Bitrix24
- Timeline
- 3–6 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
Bitrix24 rollout: CRM, tasks, business processes and integrations
- Bitrix24
Our usual stack. We bring in other tools when the task or the project calls for it.
Bitrix24 is a CRM together with tasks, projects, documents and internal communication. It suits companies that need to connect sales with the work of other departments.
We set up the CRM and business processes around your structure, connect channels and integrations and train your team.
What we do
- Sales pipelines, smart processes and roles
- Automation rules and business processes
- Website, telephony and messenger connections
- Accounting and inventory integrations
- Reports for management
- Team training and guides
What gets in the way in Bitrix24
The portal shows everything at once and people get lost
We switch off unused sections and give each role its own set: sales get CRM and tasks, finance gets invoices and approvals. The rest is turned on when teams actually need it.
Once a deal is handed to delivery, it disappears
We set up a smart process for post-sale work: the order moves from the deal to the delivery team with its own stages, and the account manager sees where it is.
Automation rules fire at the wrong moment
We review rules and triggers in every pipeline, remove conflicts and document what runs under which condition. The map goes to your portal admin.
Leadership sees deal totals, not how departments work
We build reports and dashboards per department: sales pipeline, overdue tasks, team workload. Each manager sees their own area.
Everyone has access to everything
We set roles and permissions by department: reps see their own deals, managers see their team's, and nobody can export the entire client base.
Who Bitrix24 is for
A good fit if
- Several departments take part in selling and fulfilling an order
- You want tasks and projects next to the CRM, not in a separate tool
- You have internal sign-offs: invoices, contracts, purchase requests
- Data has to live on your own server — there's a self-hosted edition for that
Not a fit if
- A three-person sales team that talks to clients in messengers — amoCRM is simpler
- You want a CRM live in a week without touching other processes — amoCRM gets you there faster
- Your market is the US and you need SMS and booking — look at GoHighLevel
Bitrix24 people actually use
Rolled out in stages
We start with sales and add tasks, documents and approvals once the team is comfortable, so the system isn’t overwhelming on day one.Your structure, mirrored
We mirror your structure: everyone sees their own deals and tasks, and managers see the big picture.Paperless processes
Approvals for invoices, contracts and requests become business processes with clear deadlines and owners.
How we work
- 01
Discovery
2–4 daysWe review sales, tasks and approvals in the company and check what is already set up in the portal.
You get A map of the processes we move into Bitrix24 - 02
Portal structure
2–3 daysWe design departments, access rights, deal pipelines and smart processes.
You get A portal blueprint: org structure, permissions and CRM entities - 03
CRM and robots
1–2 weeksWe set up pipelines, cards, robots and triggers and connect website forms and Open Channels.
You get A CRM with robots and leads arriving from every channel - 04
Business processes
3–4 daysWe automate approvals for contracts, invoices and requests and set up task templates.
You get Approval workflows and task templates - 05
Integrations
2–4 daysWe connect the portal to your accounting system, telephony and email.
You get Data sync with accounting, plus calls and emails in CRM cards - 06
Training and launch
2–3 daysWe train each role and answer staff questions during the first days.
You get Role-based guides, recorded training and a 3-month warranty on setup bugs
What to prepare for Bitrix24
- Your org chart: departments, managers, reporting lines
- Portal admin rights — or a decision on which edition to run
- Document templates: invoices, contracts, delivery acts
- Systems to integrate: accounting, inventory, telephony, website
- The department we start with, and its head available for questions
A process map on a call
On a free 30-minute call we trace how an order moves through your departments and pick what goes into the portal first. Then we send a staged rollout plan with a timeline and an estimate.
Related articles
All news
Sales and other teams
out of sync?
We’ll roll out Bitrix24 in stages — CRM, business processes, integrations — mirroring your company structure so people actually work in it.
Cloud is faster to launch and easier to maintain. On-premise makes sense when data must stay on your server or the system needs deep customization.
Yes: business processes and automation rules run approvals, generate documents from templates and assign tasks.
Don’t switch everything on at once: we start with key processes, remove the noise and train the team on real tasks.
Yes, through standard connectors or the API.