Bitrix24 Review: Comprehensive CRM and Workspace Solution

Whether it’s managing your team and projects, streamlining sales, or centralizing customer data, most businesses need more than a basic CRM system. In this Bitrix24 review, I got hands on with the comprehensive workspace, which offers a wide range of CRM, automation, and collaboration features.

Let’s dive in:

What is Bitrix24?

Bitrix24 is a cloud-based solution, which can be easily accessed via the web or its mobile and desktop apps. I mostly tested its web and PC interfaces, but it offers consistency across Mac, Android, and iOS too.

Its core components facilitate projects and tasks, CRM, meetings and chats, and website building. Overall, there are more than 35 tools to help you run your business more efficiently.  

A vast array of add-ons also let you seamlessly integrate with your existing stack of apps and services.

Bitrix24 offers a generous free tier for smaller teams and startups, with affordable premium plans for all business sizes and needs.

Key Features

Let’s take a closer look at Bitrix24’s most notable features:

Virtual Office

Bitrix24 can function as your virtual office, with countless collaboration, communication, and HR features.

From text-based chats to full-blown HD video conferencing, you can stay in touch with your team wherever you or they are.

I like that there are no call or conferencing time limits and you can record calls for future use. Participants may join in from any device and make use of features such as screen sharing and whiteboards.

What’s more, meetings and events can be scheduled in the built-in calendar, and you can share files which are stored on the drive. You can even work within Bitrix24 via the document editor, which supports co-editing.

The introduction of AI now allows users to generate ideas and answer questions on any subject matter. This is useful for brainstorming with colleagues, creating content, and evaluating your business.  

Bitrix24’s HR system means every user is accounted for in the company structure with a profile and access permissions. Moreover, it can host your knowledge base, onboarding and policy documents, internal news and announcements, and other important information.

Tasks & Projects

You never have to worry about staying on top of project management. Managers can assign and track tasks, including individual working hours and ongoing progress.

You can assign tasks to individuals or workgroups, while permissions and roles ensure the right people have the right level of access.

If you have regular tasks, assigning them on a recurring basis saves time. Larger projects benefit from dependencies and subtasks, linking smaller tasks together and ensuring they are completed in the correct order.

It’s easy to get started thanks to templates, while repetitive tasks and processes are streamlined through automation. E.g, task status, emails, notifications, etc.

I found that when I was struggling to formulate a brief for a task, the AI CoPilot was always available to fill in the gaps.

Productivity is further bolstered by calendars, to-do lists, Kanban, and Gantt charts, helping you visualize and plan project timelines in your chosen project management style.

At any point along the timeline, you can generate reports on project progress, task completion, and other key metrics to help you make data-driven decisions.

CRM

Lead focused businesses don’t need to look anywhere else for powerful CRM. The one-stop shop covers everything from marketing and deal creation to payments and analytics.

All the bases are covered, including adding and editing contacts, creating invoices, sending e-sign documents, and managing your inventory.

Whether you’re B2B or customer facing, it’s easy to capture and store the correct information via custom fields. This can be as simple as a name and email address to detailed company profiles.

Every step from the first point of contact to repeated sales is easily trackable. Furthermore, you can manage customizable sales pipelines, assigning leads and associated sales tasks to different team members, while monitoring progress until you’ve locked in a lifelong customer, client, or partner.

Automation means you never get bogged down in individual processes. Use pre-set emails, SMS messages, or notifications with custom triggers to efficiently move down the sales pipeline. 

The pipeline view itself gives you a digestible understanding of where things currently stand.

Bitrix24 also provides lots of common reports, helping you quickly assess leads and sales performance. Reports can be customized, so you can dig down into the data that’s most important to your business.

Contact Center

One of the best features of the CRM system is the Contact Center. Here, you manage all customer and contact communications, regardless of the channel.

For example, all your customer support queries from email, social media, live chat and more, can be responded to from this one area.

Premium plans also support telephone communication, including call recording and transcription.

Sites & Stores

Even your websites, online stores, and landing pages can be created and managed within the platform. Its no-code approach is perfect for those that lack technical skill, and your pages seamlessly integrate with Bitrix24 CRM. 

The block-based site builder meets all the modern standards, providing SEO-ready and responsive designs, with web forms, live chat widgets, and AI to generate images and text content.

You also get a wide variety of marketing tools to help drive traffic and sales via email, social media, Google ads, and more. 

As well as using a fully-fledged online store, it also facilitates selling your products or services directly on social media sites.

Integrations

Existing businesses will already be using third-party tools. While Bitrix24 itself easily replaces many of these, its integrations keep your existing stack running smoothly and allow you to expand functionality where needed.

With over 550 apps spanning payment systems, messaging and telephony, marketing, ecommerce, analytics, and more, there’s something for everyone. 

Pricing

• Try Bitrix24 CRM for free

Bitrix24 offers four main paid plans and a free forever tier. You can pay monthly or get up to 30% off by committing to a year in advance. Rather than expensive per-user pricing, its plans are a flat price for up to 100 users. Here’s what you get:

• FREE – Unlimited Free Users, 5GB of Storage, Collaboration, limited Task & Project and CRM features, Contact Center without Telephony, and Website Builder.

• Basic ($61/mo or $588/yr) – 5 Premium Users, 24GB of Storage, more Task & Project and CRM features, full Contact Center, Online Store, and additional Support.

• Standard ($124/mo or $1,044/yr) – 50 Premium Users, 100GB of Storage, more Task & Project features, Marketing and Online Documents, Administrative Accounts.

• Professional ($249/mo or $2,148/yr) –100 Premium Users, 1,000GB of Storage, all Task & Project and CRM features, more Marketing features, advanced Automation, E-Signature Documents, Sales Intelligence, and HR accounts.

• Enterprise ($499/mo or $4,200/yr) – 250 Premium Users, 3TB of space, all features, Multiple branches, Scalability, and an Enterprise pack.

Because you can start for free, Bitrix24 does not currently provide a money back guarantee.

Bitrix24 Review – Verdict

To conclude this Bitrix24 review, the platform goes far beyond your typical CRM solution. There are enough features here to successfully manage your entire business. It also comes at an affordable price when compared to other CRM and work management tools.

As with any platform of this scope, there’s a bit of a learning curve. However, it has enough documentation and support to get things up and running at a swift pace. The time and money it saves by bringing everything under one roof makes it more than worth it.

Since it comes with a free tier, there’s no reason not to give Bitrix24 a try!