Our Review of Bitrix24 CRM

Bitrix24 is more than just a CRM; it’s a comprehensive business suite. However, its CRM functionality is a core component, designed to manage customer relationships, sales processes, and marketing efforts. This review will delve into Bitrix24’s CRM features, pricing, strengths, weaknesses, and suitability for businesses looking for a robust CRM solution.

Bitrix24 CRM Features

Bitrix24 provides a 360-degree view of your customer relationships, enabling you to manage all aspects of the sales process from a single platform.

1. Contact and Company Management

Centralised database for storing detailed information about contacts and companies.
Ability to track interactions, communication history, and relevant documents.
Segmentation and grouping of contacts for targeted marketing.

2. Lead Management

Capture leads from various sources (website forms, emails, calls).
Lead qualification and distribution to sales representatives.
Automated lead processing workflows.
Lead conversion into contacts, companies, or deals.

3. Deal Management

Visual sales pipelines to track deals through different stages.
Customisable deal stages to match your sales process.
Deal tracking, forecasting, and reporting.
Ability to attach documents, tasks, and communications to each deal.

4. Sales Automation

Automation of repetitive tasks, such as sending emails or creating tasks.
Workflow automation for sales processes, such as lead nurturing and deal progression.
Sales funnel automation to guide leads through the sales cycle.

5. CRM Marketing

Email marketing campaigns with templates and automation.
SMS marketing for direct customer communication.
Integration with social media platforms.
Web forms, for lead generation.

6. Reporting & Analytics

Sales reports, including sales funnel analysis and deal performance.
Customisable reports and dashboards.
Insights into sales trends and customer behaviour.

7. Communication Integration

Integration with email, phone, and chat.
Open Channels for connecting with social media and messaging apps.
Call tracking and recording.
All customer communication is stored within the CRM.

8. CRM Web Forms

The ability to create web forms, that when filled in, automatically create leads within the Bitrix24 CRM.

Bitrix24’s CRM features are layered across its subscription plans, providing a scalable CRM experience.

Free Plan

Essential CRM: Contact, company, and deal management
Quotes and invoices
Basic sales pipeline management
Limited customisation

Basic Plan

All Free Plan features plus:
CRM marketing tools: Email and SMS marketing
Sales funnel reporting
Lead management and automation
Time tracking related to CRM activities

Standard Plan

All Basic Plan features plus:
Advanced sales funnel customisation and automation
Business process automation within the CRM
Online documents integration for quotes and contracts
Advanced CRM reporting and analytics

Professional Plan

All Standard Plan features plus:
Advanced CRM marketing automation and segmentation
Business process designer for complex CRM workflows
Sales intelligence and analytics
HR integration with CRM (e.g., employee performance tied to sales)

Enterprise Plan

All Professional Plan features plus:
Maximum CRM data storage and user capacity
Priority support for CRM issues
On-premise CRM deployment option
Advanced CRM security and compliance features

Bitrix24 offers a powerful and versatile platform that, when properly implemented, can significantly enhance customer relationship management and overall business efficiency. The platform’s CRM capabilities are robust, encompassing sales automation, marketing tools, and detailed analytics, all designed to provide a 360-degree view of customer relationships.

How Much Does Bitrix24 Cost? (And Is It Worth It?)

Bitrix24’s scalable pricing model, including a free plan, makes it accessible to a wide range of businesses, from startups to large enterprises. The tiered structure allows for upgrades as needs evolve, ensuring businesses only pay for required features. We have included approximate pricing for each tier below.

Free Plan: £0
Basic Plan: From approximately £49 per month
Standard Plan: From approximately £99 per month
Professional Plan: From approximately £199 per month
Enterprise Plan: Contact Bitrix24 for a custom quote

Bitrix24 presents a compelling value proposition for businesses seeking a comprehensive CRM solution. Its strength lies in its “all-in-one” approach, integrating CRM functionalities with project management, communication, and collaboration tools. This eliminates the need for multiple software subscriptions, potentially leading to cost savings.

Our Thoughts on Bitrix24’s Free CRM Subscription

The free subscription option of Bitrix24 is a significant asset. It acts as an excellent entry point for small businesses, startups, or even individual entrepreneurs who are just beginning to explore CRM solutions. For those with limited budgets, it provides access to essential CRM functionalities, such as contact management, deal tracking, and basic sales pipeline management, without any financial commitment. This allows you to experience the benefits of a CRM system and determine if it aligns with your needs before investing in a paid plan.

We would recommend that you use the free plan to thoroughly test the platform’s user interface, features, and overall functionality before committing to a paid subscription. This reduces the risk of investing in a software solution that may not be a good fit.

Bitrix24’s free subscription can also work as a long-term solution for small businesses or teams with basic CRM needs. If your requirements remain relatively simple, the free plan might be sufficient to manage your customer relationships effectively.

Take a look at our comparison of the best free CRMs.

Bitrix24 CRM: Strengths and Weaknesses

To give you a clearer picture, here’s a quick rundown of Bitrix24’s key strengths and weaknesses.

Strengths	Weaknesses
Comprehensive CRM feature set.	Can be overwhelming for users needing only basic CRM functions.
Strong sales pipeline management and automation.	Customisation, while powerful, can be complex.
Integrated CRM marketing tools.	Mobile CRM app performance can be inconsistent.
Robust reporting and analytics.	Customer support response times can vary.
Business process automation.	Complex configuration.

Our Analysis: What Type of Business is Bitrix24 Best Suited For?

Bitrix24 CRM is particularly well-suited for:

Sales-driven businesses: Companies that rely heavily on sales pipelines and lead management will find Bitrix24’s CRM features valuable.
Businesses with complex sales processes: The automation and customisation options are ideal for businesses with intricate workflows.
Marketing-focused businesses: The integrated marketing tools allow for seamless campaign management and customer engagement.
Growing SMEs: The scalable pricing and feature set enable businesses to expand their CRM capabilities as they grow.
Companies needing deep sales analytics.

Businesses needing only very basic contact management may find Bitrix24’s CRM too feature-rich.

Conclusion

Bitrix24 offers a powerful and comprehensive CRM solution. Its strengths lie in its robust sales pipeline management, marketing automation, and customisation options. While the learning curve can be steep, the platform’s versatility makes it a valuable asset for businesses looking to enhance their customer relationship management.

Bitrix24’s value proposition is strong, particularly for businesses that intend to leverage its extensive feature set. The free plan and trial periods offer a valuable opportunity to assess its suitability for specific business needs.

If you require a CRM that integrates seamlessly with marketing and sales automation, and provides deep sales analytics, Bitrix24 is a strong contender. Always test the free version, or free trial of the paid versions, to be certain it is the correct CRM for your specific business needs.