How to Use Bitrix24: First-Week Beginner's Guide

How to use Bitrix24: a practical first-week guide for new teams.

In short

How to use Bitrix24 step by step: set up CRM, pipelines, channels, automation, and tasks in your first week — and avoid the mistakes that kill adoption.

Bitrix24 does a lot — CRM, tasks and projects, chat and video, a contact center, websites and forms, automation, and reporting — which is exactly why new teams get lost. The fastest way to succeed is to ignore most of it at first and get one workflow working end to end: leads come in, someone owns them, follow-ups happen, and a manager can see the pipeline.

This guide walks you through that first week in the order we use with clients, then lists the mistakes that most often make teams quietly drift back to spreadsheets and WhatsApp.

By the Tech Titan Engineering TeamBitrix24 Gold PartnerPublished 6 October 2026

What Bitrix24 actually does

CRM — leads, deals, contacts, companies, quotes, and invoices, with pipelines and stages
Contact Center — website chat, email, WhatsApp, Telegram, and calls arriving inside the CRM
Automation — automation rules and triggers that assign, remind, move stages, and send messages
Tasks and projects — Kanban boards, Gantt charts, deadlines, and checklists
Collaboration — chat, video calls, a company feed, calendars, and shared drive
Sites and forms — landing pages and CRM forms that create leads
Analytics — CRM reports and BI Builder dashboards (BI isn't on the Free plan)

Day 1: set up the account and team

Create the company structure (departments) so permissions and reports follow it later
Invite users, starting with the sales team and one admin who owns the setup
Install the mobile app — most salespeople will use Bitrix24 from their phone
Decide what NOT to use yet: switch off tools you won't roll out in the first month to reduce noise

Days 2–3: design the CRM around your sales process

Choose the CRM mode: classic (leads first, then deals) or simple (straight to deals) — simple mode suits teams that don't qualify leads separately
Create one pipeline with stages that match real steps (e.g. New → Contacted → Meeting → Proposal → Won/Lost), not aspirations
Add only the fields you'll actually fill and report on; make the critical ones required at the right stage
Add lost reasons so you learn why deals fail
Import existing contacts and open deals from spreadsheets — clean duplicates first

Day 4: connect where leads come from

Website forms → Bitrix24 CRM forms or your existing forms via integration
Email → connect the team's mailboxes so client emails appear on records
WhatsApp and Telegram → Contact Center channels
Phone → Bitrix24 telephony or your existing PBX, with missed calls creating leads
Ads and portals → Meta Lead Ads, property portals, or marketplaces through integrations

Day 5: automate the basics

Auto-assign new leads (round-robin or by source) so nothing sits unowned
Create a follow-up task when a lead is assigned, with a deadline
Notify a manager when a lead is untouched for too long
Send a welcome message or confirmation when a lead arrives
Move the deal stage automatically when a key action happens (meeting booked, quote sent)

Week 2 onward: tasks, reporting, and habits

Use tasks and projects for delivery work tied to won deals
Build a manager dashboard: new leads, response time, deals by stage, won/lost
Hold the weekly sales meeting from the Bitrix24 pipeline view — if it's not in the CRM, it didn't happen
Review automation after two weeks: remove noisy rules, add missing ones

Beginner mistakes that sink adoption

Turning on everything at once — the team sees a maze and goes back to WhatsApp
Copying an old CRM's fields without asking which ones anyone uses
No owner for the system — nobody fixes the small annoyances, so they pile up
Skipping training because 'it's intuitive' — every team needs role-based training
Building reports before data is reliable — dashboards nobody trusts get abandoned

Frequently asked questions

Is Bitrix24 easy to use?

The individual tools are straightforward; the breadth is what overwhelms people. Rolling out one workflow at a time — CRM first, then channels, then automation — makes it easy for teams to adopt.

How long does it take to set up Bitrix24?

A small team can be working in the CRM within a week following the steps above. A full implementation with integrations, automation, and training usually takes a few weeks.

Can I use Bitrix24 for free?

Yes, the Free plan is usable for a very small team to start, with limits on users, storage, automation, and reporting. See our guide to the free plan's limits.

Does Bitrix24 have a mobile app?

Yes — iOS and Android apps cover CRM, tasks, chat, calls, and notifications. Most salespeople use it daily.

Should we set up Bitrix24 ourselves or use a partner?

For a simple pipeline, many teams manage alone with this guide. A partner pays for itself when you need integrations, automation design, data migration, or team training — the parts that decide whether the system gets used.