Free AI Assistant

Sales team collaboration tools

Bitrix24 is so much more than just CRM – we have every tool you and your team may need to work together on your sales, clients, files, and other tasks.

CRM

Tasks and projects

Collaboration

Sites and Stores

HR and automation

CoPilot

Chat

Bitrix24 chat is easily one of the most effective tools for management of a sales team. Create public and private chats, invite external users, share files and emotions, exchange important information, and stay notified wherever you are.

Private and public chats

Likes, GIFs, and emojis

External users

AI-powered assistant CoPilot

Private and public chats

Create a separate chat for every department and one for the whole company. Employees can discuss work-related issues, share files, and send images.

Invite external users

Create a chat inside Bitrix24 and invite an external user to discuss a project or collaboration. To join, they will need to click on the link you send them via email or SMS.

Chat history search

A nice, convenient tool that will help you find bits of information, files, and images in a particular chat.

Ready to communicate via chat in Bitrix24?

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Bitrix24 Sync: video calls and conferences

No need to use Zoom or Skype as Bitrix24 sales team software features HD-quality video calls. Organize online meetings with your sales team, set up individual calls with sales reps, schedule video calls with your clients right from a CRM deal or lead.

HD audio and video quality

Up to 48 participants

Screen sharing

Custom backgrounds

Call recording

Organize virtual meetings in one click

Invite your colleagues to a chat and start a video conference call with one click. Initiate a video conference right from a CRM deal/lead, task, or event in your calendar.

HD audio and video quality

Enjoy crisp clear audio and video quality even with slow Internet connection, from PC or smartphone.

Screen sharing and call recording

Share your screen during a daily sales meeting to show important information to your colleagues. The meeting can be recorded and saved to your Bitrix24 Drive.

Ready to use online meetings in Bitrix24?

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What makes Bitrix24 better than 99% of other solutions on the market?

Replaces all your current SaaS solutions
Free forever for unlimited users
Easy to migrate your data from other systems
Integrated with all your favorite services and apps
Used, loved, and trusted by 15,000,000+ users worldwide
100% flat fee: predictable costs, no per-user pricing

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Tasks

Bitrix24 sales collaboration software features tasks, projects, workgroups, Kanban boards, Gantt charts, and workload management to help you manage your sales team easier and more efficiently.

Kanban board

Gantt chart

Scrum

Task automation

Task templates

Automated tasks & task templates

You can set the system to create tasks automatically based on certain actions in CRM (e.g., when a deal is moved into the Invoice stage, you can set a task for accounting).

Checklists and sub-tasks

Every task can be expanded to feature a number of sub-tasks or a checklist, which makes it easier to control the results.

Different task view modes

Choose between 5 different task view modes, depending on your preferences: Scrum, List, Kanban, Planner, and Gantt chart.

Ready to manage your tasks with Bitrix24?

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Calendar

Organize meetings and events with style and ease, plan your day and manage your workload, communicate with your team and collaborate with external users – all with Bitrix24.

Public and private events

Flexible access rights

2-way sync with MS, Apple, Google

Open slots

Planning

Organize meetings and events, invite your team members and external users (e.g., contractors or freelancers), schedule appointments and plan your day.

Organizing

There's so much you can do with a simple event in Bitrix24 Calendar: create a quick chat, set up an online meeting, or assign a task.

Scheduling

For every new event with multiple participants, our calendar will show you available time slots for each participant. Once an event is created, they will receive an invitation.

Ready to manage your events in Bitrix24?

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File storage

Bitrix24 Drive is the place where you create, edit, and share any work-related files. Easily accessible from any device, integrated with Google Docs, Office 365, and the rest of Bitrix24 sales productivity tools – everything you'd want from a file storage is here.

24/7 online or offline access from PC or smartphone,

Configurable access permissions

Secure storage for all your data

Integrated with Office 365 and Google Docs

Convenient file management

Store important documents, co-edit and share them online with your team and external users. Create a group folder for your department or project and invite your teammates to collaborate online.

Access permissions

Certain files and folders in your company should not be accessible to everyone (e.g., sales figures or sensitive client data). With Bitrix24 Drive, you can restrict access to such files and/or lock them to avoid accidental changes.

Your data is 100% secure

Bitrix24 Drive features SSL-encrypted data transfer, daily backup, and version history/rollback. Our data centers are protected in accordance with SAS 70 Type II and conform to the Safe Harbor standard – the highest level of data security a civilian can get.

Ready to manage your files in Bitrix24?

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Online documents

Upload, create, view, co-edit, and share documents with both your colleagues and external users inside Bitrix24. It supports all popular file formats, which means you can work not only with plain text documents but also spreadsheets and presentations.

Supports docx, pptx, xls, pdf, txt, csv

Real-time co-editing

Access permissions

Document sharing

Real-time document editing

Create and edit text documents, spreadsheets, and presentations in real-time. Invite other users (whether they have a Bitrix24 account or not) to co-edit your documents.

Real-time collaboration

No matter how many people are co-editing a document, you can always see who's worked on it recently and what changes have been made.

Document management

Manage your documents via a single dashboard wh ere you can view all the recent activity, changes, and updates. Enable document lock to prevent it from accidental editing.