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Bitrix24: Complete Solution Overview

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Bitrix24 is an online workspace for small, medium, and large businesses that offers an all-in-one customer relationship management (CRM) solution to generate leads. For teams to manage short- and long-term projects, Bitrix24 is packed with 35+ cross-integrated tools where CRM, Kanban board, Gantt chart, video calls, and file storage are the key.

Using Bitrix24 means there will be no need to subscribe to a ton of different SaaS solutions to perform both basic and complex tasks. Considering all that we mentioned above and its user base of 12 million, it isn’t surprising that free CRM Bitrix24 is one of the leading business software solutions in the world today.

Who is Bitrix24 CRM For?

The goal of Bitrix24, as a popular client management solution, is to track and organize seamless interactions with potential and existing clients and/or partners. The platform is best for the following departments:

  • Marketing;
  • HR;
  • Project management;
  • Customer service.

Allowing users to manage interactions with clients and partners, capture and store data, generate informative sales reports, and segment the target audience, Bitrix24’s functionality was originally developed for the following industries:

  • Legal;
  • Retail;
  • Travel;
  • Transportation & storage;
  • Restaurant;
  • Remote work.

Bitrix24 Solutions | Quick Breakdown by Use Cases

As we mentioned, Bitrix24 Inc, USA created an all-in-one solution for different departments and industries. It provides dozens of features that can be used for client management, tasks and projects, customer support, internal communications and e-commerce to mention a few.

But to make it easier for you to go through a comprehensive list of its features, we created a quick breakdown of its main solutions divided by use cases:

In Terms of Collaboration

  • Feed

Share news, updates, leave likes/reactions, and more.

  • Employee polling

Make the opinion collection process easy and streamlined, creating fun polls that engage and help the team to work better.

  • Chat and videoconferencing

Grant your employees access, regardless of their locations, to a vast choice of communication tools – chats, voice calls, video calls, and conferences.

Bitrix24 brings people together and streamlines the working process by offering top-notch collaboration and communication tools:

  • Chat;
  • Video calls and conferences;
  • Personalized live feed with posts, comments, likes, and reactions;
  • Polls;
  • Announcements;
  • File storage;
  • Online documents.

In Terms of CRM

  • Team management

Boost your communication by using chat or video calls with your sales team. Reduce unnecessary hassle by easily planning and managing meetings, setting tasks, and getting informative reports.

  • Client management

Tap and contact any client from your CRM through the phone or messenger. Develop your custom stages to move deals smoothly down the sales pipeline.

  • Sales management

Harness the power of Bitrix24’s sales funnel to get a complete breakdown of results. Set and track the team’s KPIs to make sure you are on the same page, and your company is reaching a new level each quarter.

Bitrix24 CRM solution combines all the sales and marketing tools any modern company may need, including:

  • Leads, deals, and contacts;
  • Product catalog;
  • Customizable CRM forms;
  • Invoices & online payments;
  • E-signature;
  • Inventory management;
  • Telephony (available through integration);
  • Sales automation (done via rules & triggers);
  • Integration with an in-house website builder;
  • Sales pipelines;
  • Customizable access permissions;
  • Analytics

In Terms of Tasks and Projects

  • Quick task creation

Take your phone, launch Bitrix24, create and assign a task to a specific team member. Power it up by adding an optional checklist – all in one space in a few taps.

  • Task communication

Reduce the amount of misunderstanding by discussing task-related issues in the comment section underneath each task. The platform will highlight new comments for greater visibility and real-time communication.

  • Task focus mode

Prioritize and manage large tasks easily by checking a recent ongoing activity inside each task featured on top of the list.

In Terms of Social Media Channels

  • Bitrix24 CRM + Instagram

Bitrix24 official integration with Instagram lets you provide personalized and native shopping experiences to your customers while granting full control over all interactions (including payments) directly inside the platform.

  • Bitrix24 + Facebook

Connect your Facebook profile to Bitrix24 Contact Center to reply to messages from clients inside the platform messenger.

  • Bitrix24 + WhatsApp

Enable client flexibility in choosing how to connect with your business by using the WhatsApp widget on your website.

In Terms of Website

  • Hassle-free website building

Build websites with no coding skills or expertise – the process is naive and simple without sacrificing the quality.

  • Free domain and hosting

Get a free second-level domain – all that is required from you is to pick a name you like and connect it to your website.

  • TextAssistant AI & ImageAssistant AI

Bitrix24 is integrated with AI, which is always ready to help you create quality copy or sleek images for your website, landing pages, and online stores.

In Terms of HR and Automation

  • Online time clock

Simplify and manage the working hours of each employee by letting them clock in/out via Bitrix24 from a PC or directly from a mobile phone.

  • Work reports

Streamline the report collection process on a daily, weekly, and/or monthly basis.

  • Attendance

Manage employee attendance through Bitrix24 absence charts and shift schedules for greater visibility.

Some other team management tools Bitrix24 has to offer:

  • Customizable access permissions;
  • No-code RPA (robotic process automation);
  • Employee directory and profiles;
  • Company structure and hierarchy.

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Bitrix24: Does it Have Any Cons?

Like any other software, Bitrix24 has its downsides – but not that many to overcome its features and benefits. Bitrix24 CRM is easy to use by people with different expertise levels, its vast range of features might be quite overwhelming for those not used to such products.

Bitrix24 has customer support that is here to help you resolve any question that may arise (for both newbies in the field and experts who just get lost within its numerous offerings). So giving it a try regardless of experience with similar products is always the best idea.

Bitrix24: Pricing & Plans

The first thing to know here is that Bitrix24 offers a free plan. While you may find that you need many more features later, using a free plan as a starting point is the way to go.

(Note: Please note that all plans are flat-rate, meaning you are free to add more and more users within a plan limit without overpaying for each new member).

Bitrix24 offers five membership plans, and the choice is up to you:

FREE

It involves unlimited users, and it is free forever, though it has limited functionality:

  • Chat;
  • HD Videocalls;
  • Calendar;
  • Company workspace;
  • Feed;
  • Knowledge base;
  • Tasks & projects;
  • CRM;
  • Bitrix24 Sign;
  • Drive;
  • Contact Center;
  • Website builder.

BASIC

Here, you can add up to 5 users, and it costs USD $49/mo, making this plan suitable for small businesses and sales teams. The plan offers the following features:

  • Collaboration;
  • Chat;
  • HD Videocalls;
  • Calendar;
  • Company workspace;
  • Feed;
  • Knowledge base;
  • Tasks & projects;
  • CRM;
  • Bitrix24 Sign;
  • Drive;
  • Contact Center;
  • Website builder;
  • Online store;
  • Customer support.

STANDARD

Here, you can add up to 50 users, and it costs USD $99/mo, making this plan perfect for your entire company. It offers the following features:

  • Chat;
  • HD Videocalls;
  • Calendar;
  • Company workspace;
  • Feed;
  • Knowledge base;
  • Tasks & projects;
  • CRM;
  • Bitrix24 Sign;
  • Drive;
  • Contact Center;
  • Website builder;
  • Online store;
  • Marketing;
  • Online documents;
  • Customer support;
  • Administration

PROFESSIONAL

Here, you can add up to 100 users, costing USD $199/mo, making it a perfect option for maximum sales and business process automation. It provides the following features:

  • Collaboration;
  • Chat;
  • HD Videocalls;
  • Calendar;
  • Company workspace;
  • Feed;
  • Knowledge base;
  • Tasks & projects;
  • CRM;
  • Bitrix24 Sign;
  • Drive;
  • Contact Center;
  • Website builder;
  • Online store;
  • Marketing;
  • Online documents;
  • Sales Intelligence;
  • Automation;
  • HR;
  • Customer support;
  • Administration;

ENTERPRISE

Here, you can add up to 10,000 users, and the price starts from USD $399/mo, containing digital transformation tools specially tailored for large businesses and enterprises. It provides the following features:

  • Collaboration;
  • Chat;
  • HD Videocalls;
  • Calendar;
  • Company workspace;
  • Feed;
  • Knowledge base;
  • Tasks & projects;
  • CRM;
  • Bitrix24 Sign;
  • Drive;
  • Contact Center;
  • Website builder;
  • Online store;
  • Marketing;
  • Online documents;
  • Sales Intelligence;
  • Automation;
  • HR;
  • Multiple;
  • Branches;
  • Scalability;
  • Enterprise pack;
  • Customer support;
  • Administration

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Bitrix24 vs. Other CRM Solutions: Comprehensive Comparison

Before we compare all the CRMs mentioned here, let’s first take a quick look at each CRM’s functionality and pricing models for a deeper understanding.

Zoho CRM

Zoho is an award-winning CRM used by more than 150,000 companies in over 180 countries to increase leads, connect with customers, and grow sales. This CRM acts as a central hub for all sales, customer services, and marketing operations, allowing companies of all sizes to streamline their processes, policies, and people all in one place.

zoho

Who is Zoho CRM for?

The great thing about Zoho is that it can be customized to meet the needs of any form and a company’s scalability. So whether you run a start-up, medium business, or large corporation across industries like:

  • Real estate;
  • Insurance;
  • Healthcare;
  • Legal;
  • Media;
  • Restaurants;
  • Banking;
  • Tax

You can use Zoho CRM to increase sales and improve marketing and customer service.

The business in the following sectors can benefit from using Zoho CRM the most:

  • B2B;
  • B2C;
  • SMBs;
  • Entreprises

Zoho | Key Features

In Terms of Sales Force Automation

  • Lead Management

Zoho lets you capture leads, automate lead scoring, and classify and manage conversion-ready leads while also allowing you to follow up with comprehensive contact details.

  • Deal Management

Close more deals in less time. Zoho enables you to keep track of the deal’s position throughout the process and see any opportunity that arises.

  • Contact Management

Make communication easier by having access to real-time consumer feedback and being able to communicate with customers across platforms.

  • Workflow Automation

Streamline your workflow and reduce the time your team needs to follow up on a lead or update a sector.

In Terms of Process Management

  • Sales Process Builder

Transfer your offline sales processes into Zoho CRM to ensure all your sales reps follow them at each step.

  • Processing Rules

Develop rules in CRM according to your actual sales processes. Assign leads to the appropriate person, authorize discounts, and verify sales data based on established specifications.

In Terms of Omnichannel

  • Email

Zoho lets you manage email communication within the platform, so you can send emails, link them to CRM records, and analyze email data effortlessly.

  • Telephony

Link your telephone provider to make calls from Zoho. Schedule, manage, and save call logs while also being able to send reminders.

  • Social

Manage your online presence by having full visibility over comments on social media, grabbing new leads that aren’t automatically logged into your CRM.

  • Customer portals

Provide smooth and easy access to your products, allowing your customers to make decisions using a self-service platform.

In Terms of Analytics

  • Analytical Components

Create dashboards, analyze buying patterns, achieve your KPIs, and always keep track of your goals.

  • Reports

Use real-time reporting to gain insights into revenue patterns, marketing strategies, activity reports, as well as team results.

Zoho: Pricing Plans

Zoho offers a free option for up to 3 users. The free version includes:

  • Integration with social media accounts;
  • Recording of sales activities, events, call logs, and notes;
  • Ability to save up to 10 email templates.

It also offers other paid plans, including Standard, Professional, and Enterprise. Each allows a 15-day trial period before charging a card. The Ultimate Edition allows for a 30-day free trial.

  • Standard– $12 per user per month;
  • Professional – $22 per user per month;
  • Enterprise – $35 per user per month;
  • Ultimate – $45 per user per month.

Pipedrive CRM

Pipedrive is a deal-driven CRM platform that can also work as an account-management tool, assisting with sales and marketing processes. Its proactive nature helps companies of all sizes to automatically track and organize calls and emails, synchronizing schedules across various devices.

Although this CRM is suitable for various businesses, its one capability will be the most appealing for most small and midsize businesses (SMBs) – the ability to visualize the sales process from start to finish. This helps increase efficiency and cut through a lot of second-guessing within departments.

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Who is Pipedrive CRM for?

Pipedrive is suitable for companies and small teams looking for a simple CRM with pipeline visualization tools. It is best for:

  • Small business;
  • Medium businesses.

Pipedrive | Key Features

In Terms of Sales Automation

  • Sales pipeline and deals

Pipedrive lets you add deals, grow their value, win probability, and expected close date while also being able to organize and track them by your pipeline stages.

  • Automation

Automate any step of your sales process for your entire team, from scheduling sales calls to custom email marketing.

  • Insights and reporting

Create and add custom fields to your reports, so you can easily track variables and reveal winning patterns or bottlenecks.

  • Email and communication tracking

Get access to your email through the platform, and get real-time notifications whenever a contact opens your emails, so you can follow up on them timely.

In Terms of CRM

  • Lead management

Capture lead data from different sources, assigning lead quality scores and matching new leads with the proper sales rep.

  • Pipeline management

Link your sales pipeline with Pipedrive’s CRM to gain insights into how clients move through the buying journey and to encourage conversion.

  • Workflow and marketing automation

Reduce manual work by automating repetitive tasks like prospecting, lead qualification, and communication, streamlining your workflow, and enabling personalized customer experience.

  • Reporting and forecasting

Create dashboards using CRM analysis and reporting tools provided by Pipedrive to identify the latest trends and get access to sales performance.

In Terms of Email Channel Automation

  • A rich template selection

Create email from scratch or use a vast selection of templates to choose from.

  • Compatibility with other sales and marketing tools

Reduce the number of tools needed to perform your daily work by integrating an email builder with your frequently used tools and a CRM for a streamlined workflow.

  • Work with your email client

Send emails from your company’s custom domain instead of having Gmail or Outlook in the address, ensuring your emails won’t get lost in spam.

  • Subject lines and pre-headers

Customize email subject and pre-header to increase open rate.

Pipedrive | Pricing Plans

Pipedrive doesn’t offer a freemium plan, though it offers a 14-day free trial. Pipedrive offers five tiers of pricing plans:

  • Essential – It includes basic CRM tools and platform integrations, making it a perfect solution for small businesses. It costs $14.90 per user per month ($178.80 per user per year). When billed monthly, the price is $19.90 per user per month.
  • Advanced – This plan is packed with many more features that assist larger companies in tracking communications. When billed annually, the cost is $24.90 per user per month ($298.80 per user per year), and when billed monthly, the cost is $34.90 per user per month.
  • Professional – It offers enhanced reporting, automation, and team management tools and is also incorporated with Google Workspace and document tracking. When billed annually, the price is $49.90 per user per month ($598.80 per user per year) and $59.90 per user per month when billed monthly.
  • Power – It comes with a standard functionality of the lower plans and extra functionality for workgroups. The cost is $64.90 per user per month invoiced annually or $74.90 per user per month when billed monthly.
  • Enterprise This is the most comprehensive plan that is packed with unrestricted and unlimited access to most Pipedrive tools. The cost is $99 per user per month invoiced annually ($1,188 per user per year) or $119 per user when choosing a monthly plan.

plan

Bitrix24 | Is it Worth the Hype?

Being able to compare Bitrix24 with its strongest competitors, you might have already come up with a question: Why should you choose this CRM over others? Let’s explore what makes Bitrix24 a better choice:

Abundance of Tools in One Package

Bitrix24 offers every possible tool you may need to run your business effectively. However, it doesn’t include accounting tools.

Cost-Effective Option

Compared to competitors, Bitrix24 makes pricing as affordable as possible for companies and teams of different sizes. It doesn’t bill more for each new user within the plan limit. It is certainly the best CRM solution in price/functionality ratio available on the market.

Self-Hosted Version

Bitrix24 lets teams and companies store their and their clients’ data on a domain cloud server, reducing data breach risks. While this option isn’t for everyone and is a bit pricey, it is still a great opportunity to consider.

Wrapping it All Up

Bitrix24 is the leading CRM solution for small-to-medium companies and teams that are looking to streamline and automate their day-to-day activities within one convenient digital space. It allows users to manage sales and clients in an extremely capable CRM without breaking the bank and allowing easy scalability.

 

Kokou Adzo is the editor and author of Startup.info. He is passionate about business and tech, and brings you the latest Startup news and information. He graduated from university of Siena (Italy) and Rennes (France) in Communications and Political Science with a Master's Degree. He manages the editorial operations at Startup.info.

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