Bitrix24 App2

Bitrix24 is a cloud-based intranet and collaboration platform primarily for small and mid-sized businesses. It provides features like document management, calendar, tasks, projects, CRM, messaging, and more. Users can access it via desktop or mobile apps. It offers both free and paid subscription plans. New users can sign up at the Bitrix24 website and start building out their intranet.

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Bitrix24 App2

Uploaded by

Patrick Cee Anekwe

Available Formats

Download as PPT, PDF, TXT or read online on Scribd

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Bitrix24 App

Introduction
Bitrix24 is a software service developed by Bitrix,
Inc. providing a company with a full range of team
working and social networking means. The service
is primarily intended for small and mid-scale
businesses.
Its both a cloud hosted and self hosted, web
browser based app with support for all modern
web browsers
At its core, Bitrix24 is based onBitrix24
Intranetwhich means you will be able to migrate
to a boxed, on-premise version anytime
preserving existing employees, documents and
communication history.

Introduction
There is a desktop version for
Windows and MAC PC
There is also and Android and iOS
Version

Features

Intranet
Collaboration
Announcements
Web Messenger
Document Management
Calendar
Task Scheduling
Project Management
Customer Relationship Management
Photo Gallery
Integration With Other Social Media
Telephony

How much it costs

How much it costs contd

First Steps
To create the service, log on to
http://www.bitrix24.com and fill up the
sign-up form to create an intranet

1- company name;
2- top notification bar;
3- search bar;
4- working time control area;
5- personal profile access and log
out;
6- quick create button;
7- shows the name of a current
information area;

8- main menu providing access to all

the portal pages and services. The
menu sections can be collapsed to
make the menu smaller if required;
9- main information area;
10- helper menu;
11- bottom notification bar.

Inviting and Removing users

Users are invited via email.
The simplest way to invite a user
(employee) is click the big green button
and selectInvite userfrom the menu:

User Profile

Home Page

Mini Panel

Drive

Task Scheduling

Task Scheduling contd

The following roles are used with tasks:

Responsible Personis an employee to whom the task is assigned.

Authoris a person who has assigned the task for the employee
(e.g. a head of department).

Participantis a person to whom the same task has been assigned.

Tasks may be assigned to multiple employees, e.g. to a whole
department.

Observeris a person who is to be notified of the task progress but

not directly related to it, e.g. a head of another department who,
due to an established workflow, needs to be informed of what is
going on in other department(s).

Viewing Task

Calendar
Each user has a personal calendar which
can also be shared
User can
- Plan and Schedule Meetings & Events
- Invite Other Users
- Set Reminders
- Manage and Edit Task
- Integrate With Other Calendars such
as Google & Microsoft Outlook

Calendar

Web Messenger
Web Messenger enables the intranet users stay connected,
communicate with colleagues and get informed of the new events right
in the browser window.
Web Messenger is almost the same as any other similar service or
application and has the following features:
Users communicate by exchanging instant messages
Contact list reflects the company structure and indicates the contact
status (online / offline)
Notification center shows information on the new events
User gets notified of new messages anywhere on the intranet, on any
page
Messages can be sent to offline users for later delivery
Messaging history is saved on server side and can be accessed and
viewed by the users anytime, anywhere

Web Messenger contd

Conversation

Workgroups
Workgroup is a virtual community of users
created for discussing and solving of defined
issues, goals and tasks
By uniting users into workgroups for
collaboration and projects, all the
communications and data related to a given
project or team is organized in a single place.
All tasks inside the group can be viewed in
relation to each other and access to
information can be shared to users outside
the group if needed.

Workgroups contd
Groups have individual permission settings and roles
such as moderators, owners, and members. New
members are added via invitation.
The following features are available for each
workgroup:
- Conversations
- Photo gallery with bulk uploading, ratings and
comments
- Calendar
-Tasks
- Document library
- Wiki
- Lists
- Search inside the group

Workgroups contd

Notification Centre

Mail Integration

Customer Relationship
Management (CRM)
A class of software which provides structure
and coherency in the management of
business contacts and potential contacts.
Leads obtained through any number of
methods can be entered into the system,
assigned to responsible employees, and
developed into clients, customers, or
partners with a full record of all interactions
CRM organizes information about customers
and the various interactions with them from
the qualifying stage through closing of sales

Customer Relationship
Management (CRM)
The fundamental process which a
CRM enables is the development of a
potential client (a sales lead) into a
paying customer.
Its objective is to provide a
convenient and transparent tool
which improves relationship quality
and therefore the bottom line.

Customer Relationship
Management (CRM)
With CRM on Bitrix24, users can create
- Leads (Potential Customers/Companies)
- Assign People Leads
- Catalogues
- Quotations
- Invoice
- Sales Report
- Detect Duplication
- Manage Contacts
- Track Leads
- Receive Notifications
Quotes and Invoices can be exported to PDF and Excel

Customer Relationship
Management (CRM)