Vladimir Rekunov

Aleksandr Davydov

Aleksandr Davydov
HR processes implementation in Bitrix24 for Bright Way

HR processes implementation in Bitrix24 for Bright Way

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Bright Way is a dynamically developing group of companies whose strategy includes the implementation of many significant projects in the pharmaceutical industry. The company has over 400 employees. The company's offices are located in several European cities.

The company's HR specialist performs important tasks such as organizing training programs for employees, developing and updating job descriptions, organizing and announcing events in the feed.

This is a ton of work for one HR specialist. it is also time consuming. Also, the standard Bitrix24 e-Learning module can be used to publish training courses for employees, but you can't set access control to courses, or implement a development path for each employee.

This is why Bright Way decided to use Bitrix24 to automate HR processes.


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Stepan Ovchinnikov

Stepan Ovchinnikov
Salesforce to Bitrix24 migration: records types & sales Processes

Salesforce to Bitrix24 migration: records types & sales Processes


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We helped our client - an industrial refrigeration plant migrate from Salesforce to Bitrix24. 

Today, we’ll dwell on the key aspect - the Sales Process.

This article is useful for companies currently using Salesforce and would like to migrate to a more affordable platform with the same features as salesforce.


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Aleksandr Davydov

Vladimir Rekunov

Vladimir Rekunov
Saving 300 hours of HR time with an Employee Onboarding Module

Saving 300 hours of HR time with an Employee Onboarding Module

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In this article, we share how the development and introduction of an employee on-boarding system in an auto-chemical manufacturing company helped optimize its HR processes and save 300 hours of HR specialists’ time in six months.


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Aleksandr Davydov

Aleksandr Davydov
How to integrate any website with Bitrix24 using a widget and CRM form

How to integrate any website with Bitrix24 using a widget and CRM form

Today's article is a guide on how to embed Bitrix24 widget with a company website to create new leads.

For demonstration purposes, we will use a test website built on Wordpress and Bitrix platforms.

The same process applies to any platform: Wordpress, Drupal or Joomla.


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Nikita Kalinin

Demyan Seleznev

Demyan Seleznev
Electronic signature for documents and requests in Bitrix24

Electronic signature for documents and requests in Bitrix24

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Sometimes documents need to be signed and sent, but the manager whose signature is required is on vacation. While waiting for him/her to return, it is possible to forget about them, or miss the deadline for sending them.

In cases where “missed deadlines” isn’t an issue, the manager is welcomed back to the office with piles of documents. This is how he spends the first few days back - signing documents.

Implementing Electronic signatures in your CRM or Intranet gives trusted employees access to required signatures at any time.
Qualified E-signatures comply with eIDAS regulations, have legal power and can be used in transactions with clients, government agencies and other legal entities


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Stepan Ovchinnikov

Stepan Ovchinnikov
Lead processing in Salesforce and Bitrix24

Lead processing in Salesforce and Bitrix24


When a company makes a decision to migrate from one CRM solution to another, it’s usually due to low performance, high cost of maintenance, data loss, lack of integration possibilities with other systems. 

Bitrix24 is a CRM solution that offers high performance, has competitive pricing, is secure(you can even host the on-premise solution on your private servers), and is completely integratable with other systems. 

When you migrate from any other CRM to Bitrix24, you can be sure that all your processes can be replicated in Bitrix24.

How can lead capturing and processing in Salesforce be duplicated in Bitrix24?



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Elena Fedianova

Nikita Kalinin

Nikita Kalinin
Digital signature for Bitrix24

Digital signature for Bitrix24


Bitrix24 is such a system where you can manage every aspect of your business. With Bitrix24 documents, you can create document templates (contracts, deeds, invoices), save them, use them in tasks, document approval processes and more.
However, there is no feature that allows placing electronic signatures on Bitrix24 documents from within Bitrix24. 
We implemented electronic signatures for Bitrix24.
  1. Each user who signs documents is mapped to their electronic signature
  2. Users can choose from a number of placement positions where to place the signature
  3. Contracts signed with Electronic signatures are legally binding.


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Anton Kolodnitskiy

Anton Kolodnitskiy
How to create document templates in Bitrix24

How to create document templates in Bitrix24


The ability to generate document templates is a necessity in any CRM. In Bitrix24, it’s possible to generate templates for invoices, quotes, packing sheets, order confirmation, and more. 

The list of document templates available by default vary depending on the locale of your Bitrix24.
But, you can always load more ready-made templates or create your own templates.

In this article, show you how to use the Bitrix24 template designer.


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Anton Kolodnitskiy

Anton Kolodnitskiy
How to integrate Bitrix24 and Active Directory, Problems and solutions

How to integrate Bitrix24 and Active Directory, Problems and solutions


This article is a guide for integrating Bitrix24 on-premise with Active Directory and LDAP.

The tools needed for this task are readily available in Bitrix24, but some additional configurations are required. We also share configuration methods and how to solve problems that may arise during the integration.

We will consider a specific example of integration for one of our customers - a large production company.
There is a configured domain controller and Active Directory with a list of users.

The task is to import users from Active Directory to Bitrix24, and set up synchronization. Bitrix24 on-premise has a standard module for this task - “AD/LDAP integration”. Prior to synchronization, this module needs to be installed or updated.


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Anton Kolodnitskiy

Anton Kolodnitskiy
Bitrix24 implementation for the sales Department

Bitrix24 implementation for the sales Department


This article is a guide for Company leaders (CEOs, IT directors, Managers, Heads of Sales Departments) who are looking for new ways to increase returns and work more efficiently by implementing a Sales CRM. It is the responsibility of these company leaders to pick up new information, introduce innovation, and seek new ways of making the company more efficient. 

In this article, we will tell you all you need to know about implementing Bitrix24 for a Sales Department. We explain why it is important, what stages are involved, and how to prepare for them.


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Demyan Seleznev

Demyan Seleznev
Setting access permissions in Bitrix24 CRM

Setting access permissions in Bitrix24 CRM

In this article, we will show you how to set access permissions for different sections of Bitrix24 CRM :
  1. Workgroups and projects
  2. CRM entities
  3. Telephony
  4. workflows and business processes
  5. files and folders in Bitrix24.drive
  6. Open channels

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Daria Kugatova

Daria Kugatova
CRM field level security in kanban view

CRM field level security in kanban view


We recently updated the CRM field access permissions module for Bitrix24. The module hides or prohibits editing specific fields of CRM entities (Deal, Lead, Contact or Company) in Bitrix24 from specific users, user groups or departments.

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Aleksandr Davydov

Stephanie Fubara

Stephanie Fubara
Twilio SMS integration module receives Special Recognition

Twilio SMS integration module receives Special Recognition

As a mark of its excellence and outstanding service and product quality, our SMS communication software “Twilio SMS to CRM” was given an industry award from a leading B2B software marketplace.

This industry recognition is granted to communication platforms that have amassed a growing number of users over a short period of time and gained increasing popularity for their robust set of features and functionalities.


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Anton Kolodnitskiy

Anton Kolodnitskiy
Five business processes that you must automate to increase productivity

Five business processes that you must automate to increase productivity


All large commercial and manufacturing companies, irrespective of the nuances of the business, have similar processes for working with clients, paperwork, shipping or providing services.

From our experience in large systems automation and management processes in various industries, we can recommend the following five main business processes that will help you improve customer service, speed up paperwork, reduce overhead costs, increase conversions, and improve employee KPI.



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Aleksandr Davydov

Aleksandr Davydov
How to create and use Bitrix24 CRM business processes

How to create and use Bitrix24 CRM business processes



What are Bitrix24 CRM business processes used for? To solve organizational problems.

With the help of CRM business-processes you can make organization easy for staff. You can set automatic reminders for CRM entities, set automatic tasks for sales people for different CRM stages. 

In a nutshell,  CRM business processes should be a vital part of your sales funnel!

How many times have your sales team left leads in the same stage for several weeks simply because everyone forgot about them?

Set up a business process which will set tasks and send reminders to the entity responsible persons!  This way, you ensure a smooth workflow for closing deals.


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Elena Fedianova

Aleksandr Davydov

Aleksandr Davydov
How to configure Bitrix24 Sales Intelligence

How to configure Bitrix24 Sales Intelligence

track the efficiency of ad channels

The average B2B company spends 2-5% of their annual revenue on advertising, while B2C companies spend 5-10%. To bring that into perspective, if the yearly revenue of your company is 10 million dollars, you spend between 200 thousand to 1 million dollars on advertising - creating a website, running adverts on search engines, on social media and offline (billboards, flyers, posters).

When considered as a whole, these advertising efforts may “seem” to bring good results in the form of “leads”. 

We say “seem” because if you don’t have data to help you understand which advertising channels are effective and which are not, then, chances are that a huge chunk of your advertising and marketing budget is being wasted. In a recent survey by Rakuten Marketing, marketers admit to wasting 26% of their marketing budget on ineffective ads

With Bitrix24 Sales intelligence, you can track the effectiveness of all your advertising channels and sales managers, to maximize your advertising ROI.

This article is a guide on how to configure Bitrix24 Sales Intelligence by yourself.




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Stepan Ovchinnikov

Stepan Ovchinnikov
Organizing Document Approval in Bitrix24 from Contractors’ Personal Accounts on website

Organizing Document Approval in Bitrix24 from Contractors’ Personal Accounts on website



EVRAZ is one of the largest vertically integrated steel companies in the world. The company actively uses external contractors to solve project and everyday tasks.

Once a contractor has been selected, they need to begin work. Incorporation into the project is an important and complex process. The key stage of incorporation is the approval of documentation for organization and implementation of work.

Previously, document approvals were carried out during private meetings between contractors and project coordinators. This approach led to delays in timelines, and the danger of postponing projects. It was an imperfect process

Our task was to develop a tool that would allow contractors who are registered on EVRAZ's website to initiate and organize approval of documents in EVRAZ's Bitrix24 quickly and conveniently without having access to the portal.

We helped EVRAZ move from personal document approval meetings to online document approvals. When a document is finally agreed upon, digital signatures are placed to make the contract legally binding.



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Yuliya Krykhtina

Stephanie Fubara

Stephanie Fubara
Must Have Features In Your CRM

Must Have Features In Your CRM


One of the major challenges facing companies that transitioned online is how to deliver quality and personal customer service to their clients without face-to-face interaction. It’s true that technology can cause exponential growth to companies. However, business owners and leaders must also guard this important aspect of running a business. Fortunately, there are now a lot of CRM systems or customer relationship management systems available online.

What are the features and objectives of CRM tools? Its most basic definition is any technology in the form of a system or an app that aims to manage all your relationships and interactions with clients and potential customers. 

Today, over 87% of businesses use a cloud-based CRM. That’s because it enhances business relationships and operations by giving organizations a more streamlined way to interact with their leads and customers. A CRM system enables companies to engage their customers, simplify processes, and increase income generation. 


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Daria Kugatova

Stepan Ovchinnikov

Stepan Ovchinnikov
Case: HR process automation for a large pharmaceutical company

Case: HR process automation for a large pharmaceutical company


Having people in companies is not only very important, but also very expensive. Literally.

And we’re not even referring to wages and salaries. An organisation with a staff of 1-3 thousand people spends huge resources on recruiting, preparing, training, team building and organising the work of new employees.

According to data received from our clients, 1 office employee requires at least 30 hours of recruiters time to hire, and at least 50 hours of training to be effectively incorporated into work processes. This is the time of the HR department, managers, colleagues and the employee himself.

The constant complexities of personnel processes requires the HR department to be enhanced, but the full scope of HR work does not always seem clear to management. 

It becomes imperative to automate to make HR processes efficient.



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Aleksandr Davydov

Aleksandr Davydov
What Bitrix24 business processes are and how to manage them

What Bitrix24 business processes are and how to manage them



In this article, we show you how to work with Bitrix24 Business processes. You'll find answers to questions like
  1. where to find running business processes, 
  2. how to edit and delete them, 
  3. how to change CRM workflow participants
  4. how to grant users and user groups permissions to enable them to monitor and control business processes in Bitrix24.


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