks like:

✓ Checkpoint: You should see the new contact in your CRM list.

Step 3: Create a Deal

Go to the Deals section and click “Create.”

Link the deal to a contact and set the expected amount.

Drag it through your pipeline stages as it progresses.

How to Use Bitrix24 Task & Project Management

Task & Project Management lets you plan, assign, and track work across your team.

Here’s how to use it step by step.

Watch Task & Project Management in action:

Now let’s break down each step.

Step 1: Create a New Project

Go to “Workgroups” in the left menu and click “Create.”

Name your project and set the privacy level (public or private).

Step 2: Add Tasks to Your Project

Click “Tasks” inside the project and hit the “+” button.

Assign a responsible person, set a deadline, and add a description.

✓ Checkpoint: You should see the task listed in your project board.

Step 3: Track Progress with Gantt Charts

Switch the view to “Gantt Chart” from the top toolbar.

Drag task bars to adjust timelines and see dependencies.

Use task templates for recurring projects to save time.

How to Use Bitrix24 Sites & Store

Sites & Store lets you build landing pages and online stores without coding.

Here’s how to use it step by step.

Watch Sites & Store in action:

Now let’s break down each step.

Step 1: Choose a Template

Go to “Sites and Stores” in the left sidebar.

Browse the template gallery and pick one that fits your business.

Step 2: Customize Your Page

Use the drag-and-drop editor to change 文本图像和颜色。

Add CRM forms to capture leads directly from your site.

Here’s what this looks like:

✓ Checkpoint: You should see a preview of your page in the editor.

Step 3: Publish Your Site

Click “Publish” to make your page live.

Connect your own domain or use the free Bitrix24 subdomain.

All form submissions feed directly into your CRM.

How to Use Bitrix24 HR & Automation

HR & Automation lets you manage employees and automate repetitive HR tasks.

Here’s how to use it step by step.

Watch HR & Automation in action:

Now let’s break down each step.

Step 1: Set Up the Company Structure

Go to “Company” in the left sidebar.

Create departments and assign employees to each one.

Step 2: Configure Time Tracking

Enable the 时间跟踪 tool from Account Settings.

Employees can clock in and out from the dashboard or mobile app.

Here’s what this looks like:

✓ Checkpoint: You should see work hours logged in the time tracking report.

Step 3: Build Automated Workflows

Go to “Automation” and create a new workflow rule.

Set triggers like “new hire added” to auto-send onboarding tasks.

This can cut manual HR work by up to 40%.

How to Use Bitrix24 Collaboration Tools

协作工具 lets you chat, video call, and share files with your team.

Here’s how to use it step by step.

Watch Collaboration Tools in action:

Now let’s break down each step.

Step 1: Start a Group Chat

Click the “Chat” icon in the top menu bar.

Create a new group chat and add your team members.

Step 2: Share Files and Documents

Drag and drop files into any chat or project workspace.

Use the built-in document editor to collaborate in real time.

Here’s what this looks like:

✓ Checkpoint: You should see shared files in the chat and in Bitrix24 Drive.

Step 3: Launch a Video Call

Click the video camera icon in any chat window.

Invite up to 48 participants on paid plans.

Record calls and share the replay with your team.

How to Use Bitrix24 Leads, Deals, Contacts, Companies

Leads, Deals, Contacts, Companies lets you manage your full sales pipeline from first touch to close.

Here’s how to use it step by step.

Step 1: Import Your Existing Data

Go to CRM and click “Import” from the top menu.

Upload a CSV file with your contacts, leads, or companies.

Map each column to the correct CRM field.

Step 2: Convert Leads to Deals

Open any lead and click “Convert to Deal.”

Bitrix24 automatically creates linked contact and company records.

Here’s what this looks like:

✓ Checkpoint: You should see the new deal linked to its contact and company.

Step 3: Track the Full Customer Journey

Open any deal to see all related calls, emails, and notes.

Use filters to view deals by stage, owner, or close date.

Set up automated follow-up reminders so nothing slips through.

How to Use Bitrix24 Kanban Board

看板 lets you visualize task progress across every stage.

Here’s how to use it step by step.

Step 1: Switch to Kanban View

Open any project and click “Kanban” from the view options.

You’ll see columns for each task stage like “New,” “In Progress,” and “Done.”

Step 2: Customize Your Columns

Click the “+” icon to add new stages.

Rename columns to match your actual workflow.

Here’s what this looks like:

✓ Checkpoint: You should see your custom stages as columns on the board.

Step 3: Drag Tasks Between Stages

Click and drag any task card to move it to a new column.

Task status updates automatically when you move cards.

Team members see changes in real time.

How to Use Bitrix24 Workflow Automation

工作流自动化 lets you set rules that handle repetitive tasks for you.

Here’s how to use it step by step.

Step 1: Open the Automation Builder

Go to any CRM pipeline and click “Automation Rules.”

You’ll see a visual builder where you can add triggers and actions.

Step 2: Set a Trigger and Action

Choose a trigger like “deal moves to stage X.”

Add an action like “send email” or “create task.”

✓ Checkpoint: You should see the automation rule listed under your pipeline stage.

Step 3: Test and Activate

Move a test deal through the pipeline to verify the rule fires.

Check that emails send and tasks get created as expected.

Activate the rule to run on all new deals going forward.

Bitrix24 Pro Tips and Shortcuts

After testing Bitrix24 for over two years, here are my best tips.

键盘快捷键

Hidden Features Most People Miss

• CoPilot AI 助手: Type “/copilot” in any chat to get AI-generated task descriptions, meeting summaries, and text rewrites.
• Custom CRM Dashboards: Build drag-and-drop reports that show exactly the sales metrics you care about — skip the default views.
• Telephony Integration: Make and receive calls directly from CRM records. Every call logs automatically with notes and recordings.

Bitrix24 Common Mistakes to Avoid

Mistake #1: Turning On Every Feature at Once

Mistake #2: Skipping the Company Structure Setup

Mistake #3: Ignoring Automation Rules

Bitrix24 Troubleshooting

Problem: Dashboard Loads Slowly

Cause: Too many widgets enabled on the main dashboard at once.

使固定： Remove unused widgets. Click “Configure” on the dashboard and disable anything you don’t check daily.

Problem: Emails Not Syncing with CRM

Cause: Your email integration settings aren’t configured correctly.

使固定： Go to CRM > Settings > Email Integration. Reconnect your mailbox and verify IMAP/SMTP settings are correct.

Problem: Team Members Can’t See Certain Tasks

Cause: Workgroup or task privacy settings are too restrictive.

使固定： Check the workgroup access settings. Make sure the member is added to the workgroup and the task visibility is set to “All members.”

📌 笔记： If none of these fix your issue, contact Bitrix24 support.

Bitrix24是什么？

Bitrix24 is an all-in-one business platform that combines CRM, project management, and team collaboration.

Think of it like having Salesforce, Asana, and Slack merged into one tool.

Watch this quick overview:

It includes these key features:

• 客户关系管理： Track leads, deals, contacts, and the full sales pipeline.
• Task & Project Management: Assign tasks, track deadlines, and view Gantt charts.
• Sites & Store: Build websites and online stores with a drag-and-drop editor.
• HR & Automation: Manage employees, time tracking, and automated workflows.
• 协作工具： Chat, video calls, file sharing, and an activity stream.
• Kanban Board: Visualize any workflow with customizable drag-and-drop columns.
• 工作流程自动化： Build trigger-based rules that handle tasks, emails, and notifications.

For a full review, see our Bitrix24 review.

Bitrix24 定价

Here’s what Bitrix24 costs in 2026:

免费试用： Yes — 15-day free trial of the Professional plan features.

退款保证： No formal money-back guarantee, but the free plan has no time limit.

💰 Best Value: Standard plan at $99/month — it includes project management, marketing tools, and supports up to 50 users per organization.

Bitrix24 vs Alternatives

How does Bitrix24 compare? Here’s the competitive landscape:

Watch this comparison:

Quick picks:

• Best overall: Bitrix24 — most features for the price with unlimited users on the free plan.
• Best budget: HubSpot — strong free CRM with excellent onboarding tools.
• Best for beginners: 点击上 — intuitive interface with generous free plan for task management.
• Best for marketing agencies: GoHighLevel — white-label tools built for agencies managing multiple clients.

🎯 Bitrix24 Alternatives

Looking for Bitrix24 alternatives? Here are the top options:

• 🚀 GoHighLevel： All-in-one marketing platform built for agencies with white-label options and funnel builders.
• 💰 Keap： CRM and automation tool for 小型企业 that want done-for-you campaign templates.
• 🎨 ActiveCampaign： Email marketing powerhouse with advanced automation workflows starting at $15/month.
• ⚡ HubSpot： Free CRM with powerful marketing, sales, and service hubs for growing companies.
• 🔒 ClickFunnels： Dedicated sales funnel builder for businesses focused on landing pages and conversions.
• 🧠 民间： Simple, lightweight CRM that feels like a spreadsheet but works like a real pipeline tool.
• 👶 即刻： Cold email outreach platform with unlimited email accounts and smart 热身 built in.
• 🏢 ClickUp： Project management tool with CRM features, docs, and goals in one workspace at $7/user/month.
• 🔧 星期一客户关系管理： Visual CRM with color-coded boards and automations for sales teams that think visually.
• 🌟 胶囊客户关系管理: Clean, no-frills CRM for small businesses that want contact management without the bloat.
• ⭐ 洞察： CRM with built-in project management ideal for mid-size teams tracking post-sale delivery.
• 🎯 Freshsales CRM： AI-powered CRM with lead scoring and built-in phone and email at $15/user/month.
• 💼 Salesforce： The industry standard CRM for enterprises needing deep customization and app marketplace.
• 📊 Zendesk: Customer service platform with ticketing, live chat, and knowledge base for support teams.

For the full list, see our Bitrix24 的替代方案 guide.

⚔️ Bitrix24 Compared

Here’s how Bitrix24 stacks up against each competitor:

• Bitrix24 对阵 GoHighLevel: Bitrix24 wins on project management and HR tools. GoHighLevel wins for marketing agencies needing funnels and white-label features.
• Bitrix24 对阵 Keap: Bitrix24 offers more tools at a lower price. Keap is better for small businesses wanting guided campaign setup.
• Bitrix24 与 ActiveCampaign: ActiveCampaign has stronger email automation. Bitrix24 has a broader feature set beyond email marketing.
• Bitrix24 与 HubSpot 对比: Both have free plans. HubSpot has better onboarding. Bitrix24 includes more tools in its free tier.
• Bitrix24 vs ClickFunnels: ClickFunnels is better for pure funnel building. Bitrix24 offers a full business suite including CRM and tasks.
• Bitrix24 vs Folk: Folk is simpler and faster to set up. Bitrix24 has far more features for larger teams.
• Bitrix24 vs Instantly: Instantly is purpose-built for cold email. Bitrix24 covers the entire business stack.
• Bitrix24 vs ClickUp: ClickUp has a cleaner interface for task management. Bitrix24 adds CRM, HR, and telephony on top.
• Bitrix24 vs Monday CRM: Monday CRM is more visual and easier to learn. Bitrix24 packs more business tools into one platform.
• Bitrix24 对比 Capsule 客户关系管理： Capsule is best for simple contact management. Bitrix24 is better for teams needing project and HR tools too.
• Bitrix24 与 Insightly 的比较: Insightly connects CRM to project delivery. Bitrix24 offers more collaboration and communication tools.
• Bitrix24 对比 Freshsales 客户关系管理： Freshsales has better AI lead scoring. Bitrix24 covers more business functions beyond sales.
• Bitrix24 与 Salesforce: Salesforce is the enterprise CRM leader with deeper customization. Bitrix24 is more affordable with flat-rate pricing.
• Bitrix24 vs Zendesk: Zendesk excels at customer support ticketing. Bitrix24 is better as a full business management platform.

Start Using Bitrix24 Now

You learned how to use every major Bitrix24 feature:

• ✅ CRM
• ✅ Task & Project Management
• ✅ Sites & Store
• ✅ HR & Automation
• ✅ Collaboration Tools
• ✅ Leads, Deals, Contacts, Companies
• ✅ Kanban Board
• ✅ Workflow Automation

Next step: Pick one feature and try it now.

Most people start with CRM.

It takes less than 5 minutes.

常见问题解答

What is Bitrix24 used for?

Bitrix24 is used for CRM, project management, team collaboration, HR, and website building. It combines over 35 tools into one platform so businesses can manage sales, tasks, and communication without switching between apps.

Is Bitrix24 a Russian company?

Bitrix24 was originally developed by a Russian company called 1C-Bitrix. However, the cloud service operates globally with 数据 centers in multiple regions. The platform serves millions of users worldwide.

Bitrix24 真的免费吗？

Yes, Bitrix24 offers a free plan with unlimited users. It includes basic CRM, task management, calendar, and 5GB of storage. The free plan has no time limit, but it does cap contacts and leads at 1,000 each.

Why is Bitrix24 so cheap?

Bitrix24 uses flat-rate pricing per organization instead of per-user pricing. This means you pay one price no matter how many team members you add. It keeps costs low for growing teams compared to tools that charge per seat.

Can Bitrix24 track activity?

Yes, Bitrix24 tracks employee work hours, task completion, CRM interactions, and communication activity. Managers can view reports on time spent, deals closed, and calls made directly from the dashboard.

Is Bitrix24 safe to use?

Yes, Bitrix24 uses SSL encryption and stores data in secure data centers. Paid plans include two-factor authentication and admin-level access controls. There is also a self-hosted version for businesses that need to keep data on their own servers.

Does Bitrix24 have an app?

Yes, Bitrix24 has mobile apps for iOS and Android plus a desktop app for Windows and 苹果. You can manage tasks, check CRM, and chat with your team from any device.

What are the limitations of Bitrix24?

The main limitations include a steep learning curve, a cluttered interface for new users, and limited customization on lower-tier plans. The free plan caps CRM records at 1,000 per type and offers only 5GB of storage.

How do I login to Bitrix24?

Go to bitrix24.com and click “Log In” in the top right corner. Enter the email and password you used during signup. You can also log in through the desktop or mobile app.

Is Bitrix24 a CRM?

Yes, Bitrix24 includes a full CRM system. But it’s also much more — it combines project management, HR tools, 网站建设者, and team collaboration into one platform. The CRM is just one part of the broader suite.