How to get started in Bitrix24: step by step instructions. Brief information on Bitrix24 cloud tariffs

In most cases, access to the corporate portal is limited to company employees. In addition, the portal administrator configures the method of registration and authorization on the portal.

Authorization and registration

If the portal settings allow unauthorized users to view the portal, then in the upper right corner of the portal there is a link Authorization, which allows the user to log in to the portal and conduct full-fledged work. Clicking on the link opens the authorization form:

Note: To authorize on the portal through social networks, you must first fill in the appropriate fields in the employee profile in the section Social media.

Note: The portal administrator may have enabled the use of . Users should be warned about enabling this option in advance. if this authorization mode is enabled, then instead of a standard device, you can use

If the portal settings allow self-registration of users, then a link is used to register on the portal. Registration, which is located on the authorization form. The registration form looks like this:

In the form, enter the registration data: Name, Surname, Login, Password, Password confirmation, Email.

Click the button Registration, the page will be updated and you can start working on the portal.

Note: if self-registration is disabled, then adding a user is performed by the portal administrator or an employee with the necessary rights. In this case, the portal administrator will send you an invitation by e-mail.

First steps: registering and setting up the portal

So, first you need to register on the portal . By default, all customers are provided with a free "Project" tariff, but if you want to use all the features of the service, activate the "Team" or "Company" tariffs in the "License" section. If you want to test the portal before buying, connect its demo version and use all the features that are in the top tariff for free - for a month.

The next step is to register users and reflect the structure of the company on the portal (section "Company" - tab "Company structure"). It is very important to clearly reflect the structure as it is - this will help to properly distribute the rights and responsibilities of all users. To get started, just specify the head of the company and list all departments. Adding a division is easy - just click on the button at the top of the section page. Each new division must be given a name and employees must be listed there, as well as a leader must be appointed. Employees can be "dragged" from one department to another using the "mouse".

After you have created the company structure, you need to configure the portal itself. To do this, go to the “Portal Settings” section and specify the name of the company that will be displayed in the logo (in the header in the upper left corner), email, time and date format, work schedule (available only in the paid plan and in the demo version ). Here you can also disable the ability to write in the Live Feed for all employees, leaving it only for some users. Another setting that you need to pay attention to is disabling services that will not be used in the company. Finally, in the same section, if necessary, a restriction is set for entering the portal by IP address.

Uploading documents for work

Now you need to upload the documents that your employees will work with. If there are few documents, you can upload them using the Bitrix24.Disk tool (My Disk section). You can also upload files in the "Company" section - the "Shared Disk" tab: it is convenient to store here samples of applications, contracts, records telephone conversations etc. But if there are a lot of documents, it's easier to install a background application and connect it to your portal. Then the service itself synchronizes the files on your computer (not all, but only those that are placed in the folder you specified) with those stored on the portal - and you can work with any documents without downloading them.

The lists of contacts you work with are uploaded in the "CRM" section. They can be imported from your email client, from a .csv file, and from an Excel spreadsheet. Finally, contacts can be downloaded from other CRMs using partner applications (you can select them in the Applications section). If there are few contacts, it is easier to enter them manually using the "Add contact" button in the "CRM" section.

Most likely, your company's employees have meetings and other events scheduled. If you previously maintained a shared company calendar, you can transfer data from it to the Calendar tool. You can do this by clicking on the gear icon at the top of the Calendar section. New events can be entered directly in the section using the Task Scheduler tool, choosing not only the date and time of the event, but also its participants. In the "Task Scheduler" you can choose the time when all participants in the event will be free, request confirmation of participation from them and set up a reminder about the event.

· In order to transfer an employee from one department to another in the “Company Structure”, you need to press Shift and drag the employee with the “mouse”;
· The portal administrator sees all the information, except for the private correspondence of users;
· There are restrictions on the amount of downloaded data on tariffs: for the "Project" tariff - 5 GB, for the "Team" tariff - 100 GB;
· Storage space can be rented (for information about the cost, see the "License" section);
· Access to the "CRM" section can be restricted (tab "Settings" - "Permissions");
· "Boxed" version of Bitrix24 - a kind of service for companies that cannot afford to store data on remote servers;
· You can remove an employee from the list by selecting the "Dismiss" item in the context menu (to call it, just right-click on the employee's card);

Connecting with the World: Telephony and Mail Tools

After you have made the basic settings, added users and assigned their roles, it's time to master the Bitrix24.Telephony tool. To do this, go to the "Telephony" section, open the "Settings" tab and select one of three options:

1. Bind your phone number to the portal so that you can call from it from the browser;
2. Rent a city or federal number. It will be possible to attach extension numbers for employees to it, set up forwarding to other numbers, incl. mobile, check the number in the CRM database during a call (when you call a client registered in the database, Bitrix24 will open his card);
3. If you already have a PBX, you can connect it to Bitrix24 , and enjoy all the features that the Telephony tool gives.

To set up company email, go to the "Mail" section. There are no restrictions on the amount of space on the company's mail server, but there is antivirus and antispam. If your company does not yet have an address Email, then you can register it here using the @bitrix24.ru domain. You can choose your own domain name and register with mailbox with it. And if you use an external mail service and don't want to give it up, then just integrate it with .

Subtleties of working with Bitrix24

Employees of 1C-Bitrix do not have access to the data of companies using the service Bitrix24;
· The portal can be accessed from any computer and mobile device (if the Internet is available);
· Mobile applications Bitrix24 is being developed for iOS and Android;

Setting up business processes

Now it's time to automate habitual actions for company employees - making calls, processing leads, setting tasks, etc.

To automate the business process for all employees of the company, you can create a list (section "Company" - tab "Lists"). The list can be customized arbitrarily by setting up any number of fields and giving them their own names. After setting up, you need to select the actions to be performed: two-step approval, peer review.

For example, let's set up business processes in CRM for processing leads: on the section page, you need to open the "Business process settings" tab and select the "Lead processing" item (you can also use your own business process). After that, you can create your own script for processing each type of leads: for example, leads from the company's website are processed by one manager, leads from phone calls - by another, etc. You can specify an unlimited number of conditions, customizing the business process template as you like.

We invite employees to the portal

Everything is ready for work - it's time to invite employees to the portal (the "Add" button at the top of the page, under the logo - "Invite employees"). In the window that appears, you need to specify the email addresses of your employees. This window also has an "Add" tab - with its help, you can add employees immediately to your chosen departments by filling in the basic information for each employee - first name, last name, email address, password, etc.

Subtleties of working with Bitrix24

· A backup copy of your portal can be obtained upon request from 1C-Bitrix. Users can make a backup copy of the "boxed" version themselves;
· It is not possible to completely delete a user profile from the portal;
· You can delete a group on its page (Actions button);
· In the "boxed" version, you can also install partner applications;
For help setting up Bitrix24 you can contact the company MC Art - Gold certified partner "1C-Bitrix";

We integrate Bitrix24 into the work of the company

The most important task remains - to involve their employees in the use of in daily work. The first thing they see when they enter the portal is the company's Live Feed. Therefore, the portal administrator must make sure that there is interesting and relevant information for new users. Reading posts in the Live Feed, as in any social network, helps them to get comfortable and understand what rules apply on the portal. You can immediately start by discussing work issues and ask the most active employees to comment on them.

You can understand how often employees use different portal tools by opening the “Company Pulse” section (the main page of the portal is the “Company Pulse” button in the upper right corner). Here you can see the frequency of using different features - a social network, "likes", tasks, etc. By clicking on each block, you can create a message template that will be published in the Live Feed. This message will contain a description of working with the tool (it can be edited as you like). Company Pulse has a user rating, where you can see which employee most frequently uses each tool.

Now you can start creating tasks. It is better to start with simple ones: indicate the assignment, the responsible executor and the deadline for completing the task. Later, you can start keeping track of time, create your own task templates, etc. You can find help information on tasks (as well as on any other section) by clicking on the question mark located in the upper right corner of the page.

Business chat is useful for employees to discuss and solve problems. Its difference from external messengers is that all employees are already in the contact list, and you do not need to add or register anyone. But business chat is not available to external users, so employees can easily communicate without fear of information leakage.

Employees should be advised to synchronize their working folders with the Bitrix24.Disk tool in their accounts. Then it will be possible to edit and share shared documents, which is especially convenient when preparing presentations and other public events.

Anyone who has mastered the work on the portal, you can safely offer . In it, users have access to the same tools as in the browser version - "Live feed", "Tasks", "Calendar", etc. If the user has received a new message on the portal, a notification will be sent to the phone.

The next step is the implementation of CRM. It should start with entering and processing leads, as well as actively working with existing contacts of the company. According to statistics, the process of full involvement of employees in takes three months: after this time, you can see the first positive results.

Subtleties of working with Bitrix24

· The administrator can delete any group by going to its page and selecting the appropriate item in the "Actions" menu;
· Dismissed employees are not among the 12 users who can work in the free version of the portal;
· Video calls in the "Business Chat" can simultaneously use four employees;
· The cloud version of the portal can be transferred to the "boxed" version (and vice versa) by contacting technical support;
· Extranet (the ability to invite external users) is only available in commercial plans. In order to invite an external user, you must first create working group. He will see the correspondence only in this group;

Try to count how many different tools you and your employees use every day for work. Mail, messenger, all kinds of charts and tables for reporting, disks for storing information, as well as many services for interacting with your customers - mailing list, CRM, telephony and much, much more.

Now imagine that all these tools are combined into one coherent system, everything is in one place and for full-fledged work you only need one open tab in your browser. This is Bitrix24.

Optimal communication with employees. In real time, you will be able to communicate with your colleagues and subordinates through the built-in messenger, as well as exchange information on the principle of a social network. Work issues are resolved quickly, easily and as efficiently as possible.

Task and project management. To set a task, you do not need to run after employees, collect a planning meeting, and explain to each one separately his responsibilities for a particular project. Agree, this method is ineffective: you may miss some detail and you will have to collect everyone again, in addition, it will be difficult to follow the execution. All these problems are solved by setting tasks in the Bitrix system. You can connect, disconnect or change responsible persons, assign co-executors and observers, make adjustments, comment on the progress of work, create checklists and much more in a few mouse clicks.

CRM. This function of the Bitrix24 system will open up new opportunities for you to interact with customers. CRM (read CRM) to control each lead, understand at what stage of the transaction he is and easily lead him to ultimate goal- sales.

Video conference. Conduct the same planning or meeting online from the comfort of your office, call subordinates via video link when necessary. This is especially useful for companies that employ remote employees and freelancers.

Working with information. It is convenient to manage documents in Bitrix24. The system has the functions of online work, editing and commenting on Google Docs, MSOffice, etc. In addition, you will have a built-in disk at your disposal, where you and your employees can store any necessary information. Forget about long downloads and chaos from folders on your computer.

Calendars. Have you ever forgotten about a meeting or event? If not, then surely such an embarrassment can happen to one of your employees. But only not if you work with the Bitrix24 system. A convenient calendar allows you to plan events and events, set notifications and connect employees to events. The system will notify you of upcoming events in advance, and on X day it will send you and your colleagues a notification.

Mail. Bitrix makes it possible to register corporate mail directly in the system. You can send letters to your employees directly from your account and receive instant notifications if they write to you.

Telephony. Using Bitrix24, you can create your own PBX. Make calls using the system to any phones of customers and partners, as well as communicate with employees within the system.

Personnel Management. Bitrix settings allow you to effectively and visually structure your company by departments, place employees in it and change the composition of a department or the entire hierarchy in less than one minute.

Reporting system. Your employees will no longer spend precious work time for the preparation of performance reports. With Bitrix24, this can be done quickly or even automated this process. In addition, the system allows you to keep track of working time, you can clearly see who and how much works during the day.

Additional and important advantages of Bitrix24:

easy integration with most business services;

availability of mobile, online and desktop versions;

the possibility of optimal customization for the specific tasks of your business;

various tariff plans.

Versions and tariff plans

First you need to decide on the version of the system. There are two of them: cloud and boxed.

In the cloud version, all data and the system itself are located on the service of Bitrix itself. The user only needs to register. Depending on the selected tariff, you will pay for the use of the system every month. Of course, the more expensive the tariff, the more opportunities it has.

By the way, the cloud has a nice feature - the presence of a free version. In addition, for each tariff, you can download the application and the desktop version of Bitrix24 for free. This is convenient if you periodically need to leave, but at the same time be in touch.

Project. Absolutely free version. Use it as a trial version or as a full-fledged tool for the job. Of course, there are also limitations: you can add no more than 12 people, 5 gigabytes are provided in the cloud, there is no time tracking and reporting. But you will have absolutely free CPM, the ability to build automatic sales funnels, set tasks for employees and monitor their implementation. At any time, you can upgrade to a paid version with advanced features.

• Project+. Allows you to add up to 24 employees and use 24 gigabytes in the cloud. This tariff does not include the ability to automate business processes, there is no reporting system and time tracking, there are some restrictions on using CRM and telephony. The cost of the package does not exceed 1000 rubles per month.

  Team. With this plan, you can use up to 100 gigabytes in the cloud and invite an unlimited number of workers. Of the limitations, only the lack of reporting and recording of working hours and the ability to use your home.

  Company. For a very affordable price, you will get all the features of the cloud version and be able to use it unlimitedly.

Boxed 1C-Bitrix24

This is software, which, unlike the cloud, is installed on your server. You don't have to pay for the "Box" every time, you just need to buy it once.

This product contains a huge functionality, and also allows you to change the logic and settings as you need. But for work, you will have to install and configure everything on your own.

• CRM. The most inexpensive package of the boxed version of 1C-Bitrix24. Within its framework, unlimited opportunities are provided for CPM, telephony, task and project management, accounting and planning of working time, working with documents and integration with various services. There are restrictions on users, personnel management and business process automation.

Corporate portal. Includes 4 packages, different in price and number of users (50-500). In addition, one of the limitations is the lack of a web cluster and multi-departmentality.

Enterprise. Absolutely complete, unlimited functionality that allows you to connect up to 1000 users.

We hope that we have clarified the possibilities of Bitrix24 a little. There is only one question left: which tariff to choose so as not to overpay by buying tools that are unnecessary for business, and vice versa, so as not to save on something important. Kosas specialists will help you find the answer to this question. We will select the best package for your business and help you implement and configure it as quickly and accurately as possible.

Do you have any questions?
Do you have other tasks or you do not understand how to do it?

The Bitrix24 service is a wide range of tools that will help you easily and efficiently organize company management, a single space for working and performing the most important functions, without having to switch between different programs and browser tabs. Today we will discuss how to register in Bitrix 24 and carry out the initial setup for a quick and easy start in the service.

Where to begin

To work in the system, you must register on the bitrix24.ru website (do not forget to use one of ours). To do this, you need to enter an email address, or log in using social networks. When registering by email - first you need to confirm the mail using the link from the letter.

Advice. It is recommended to register using an email address that does not belong to any of the company's employees, is "impersonal". Firstly, all notifications from the portal to employees will come from this mailbox. Secondly, letters from the Bitrix company will be sent to it to renew the license or available discounts. Thirdly, this user will receive portal administrator rights. When an employee leaves, the procedure for changing email for all these tasks can become more complicated, and the work email can continue to be used.

A situation may arise when you have already used Bitrix24 or worked through it with other companies, then the service will recognize your email and instead of registering, you will be prompted to enter your profile first, after which you can continue registering in Bitrix 24.

After confirmation of registration and filling primary information about you and your company, work on the portal becomes available to the user, you must log in and perform basic system configuration. As a small instruction, a window with introductory videos about the capabilities of the portal will appear on the portal.

Each company can work with the portal absolutely free of charge. The basic tariff "Project" provides a very wide functionality, with only minor restrictions, and to use all the features of the system, there are advanced tariffs, depending on the specifics of the work and the needs of the company. Before you pay tariff plan, the administrator can connect a demo version with full functionality for 30 days and evaluate the paid features of a particular tariff.

Employee Invitation

If you managed to register your Bitrix24 - congratulations! This is an important step in the work of any company.

Immediately after registration, you can invite employees to the portal by clicking on the big green "Add" button and selecting the "Invitation to employees" item. You can simply enter an email or fill in all the information about the person yourself. Read more about inviting employees in our separate article.

While employees accept the invitation, register and fill in information about themselves in their personal profile, we will prepare a workspace for them.

Basic setup

Right after registration, you can work with the portal, but it is better to start by specifying the basic settings of the portal and information about your company.

You can do this in the "Settings" - "Portal settings" section. Here you need to enter information about the company:

• title;
• logo;
• schedule;
• Contact details;
• date and time format.

If necessary, you can make changes to other settings and work parameters, add or disable functionality available to employees, restrict the ability to log in by IP address, and much more. The settings in this section are important and useful, but when registering the portal, most of them are still incomprehensible and can be left by default for now.

Creation of the company structure

The next step will be useful to set up the visual structure of the enterprise - which departments exist in the company and to whom they report. (Menu section "Company" - page "Company structure"). Displaying the structure is an important element of the transition to the Bitrix24 system, as this will effectively distribute responsibilities and capabilities between users, besides, they are used for some access rights to tasks and entities in CRM.

When you move the mouse cursor over a unit, control buttons appear in the upper left corner of its card - for adding, editing and deleting units. You can change the structure of subordination by simply dragging and dropping with the mouse. Also, as employees are added, this page will display who is the head of the department and who works in which department - you can return to this page and simply “drag and drop” employees between departments.

By the way, here you can also invite colleagues to the portal, immediately indicating in which department they work.

Uploading Documents

After applying the basic settings and creating the company structure, it is necessary to provide employees working documentation. If its volume is small, then you can use the standard system tool - the "Download" button in the "Company" section - "Shared Disk". Store the required files in in electronic format(contracts, statements, templates, audio and video files) can also be found in the "My Disk" section, but only the author and portal administrators will have access to them, and for everyone else, you must provide the appropriate rights to the files.

If the amount of documentation is large, then the service makes it possible to connect a desktop application that will synchronize files from the specified folder on the local computer with those hosted on the portal. This will also allow you to work with documents on a computer in the usual way. office programs without having to upload them to the system every time.

Setting up CRM and contact database

If you plan to work with clients and organize the work of the sales department based on the portal, then it would not be superfluous to indicate basic settings CRM Bitrix24 and import the existing database of contacts. All primary settings are grouped in the "Where to start" item on the CRM - Settings page.

You can import a list of clients in the form of a .csv table format file, which should be prepared in advance in accordance with the proposed template. You can import and download a file template by clicking on the gear icon above the list of contacts or companies in the corresponding CRM section.

The list of contacts can also be transferred from other programs. To do this, you can use various partner applications from the Marketplace. For convenience, they are grouped on the "Portal settings" page by clicking on the link "Data transfer to Bitrix24 from other systems". If the company has few contacts, you can simply enter them into the “CRM” section manually or entrust this to sales managers.

Calendar and planning

Planning meetings and events greatly facilitates the work of the staff and increases the efficiency of their work. If your company previously had a meeting calendar, you can transfer it to the "Company Calendar" and so as not to miss important corporate events. To add new events, you can use the "Task Scheduler", which is opened by clicking on the calendar grid or the "Add" button, or you can create an event directly from the Live Stream of the portal. To do this, simply indicate the participants of the event, its date, time and Additional information, if necessary, a request is sent to employees to confirm participation in the event.

Also, each portal user can fully synchronize their personal calendar with external services or mobile devices. The corresponding option is present on the right side of the calendar page.

Connection of external communications

One of the strongest components of Bitrix24 is corporate communications in a single window, therefore, as a final step, you can also set up the company's corporate mail.

The Bitrix24 system - new features that allow your company to work more efficiently. Registration on the portal will take only a few minutes, after which you can customize the system to meet the needs of your business and enjoy the well-coordinated work of the company.

can be used in three domain zones:*. bitrix24.ru , *.bitrix24.com , *. bitrix24.de where they have the corresponding interface languages. At the same time, it is possible to use the service for any of the twolicensing schemes - both paid and free.

You can register your own portal through the sites bitrix24.net and bitrix24.ru , as well as through its own social network Bitrix Network.

Registration on sites bitrix24.net andbitrix24.ru

Registering your service is a fairly simple procedure. You need to use the application form on any page of these sites by clicking on the button"Register"

Attention! Approach the choice of e-mail for registration very carefully. You should not use your personal mail for this purpose, because all administrative messages to employees and extranet users will be sent from it.

The maximum possible rights to manage the portal are given to the user whose e-mail was used as a request for an invitation. It is he who receives administrator rights. The rights of all other users are minimal.

The best thing all you need to do is to create a special mailbox that could be transferred, if necessary, to another employee replacing you, and who will temporarily or permanently perform the functions of the portal administrator.

Next, the registration form will open:

it will check the data you entered and if it does not find any errors, it will create your cloud corporate portal.

How to register a portal using the Bitrix Network?

If you are already a Bitrix Network user, you can register a new portal through the network.

Your all further registration actions are similar to registration through the site.

First login features:

If you are going to log into the portal for the first time, you will need to enter the email address you chose to use and the password you created:

Note: on the portal you created, different interface languages ​​can be used for different users. To use this feature, the user, after entering the portal, must choose the language for himself at the bottom of the page:

When you first log in, you will see a guide window that will acquaint you in detail with the service and its capabilities.

Note: It should be remembered that for the tariff plan "Company"functionality is availableOwn domain" , in the event that your corporate portal will have a first-level domain, and not a second-level one - do not abcd.bitrix.ru , a abcd.ru . (Of course, if this domain is free.)