[ Bitrix24 Reviews ](https://www.g2.com/products/bitrix24/reviews) [ Bitrix24 Reviews ](https://www.g2.com/products/bitrix24/reviews) # Bitrix24 Features ##### ## Platform (18) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Customization Allows users to customize chat colors, text, logos, and branding. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Integration Integrates with other customer service software to improve support and enhance functionality Reporting Provides analytics tools that reveal important business metrics and track progress Dashboards Displays important metrics relating to performance Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage System of Record Integration Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint APIs Enables custom integration to external systems Show More ##### ## Sales Force Automation (9) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Show More ##### ## Customer Support (5) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (6) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Sync Multiple Calendars The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar) Import Events Ability to import events from an existing account or another calendar Software Integrations Integrates an existing calendar with another software application, such as Microsoft Teams or Slack Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Ticket and Case Management (8) Ticket Creation User Experience User Experience of creating and submitting a ticket Ticket Response User Experience User Experience of responding and receiving a response Workflow Route tickets based on values of fields, changes to ticket status and time based conditions Automated Response Respond to common requests with standard reply SLA Management Offers tools for managing and tracking service-level agreements (SLAs) Attachments/Screencasts Documents and files can be attached to the ticket to communicate with customer issues/resolutions Ticket Collaboration Share and collaborate on tickets with multiple customer service representatives Customer/Contact Database Central repository for account and contact information Show More ##### ## Communication Channels (5) Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Email to Case Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Live Chat Support Ability for customer service agents to communicate with customers via live chat to solve problems live Social Media Integration Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks Voice Make and receive calls directly in the application. Track and record calls for analysis. Show More ##### ## File Management (5) Device Syncing Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on Web Interface Ability to access documents via a web interface without a client being installed on a device File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Search Can easily find files via a simple and/or advanced search Mobile Apps iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC Show More ##### ## Collaboration (4) File following Allows users to receive updates when files have been updated, added, deleted or moved. File Sharing Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. Simultaneously Editing Users can work simultaneously on files. Change Tracking / Audit Logs Provides an audit log of changes and enables users to revert to a specific version Show More ##### ## Administration (6) User and Role Management Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. Policies and Controls Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. Device Management Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. Storage Limits Administer storage limits by user or group Storage Zones Choose data center your files should be stored at Security Stores and transfers files in secure environment Show More ##### ## Tasks (11) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Tasks Allows users to create, modify, and delete tasks Details Helps users capture all relevant details required to perform tasks Priority Assigns priorities to tasks and allows admin to change priorities Show More ##### ## Projects (11) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Customizations (4) Templates Provides ready-made templates for simplified website creation. Drag and Drop Allows users to drag and drop items and content to customize their site's look. HTML Input Permits HTML-savvy administrators to input code to uniquely customize their website. Domain Name Offers customers the option to purchase a unique domain name. Show More ##### ## Growth (5) SEO Provides insight into words that would increase search engine optimization. Site Analytics Gives users insight into unique pageviews, subscribers, location of viewers, etc. Marketing Tools Provides tools that aid in user marketing efforts. E-Commerce Allows users to turn their website into an online store by offering e-commerce capabilities. Hosting Hosts domains within the tool. Show More ##### ## Content (4) Email Integrations Provides an email for users to field communication within their website builder too. Content Management Manages content such as blogs, marketing tools, newsletters, etc. Permissions Allows administrators to create role or password-based permissions to ensure users see only what they should see. WordPress Tool Website Builder Show More ##### ## Grammar (3) Grammar Check Checks for grammar errors like misspellings, sentence run-on, etc. Tone Check Evaulates emotional tone of words written. Sentence Formatting Ensures sentences are formatted properly. Show More ##### ## Formatting (3) Plagiarism Check Checks for instances of plagirism. Style Editor Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.). Citation Finder Finds and formats citations for works mentioned. Show More ##### ## Content (3) Idea Recommendation Recommends ideas for topics based on the content written. Content Generation Generates sentences, paragraphs, or papers based on sample text or a topic. Form Generation Generates a form based on information presented. Show More ##### ## Product Type (2) Standalone Application Application is available as a standlone product. Plugin Application is available as a plugin used with another document creation product. Show More ##### ## Conferencing Options (3) Group Live Chat Provides a live chat feed during a screen sharing session. Audio Conferencing Allows users to communicate via audio channels. Video Conferencing Allows users to communicate via video channels. Show More ##### ## Presenter Tools (4) Live Preview Provides a live preview of what viewers are seeing in real-time. Notifications Blocker Blocks notifications from other applications from appearing during a screen sharing session. Remote Control Allows users to give audience members control of cursors or tools on the shared screen. Switch Presenter Allows presenters to relinguish presenter access to another user in a call. Show More ##### ## Application Tools (3) Password Protection Provides password protection to screen sharing sessions. Recording Allows users to record screen sharing sessions for later review. In-Browser Application Software is available within browsers. Show More ##### ## Knowledge Pages (6) Templates Provides pre-made templates for wiki pages and knowledge articles. In-Content Feedback Allows users to leave feedback within a wiki page or knowledge article. Versioning and Version History Allows users to see version history and return to previous versions of wiki pages. Decision Trees Displays knowledge articles to be arranged in a decision tree. Duplicate Detection Detects any creation of already existing knowledge pages and alerts user Content Editor Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio Show More ##### ## Knowledge Dissemination (9) Page Analytics Provides data on wiki page and knowledge article use. Permissions Allows administrators to provide permissions and gate pieces of content based on role. Knowledge Sharing Offers additional tools that facilitate knowledge sharing and collaboration. Notifications Notifies users when changes occur. Advanced Search Offers AI-based search capabilities Browser Extension Allows users to capture knowledge from the web Organization Allows knowledge pages to be organized into sections and subsections as needed Other Integrations Integrated with other tools to faciliate the sharing of information Knowledge Integrations Integrates with other knowledge repositories in the business Show More ##### ## Kanban Boards (3) Kanban Cards Provide standard Kanban cards for various types of tasks that can be modified by users Drag and Drop Allows users to drag and drop cards to rearrange them in a board Visibility Boards provide visibility accross all projects, tasks, and users Show More ##### ## Planning (3) Workflow Define the stages of a workflow and assign tasks to each stage Backlog Tasks can be moved to a backlog based on priority and other criteria Optimization Ability to improve workflows and processes by analyzing the flow of tasks Show More ##### ## Communication (5) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Announcements Manage news and announcements by company or department Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (5) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Calendars Manage private and shared calendars and associated events Public Sharing Make project views available for the public. Show More ##### ## Project Management (4) Task Management Include features to create, assign, and manage tasks. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Remote Collaboration (4) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Connectivity Allow users to connect to tools that they use remotely Offline Mode Users can work offline and changes are synced when they back online Show More ##### ## Collaboration Tools (4) Screen Sharing Able to share your desktop screen or an application with the rest of the conference. Presentations Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference. Live Chat Conferences have a text chat feature. Hand Raising Allows conference participants to notifiy conference hosts when they want to speak. Show More ##### ## Meeting Coordination (4) Scheduling Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software. Recording Conferences can be recorded for future use with native functionality. Participant Permissions The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group. One-Click Join Allows users to join a conference without requiring a download or a sign-in Show More ##### ## Software Type (3) Mobile Offers a mobile app or mobile optimized website to video conference from smartphones or tablets. Browser Application Conferences can be launched within a browser without requiring a user to download an application to their desktop. Desktop Application Software is available as a downloadable desktop application. Show More ##### ## Support (1) Customer Support Customer Support Show More ##### ## Calendar View (2) Multi-Calendar View Ability to view multiple calendars at once from within a single window Customizable Viewing Provides customizable viewing options (e.g., day, week, month, year) Show More ##### ## Shared Calendar (2) Calendar Collaboration Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.) Multiple Calendar Management Ability to manage multiple calendars at a time Show More ##### ## Accessibility (2) Screen Reader Compatibility Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings Keyboard Shortcuts Calendar functions can be carried out with the use of keyboard shortcuts Show More ##### ## Notifications (2) Customized Calendar Notifications Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email) Location-Based Alerts Offers location-based alerts to assist with commuting to and from one location to another Show More ##### ## Generative AI (11) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Kanban Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Cloud Content Collaboration (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Knowledge Base (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Help Desk (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project Collaboration (2) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Video Conferencing (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Calendar (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Employee Intranet (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Screen Sharing (1) Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![ClickUp](https://images.g2crowd.com/uploads/product/hd_favicon/b675771627028c890e21cb68228a24e9/clickup.svg "ClickUp") ClickUp 4.6/5 (12,182) ](https://www.g2.com/products/clickup/reviews) [ ![Google Workspace](https://images.g2crowd.com/uploads/product/hd_favicon/16b55d7b1aa594a1a78d8ec91ebbca79/google-workspace.svg "Google Workspace") Google Workspace 4.6/5 (45,590) ](https://www.g2.com/products/google-workspace/reviews) [ ![monday Work Management](https://images.g2crowd.com/uploads/product/hd_favicon/5c18572c785c604e70daeba4580c1091/monday-com.svg "monday Work Management") monday Work Management 4.7/5 (15,034) ](https://www.g2.com/products/monday-com/reviews) [ View All Alternatives ](https://www.g2.com/products/bitrix24/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [File Sharing](/glossary/file-sharing-definition) Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files. [Instant Messaging](/glossary/instant-messaging-definition) Business instant messaging software works as a communication platform for companies via a text-based messaging application. Learn how these products ease internal business communication among employees. [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. [SLA management](/glossary/sla-management) SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it. [Calendar View](/glossary/calendar-view-definition) What is calendar view and why is it important as a software feature? Read further to learn more about calendar view and how calendar software implements this feature. 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