Bitrix24 Talks

Company Structure And Its Connection To Bitrix24 Tools The company structure is a diagram that shows all departments and how they are connected. Each department highlights key roles: supervisor, deputy supervisor, and employees. A well-organized company structure helps you use Bitrix24 to its full potential. It affects access permissions, tasks, reports, chats, projects, and other tools. With the company structure, you can: Manage access: Quickly give permissions for entire departments, such as access to the CRM or Marketing sections. Automate processes: Automatically route workflows and employee reports to supervisors. Organize communication: Add entire departments to chats, workgroups, and projects. Track performance: View subordinates' tasks and monitor their workload. Check out our Youtube Channel for more helpful videos.

Resource Booking: Set Up A CRM Form The Resource booking option in a CRM form allows your clients to reserve services online. They can provide their contact info, pick a user and a service, and select a date and time to schedule an appointment. To add the Book a resource field to a CRM form: Go to CRM > Sales > Sales channels > CRM forms. Add a new form or edit an existing form. Customize Your Book A Resource Field The settings window opens up in the center of the screen. It is split into two parts: the left part shows the settings of your fields' elements and the right part shows your CRM form in preview mode. Here you can customize the way the field's elements are displayed and preview the changes. How It Works The form can be placed on the site, sent to the client in the chat, or posted on the social networking page. In the CRM form, the customer fills in a name and a phone number, picks a user and a service, and selects a date and time to schedule an appointment. Once the client has filled out the form, a lead or a deal (depending on the form settings) is created in CRM. It records the client's contact information and all the information about the booking. You can contact the client later to confirm an appointment.

What Bitrix24 Feature Is The Most Valuable For You? Remember with Bitrix24 Smart Process Automation, you can build custom processes that fit YOUR business—whether it’s handling service requests, approvals, or project tracking. For a demonstration and proper automation setup, contact your local Bitrix24 Partner HERE.

How To Prep Your Processes The Smart Way 🤖 Automation isn’t magic. If your processes are messy, RPA will just make the mess run faster. If your systems don’t line up, bots break. If your people aren’t ready, adoption stalls. Before you automate, take time to understand and clean up your process: Map it out visually using flowcharts or process mining tools Interview the people doing the work to uncover informal steps or variations Document every exception, input, and rule—no matter how rare Run a test manually to validate how well the cleaned-up version performs Standardize wherever possible so bots don’t have to guess It may feel like a detour, but it’s the fastest path to stable automation. Check out the complete article regarding RPA implementation HERE.

The Digital Whiteboard Advantage Digital whiteboards don’t just mimic the physical experience—they elevate it. Instead of being limited by location or space, your team gets a shared canvas that’s accessible, flexible, and built for creative momentum. Here’s how digital whiteboards give remote teams a serious edge: Collaborate in real time, from anywhere - Whether you're spread across time zones or working from home, your team can contribute simultaneously. Think big with an infinite canvas - The board grows with you, making room for complex workflows or quick pivots. Never lose a great idea - Every change is saved automatically. You can revisit earlier versions, see who added what, and keep all your thinking in one place. Embed more than just notes - Go beyond scribbles. Add images, videos, links, documents, tasks—even data from other tools. Stay connected to your workflow - The best boards plug directly into your existing tools—project platforms, calendars, chat apps, CRMs. Support every voice - Whether someone prefers typing, sketching, commenting, or reacting, digital boards give everyone a way to participate. Digital whiteboards unlock faster thinking, richer communication, and more connected teams. Read the complete article on digital whiteboards HERE.

Change Bitrix24 Name And Logo 📇 Bitrix24 is a unified workspace for employees. Customize it to reflect your brand by replacing Bitrix24 in the top right of the screen with your company name or logo. To access these settings: - Click on the toggles icon at the top right. - Select Settings in the widget. - Open the My Bitrix24 tab. Change Bitrix24 to your company name Specify your company name, for example, MyHouse. It will be placed at the top right instead of Bitrix, visible to all employees. However, the number 24 will remain: MyHouse 24. Use the toggle switch to remove "24" from the company name. Only administrators can change the account name or add a logo. Bitrix24 makes team management simple, check out more helpful HR features HERE.

Invite Employees or Guests to a Collab Collab is a place to work with external teams and clients. You can chat, share files, set tasks and schedule meetings within one project. For example, you work in an architectural firm and are designing a new apartment complex. Invite contractors, landscape designers and clients to the collab. All participants will be able to quickly solve working issues. Open the collab chat and click Add (+) in the upper right corner, select the Employees tab. There are three ways to invite a guest: By link 🔗 By phone number📱 By email 📧 You can invite an external contractor or a client that is not in your Bitrix24 to the collab. Click Add (+) in the upper right corner and open the Guests tab. If the guest has confirmed the invitation, the role "Guest" will be displayed. If not, the profile will show "Invitation was not accepted". You can invite an external user only by email in the On-Premise version of Bitrix24. Check out the our Youtube Channel where you can find more helpful content.

Inclusion and visibility: Making Sure No One Gets Left Out The real challenge of hybrid and remote work: keeping everyone aligned, engaged, and connected—no matter where they are. When visibility depends on who’s in the room, remote employees can quickly feel like second-class teammates. That’s not just bad for morale. It affects performance, engagement, and retention. Proximity bias is real—unless you design against it Without intention, in-office staff often get more face time, more feedback, and more recognition. That’s how proximity bias creeps in. To prevent it, build systems that include everyone—by default. Make it easy for everyone to contribute People show up in different ways. Some thrive in live meetings. Others contribute better with time to reflect. Spot gaps before they widen Inclusion isn’t just a feeling—it’s trackable. Data can help you see who’s being left out of key workflows or decision-making loops. Inclusion doesn’t just mean inviting people to the table. It means making sure the table works for everyone—wherever they’re working from. Read the complete article HERE.

Change Profile Details And Layout 📇 In Bitrix24, every employee has a personal profile page with key details such as their name, contact information, department, position, and more. Employees can edit only their own profiles, while Bitrix24 administrators can update any employee’s profile if needed. You can update your profile information and change your photo. Bitrix24 offers two profile layouts: Custom layout and Standard layout. Custom layout lets employees choose which fields to display and their order. Standard layout is set by account administrators so all profiles look the same. Employees can switch between layouts at any time. Learn more about employee profiles and other Bitrix24 tools HERE.

Protect Data in The Bitrix24 Mobile App 📱 In the Bitrix24 mobile app, you can restrict employees from taking screenshots, recording the screen, or copying text. This helps protect confidential information from being leaked. You can enable these restrictions for specific employees or entire departments. For example, for those working with personal data, trade secrets, or other important documents. Disable Screenshots When employees try to take a screenshot or record the screen, they will see a message about the restriction. The screenshot or video will not be saved. Disable text copying Employees can send messages to each other within the app but cannot copy and send text outside Bitrix24. The restriction applies to the entire mobile app interface, not to specific documents or sections. Learn more about the Bitrix24 Mobile App HERE

Email Marketing: 5 Tips for Higher Engagement 📧 Smart brands are moving beyond basic newsletters to create personalized campaigns that resonate with India's diverse digital audience. Here are 5 email marketing tips that will help your engagement: 1. Leverage Regional Language Personalization for Deeper Connection Regional personalization starts with segmenting your email list based on geographic location and language preferences 2. Optimize for Mobile-First Email Experiences Subject lines need to be concise enough to display fully on mobile screens - ideally under 40 characters. 3. Implement Behavioral Trigger Campaigns for Timely Relevance Smart triggers wait 2-4 hours before sending the first reminder, then follow up with increasingly compelling offers or social proof elements that address common purchase hesitations. 4. Harness Festival and Seasonal Marketing Opportunities Brands that align their messaging with cultural moments often see engagement rates spike by 150% or more during peak celebration periods. 5. Develop Strategic Email List-Building Systems Simple, transparent signup forms that clearly communicate value propositions and frequency expectations set proper expectations while reducing unsubscribe rates later in the relationship. Check out the complete list HERE.

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Unlocking Global Growth: Essential Tools for Modern Businesses 🌎 To thrive internationally, your business needs more than a great product. You need systems that scale across time zones, customer relationships that flex with local needs, and collaboration that doesn’t care where your team logs in from. Here are the top three essential tools helping modern businesses expand: Essential tool #1 CRM for global sales management If you’re selling across borders, a strong CRM isn’t optional — it’s mission-critical. Your teams need a single, real-time view of every customer, lead, and deal, no matter where they’re located. Essential tool #2 Automation and integrations for efficiency Manual processes don’t scale well — especially when your business is juggling global customers, teams, and systems. To stay efficient, you need smart automation and tools that talk to each other. Essential tool #3 Collaboration platforms for distributed teams When your team is spread across time zones and continents, collaboration needs to be instant, organized, and easy — or small missteps turn into major slowdowns. Check out the complete article HERE.

The Benefits of Mobile CRM For Field Sales 📱 Mobile CRM isn’t just about convenience. It’s about removing roadblocks so your team can sell better, faster, and more effectively — wherever they are. Here’s how a mobile CRM, like Bitrix24, transforms your workflow in the field: 1. Real-time access to customer insights Before walking into a client meeting, a rep quickly checks the Bitrix24 app. They see the client’s recent orders, open support tickets, and deal status — all in seconds. 2. Seamless task and activity tracking Reps can log meeting notes right after a visit, create follow-up tasks before leaving, and update deals in real time. 3. More time selling, less time on admin Manual updates eat into your selling hours. With Bitrix24 mobile updates, that means less back-office drag — and more time closing. 4. Instant collaboration with HQ Need a pricing approval or marketing asset? Reps can ping HQ directly from the app, share notes, and resolve blockers fast. No more waiting until you're back at your laptop. Just quick answers, smoother teamwork, and faster deal flow. Learn more about the importance of mobile CRM HERE.

Key Metrics to Monitor in Email Marketing 📧 Email continues to outperform newer marketing channels because it gives you something most platforms can’t: direct access, deep personalization, and measurable control. Success in email marketing isn’t about sending more. It’s about learning from every campaign and improving the next. Key Metrics to Monitor Every email you send is full of feedback. Here’s how to read it: Open rate → How effective is your subject line? Click-through rate (CTR) → Are people engaging with your message or CTA? Conversion rate → Do subscribers take the final action (purchase, sign-up, etc.)? Unsubscribe rate → Are you sending too often, or missing the mark with content? Tracking these metrics in Bitrix24 gives you real-time visibility — not just into individual emails, but across entire sequences. Read the complete email marketing guide HERE.

Company structure: New interface and features Company structure is a diagram showing departments and their connections. Major roles like supervisors, deputy supervisors, and employees are highlighted in each department. The structure helps you build teamwork in your company. Introduce the company to new employees, add employees to chats and channels, and quickly find departments or employees. Supervisors can control the department work and coordinate workflows. Create new departments and edit existing ones, transfer employees between departments, and more. Set up access permissions and choose who can create and edit departments, add employees, assign deputy supervisors, and more. Find out more about the new Company Structure HERE.

Switching from Spreadsheets to CRM: Impact on Businesses 👀 Managing leads and deals efficiently is critical for business success. Many companies still rely on spreadsheets or manual methods for tracking customer interactions, despite the availability of more advanced solutions like customer relationship management (CRM) software. Here are some things Bitrix24’s latest study revealed: 📌 Widespread CRM adoption: 94% of tech companies and 71% of small businesses are already using CRMs, yet about 25% still rely on spreadsheets, risking inefficiency and missed sales opportunities. 📌 CRM’s impact on performance: After adopting a CRM, 45% of businesses see higher sales growth, while 47% report a major boost in customer satisfaction. Plus, mobile access enhances remote team productivity by 30% 📌 Even today, 24% of businesses hesitate to switch due to perceived complexity, costs, or employee resistance to change. Check out the full study HERE 🔗 🔗

Configure The Agent Queue In Open Channels The agent queue in Open Channels is a list of employees who respond to customer chats in Bitrix24. Chat distribution modes affect reply time and agent workload. Bitrix24 administrators can set it up. Decide whether assign chats evenly, exactly as enqueued, or to everyone at once. For the Evenly and Exactly as enqueued modes, you can enable additional settings, such as limit the time before transferring to the next agent and the number of simultaneous enquiries per agent. Bitrix24 can assign a chat directly to the responsible person in CRM, helping the customer get a faster response from someone familiar with their case. If no one picks up a conversation, Bitrix24 will search for an available agent. If no agents are available, the chat will remain in the queue. Unassigned conversations return to the queue or automatically close after 30 days. Check out the Bitrix24 Helpdesk for more useful content.

Overcoming Common Hybrid Work Pitfalls Hybrid work is no longer a temporary fix — it’s a strategic lever for attracting and retaining top talent Even strong hybrid strategies can unravel without awareness of these common traps. Here’s how to spot and fix them early. Proximity Bias In-office employees often get more face time — and, unintentionally, more recognition. Fix it: Focus performance reviews on outcomes, not presence. Track project access and promotions to ensure remote employees aren’t left behind. Tool Fatigue Too many apps create friction, not flexibility. Fix it: Consolidate your workflows into a unified platform like Bitrix24. Fewer logins, smoother collaboration. Communication Overload Endless messages across tools can drain focus. Fix it: Set clear norms. Use Bitrix24 chats for quick questions, feeds for announcements, and calls for deeper discussions. Simpler channels = faster alignment. Lack of Visibility Into Progress Without casual check-ins, it’s harder to know what’s moving — or stalling. Fix it: Use shared task boards and status updates (like Bitrix24’s Kanban view) to make progress visible without micromanaging. Check out the complete article HERE.

Worktime Tracking In Bitrix24 Worktime tracking helps you monitor how many hours an employee has worked, which is useful for calculating salaries. Web version 👨‍💻 Click your profile photo, then click Clock in. At the end of the day, click Clock out. Use the widget options to change the clock-in or clock-out times. Mobile app 📱 Tap your profile photo in the top left corner, go to the Worktime section, and tap Clock in. Use the same menu to clock out. You can clock in and out or take a break in the Workday widget. Admins can disable worktime tracking for specific employees or departments via account settings. Individual schedule exceptions are also configurable. Learn more about worktime tracking HERE.