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

Is your business drowning in too many apps?

You likely have emails, spreadsheets, and sticky notes scattered everywhere.

This chaos creates serious problems. You miss deadlines.

You lose important client details.

Feeling stressed because you can’t find what you need to do your job.

Bitrix24 brings your entire workspace into one simple platform.

Bitrix24

厌倦了同时管理多个应用程序？Bitrix24 为您提供了一整套工具包。 客户关系管理任务、聊天、视频会议等等——尽在一处。

免费试用 Bitrix24 阅读完整评论 Bitrix24 的替代方案

How to Use Mobile CRM

You are not always sitting at your desk. 商业 happens everywhere.

If you miss client calls, you might lose money.

This introduction to mobile tools helps you stay connected.

The Bitrix24 mobile app puts your office in your pocket.

It is easy to use and keeps you ready for anything.

Step 1: Install and sync your workspace

You need to get the app ready first.

• Go to your app store and download the application. Log in to your portal using your details. If you are new, you must register your account first.
• Allow the app to sync your contacts. This helps you organize your list.
• Syncing ensures you are managing real 数据. You get full functionality on your phone just like on your computer.

Step 2: Create a new lead or deal

You meet new customers every day. Do not wait to add them to your system.

• Tap the blue plus button on the screen. This is a vital part of your marketing process.
• Fill in the name and company details. It helps you develop a good habit of quick data entry.
• Use the 嗓音 feature to dictate notes. This improves your service speed because you don’t have to type everything.

Step 3: Move the deal through the pipeline

Keep your team updated instantly.

• Open the deal and change the stage. This shows your team that the job is moving forward.
• The app is simple, so you do not need much training to learn it.
• Save the changes. The system updates everywhere immediately.

How to Use Task Tracking

Many organizations lose track of work.

Tasks get lost in messy emails. This solution brings order to the chaos.

It improves your process so everyone knows their job.

Step 1: Create a task with clear parameters

You need to set up the work correctly first.

• Go to the tasks page and click “New Task.”
• Write a clear title. This helps users understand exactly what to do.
• List the steps. You can add a link to files or attach documentation right here.

Step 2: Set deadlines and enable time tracking

Deadlines keep things moving.

• Pick a due date. This ensures you deliver work to clients on time.
• Click the “More” button to see extra settings.
• Turn on 时间跟踪. This is one of the key features to see how long work takes.

Step 3: Monitor progress via the Kanban board

Watch your team work in real time.

• Switch your view to the board. It is easy to see.
• Drag tasks to “Completed” when done. You do not need long courses to learn this.
• Filter by person to see who is busy. This helps you manage the workload.

How to Use Website Widget

Your website should do more than just sit there.

It should help you talk to people.

The Bitrix24 Website Widget connects visitors to your team instantly.

This software turns clicks into conversations.

Step 1: Create a new widget configuration

You need to build your button first.

• Go to the main menu in your portal.
• Click the button to create a new widget.
• This works whether you use the cloud version or the self-hosted virtual appliance.

Step 2: Customize appearance and timing

Make the widget look good for every user.

• Choose a color that matches your company brand. For example, use blue if your logo is blue.
• Set the rules for access. You can turn on other features like callback forms when you are offline.
• This ensures you capture leads even when you sleep.

Step 3: Embed the code on your site

Put the widget on your webpage.

• Copy the code. You do not need technical knowledge to paste it.
• Once active, all chat data is saved to your 客户关系管理.
• This helps you grow sales quickly.
• You can even turn these chats into tasks for your support team.

Bitrix24 替代方案

• GoHighLevel: 一个专为代理商和企业设计的一体化营销和销售平台，提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的综合工具。
• 管道驱动: 一款以销售为中心的客户关系管理系统，以其直观的可视化销售流程而闻名，可帮助团队高效地管理交易和跟踪进度。
• 基普: 专注于小型企业的自动化，将 CRM 功能与电子邮件营销和销售渠道管理相结合。
• ActiveCampaign: 一个客户体验自动化平台，集成了营销、销售和电子商务功能，可实现个性化沟通和自动化工作流程。
• HubSpot: 一个广受认可的平台，提供一套用于销售、营销、客户服务、内容管理和运营的“中心”，是寻求集成解决方案的企业的理想选择。
• ClickFunnels: 主要功能是销售漏斗和着陆页构建，具备一定的线索收集和基本的电子邮件营销功能，专注于以转化为导向的在线营销活动。
• 民间: 一个简单、集成且主动的客户关系管理系统，具备销售渠道、电子邮件营销活动、联系人管理和工作流程自动化等功能。
• 即刻: 这家公司 专注于潜在客户开发和 冷邮件推广提供 客户关系管理、销售线索跟踪和销售流程自动化。
• 点击上: 一个功能全面的工作管理平台，可以定制为 CRM 系统，提供联系人管理、销售渠道视图、电子邮件集成和可定制的仪表板等功能。
• 星期一客户关系管理: 一个高度可定制的平台，结构类似于电子表格，可实现全周期线索管理、销售预测、电子邮件同步和活动跟踪。
• 胶囊客户关系管理: 一款以增长为导向、设计简洁的客户关系管理系统，可帮助企业管理联系人、跟踪销售交易，并通过多渠道和任务管理等功能维护客户关系。
• 洞察力: 一款适用于中小型企业的 CRM 系统，提供联系人和项目管理、工作流程自动化和强大的报告功能，以及用户友好的界面。
• Freshsales CRM: 这是一个经济高效的选择，为销售团队提供丰富的功能，包括线索沟通、转化工具、基于人工智能的线索评分和强大的集成功能。
• Salesforce: 一个功能强大、行业领先的 CRM 平台，提供丰富的销售、营销和服务功能，以其高度可定制性和可扩展性而闻名，适用于大型企业。
• Zendesk: 主要是一个客户服务和支持平台，同时提供强大的客户关系管理 (CRM) 功能，提供端到端的客户互动管理和分析。

Bitrix24 对比

结论

You have now set up the basics.

These tools help you organize work and fix your sales funnel.

Your contact center is ready to talk to clients right away.

之后, you can adjust your company structure settings to fit your growing team better.

Advanced users might want to check 安全 设置。

Like IP addresses, or use the REST API for custom code.

Make sure your company name is correct in your profile, too.

常见问题解答

More Facts about Bitrix24

• 营销 自动化: Bitrix24 can send emails for you automatically and uses robots to handle repeated sales tasks.
• Privacy Control: You can decide who sees your work groups and who is allowed to make changes inside them.
• Visual Project Tools: The software uses picture boards and charts to help you see how a project is moving forward.
• Team Meetings: Having short daily meetings helps the whole team stay on the same page.
• Counting Hours: The time clock feature lets you record exactly how many hours you spent working on a job.
• Less Busy Work: Using automatic rules can do the boring work for you, which might save you a lot of time.
• Managing Tasks: To manage work well, you should pick the chart or list that fits your job best.
• Task Patterns: You can save task templates so you don’t have to start from scratch on projects you do often.
• All-in-One Place: Keeping all your data and tools in one spot helps you serve your customers better.
• Project Rooms: You can make special digital workspaces for each project to hold all its files and chats.
• Online Tools: Bitrix24 is a website that gives companies tools to manage customers, projects, and messages.
• Making Calls: You can make and answer phone calls right from your computer screen.
• Sticky Note Boards: You can organize your to-do list using boards that look like digital sticky notes.
• Group Work: You can create specific groups to work together on certain projects.
• Calendar Syncing: The calendar connects easily with other apps like Outlook and Google Calendar.
• Online Files: It has a system where you can save documents and share them with others over the internet.
• Chat and Video: You can use the app to 文本 your team or have video calls with them.
• Adding People: You can invite coworkers to join by email, phone, or by sending a link to a large group.
• Company Chart: You can organize your team by creating departments and assigning people to them.
• Custom Look: You can change the background picture and put your company name on the screen to make it look nice.
• Admin Powers: The account boss can turn specific tools on or off and set the work schedule for the team.
• My Calendar: You can set up your own schedule and share it so coworkers know when you are busy.
• Connected 收件箱: You can hook up your email and phone so all your communication happens in one place.
• Learning Help: There are many guides and tutorials to help you learn how to use the software.
• Training List: There is a special webpage that lists different classes for users and administrators.
• Free Classes: You can watch free online video lessons to learn about different features.
• Video Channel: Bitrix24 has a YouTube channel full of helpful videos and demos.
• Expert Courses: You can find longer, detailed classes on websites like Udemy to become an expert.
• 定价方案： The paid plans usually let you add many users for one set price instead of paying for each person.
• Saving Time: Many users in 2026 are using 自动化 tools to get their administrative time back.
• Unlimited Free Users: The free version of the software lets as many people join as you want.
• Free Features: The free version includes basic tools like a calendar, project lists, and a customer database.
• Data Limits: The free version limits how many old emails and contacts you can keep in the system history.
• Five Plans: There are five main types of subscription plans you can choose from.
• 免费试用： You can try out the paid features for free for 15 days to see if you like them.
• Smart AI Helper: 这 人工智能工具 can write task descriptions for you and summarize long chat conversations.
• Using It Better: To get the most out of the software, use it every day and tell your team what is working well.