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CRM Manage sales and clients effortlessly
Sales management Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
See all CRM features
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Tasks & Projects Get work done easier & faster
Task management Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Work faster with chat, video calls, comments, file storage, documents, external users, task templates
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
See all Tasks & Projects features
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Collaboration Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores
Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
See all Sites & Stores features
HR & Automation
HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
See all HR & Automation features
CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
See all CoPilot features
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CRM

Everything you need to know about CRM in Bitrix24: latest updates, tips, tricks, and how-tos.
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Communications
Tasks and projects
CRM
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Bitrix24 tips and updates
CRM Profile View Customization
CRM
CRM Profile View Customization
You can fully customize CRM profile views and assign these views to all users, separate departments or employees individually. Learn more in this article.
2 min
Invoice and Quote Templates
CRM
Invoice and Quote Templates
If you need to create and send out large numbers of quotes and invoices each day, a useful quote and invoice templates option in Bitrix24 CRM will help you with that.
1 min
Total Amount Calculation Modes in Bitrix24 CRM
CRM
Total Amount Calculation Modes in Bitrix24 CRM
Now there are two total amount calculation modes in Bitrix24 CRM: manual and automatic modes.
1 min
Product Catalog Update
CRM
Product Catalog Update
We've updated the product catalog in Bitrix24 CRM. Now working with products in product catalog has become easier.
1 min
Address and Contact/Company Details Fields Update in CRM
CRM
Address and Contact/Company Details Fields Update in CRM
You can now add client details, including their address, when creating a new lead or a new deal.
1 min
Access Permissions for Custom CRM Fields
CRM
Access Permissions for Custom CRM Fields
This option will allow you to control which CRM fields can be seen by which employee or employees.
1 min
Access Permissions in CRM Marketing
CRM
Access Permissions in CRM Marketing
You can now configure access permissions for each section of Bitrix24 CRM Marketing.
1 min
New reports in CRM Analytics
CRM
New reports in CRM Analytics
There are two more types of reports available in Bitrix24 CRM Analytics: Individual Performance Report and Top Grossing Clients Report.
2 min
New in Bitrix24: CRM Store
CRM
New in Bitrix24: CRM Store
Process, get and store payment data inside a single CRM system and never loose clients at the payment stage!
2 min
Workflows: Actions in Bitrix24 CRM
CRM
Workflows: Actions in Bitrix24 CRM
Automate you daily CRM routine using Actions in business processes.
1 min
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