Solutions

Connected workflows, organised around your business needs.

Not features for their own sake — each solution connects teams and information so the work that matters actually moves.

Sales & Lead Management

Turn inquiries into a managed pipeline where every lead has an owner and a next step.

Example workflow

1
An inquiry arrives from a form, chat, email, or call.
2
A lead is created in CRM and assigned to the right person.
3
The lead is qualified and moved through deal stages.
4
Follow-up tasks are scheduled so nothing waits silently.
5
Won or lost outcomes are recorded with reasons.

Connects through

Website forms feeding CRM directly
WhatsApp and telephony captured against the lead
Advertising lead sources imported and attributed

Native platform features and third-party integrations are set up based on what your plan and providers support.

Customer Communications

Bring customer conversations into one place, linked to the right records.

Example workflow

1
A message arrives on WhatsApp or email.
2
It links to the existing contact or deal.
3
The reply is sent from within CRM.
4
The full history stays with the customer record.
5
The next action is assigned to keep it moving.

Connects through

WhatsApp Business connector (where available)
Email synced to CRM conversations
Telephony with call logging and recording links

Native platform features and third-party integrations are set up based on what your plan and providers support.

Operations & Approvals

Move requests and approvals along a clear path instead of chasing people by message.

Example workflow

1
A request or document is raised in the system.
2
It routes to the right approver with the context attached.
3
It is approved, returned, or rejected with a reason.
4
A document is generated and the next task is triggered.
5
The person responsible is notified to proceed.

Connects through

Document generation and templates
Approval routing tied to roles and permissions
Notifications across web, mobile, and email

Native platform features and third-party integrations are set up based on what your plan and providers support.

Tasks & Project Delivery

Hand work over between teams with the context and deadlines intact.

Example workflow

1
A deal is won and a project is created from it.
2
Tasks are assigned with owners and deadlines.
3
Progress is tracked and handovers are explicit.
4
Dependencies and milestones keep delivery visible.
5
Completion updates reporting and the next stage.

Connects through

Projects linked to CRM deals and contacts
Task boards and checklists for delivery teams
Time and workload tracking where relevant

Native platform features and third-party integrations are set up based on what your plan and providers support.

Management Visibility & Reporting

See sales and delivery performance without asking five people for a spreadsheet.

Example workflow

1
Data is captured through everyday work.
2
Dashboards summarise pipeline, follow-ups, and delivery.
3
Reports break performance down by team, owner, or period.
4
Scheduled reports reach the people who need them.
5
Bottlenecks and trends become visible early.

Connects through

Dashboards built from live CRM and task data
Scheduled and shared reports
Exports where external reporting is required

Native platform features and third-party integrations are set up based on what your plan and providers support.

Integrations

Connecting the channels and tools your work depends on.

Bitrix24 works best when it connects to where your customers reach you and the tools your teams already use. Some connections are native; others need third-party services.

Email

Native

Connects inboxes to CRM so conversations stay with customer records.

Website forms

Native

CRM and web forms capture inquiries directly into leads and deals.

Third-party

Via WhatsApp Business connectors; availability depends on plan and region.

Telephony

Third-party

Telephony integrations add call logging and click-to-call; depends on provider.

Advertising lead sources

Third-party

Leads from ad platforms flow in via integrations or middleware.

External business applications

Third-party

Connected through the REST API or middleware such as Zapier or Make.

Availability depends on the Bitrix24 edition, your subscription level, and the third-party provider. We assess each connection for your specific case — and won't imply every integration is included or available on every plan.

Let's talk

Let's map a solution to your situation.

Share where the handoffs break down and we'll sketch how it could flow — then decide together whether it's worth building.

Book a Consultation