Top 5 Automation Features in Bitrix24: Save Time and Money

“Time is money” is a well-worn business cliche, but that doesn’t make it any less true. Save time and you make money. The maths are simple. And that’s where automation comes in.

Whether you manage a small business or a growing enterprise, using automation saves you time, reduces costs, and helps your team stay focused on what really matters—growing the business and delivering value to your customers.

This article dives into the top 5 automation features in Bitrix24 that can help you achieve these goals, transforming the way you work and unlocking your business's full potential.

1. Automated Workflows

Ever feel like your team is bogged down by repetitive and mundane tasks? Automated workflows in Bitrix24 can help you break free from routine. By automating everyday processes like approvals, notifications, and document handling, you save time and reduce errors. This means more time for what really matters—strategic work that drives growth.

What Do Automated Workflows Do?

Think of automated workflows as your team’s personal assistant. They trigger a series of actions automatically based on the conditions you set. For example:

• A lead moves to a new stage in your CRM? Send an instant follow-up email.

• A document needs approval? Notify the right people immediately.

• A task deadline is approaching? Send a reminder to keep things on track.

Why Use Automated Workflows?

• Save Time: No more manual updates or chasing approvals. Automation handles it all.

• Reduce Errors: Consistent processes mean fewer mistakes.

• Boost Productivity: Your team focuses on strategic tasks, not repetitive ones.

• Improve Visibility: Keep track of tasks and their statuses in real-time.

How to Set Up Automated Workflows in Bitrix24

1. Identify Key Tasks: List tasks you often repeat—approvals, follow-ups, etc.

2. Map the Process: Outline each step that needs automation.

3. Use the Visual Builder: In Bitrix24, drag and drop actions to build your workflow.

4. Set Triggers and Conditions: Decide when each action should happen.

5. Test and Launch: Run tests to ensure smooth operation, then roll it out.

By integrating automated workflows into your daily operations, you increase efficiency across the board. It’s a simple step that leads to significant results. Why not give it a try? Start for free today.

2. CRM Automation Rules and Triggers

Bitrix24’s CRM automation rules and triggers can help you stay on top of every interaction without lifting a finger. Automate key actions like follow-ups, status updates, and task assignments to make sure your sales pipeline keeps moving smoothly.

How Do CRM Automation Rules and Triggers Work?

With CRM automation, you set up "rules" that trigger specific actions based on customer behavior or status changes. Here's how they can work for you:

• A lead gets marked as "Interested"? Automatically assign a salesperson and create a task for follow-up.

• A deal reaches a certain stage? Send a customized email or SMS to the client with the next steps.

• A customer hasn’t been contacted in a while? Set a trigger to remind your team to reach out.

Benefits of CRM Automation in Bitrix24:

• Streamline Sales Processes: No more manual task assignments. Automation takes care of it, keeping the momentum going.

• Improve Customer Engagement: Automated reminders ensure consistent communication, enhancing the customer experience.

• Reduce Admin Work: Cut down on the tedious data entry and focus more on selling.

• Better Sales Insights: Automation logs every action, giving you a clear view of your sales process.

Setting Up CRM Automation in Bitrix24

1. Access the CRM Settings: Go to the Automation tab in your CRM module.

2. Choose the Stage or Status: Select the stage where you want to add automation.

3. Set the Rules and Triggers: Pick the conditions and define the actions—like sending an email or assigning a task.

4. Test the Automation: Ensure the rules work as intended to avoid any mishaps.

5. Monitor and Adjust: Regularly review the automation to optimize it for better results.

While automation boosts efficiency, remember that customers value a personal touch. Use automation to handle routine tasks, but make sure your team still engages directly when it matters most. This balance keeps your process efficient and your customers happy.

3. Task and Project Management Automation

Is your team struggling to keep projects on track? Task and project management automation in Bitrix24 can help you stay organized and meet deadlines without the usual headaches. Automating key project tasks ensures everything runs smoothly from start to finish.

What Does Task and Project Management Automation Do?

Automation in task and project management streamlines the flow of work. It takes care of assigning tasks, sending reminders, and tracking progress—all without manual input. Here’s how it works:

• A new project starts? Automatically assign tasks to team members based on their roles.

• A deadline is near? Send automated reminders to keep everyone on schedule.

• A task is completed? Trigger the next task in the sequence to keep the project moving.

Why Automate Task and Project Management?

• Stay on Schedule: Automated reminders and task assignments help you avoid delays.

• Improve Team Coordination: Everyone knows what to do and when to do it, reducing confusion.

• Enhance Productivity: Focus on the work itself, not on managing the process.

• Increase Accountability: Automated tracking ensures that nothing falls through the cracks.

Setting Up Task Automation in Bitrix24

1. Define the Project Workflow: Map out the tasks and milestones for your project.

2. Create Task Templates: Set up templates for recurring tasks to save time.

3. Assign Roles Automatically: Use automation to assign tasks based on team members’ roles and expertise.

4. Set Up Notifications: Ensure team members receive timely reminders as deadlines approach.

5. Monitor Progress: Use Bitrix24’s dashboards to keep an eye on task completion and overall project status.

Use automation for routine tasks, but combine it with manual oversight for more complex or creative projects. This balance helps you maintain control while reaping the biggest benefits of automation.

4. Document Management Automation

Document management automation in Bitrix24 can help you keep everything organized and accessible. It’s all about reducing manual effort and ensuring that your documents are always where they need to be.

What Does Document Management Automation Offer?

Document management automation in Bitrix24 handles everything from filing to sharing documents securely. It automatically sorts documents based on rules you set, manages version control, and even tracks changes. Here’s how it works:

• A new document is uploaded? It gets automatically stored in the correct folder.

• Need to share a file securely? Set automated permissions and sharing settings.

• A document is updated? Keep track of every version change without lifting a finger.

Why Automate Document Management?

• Save Time: No more manual filing or searching for documents.

• Ensure Accuracy: Automated version control prevents errors and duplication.

• Boost Security: Set rules for access and sharing to keep sensitive documents safe.

• Improve Collaboration: Make sure everyone is always working with the latest document version.

How to Set Up Document Management Automation in Bitrix24

1. Organize Your Folders: Structure your folders for easy navigation and storage.

2. Create Automation Rules: Define rules for where new documents should go and who should access them.

3. Set Up Version Control: Enable automated version tracking to manage changes seamlessly.

4. Automate Permissions: Configure access levels automatically based on document type and user role.

5. Monitor and Adjust: Review the document management system regularly to ensure it meets your needs.

By automating document management with Bitrix24, you reduce the hassle and improve how your team handles information. It’s a smart way to keep things organized, secure, and easy to find.

5. Automated Reporting and Analytics

Do you struggle to keep up with all the data in your business? Automated reporting and analytics in Bitrix24 can change that. These business tools provide real-time insights without the need for manual data crunching, helping you make better decisions faster.

What Do Automated Reporting and Analytics Offer?

Automated reporting in Bitrix24 collects and analyzes data from across your business. It creates reports that update automatically, giving you a clear picture of your performance at any time. Here's what it can do:

• Need to see sales performance? Generate automated sales reports that update in real-time.

• Want to track employee productivity? Set up reports that show task completion rates and project progress.

• Looking to analyze customer trends? Use automated analytics to spot patterns and adjust your strategy.

Benefits of Using Automated Reporting in Bitrix24:

• Save Time: No more manual report generation. Get the data you need instantly.

• Make Informed Decisions: Access up-to-date insights to guide your strategy.

• Identify Trends and Issues Quickly: Spot what’s working (and what’s not) at a glance.

• Customize Reports: Tailor reports to show the metrics that matter most to your business.

How to Set Up Automated Reports in Bitrix24

1. Choose the Data Sources: Decide which areas of your business you want to track, like sales, marketing, or HR.

2. Select Report Types: Choose from pre-built templates or create custom reports to match your needs.

3. Set Up Automated Updates: Define how often reports should refresh—daily, weekly, or in real-time.

4. Share with Stakeholders: Automatically send reports to key team members or decision-makers.

5. Review and Refine: Regularly check your reports to ensure they provide relevant insights.

Combine automated insights with your team’s expertise to get the full picture. This approach allows you to use data effectively without losing the context only human experience can provide.

Key Takeaways

The automation features in Bitrix24 are designed to help you save time and money. By automating workflows, CRM tasks, project management, document handling, and reporting, you can simplify your operations and focus on what really matters—growing your business.

• Automated Workflows: Streamline repetitive tasks to save time and reduce errors.

• CRM Automation: Keep your sales pipeline moving and maintain consistent customer engagement.

• Task and Project Management Automation: Stay organized and meet deadlines with less manual oversight.

• Document Management Automation: Keep your files secure, organized, and easy to access.

• Automated Reporting and Analytics: Get real-time insights to make smarter, data-driven decisions.

Automation isn’t just about cutting costs. It’s about working smarter, freeing up valuable time, and empowering your team to focus on higher-value tasks. But remember, balance is key. While automation handles repetitive processes, there’s still a place for personal interaction and human oversight.

Ready to take the next step?

Unlock the power of Bitrix24’s automation features. Streamline your operations and boost your business success with our seamless workflows at your fingertips.

Join for free today.

Frequently Asked Questions

Can I customize automated workflows for different departments in Bitrix24?

Yes, you can customize automated workflows in Bitrix24 to suit the specific needs of different departments, such as Sales, HR, and Finance. For instance, the Sales department might automate lead nurturing and follow-ups, while HR could automate onboarding tasks and document approvals. The flexibility of Bitrix24's workflow builder allows you to tailor processes with department-specific triggers, conditions, and actions.

How can I measure the effectiveness of automated workflows in Bitrix24?

To measure the effectiveness of automated workflows, you can utilize Bitrix24's reporting and analytics tools. These tools allow you to track metrics like task completion times, bottlenecks in approval processes, and overall time saved through automation. Monitoring these KPIs helps you understand where workflows are excelling and where the room for improvement lies.

Can automated workflows integrate with third-party applications through Bitrix24?

Yes, Bitrix24 supports integration with various third-party applications, which can enhance your automated workflows. For example, you can integrate with email marketing tools, accounting software, or cloud storage solutions. These integrations allow you to extend the functionality of your workflows, making them more powerful and aligned with your business's needs.