Bitrix24 Talks

Contact Form vs. CRM Form: What's the difference? A CRM form is an online form that automatically turns a submission into a trackable record inside your CRM. The form is the front door, but the real value is what happens after the customer clicks submit. A standard contact form sends the message to an email inbox. From there, someone has to read it, copy details into the CRM, decide who should respond, and remember to follow up. When things get busy, that manual chain is where requests get delayed, lost, or handled inconsistently. Contact Form What it creates: Email in a shared inbox Ownership: Unclear until someone claims it Customer record: Manual lookup or data entry Next steps: Depends on who sees it first Reporting: Requires manual tracking CRM Form What it creates: CRM record + task or service request Ownership: Assigned automatically by routing rules Customer record: Created or matched automatically Next steps: Triggered instantly (confirmation, deadline, SLA) Reporting: Built-in (volume, response time, category breakdown) You don't just need to receive requests; you need to manage them. Check out the full article HERE.

The 2026 Remote Work Security Baseline Remote and hybrid work are now standard operating models for SMBs, but the security risks have changed and even somewhat escalated.

Remote work security in 2026 is not about installing a VPN and hoping for the best.

If you implement only the essentials, start here: 1) Enforce MFA + role-based access control (RBAC) for all systems 2) Centralize work inside a controlled digital workspace (e.g., Bitrix24) 3) Prohibit unmanaged file sharing and personal cloud storage 4) Maintain a documented BYOD or company-device policy 5) Run a monthly access and permissions audit 6) Train employees quarterly on phishing and social engineering 7) Apply Zero Trust: verify identity, device, and access continuously For SMBs, the goal is not enterprise-grade complexity. It is consistent execution of a strong baseline. If your team works remotely or in hybrid mode, use this guide as your starting framework – and operationalize it inside your workspace platform, not just in policy documents. Check out the complete guide HERE.

6 Steps to a CRM That Trains Itself Weeks of training sessions, months of poor data entry, and eventually, spreadsheets creeping back into daily workflows. But what if CRM adoption didn't require a single training day?

70% of CRM implementations underperform - they focus on teaching software features rather than enabling natural workflows.

Step 1: Choose Mobile-First Architecture Sales happen everywhere except at desks. Your reps meet clients over coffee, update opportunities from airport lounges, and check dashboards between meetings. Step 2: Automate Every Possible Data Entry Point Manual data entry kills CRM adoption faster than any other factor. Step 3: Design Interfaces That Disappear The best CRM interface is invisible. Step 4: Enable Instant Value Through Sales Enablement Sales reps need immediate wins to fully embrace new tools. Step 5: Build Trust Through Data Accuracy and Transparency Nothing destroys CRM adoption faster than bad data, even with a simple CRM. Step 6: Measure Adoption Through Activity, Not Compliance Activity velocity provides the clearest signal of true adoption. Read the complete article HERE.

Sales Pipelines A sales pipeline, or a deal pipeline, is a set of stages in the Kanban view that help you track and manage deals.

Pipelines are great for organizing different areas of your business, like separating B2B and B2C sales.

You can have multiple pipelines for different departments, such as one for sales and another for production. This way, teams only see the deals relevant to their work. Configure access permissions and customize deal form views for each pipeline. Configure Stages In a Deal Pipeline A new sales pipeline comes with eight default stages: 1) New 2) Create papers 3) Invoice 4) In progress 5) Final invoice 6) Deal won 7) Deal lost 8) Analyze failure You can edit these stages or add new ones in several sections. Only employees with the appropriate CRM permissions can delete pipelines. Learn more about Bitrix24 sales pipelines HERE.

Bitrix24 CoPilot in CRM: Transcribe call recordings and analyze chats CoPilot in CRM helps managers analyze calls and chats, saving time on routine tasks.

You can analyze chats and calls in leads and deals.

How CoPilot Transcribes Calls Call processing with CoPilot involves three steps: 1) Transcribe call recordings. Now, there is no need to waste time listening to calls. Open the transcript text and quickly find the needed information. 2) Create a call summary. Read a brief description of the conversation to remember some basic details and get ready for the next call. 3) Automatically complete fields in the CRM entity form using phone call data. How CoPilot Analyzes Chats Chat processing with CoPilot involves two steps: 1) It highlights key points. A summary helps recall agreements with the customer and prepare for the next interaction. 2) After analyzing the conversation, CoPilot automatically fills in the CRM form fields with data from the chat. Learn more about Bitrix24 CoPilot in CRM HERE.

Pain Points Of Implementation For Small Business You’re the sales team, customer support, operations manager, finance department… sometimes all before lunch. And unlike a large company, you don’t have the luxury of hiring a specialist for every function. Capacity becomes your biggest challenge. That’s where automation comes in — not to replace people, but to protect their time.

Small businesses, they kind of want to jump into automation right away and maybe bite off more than they can handle.

The smarter approach? Start simple. Automate what slows you down the most. Free up capacity. Build confidence. Then scale. Check out the full conversation with FullView Solutions HERE.

Left Menu In Bitrix24 The left menu is a panel where the main tools of Bitrix24 are located. Each user can customize it. Only the administrator can configure the menu for all employees. You can add a link to any Bitrix24 tool to have quick access to it.

Bitrix24 administrator can set the menu to all employees or hide tools that are not used in your company.

The order of menu items depends on the primary Bitrix24 tool. The Collaboration section is selected as primary tool by default. You can change it in the menu settings. The selected section will be located at the top. If you want to reset the menu, click Settings > Left menu > Reset menu. The sorting will be changed, added items and links will be removed. Learn more about how you can customize the Bitrix24 left menu HERE.

Leveraging Bitrix24 Automation To Accelerate Business Growth | Bitrix24 Partner Podcast In this episode, we sit down with the team from FullView Solutions, a Bitrix24 Partner based in South Africa, to explore how workflow automation is transforming the way small and medium-sized businesses (SMBs) compete in 2026. Discover how smart automation improves productivity, streamlines operations, and helps SMBs scale — all without losing that personal connection with clients. We also cover key challenges like security, privacy, and seamless integration of automation tools within Bitrix24. If you’re looking to boost efficiency, enhance sales, and future-proof your business with automation, this episode is for you. Make sure to subscribe to our Youtube Channel for more helpful content.

Log In To Mobile Bitrix24 Using QR Code 📱 Users who are already authorized in the web version or Bitrix24 application can enter the mobile application by QR code: they do not need to enter login and password.

QR code is personal. Use it only for personal authorization for security reasons.

Click on your photo to open the widget. Click Quick mobile login. Scan the QR code with your mobile camera. To switch to the mobile app, click Bitrix24. Done. You are authorized in the mobile application. Bitrix24 mobile app helps you send documents to clients, stay in touch with colleagues and keep up to date with company events even outside the office. Learn more about the Bitrix24 Mobile App Here.

Knowledge Bases Knowledge bases help you store important information for employees, such as regulations, work schedules, or report forms. Use it to collect, organize, and share data that simplifies the training of employees. Creating a knowledge base in Bitrix24 is as easy as creating a Bitrix24 site. All you need to do is select a knowledge base template and edit its blocks, and add videos and images. Pages and categories can be created on the main menu page. Go to Employees and open the Knowledge base tab to view the existing knowledge bases or create a new one. Instruct your employees to create a knowledge base for each department to keep all the essential information in one place.

The number of company knowledge bases you can create depends on your plan.

Also, you can add a knowledge base to a workgroup or project. Use it to draw up the rules of communication between its members or add report templates to describe the results of the project. Learn more about knowledge bases in Bitrix24 HERE.

3 Ways to Design Revenue-Driven Whiteboards That Move Campaigns Forward Most marketing teams treat whiteboards like digital art projects. Colorful sticky notes cluster around abstract funnels, brainstorm sessions produce gorgeous mind maps, and everyone leaves the meeting feeling productive. Then nothing happens. The board sits there, pretty and useless, while actual campaign work gets done in spreadsheets and chat threads. Revenue-driven whiteboards flip this script entirely - they become the place where ideas transform into shipped campaigns, not where good intentions go to die.

The gap between planning and doing kills more campaigns than bad creative ever will.

What teams actually need is a direct pipeline from whiteboard element to completed task to measurable outcome. Here are the top 3 approaches to turn your boards from planning artifacts into execution engines: 1. Design Boards Around Campaign-to-Task Conversion From Day One The moment you create a whiteboard for campaign planning, structure it to drive conversions. Start by creating zones on your board that map directly to your team's actual responsibilities. 2. Establish Sprint Cadence Directly on the Board Without clear time boundaries, boards become graveyards of half-finished ideas. Building sprint cadence into your visual planning keeps momentum alive and creates accountability for delivery. 3. Connect Every Board Element to Pipeline Attribution Build attribution thinking into your whiteboard practice from the start. During campaign planning, include spaces for tracking metrics alongside the creative elements. Check out the complete list HERE.

7 Proven Async Workflow Practices That Eliminate Unnecessary Meetings The constant ping of notifications, the back-to-back video calls, the "quick sync" that somehow devours an hour - distributed teams know this chaos all too well. Async workflows offer a way out of this trap by letting team members contribute on their own schedules while keeping projects moving forward.

Building effective async workflows requires tools that actually support asynchronous communication patterns.

Here are seven practices for creating async workflows that work for both your internal team and external clients: 1. Turn Client Messages Into Trackable Tasks Instantly 2. Structure Your Drive Folders for Self-Service Access 3. Make Kanban Your Central Source of Truth 4. Build Audit Trails Through Threaded Comments 5. Create Structured Handoffs Between Time Zones 6. Replace Status Meetings With Async Updates 7. Design Communication Protocols That Scale Check out the full article HERE.

9 Steps to Create a High-Converting Social CRM Funnel A well-structured social CRM funnel compresses the distance between content consumption, first contact, qualification, and purchase into a 24-hour sales cycle. When someone engages with your content in the morning, they should receive a personalized follow-up by noon and a clear next step by evening.

A prospect who commented yesterday is already watching competitor content today.

Here are nine steps to build a high-converting social CRM funnel in one day: Step 1: Map Your Social Entry Points Step 2: Standardize Your Micro-CTAs for Each Format Step 3: Route Every Social Interaction into the CRM Automatically Step 4: Qualify Leads Quickly with Short Diagnostic Questions Step 5: Send Instant Follow-Up Sequences That Match Buyer Intent Step 6: Move Prospects into a Clear CRM Pipeline Step 7: Automate Tasks, Reminders, and SLA Rules Step 8: Connect Products, Quotes, and Payment Links to the Conversation Step 9: Measure the Full Social-to-CRM Loop Read the complete article HERE.

Emojis In Bitrix24 👀 Emoji are ideograms used in electronic messages and web pages to express ideas or emotions. Unlike emoticons, which are symbols, emoji are actual pictures. Emoji are supported by most operating systems, office suites, social networks, and messengers. Bitrix24 also supports emoji in Feed posts and comments, chats in Messenger, and the Bitrix24 Messenger app.

The same emoji can appear differently depending on your OS: colored, black-and-white, or even as an empty box.

Emoji on Mac There are different ways to use emoji on macOS: - Shortcut: Press Command (⌘) + Control (⌃) + Space and select a smiley. - Menu option: Click Edit, choose Emoji & Symbols, and select an emoji. - Chat icon: Use the smiley icon in a chat to find smileys. Check out this ARTICLE to find out how to use emojis on Windows and Linux.

Ever wondered if a company's size dictates its automation speed? Do bigger firms race ahead while SMBs hesitate to dive in? In the last episode of the Bitrix24 Business Podcast, we unpack real-world insights: how enterprise-scale operations leverage robust workflows for rapid scaling, yet smaller businesses often hold back due to integration fears, budget constraints, or skill gaps. Discover actionable tips to overcome hesitation—perfect for Bitrix24 users streamlining CRM, tasks, and sales funnels. Check out the full podcast episode with Modesto Flores from EG CONNECTS on our Youtube Channel HERE.

How Bitrix24 replaced SAP for 5,000+ people: the Grove Group story Grove Group is a corporation providing a wide range of services in areas like distribution, retail, supply chain, and logistics. They employ more than 5,000 people.

As a large company with over 1,000 employees, we were looking for a software solution that would help us communicate and collaborate efficiently, and Bitrix24 turned out to be exactly what we needed!

The Challenge In August 2021, we contacted an Official Partner of Bitrix24 in Vietnam with the desire to find a solution that would provide us with an effective internal communication interactive environment. Initially, we tested out Bitrix24 on a staff of 250 people (our core team), focusing on the task and project management system, interactive communication environment, and work reporting. The Solution A month later, satisfied with the initial results, we were ready for full implementation. We upgraded from the Professional plan to the Enterprise plan for 5,000 employees. The reason why we selected the Bitrix24 platform for deployment boils down to these 3 points: 1. The experience of the consulting team of the Bitrix24 Official Partner in Vietnam 2. The detailed, clear implementation plan 3. Highly professional experts who consulted us throughout the process. Find your local Bitrix24 Partner HERE.

AI Customer Communication Use Cases That Actually Work

Support teams represent the most obvious application, but AI customer communication creates value across multiple departments.

Customer support benefits from automated handling of routine inquiries, intelligent routing of complex issues, and AI-assisted responses that help agents work faster. Ticket volumes become manageable even as the customer base grows. Sales teams use AI to personalize follow-ups, prioritize leads based on engagement signals, and make sure no opportunity falls through the cracks. Automated customer reply tools acknowledge inquiries instantly while routing hot leads to available reps. Customer success and retention teams leverage predictive customer AI to spot at-risk accounts before they churn. Proactive outreach based on usage patterns and sentiment analysis keeps customers engaged. Renewal conversations happen at the right time with the right context. Marketing uses AI-driven customer insights to understand what messaging resonates, which segments need attention, and how customers respond to different campaigns. Feedback from support interactions shapes campaign strategy. Bitrix24 brings together the AI capabilities you need to rethink how your team interacts with customers, all in one place. Read the complete article HERE.

Happy Holidays from Bitrix24 🎅🎄 We're grateful for the trust you've placed in Bitrix24 to support your business operations, enhance productivity, and foster stronger connections among your teams. May this holiday season fill your lives with peace, joy, and renewed energy for the new year ahead. Wishing you and your loved ones Happy Holidays from the Bitrix24 Team.

Сonnect Several Email Accounts In Bitrix24 📧 You can connect corporate email accounts for multiple employees at once if the mailboxes share the same domain and SMTP/IMAP settings. By default, only the Bitrix24 administrator can connect multiple mailboxes, but they can grant these permissions to other employees.

To connect mailboxes, go to Webmail > Manage user mailboxes. If no email is connected yet, select Bulk connection.

Before connecting mailboxes, configure them by selecting the email loading period, enabling CRM integration, and setting up calendar integration. If errors occur during connection, Bitrix24 will indicate which employees’ mailboxes failed to connect. You can quickly correct the data and retry the connection without reconfiguring the entire list. Check out the Bitrix24 Helpdesk for more helpful tips.

Bitrix24 Market provides over 500 apps for one-click integration Bitrix24 Market offers a vast ecosystem of ready-made apps and integrations, empowering businesses to customize their CRM workflows seamlessly. Boost productivity by integrating popular services like WhatsApp, Instagram, and Telegram directly into your CRM, enabling unified client communication. With apps for every stage—from leads to sales—Bitrix24 Market helps optimize CRM for entrepreneurship and sales teams. Companies of all sizes. If you ever need help with any integrations make sure to reach out to a Bitrix24 Partner Near You.