Bitrix24 Implementation Checklist — 47 Points

The implementation checklist we run on every Bitrix24 project.

In short

The 47-point Bitrix24 implementation checklist Tech Titan uses: process, structure, automation, channels, permissions, migration, dashboards, training, go-live.

This is the working structure of our 47-point implementation checklist — the questions that, answered before configuration, prevent the re-implementation projects we get called into. The full annotated PDF is available as a download.

1. Process before portal (8 points)

Lead sources inventoried with volumes and owners
Sales stages defined by exit criteria, not gut feel
Lead vs no-lead mode decided deliberately
Handovers (sales → operations → support) mapped
SLA targets set: first response, follow-up cadence
Lost reasons standardized into a fixed list
Reporting questions written down before any dashboard
One process owner named on the client side

2. Structure & data (10 points)

Pipelines defined per distinct process, not per team preference
Custom fields minimal, named consistently, each with a consumer
Mandatory fields at stage transitions
Duplicate control rules (phone/email match) configured
Migration source data audited and cleaned before import
De-duplicated import with source preserved
SPAs for entities CRM doesn't model
Requisites/quotes/invoices configured if used
Currencies, taxes, and products set
Archive/junk conventions agreed

4. Dashboards, training, go-live (17 points)

Response-time dashboard with agreed metric definition
Pipeline and source dashboards for management
Agent-level daily view
Admin trained (structure, automation, users)
Sales trained on live portal with checklist
SOPs written for lead handling and stage discipline
Go-live date with hypercare window staffed
Adoption metrics tracked from day one
30-day review scheduled
…and the remaining points in the full PDF

Frequently asked questions

What should be included in a Bitrix24 implementation scope of work?

Everything above, made concrete: named pipelines and fields, listed automations, channel connections, migration scope with record counts, dashboard list with metric definitions, training sessions by role, and a support window. A proposal that lists modules rather than concrete decisions is a signal to evaluate further options.

Can we run this checklist ourselves?

Absolutely — that is why we publish it. Where teams stall is usually automation design and dashboards; that is a sensible scope to bring us in for after you have done the process work.