When to Upgrade Your Bitrix24 Account

Bitrix24 is a valuable tool for companies of all sizes. It helps to organize information, create tasks, oversee project management, and more. With over 8 million companies already using and loving this software, it is clearly useful. One of the best benefits of using Bitrix24 is that it has a free version that is available to everyone.

How do you know which version is best for your company? And if you are already a user of the free version, how do you know when to upgrade to a paid account? 

The Free Version vs The Paid Version

Most of the features in the Bitrix24 platform are available in the free version. Here are some of the best features broken down into categories.

CRM

The customer relationship management (CRM) portion of this software includes valuable tools.

Some of the features in the free CRM tool include:

• Unlimited lead tracking
• Unlimited contacts, including company plans, and the ability to create a profile for each
• No limit to the number of invoices you can create
• Product catalog
• Kanban view with custom stages and statuses for each client
• Pipeline management view with one-click conversion options
• Chat within the CRM software

For the paid versions of Bitrix24, there are varying levels of the following options for professional sales teams:

• Set and limit CRM access for an individual user according to their role
• Create multiple, customized pipelines for differing sales projects (limited to one pipeline in the free version)
• Tunnels within pipelines that automatically move leads down the pipeline according to set criteria
• Sales center featuring e-commerce tools to accept payments within chats
• Online document generator according to set templates with access rights
• Higher number of emails per month from within the CRM (free version allows 1,000 emails per month)
• Convert a quote to a deal and invoice with one click
• More resources for booking appointments and scheduling within CRM (free version has 6)
• Google Map and Zoom integration
• The option to remove Bitrix24 tags from forms and live chat

Sales Intelligence

Bitrix24 can help to improve your company’s sales intelligence. Some of the specific tools outside of those listed in the CRM that are only available to upgraded Bitrix24 plans include:

• Call tracking
• Automatic online advertising tracking, calculating ROI from Facebook, Adwords, SEO, etc.
• Automatic offline advertising tracking from television ads, billboards, print ads, etc.
• Report building on sales intelligence markers
• Keywords analysis

Contact Center

Use the best tools for staying in touch with your customers and teams. Included in the free version of Bitrix24, companies will find:

• Social network and messenger integration and management
• CRM forms for better lead capturing
• Website widget
• Live chat capabilities
• 1 open channel setting
• Request contact information
• Automated reply options

Some of the features you need to upgrade to use are:

• Built-in telephony and SIP connectors for third-party integration
• Email copy storage
• Call back widget
• Call tracking
• Unlimited open channel settings
• Route chat to all distribution mode for quickest response times
• Canned replies to FAQ
• Transfer conversations from one channel to another
• Analytical reports for channels and channel statistics

Tasks and Projects

Creating projects within the Bitrix24 platform helps managers oversee their completion. They can break a project into portions and assign them to team members and get updates on the progress made. Many features to help with task and project management are included in the free version.

• Unlimited number of tasks and projects
• Planner to organize tasks and arrange in chronological order for fulfillment
• Create subtasks within tasks
• Make checklists and reminders for better completion
• Integration with CRM, calendars, drive, and overall workflow
• Email to task creation and vice versa
• Mobile tasks for iOS and Android
• Gantt charts and Kanban use for visual monitoring
• Track time for individual tasks
• Set project owners and moderators
• Built reports for analytics

The upgraded version of Bitrix24 for tasks and projects include:

• Setting observers, participants, and supervisors on tasks
• Ability to delegate and rate tasks
• Custom field creation within the templates
• Access permissions including workgroup and project access rights
• Unlimited task dependencies (free version is limited to 5)
• More automation options
• Efficiency KPI by each user on time

Choosing Your Plan

These are just a few areas that show how upgrading your plan gives more options for companies. For small or up-and-coming businesses, many get by with only using the free version. Others choose to expand their software capabilities by upgrading.

If you are interested in learning more about what the upgraded version of Bitrix24 looks like versus the free version, see the pricing page for more information.