Bitrix24 consultants

Q: Is Bitrix24 suitable as a primary CRM for a growing business?

For businesses with straightforward sales processes, Bitrix24s CRM module handles lead tracking, pipeline management, and customer communication well. If your sales workflow is complex or you need deep analytics, you may eventually need a more specialised CRM. Bitrix24 works best when you use multiple modules together.

Q: Can we automate repetitive tasks within Bitrix24?

Bitrix24 has built-in workflow automation for common tasks like lead assignment, status updates, and notification triggers. For more complex automation that spans multiple systems, we connect Bitrix24 to external workflow tools via its REST API, giving you far more flexibility than the native automation engine.

Q: How does Bitrix24 integrate with accounting software like Xero or MYOB?

There is no native integration with Australian accounting platforms, but we build custom connections using Bitrix24s API and middleware. These integrations sync invoices, payment status, and customer records between systems automatically, eliminating manual data entry between your CRM and accounting tool.

Q: Can Bitrix24 handle recruitment and onboarding workflows?

Bitrix24 includes basic HR features like employee directories, leave tracking, and simple hiring pipelines. For full-featured recruitment with applicant tracking, interview scheduling, and onboarding checklists, you may need to supplement Bitrix24 with dedicated HR tools connected via integration.

Q: What are the limitations of Bitrix24s free plan?

The free plan covers core CRM, tasks, and communication features with unlimited users, which is generous. Limitations include reduced storage, fewer automation rules, and restricted access to some advanced features like custom reports and telephony. Most growing businesses find they need a paid plan within six to twelve months.

Q: Can Osher help migrate our data from another CRM into Bitrix24?

Yes. We handle CRM migrations regularly, including data mapping, cleaning, and validation to make sure your contact records, deal history, and custom fields transfer correctly. We also set up the integrations your team needs from day one so there is no disruption to your sales process.

We can help you automate your business with Bitrix24 and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Bitrix24.

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About Bitrix24

Bitrix24 is an all-in-one business platform that bundles CRM, project management, team communication, HR tools, and document management into a single workspace. For businesses tired of juggling separate subscriptions for their CRM, chat tool, task manager, and file storage, Bitrix24 consolidates those functions. It is popular with small to mid-sized businesses that want a unified system without the price tag of enterprise platforms like Salesforce or HubSpot.

The CRM module tracks leads, deals, and customer interactions with built-in pipeline management. The project management side handles tasks, Kanban boards, Gantt charts, and time tracking. Communication features include group chat, video calls, and a social intranet. On the HR side, it covers leave management, employee directories, and basic recruitment workflows. The trade-off is that individual modules are not as deep as best-of-breed alternatives.

Where Bitrix24 benefits most from integration work is when businesses need data flowing between Bitrix24 and external systems — accounting software, marketing tools, or industry-specific applications. Our system integration team regularly connects Bitrix24 to other platforms via its REST API, enabling automated data sync that eliminates double-entry.

At Osher, we have worked with businesses that outgrow Bitrix24s native automation. Connecting it to a workflow platform like n8n lets you build more sophisticated processes — like automated lead scoring, multi-step approvals, or triggered notifications that Bitrix24 alone cannot handle.

Bitrix24 FAQs

Frequently Asked Questions

Common questions about how Bitrix24 consultants can help with integration and implementation

Is Bitrix24 suitable as a primary CRM for a growing business?

Can we automate repetitive tasks within Bitrix24?

How does Bitrix24 integrate with accounting software like Xero or MYOB?

Can Bitrix24 handle recruitment and onboarding workflows?

What are the limitations of Bitrix24s free plan?

Can Osher help migrate our data from another CRM into Bitrix24?

How it works

We work hand-in-hand with you to implement Bitrix24

As Bitrix24 consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Bitrix24 with integrate and automate 800+ tools.

Step 1

Audit your current business tools and processes

We map out every tool your team uses for CRM, project management, communication, and HR. This reveals overlaps, gaps, and integration points that Bitrix24 needs to address. Understanding your current workflows is essential before consolidating onto a new platform.

Step 2

Configure Bitrix24 modules for your business

Set up the CRM pipeline stages, custom fields, task templates, and communication channels that match how your team actually works. We configure the platform to fit your processes rather than forcing your team to adapt to default settings.

Step 3

Migrate existing data from current systems

Import contacts, deals, documents, and historical records from your existing CRM and business tools. We handle data cleaning and deduplication during migration to ensure your new Bitrix24 instance starts with accurate, well-structured data.

Step 4

Build integrations with external systems

Connect Bitrix24 to your accounting software, marketing platforms, and any industry-specific tools via API integrations. Our integration team builds reliable data sync that keeps records consistent across all your business systems.

Step 5

Set up automation rules and workflows

Configure automated lead assignment, task creation triggers, approval workflows, and notification rules. For processes that exceed Bitrix24s native capabilities, we connect external automation platforms to handle the complex logic.

Step 6

Train your team and refine over the first month

Run hands-on training sessions for each department covering their specific Bitrix24 modules. After launch, we review usage patterns and feedback to adjust configurations, add missing automations, and ensure adoption sticks across the team.

Transform your business with Bitrix24

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Bitrix24 consultation.

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