Bitrix24 Talks

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.

Tactics For E-commerce Growth Step 1: Segment your customers intelligently Without clear customer segments, your marketing efforts risk being too broad—and less effective. Segmentation helps you tailor messaging, offers, and product recommendations to the unique needs of each customer group. Step 2: Deliver personalized marketing campaigns Once your audience is intelligently segmented, it’s time to act. Personalized marketing campaigns help you connect with customers in ways that feel relevant and timely—not intrusive or generic. Step 3: Use product recommendation engines wisely Product recommendations are more than a convenience—they’re a strategic way to boost average order value and encourage repeat purchases. To be effective, your recommendations need to be smart, data-driven, and behavior-aware. Step 4: Automate and scale your personalization As your business grows, manually personalizing every interaction just doesn’t scale. That’s where automation comes in—not to replace the human touch, but to extend it across thousands of customer journeys. Read the complete article HERE.

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Proactive CRM Proactive CRM is a modern sales concept. It helps you stay on top of your leads and deals, never miss a client, and plan the next steps to drive sales funnel progress. Plan activities The Activities view allows you to estimate your workload for the next week or month. There are six columns. Deals and leads are automatically distributed to columns, depending on the deadline for activities within an entity. The Today column is for activities due today, and the Next week column is for activities that can wait. Avoid missing client-related activities Counters display the number of incoming and planned activities you have. They minimize distractions from unnecessary reminders, as they only light up when attention is needed. By default, activity counters light up 15 minutes before the deadline. You can also adjust the reminder interval according to your needs. Schedule activities to contact your clients Now, if there are no planned activities in a deal or lead, CRM will prompt you to create one when you close an entity form. Therefore, the client will not be left unattended for long. Learn more about Proactive CRM in the Bitrix24 Helpdesk.

Signs your small business is outgrowing its current setup If you’re reading this, chances are you already suspect your current tools aren’t cutting it anymore. But how can you be sure? Here are some common red flags that indicate it’s time to level up your CRM game: 1. Lost leads and missed follow-ups You notice leads going cold—not because they weren’t interested, but because no one followed up in time. Without automated reminders or a centralized system, promising opportunities are easily overlooked. 2. Inconsistent customer communication Different team members use different tools to track interactions. One keeps notes in their inbox, another uses a spreadsheet, and a third has details only in their memory. That siloed data creates confusion and delays. 3. Manual processes are slowing you down Your sales reps spend too much time on repetitive tasks like updating spreadsheets, logging calls, or copying email threads. This manual workload eats into time that could be spent building relationships or closing deals. 4. You can’t track what matters When reporting is slow or incomplete, your team lacks the visibility to make informed, growth-focused decisions. Recognizing that your current system is holding you back is the first step. The next is choosing a CRM that not only solves today’s problems, but also supports tomorrow’s growth. Read the complete article HERE.

How to Future-Proof Your Business with Automation Step 1: Assess your readiness for automation Before diving into automation, it’s important to take a step back and evaluate where you stand. Jumping in too fast can lead to overcomplicated systems or underused tools. Instead, start by asking: Is your business ready for automation? Step 2: Build with scalable automation solutions Once you’ve identified where automation can make a difference, it’s time to design systems that scale—without breaking as you grow. Many businesses stumble here, either by automating too narrowly or choosing tools that can’t keep up over time. The key? Build flexible, connected workflows using a scalable foundation. Step 3: Embed automation into daily work management Automation works best when it’s not just a back-office add-on—but part of how your team works every day. Once you’ve mapped and built key workflows, the next step is to weave them into your day-to-day operations. Step 4: Scale sustainably and monitor performance Now that automation is part of your everyday workflow, it’s time to think bigger and longer-term. Sustainable automation isn’t about adding more tools—it’s about creating systems that grow with your team and adapt to change. Read the complete article HERE.

AI-powered repeat sales in CRM 💰 AI-powered repeat sales are a new tool that identifies customers who are ready to buy again and automatically creates deals for them. CoPilot adds an activity with personalized recommendations for your sales agents on what to offer and how to lead the conversation. Check if AI-powered repeat sales are available on your plan. Go to CRM > Sales > Repeat sales and select which scripts will automatically create repeat deals: Monthly customer, Semi-annual customer, or Holiday customer. The more accurate the data in CRM, the better repeat sales work. Complete customer and deal forms in detail, set up sales pipelines, use AI to transcribe calls, keep your product catalog up to date, and note agreements in the CRM item forms. By default, AI regularly identifies customers ready for new purchases but doesn't create repeat deals. Bitrix24 administrators or users with permissions to edit deals can enable deal creation via a special banner in CRM. Built-in statistics help you understand how well repeat sales are working. Check out the Bitrix24 Helpdesk for more helpful tips.

Connect Bitrix24 Live Chat To Your Site 💬 Live chat helps you communicate with customers directly on your site. A visitor asks a question in the chat, and the message is immediately sent to Bitrix24 account, where employees respond to it. This is a convenient way to avoid losing inquiries, respond quickly to customers, and keep all correspondence in the CRM. You can place the chat on a separate public page or add it to your site using a widget. In the public page settings, you can customize the chat design, welcome text, and enable the dialog number display. To check how the live chat looks for customers, open the public page in the incognito mode or in another browser where you are not logged into your Bitrix24 account. To place the live chat on a site created in Bitrix24, select the widget in the site settings. If the site is on another platform, copy the widget code and paste it into your site template code before the closing /body tag. Read the complete helpdesk article HERE.

10 Recruitment Strategies That Transform How Growing Companies Attract Top Talent The best recruitment strategies go beyond posting job descriptions and hoping quality candidates apply. Smart organizations build systematic approaches that identify, attract, and secure the people who will drive their success. The talent market has shifted dramatically. Top performers expect more than competitive salaries - they want meaningful work, growth opportunities, and companies that align with their values. Here are ten proven recruitment strategies that help growing companies compete for talent effectively: 1. Build a Strategic Talent Pipeline Before You Need It 2. Leverage Modern Recruitment Technology for Competitive Advantage 3. Master the Art of Candidate Experience Design 4. Develop Compelling Employer Branding That Attracts Quality Candidates 5. Implement Strategic Workforce Planning for Sustainable Growth 6. Execute Targeted Talent Sourcing Across Multiple Channels 7. Master Data-Driven Hiring Best Practices for Better Outcomes 8. Create Comprehensive Talent Management Systems 9. Focus on Strategic Hiring for Long-Term Success 10. Design Effective Employee Retention Strategies from Day One Read the complete article HERE.

Automatic Dialer In CRM 📞 Bitrix24 CRM offers a seamless way to call multiple customers directly from your list of contacts, companies, leads, or deals. This streamlines your workflow by keeping everything in one place and automatically saving call results in customer forms. In CRM, you can efficiently call multiple customers from the list of contacts, companies, leads, or deals. This feature saves time: agents don't need to switch between windows, and all call results are automatically saved in the customer forms. To document all agreements after the call, select the call result, leave a comment, create a deal, or generate an invoice. Set up a call activity to make the calls later or assign it to another employee. You can find the created call activity under CRM > More > My activities. You can find more info regarding the automatic dialer HERE.

Bitrix24 Boards Bitrix24 Boards is the ultimate visual collaboration hub for brainstorming, project planning, and team engagement. In this video, you’ll learn how to effortlessly create, customize, and share interactive boards—ideal for SWOT analyses, mind maps, and more. Customizable stages and automation make Boards ideal for businesses with unique or evolving processes. You can find Boards in the Collaboration block. Create boards, work on existing ones, and share them with colleagues or external guests. Each employee can only access the boards they’ve created or those shared with them. If an employee leaves, their access to boards is automatically revoked, keeping your company data secure. Check out the complete video regarding Bitrix24 Boards on our Youtube channel HERE.

Track The Right Metrics 📊 Personalization isn’t powerful unless it performs. And in today’s data-rich landscape, marketers aren’t just looking at opens or clicks—they’re measuring whether campaigns create real value: engagement, loyalty, and revenue. That’s where analytics come in. When you track the right metrics, you can spot what’s working, where customers are dropping off, and how to optimize every touchpoint. So, what should you be watching? Open rates and click-through rates (CTR) Useful for testing subject lines, preview text, and initial interest by segment. Conversion rates by persona Shows which audience groups are responding—and which need better targeting or messaging. Cart recovery rates A quick way to measure the impact of behavioral triggers. Time to repeat purchase Indicates whether post-purchase sequences are building loyalty. Customer lifetime value(CLV) Your best indicator of long-term impact from personalized nurture campaigns. Full article HERE.

Tags In Tasks And Projects Tag is a tool for managing tasks and projects. You can use it to classify, prioritize and filter tasks. Work with tags in personal tasks and workgroup projects in Bitrix24. Add tags to tasks When creating or editing a task, open the More section and find the Tags field. Click Add and select the tag from the list or create a new one. The tags are shown in the lower right corner of the task form. Change them if needed. When you include the # sign in the task description, Bitrix24 identifies it as a tag and automatically adds it to the list of tags. To filter tasks by tag, click on the search bar, add the Tag field and specify the tag. Check out the complete article and many other Bitrix24 tips HERE.

5 Most Common Productivity Pitfalls In Remote Work Working from home might sound like a dream, but it comes with its own set of hidden productivity traps. Here are some of the most common ones remote professionals face: Lack of structure or routine Without the built-in rhythms of an office—like a commute or set lunch hour—it’s easy to lose track of time. Mornings blur into afternoons, and “just one more task” can stretch your workday late into the evening. Communication delays and misalignment When teams aren't physically together, small misunderstandings can escalate quickly. Missed messages, unclear expectations, or delayed replies can lead to duplicate work or dropped tasks. Workspace distractions Home is full of temptations—TV, chores, noisy neighbors, or pets that don’t respect meetings. Without a dedicated workspace, your focus can take a serious hit. Burnout from blurred boundaries Many remote workers feel pressure to always be “on.” Without clear separation between work and life, burnout becomes a real risk, especially when the ‘ping’ of notifications follows you everywhere. Poor task visibility across teams When projects live in scattered tools or inboxes, it's hard to see who’s doing what by when. That lack of visibility makes coordination and accountability difficult, especially in fast-paced teams. Check out the complete list HERE.

Streamlining Project Delivery for Creative Agencies Behind every on-time campaign or stress-free client handoff is a system that keeps people, files, and feedback moving in sync. But many agencies don’t invest in that system until things start going wrong. Here’s what strong delivery looks like when it’s working: Clear timelines and task ownership - Every project has a mapped-out schedule with milestones, task dependencies, and assigned owners. - Everyone knows what’s happening, when it’s due, and who’s responsible. Shared visibility across departments - Strategy, creative, and client service aren’t working in silos. - Teams have access to the same timelines, files, and progress updates, so alignment doesn’t depend on constant meetings. Centralized feedback and files - Comments, revisions, and assets live in one place—not across five tools or four inboxes. - Everyone works from the same version with the latest input. Transparent client collaboration - Clients don’t have to chase updates or wonder what’s happening. - They can log in, review progress, and download deliverables without disrupting your workflow. Room for change—without derailment - Projects include space for revisions, approvals, and inevitable last-minute tweaks. - Buffer time is baked in, so feedback doesn’t wreck the timeline. Read the complete article HERE.

8 Ways SMBs Can Win with Micro and Nano Influencer Marketing The shift toward micro and nano influencer marketing represents more than just a budget-friendly option - it's a strategic approach that leverages trust, authenticity, and niche community engagement. Unlike celebrity endorsements or macro-influencer campaigns, working with micro and nano influencers provides SMBs with access to highly engaged, specific audiences at a fraction of the cost. These eight strategies will help your SMB develop a successful nano influencer marketing program that drives results while staying within your budget: 1. Identify the Right Micro Influencer Strategy for Your Business Goals 2. Build Authentic Partnerships Through Genuine Relationship Building 3. Master Budget Influencer Campaigns Without Sacrificing Quality 4. Leverage Local Influencer Tips for Community-Focused Growth 5. Connect with Niche Audiences Through Specialized Content Creators 6. Implement Effective Measurement Tools for Campaign Success 7. Create Sustainable SMB Influencer Growth Through Long-Term Partnerships 8. Scale Your Authentic Marketing Efforts Strategically Read the complete article HERE.

Bitrix24 Boards Bitrix24 Boards are a virtual workspace for project collaboration. With Boards, you can: - Visualize ideas and strategies - Create diagrams and plans - Discuss tasks and make real-time changes Create unlimited boards, invite participants, and work together seamlessly. Start with ready-made templates like kanban or strategic planning, or create a custom board to fit your needs. Organize and protect data using layers, grouping, and locking features on the board. Boards integrate with other Bitrix24 tools, such as Feed, Tasks, Chats, and Drive, for enhanced collaboration. Set access permissions for each board user to ensure data security. Share boards with your team or external users. Use internal links for collaboration or public links for view-only access. Find out more information regarding Bitrix24 Boards HERE.

New Bitrix24 Intro Webinar 2025 🎥 The brand-new 2025 introduction webinar is here to show you how Bitrix24 can revolutionize the way your team works—together. The introduction video covers new features and how they work. Take a quick look at how Bitrix24 simplifies daily operations and boosts efficiency. From managing remote teams to scaling your business, Bitrix24 gives your business the structure, clarity, and flexibility to thrive. Watch the Video HERE 🎥

Auto Delete Messages Option In Bitrix24 Chats Bitrix24 now offers the option to automatically delete messages in chats. You can set a retention period after which messages are automatically deleted. This is useful for discussing temporary issues or handling confidential information, such as coordinating vacation schedules or storing personal data. You can enable auto delete messages option in: - one to one chats - group chats - collabs Auto delete messages option can be enabled in new and existing chats. In a new chat. When creating a new chat, enable the Auto delete messages option in the settings and select the period after which messages will be deleted. Only messages sent after enabling the option are automatically deleted. Previously sent messages remain in the chat history. Make sure to check out the Bitrix24 Helpdesk for more helpful tips.

How Search Works In Bitrix24 🔎 The search in Bitrix24 helps you quickly find tasks, deals, employees, and other items. It works across all major tools like Collabs, CRM, Drive, Workflows, and more. This saves time and allows you to find information without navigating to a specific section. Click the magnifying glass icon at the top bar. Enter a keyword or part of it, such as an employee's name, a workgroup or a deal title. Search results are divided into sections: Employees — searches for colleagues by first name, last name, or department. Dismissed employees are not displayed. Tools — displays sections and items where the specified keyword appears. For example, you can find a collab or a task by its name. Menu items — helps you quickly navigate to the desired section of the left menu. Search in — select a specific section to search for items using a keyword. For instance, if you choose the Tasks section, the list will display tasks where the keyword appears in the title or description.