如何使用 Bitrix24：2026 年新手指南

快速入门

本指南涵盖了Bitrix24的所有功能：

• 入门 — Create your account and set up the portal
• How to Use Powerful CRM — Track every lead and deal inside one customer relationship management hub
• 如何使用任务和项目管理 — Organize tasks, deadlines, and owners so project management stops living in chat
• 如何使用网站和商店 — Build landing pages and an online store that feed leads straight into the CRM
• 如何使用人力资源和自动化 — Map your company structure and automate the admin work around people
• 如何使用协作工具 — Keep chat, video calls, and shared files in the same place as the work
• 如何利用销售线索、交易、联系人和公司 — 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

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

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 客户关系管理, 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.

一步一步教你，附带截图和专业技巧。

Bitrix24教程

This How to Use Bitrix24 tutorial covers the whole platform, from your first login to the automation that advanced users rely on.

Bitrix24 入门指南

Do this one-time setup before you touch any feature.

大约需要三分钟。

第一步：创建您的帐户

Go to the Bitrix24 website and click Sign Up.

输入您的电子邮件地址并创建密码进行注册。

✓ 检查点： Check your inbox for the confirmation link.

Step 2: Access Your Portal

Bitrix24 runs in the browser, with apps for desktop, iOS, and 安卓.

Large organizations can also run the virtual appliance on their own server.

Here’s what the user interface looks like on day one:

✓ 检查点： 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.

How to Use Bitrix24 Powerful CRM

Powerful CRM lets you store clients, deals, and history in one customer relationship management hub.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

How to Use Bitrix24 Task & Project Manager

任务与项目管理 turns scattered requests into tracked tasks with owners and deadlines.

以下是使用步骤。

步骤 1：创建任务

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Bitrix24 网站和商店

网站和商店 lets you publish landing pages and an online store without writing code.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Bitrix24 人力资源与自动化

人力资源与自动化 handles your company structure, work schedules, and the paperwork around staff.

以下是使用步骤。

Step 1: Build Your Company Structure

Open the company structure page and create departments.

Assign each user to a department and name a head.

第二步：邀请您的团队

Send invites by email, by phone number, or in bulk.

Bulk invites save real time once you pass twenty users.

这就是它的样子：

✓ 检查点： 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.

如何使用 Bitrix24 协作工具

协作工具 brings chat, videoconferencing, and file storage next to the tasks they relate to.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Bitrix24 的潜在客户、交易、联系人和公司信息

销售线索、交易、联系人、公司 splits your sales data into four record types that link to each other.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

How to Use Bitrix24 Kanban board

Kanban board shows tasks and deals as draggable cards across stages.

以下是使用步骤。

步骤 1：切换到电路板视图

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.

这就是它的样子：

✓ 检查点： Your board shows named columns with cards sitting in the right stage.

步骤 3：向前拖动卡片

Move a card into the next column as work progresses.

The task status updates the moment you drop it.

How to Use Bitrix24 Workflow automation

工作流自动化 runs rules and robotic process automation so recurring sales tasks fire themselves.

以下是使用步骤。

Step 1: Open Automation Rules

Go to a CRM funnel and click Automation Rules.

Rules attach to a specific stage.

步骤二：选择触发因素

Choose what starts the rule, such as a stage change.

For example, a deal reaching Negotiation can send a follow-up email.

这就是它的样子：

✓ 检查点： 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.

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.

以下是使用步骤。

步骤 1：创建文档

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.

这就是它的样子：

✓ 检查点： 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.

Bitrix24 专业技巧和快捷方式

After two years on the platform, these are the tips I hand new users on day one.

键盘快捷键

行动	捷径
打开搜索	Ctrl + K
创建新任务	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:

大多数人错过的隐藏功能

• 人工智能助手: 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 常见错误及避免方法

Mistake #1: Switching every tool on at once

Mistake #2: Ignoring the company structure

Mistake #3: Treating the free plan as permanent storage

Bitrix24故障排除

Problem: The portal feels slow

原因： Too many enabled tools and a heavy activity stream on a shared server.

使固定： Disable tools you never open in account settings, and archive closed workgroups.

Problem: Automation rules never fire

原因： The rule sits on the wrong funnel stage, or the deal skipped that stage entirely.

使固定： Open the funnel, check which stage holds the rule, and re-test with a dummy deal.

Problem: A user can’t see a project

原因： The workgroup is private, or their department lacks access rights.

使固定： Open the workgroup settings, change visibility, or add the user as a member.

📌 笔记： If none of these fix your issue, contact Bitrix24 support through the help page in your portal.

Bitrix24是什么？

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.

观看这段快速概览：

它包含以下主要特点：

• Powerful CRM: Central CRM that keeps client data, deals, and communication history together
• 任务与项目管理： Task management with deadlines, checklists, templates, and time tracking
• 网站和商店： Website and store builder with forms that push leads into your CRM
• 人力资源与自动化： Company structure, absence tracking, work schedules, and HR process automation
• 协作工具： 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
• 看板： Visual boards for tasks and deals, plus Gantt charts for timelines
• 工作流程自动化： Automation rules, triggers, and email marketing sequences that run unattended
• Online documents: Browser-based document creation, co-editing, and version history

如需完整评测，请参阅我们的 Bitrix24 评测.

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 定价

以下是Bitrix24在2026年的价格：

计划	价格	最适合
基本的	每组织每月 49 美元	Small teams starting with CRM and task management
标准	每组织每月 99 美元	Growing businesses that need marketing and more storage
专业的	每组织每月 199 美元	Advanced users running sales automation at scale
企业	每组织每月 399 美元	Large organizations with many departments and clients

免费试用： Yes — a 15-day trial opens the paid features.

退款保证： 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:

💰 性价比最高： Standard — it adds marketing and enough storage for most growing teams without the Professional jump.

Bitrix24 与其他替代方案的比较

How does Bitrix24 compare against the rest of the market?

观看这段对比视频：

Here’s how the main options line up:

工具	最适合	价格	等级
Bitrix24	All-in-one portal	每月 49 美元	⭐ 3
HubSpot	入站营销	每月 20 美元	⭐ 4.5
点击上	任务管理	每月7美元	⭐ 4.7
Salesforce	企业销售	每月 25 美元	⭐ 4.4
ActiveCampaign	电子邮件自动化	每月 29 美元	⭐ 4.5
星期一客户关系管理	Visual pipelines	每月 12 美元	⭐ 4.6
基普	小型企业 销售量	每月 249 美元	⭐ 4.2
Freshsales CRM	Affordable CRM	每月9美元	⭐ 4.5

快速精选：

• 综合最佳： HubSpot — deepest marketing and sales toolset if budget allows.
• 最佳预算： Bitrix24 — unlimited free users beat every paid tier on cost.
• 最适合初学者： Monday CRM — the cleanest user interface of the group.
• 最适合项目管理： ClickUp — stronger task views than any CRM-first tool.

🎯 Bitrix24 的替代方案

正在寻找 Bitrix24 的替代方案？以下是一些最佳选择：

• 🚀 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.
• 🧠 民间： Lightweight contact management for teams that hate heavy CRM software.
• 👶 即刻： 冷邮件 outreach at scale with inbox warm-up and deliverability tooling.
• 🏢 ClickUp： Task management and docs in one workspace, with a usable free plan.
• 🔧 星期一客户关系管理： Colorful boards and no-code automation for teams that think visually.
• 🌟 胶囊型客户关系管理： Simple, affordable CRM for small organizations that just need contacts and deals.
• ⭐ 洞察： 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.

完整列表请参见我们的 Bitrix24 的替代方案 指导。

⚔️ Bitrix24 对比

以下是Bitrix24与各竞争对手的对比：

• Bitrix24 对阵 GoHighLevel： GoHighLevel wins for agencies reselling services. Bitrix24 wins for internal teams needing HR, tasks, and calls too.
• Bitrix24 对比 Keap： Keap has slicker follow-up automation. Bitrix24 costs a fraction of it and adds project management.
• Bitrix24 与 ActiveCampaign 对比： ActiveCampaign beats Bitrix24 on email deliverability. Bitrix24 beats it on everything outside marketing.
• Bitrix24 对比 HubSpot： HubSpot is easier to learn and better documented. Bitrix24 is far cheaper once your headcount grows.
• Bitrix24 与 ClickFunnels 对比： 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 对比 Instantly: Instantly is purpose-built for cold outreach. Bitrix24 manages the relationships those campaigns create.
• Bitrix24 与 ClickUp 对比: ClickUp has better task views and search. Bitrix24 bundles a real CRM and telephony.
• Bitrix24 对比 Monday CRM： Monday CRM has the nicer interface. Bitrix24 gives more functionality per dollar.
• Bitrix24 与 Capsule CRM 对比： Capsule is simpler for tiny teams. Bitrix24 scales into departments and access control.
• Bitrix24 与 Insightly： Insightly links sales to delivery well. Bitrix24 adds communication, sites, and HR on top.
• Bitrix24 与 Freshsales CRM 对比： Freshsales has sharper AI scoring. Bitrix24 covers projects, chat, and documents as well.
• Bitrix24 与 Salesforce： Salesforce wins on customization and reporting depth. Bitrix24 wins on price and setup speed.
• Bitrix24 对比 Zendesk: Zendesk is the better support desk. Bitrix24 is the better all-round business platform.

立即开始使用 Bitrix24

你已经学会了如何使用Bitrix24的所有主要功能：

• ✅ Powerful CRM
• ✅ 任务与项目管理
• ✅ 网站和商店
• ✅ 人力资源与自动化
• ✅ 协作工具
• ✅ 潜在客户、交易、联系人、公司
• ✅ 看板
• ✅ Workflow automation
• ✅ Online documents

下一步： 选择一项功能，立即试用。

Most people start with the CRM.

只需不到五分钟。

常见问题解答

Bitrix24是一家俄罗斯公司吗？

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有哪些局限性？

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 可以追踪活动吗？

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 完全免费吗？

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 是用来做什么的？

Businesses use it for customer relationship management, project management, HR, and internal communication. One portal replaces separate CRM, task, chat, and telephony services.