To simplify and at the same time increase business efficiency, a special system has been developed - Bitrix 24. With this CRM you can automate the process of setting tasks, monitor their implementation, draw up a work plan, and also communicate with employees in the same way as on social networks.
Description
Bitrix 24 is a CRM system that provides significant assistance in organizing the work of a company. In simple terms, thanks to this software you can combine all business information in one workspace. Data about employees, planned projects, calendars, all documentation, etc. are entered into the database.
Instructions for Beginners
Even if you have never used such systems, there should not be any particular difficulties. The advantage is that registration is quite simple and does not require verification of passport and other data. Immediately after registration, you will be able to purchase a suitable tariff plan.
Entrance
First of all, you need to connection to the Internet. To log in to Bitrix24 you need to register. After confirming your email, you can log in through the authorization form or social network. In the first case, you just need to enter a password and e-mail.
Another way is to log in via a social network. In order not to constantly enter your login and password, you can register once in Bitrix24.Network by entering the data from Bitrix24 in the form. During subsequent logins, you will only need to click on the social network icon and you will be logged in automatically.
Personal account
After entering, we find ourselves in a work area that will allow us to carry out the following operations:
- assign tasks to employees and monitor their completion;
- upload any files to the Internet to your own storage;
- communicate with each employee via instant messaging service;
- work with documentation;
- make plans;
- work from a mobile device via an Internet connection;
- keep track of working hours;
- create a calendar of meetings;
- grant limited access to certain employees.
Functionality and structure
Let's understand the technology for processing leads and making transactions. So, when selling in the system, the following actions occur:
- lead registration (receiving an order, all information about which, along with client data, is sent to the manager);
- formation of a potential transaction (a commercial proposal is drawn up and sent to the customer);
- If the proposal is approved by the client, a contract is drawn up;
- sales are carried out under the contract, followed by shipment and payment;
- closing the deal.
In addition to generating potential deals, CRM allows you to create reports (including sales funnels), use the product database, and save all data on user interactions through the “My Cases” module.
Telephony
The use of telephony is an additional service:
- work is possible only through an Internet browser;
- each outgoing call is paid after the free minutes are exhausted;
- it is possible to combine telephony with an office PBX;
- The ability to forward calls outside the system is excluded.
What is Bitrix24?
Bitrix24 is the company’s portal, its space where you can correspond, set tasks for employees, work with clients (in CRM), upload and approve documents, plan events, conduct surveys and voting, and view the history of changes.
What is the main convenience of the portal?
All services, such as chat, tasks and projects, event calendars, CRM system, document approval chains, company surveys, are located in one browser tab. Additionally there is a mobile application.
Why does your company need Bitrix24?
For management - to manage the company remotely and see feedback from subordinates in full view, and for employees - to better plan things and increase personal efficiency at work. As a result, Bitrix24 helps the company work for results.
Is it better to choose a free or paid plan?
Business works in Bitrix24, start too. Most collaboration tools are included in the free plan. The difference between this tariff (called Project) is that it is provided for 12 employees and has 5 GB of data space, which is plenty at the start. The 1C-Bitrix company provides a demo mode for 30 days, turn it on and study the unlimited tariff. You will see the difference in the availability of more optional features: employees, gigabytes, services designed for larger businesses.
How to use Bitrix24 more effectively?
Firstly, transfer all communications and data of your company to one place: email, instant messengers, file sharing services.
Secondly, start setting tasks for yourself and others and be surprised by the fact that the proverb “When you’ve done your job, walk boldly!” – this is about you.
Thirdly, build good relationships with customers in the built-in CRM.
Fourth, automate work using business processes.
Fifthly, analyze activities using predefined reports.
Few people managed to implement all the tools at once. Therefore, decide on your priorities, and, for example, first make the company a “confident user” of tasks and projects, then the CRM system, and so on.
Where to start implementing Bitrix24?
If the portal is registered, invite your colleagues. Decide what the organizational structure of the company will be and arrange employees into departments. Have a meeting and briefly tell the staff about why and how you will now use the portal. Invite Bitrix24 partners, and they will show you the chat, live feed, document approval (for example: invoices, vacation and business trip applications, cash advance applications, etc.). You will also be shown the real work of CRM: telephony, online forms, receiving orders from an online store.
Portal employees can use the network in their work with clients and counterparties Bitrix24.Network The portal must have a module installed Social services. Contact your administrator if you are unable to register with Bitrix24.Network.
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Bitrix24.Network- a network for business communications that brings together partners, colleagues, suppliers and other counterparties in one environment, which allows you to reduce the use of various communication tools to a minimum and store the communication history in one place.
Registration on the network is carried out using the link https://www.bitrix24.net. If necessary, you can link your accounts in other social networks to Bitrix24.Network, in which case you will be able to use your contacts from these networks.
Note: it is possible to link a Bitrix24.Network profile to a user of the boxed version of Bitrix24 as an external social network (along with Facebook and others), and, accordingly, authorization through it.
The transition to the network page from existing portals of the Bitrix24 service is carried out by command My Bitrix24.Network page from the menu Personal page:
This command will take you to your page on this network:
Bitrix24.Network is essentially a messenger with chat, voice and video calling capabilities used for business communications. All features of the messenger are available not only to Bitrix24 users, but also to those who were invited by participants. The portal operates in different languages.
Working with Bitrix24.Network
Working with the Bitrix24.Network messenger is absolutely similar to working with the regular Bitrix24 service, with the exception of the capabilities of Bitrix24.Disk, going to the Live Feed and telephony. If you already have a desktop application installed, then it is better to communicate through it.
If messages from your correspondent were not delivered on time for some reason (you are offline, for example), then these messages will be sent to you by e-mail. The peculiarity is that the messages will arrive in the Bitrix24.Network interface language that your client uses. For example, a client uses a Spanish interface, the email message will look like this (although the correspondence is in Russian):
From your personal page on the network, you can quickly go to any of your portals, create a new one and set single sign-on parameters for all the portals in which you work.
To merge accounts:
- Go to the page Single sign-on,
- Add all your accounts (email + password),
- Set one of the e-mails as the main one.
Attention!:
- Changing the password for your Bitrix24 corporate portal is only possible through your profile in Bitrix24.Network, link Edit profile.
- You cannot link more than 7 portals to your account.
Invitation to Bitrix24.Network
To invite colleagues to the network, just use the “Invite to Network” button and either invite by email, or, if you have a contact on any of the social networks, find it through the search bar.
Bitrix24 is an online service of effective tools for organizing business operations. At the beginning of 2018, the system is used by over 3,000,000 companies, including enterprises with remote branches and divisions that work with outsourced employees. The starting tariff - “Project” - with restrictions on space in the cloud, the number of users and administrators, and a set of functions is free; more functional tariff plans require monthly payment.
The official website of Bitrix 24 is www.bitrix24.ru. Without registering on a web resource, you can view information about current tariffs, system capabilities, compare boxed and cloud versions, etc. To gain access to Bitrix24 functions, registration and authorization are required.
Registration in your personal account
To register in the system, use the following algorithm:
After registration, the company administrator creates his project in Bitrix24 and connects employees to it. Upon dismissal, the employee is disconnected from the organization’s project and no longer has access to confidential data, while he remains with his personal account in the system.
The authorization form in the system opens when you click on the “Login” button in the upper right corner of the page. To log in through your social network account, click on the appropriate icon and confirm authorization. To log in using your login (e-mail) and password, enter identification data in the form fields and click the “Login” button.
To avoid entering data every time, check the “Remember me on this computer” checkbox. A forgotten or lost password can be restored using the appropriate link under the authorization form. A control line and instructions for obtaining a new password are sent to the specified email address.
Possibilities
The following functions are available in your Bitrix24 personal account:
- Selecting and paying for a tariff, switching from one tariff plan to another (the “Expand Bitrix 24” button next to the profile).
- Creation of accounts for company employees with information about each employee (full name of position, date of birth, contact information, photo, etc.).
- Configuring user access levels to projects stored on Disk.
- Accounting for specialists' working hours.
- Search for details of partners and customers.
- Uploading and storing data in the cloud. The system allows you to configure access levels to information stored on Disk.
- Interaction between employees through a social network, chat, personal messages, comments in tasks, calls and video calls.
- Automation of interaction with customers (CRM), including combining all customer support channels in one place (via social networks by phone, email, etc.), building unified customer profiles with a history of contacting the company, order tracking and management sales, accounting of potential clients, etc.
- Maintaining corporate blogs, sharing interesting and useful information.
- Like and comment on tasks, blog posts, etc.
- Creation of projects and setting tasks with the appointment of performers, co-executors, observers and monitoring their implementation.
- The use of “badges” - special marks to encourage and congratulate users.
- Setting up alerts about events in the system via e-mail, SMS, or push messages.
- Posting advertisements.
- Plan events using an interactive calendar.
- Creation of photo galleries.
- Integration with social networks.
- Contact online support, which works 24/7.
The above functions are available in the browser version of the system, in the mobile application and the Bitrix 24 desktop application. The application for a smartphone or tablet is available for free download on Google Play and the App Store.
The use of modern technical and software capabilities in order to increase work productivity is a successful practice, and the representative of the largest such project is the Bitrix24 system, the entrance to the personal account of which is available to everyone who has subscribed. The development team analyzed the basic needs of its clients and the proposed functionality of competitors, which resulted in the creation of a multifunctional project for everyday use by employees of small and large organizations. Bitrix24 is unique in its field and requires detailed study to fully use all the capabilities offered.
In this material we will consider the following questions:
- the process of gaining access, registration and further authorization in the system;
- basic and advanced functionality for everyday use;
- other opportunities offered by the official website of the project;
- mobile version and its installation on smartphones;
- customer reviews based on real experiences of everyday use.
Considering the capabilities of Bitrix 24, which can only be accessed if you have a subscription, it is worth noting that there are different tariff solutions that offer certain functionality. This way you can choose the most optimal tariff plan that meets the needs of your organization for everyday use. A client who has paid for a subscription and gained access to the project automatically receives administrator status with the ability to create their own user groups and set certain privileges for them.
Basic functions include:
- “live feed”, where current completed actions, user information entries and other messages are displayed. This way you can quickly notify employees;
- “chat and calls” – a communication system with the ability to connect additional telephony. This way you can communicate with your team or potential clients;
- “groups” where you can create a list of active employees, clients and other users. Here you can also provide access to the bitrix24 ru control panel;
- “calendar”, which is a functional task scheduler with built-in alerts;
- “disk” where you can store and share files of different formats. There is no longer a need to send files through third-party email services.
The above list is not complete, and the project itself is developing rapidly. You can find out the latest information about updates and features in the corresponding section of the official website.
Bitrix24 official website
The entire process of working with a modern SRM is based on using the capabilities of the official website. By logging into Bitrix 24, each user is guaranteed to receive:
- additional protection against data theft, which is provided by the modern https data storage and transmission protocol and the use of third-party advanced developments in this area;
- adaptation for working with different browsers, which does not create the need to download and install additional software;
- An intuitive interface that even a novice PC user can understand. All work is carried out in a WEB environment, and the execution of each action is accompanied by the display of the corresponding hint in the form of a dialog box;
- the possibility of quick feedback from the support service, which will promptly answer your question and help resolve the problem.
To work comfortably with the system, you will need a stable Internet connection, without which you will not be able to access planning. This also applies to the mobile application.
Bitrix24 mobile application
The active spread of smartphones contributed to the development of a mobile version of the project for managing relationships with employees and clients. You can download the solution from the official application store, available on Android, iOS and Windows Phone operating systems. Low demands on resources guarantees stable operation even on devices with weak technical characteristics.
The capabilities of the compact version are constantly catching up with the full version, and a separate group of developers is working on this project. There are a number of advantages from using such a solution:
- ability to synchronize with other applications on your smartphone. So, you can transfer entries to your own calendar with the installation of additional alerts;
- you can access the panel from any place where there is a stable Internet connection;
- simplified telephony and customer feedback.
Registration in Bitrix24
Getting started with the system requires going through a mandatory registration process. In order to attract new users, each client receives demo access, where they can preview the capabilities of the service. When working with Bitrix 24, logging into the system involves purchasing the appropriate subscription and then selecting a tariff plan.
You can view the full list of tariffs and the functions and restrictions included there on the official website of the project. Feedback provides additional technical support for users, where a consultant can talk about the key features of working with Bitrix24 and give detailed instructions on further actions.
Login to your Bitrix24 personal account
Using the capabilities of Bitrix 24, logging into your personal account becomes available only after completing the registration process, after which you will be given personal data with administrator access level. This way you can create account profiles for other employees in your organization. Entering your login and password in the appropriate fields can be supplemented with additional confirmation by entering a special code sent as an SMS message or letter to a pre-specified email address. This will ensure additional security for your important information and documentation. Managing a company using the bitrix24 project, the site of which we have already logged in to, is a promising solution for everyday use that has a positive effect on the formulation and implementation of specific tasks.
Login to your Bitrix24 page
You can log in to your page either on the official website or through a smartphone application. All data is synchronized with each other, which makes it possible to manage functionality from several devices at once. This way, you can use the capabilities of the service anywhere and actively participate in the work dialogue through the corresponding “chat” or “communication” service. Full use of the proposed functions guarantees the achievement of the best results, simplifies feedback from employees, speeds up the completion of tasks and improves their quality.
Users positively greeted the technical and software offerings from a large company, additionally noting the global expansion of basic capabilities and ease of working with the system.
- Official website: http://www.bitrix24.ru/
- Personal account: https://www.bitrix24.ru/
- Hotline phone number: 8 800 700-60-40
