Login to Bitrix 24. Bitrix24 personal account. Invitation to Bitrix24.Network

To simplify and at the same time increase business efficiency, a special system has been developed - Bitrix 24. Using this CRM, you can automate the process of setting tasks, monitor their implementation, draw up a work plan, and also communicate with employees in the same way as on social networks.

Description

Bitrix 24 is a CRM system that provides significant assistance in organizing the work of a company. In simple terms, thanks to this software you can combine all business information in one workspace. Data about employees, planned projects, calendars, all documentation, etc. are entered into the database.

Instructions for Beginners

Even if you have never used such systems, there should not be any particular difficulties. The advantage is that registration is quite simple and does not require verification of passport and other data. Immediately after registration, you will be able to purchase a suitable tariff plan.

Entrance

First of all you need to connection to the Internet. To log in to Bitrix24 you need to register. After confirming your email, you can log in through the authorization form or social network. In the first case, you just need to enter a password and e-mail.

Another way is to log in via a social network. In order not to constantly enter your login and password, you can register once in Bitrix24.Network by entering the data from Bitrix24 in the form. During subsequent logins, you will only need to click on the social network icon and you will be logged in automatically.

Personal Area

After entering, we find ourselves in a work area that will allow us to carry out the following operations:

• assign tasks to employees and monitor their implementation;
• upload any files to the Internet to your own storage;
• communicate with each employee via instant messaging service;
• work with documentation;
• make plans;
• work from a mobile device via an Internet connection;
• keep track of working hours;
• create a calendar of meetings;
• grant limited access to certain employees.

Functionality and structure

Let's understand the technology for processing leads and making transactions. So, when selling in the system, the following actions occur:

• lead registration (receiving an order, all information about which, along with client data, is sent to the manager);
• formation of a potential transaction (a commercial proposal is drawn up and sent to the customer);
• If the proposal is approved by the client, a contract is drawn up;
• sales are carried out under the contract, followed by shipment and payment;
• closing the deal.

In addition to generating potential deals, CRM allows you to create reports (including sales funnels), use the product database, and save all data on user interactions through the “My Cases” module.

Telephony

The use of telephony is an additional service:

• work is possible only through an Internet browser;
• each outgoing call is paid after the free minutes are exhausted;
• it is possible to combine telephony with an office PBX;
• The ability to forward calls outside the system is excluded.

Logging into your Bitrix24 personal account is possible in 2 alternative ways: through the authorization page of your Bitrix24 or through the social network “Bitrix24.Network”. Let's look at them using the example of the fictional company “My company”. We will assume that the initially responsible employee of the organization registered a company account in the Bitrix24 service at .

Login to your Bitrix24 personal account

To log into your Bitrix24 personal account in your browser, follow the link like this: http://my-company.bitrix24.ru. A page with an authorization form will open:

Your first login to the system at the email invitation of your system administrator or manager will happen automatically, and you can immediately start working in Bitrix24. It is recommended to immediately change the default password generated by the system.

If this is not your first time visiting the Bitrix24 authorization page, enter your email and password. Forgot your password? - Use the password recovery function by clicking on the link “Forgot your password?” to the password recovery page. An email with a hyperlink to create a new password will be sent to your contact email.

Bitrix24 login via social network

An alternative way: go to the website of the social network “Bitrix24.Network” using the link http://www.bitrix24.net/, log in, knowing your Bitrix24 username and password.

In the upper right corner of the screen, select your company's Bitrix24 from the drop-down list. There may be several of them if different organizations are registered in Bitrix24 at the same time:

Video: Bitrix24 login

On the same Bitrix24 you can use different interface languages ​​for different users. After logging into Bitrix24, the user must select the interface language he needs at the bottom of the page. When you first log in as an administrator or a regular user, you will see a guide window telling you about the service and its capabilities.

The “Company” tariff plan allows you to take advantage of the additional “Custom Domain” functionality when your Bitrix24 has a second-level domain, not a third-level one. That is, not http://my-company.bitrix24.ru, but http://my-company.ru, in the case when this domain is not occupied.

Quite a lot of people involved in entrepreneurship are probably unaware of the Bitrix24 application. What it is? Why is it needed?

general information

The Bitrix24 application is a system for managing and automating relationships with clients. It can be applied not only to large businesses, but also to small and medium-sized enterprises. The article will evaluate both the positive and negative aspects of this system. So, let's define what Bitrix24 is used for and what it is.

Business processes, automation of interaction and optimization of employment of enterprise personnel - this is how this system can be briefly described. It is a huge corporate portal that tries to cover almost everything possible. Here you can find social networking functions, build projects, discuss tasks, manage staff and do much more. A very useful guide is provided to help all new users. We will not consider it, since it is beyond the scope of the article.

Usage tariff

Reading reviews about the Bitrix24 application, it’s difficult that among the negative, such a parameter as the need to definitely buy the system often pops up. Alas, free use is not provided. There are two main options:

• purchasing a boxed solution;
• work in the cloud.

In the first case, a separate copy of the software product is purchased for subsequent installation on your own server. Working in the cloud involves using the network resources offered by the company to meet the needs of the enterprise. In this case, connecting to Bitrix24 can be done from anywhere in the world, provided there is only the Internet.

If you look at the selection that is present on the official website, you will notice that there is also a free tariff plan. But don’t rejoice ahead of time - these are rather than usable developments. It is important to understand that this is an entire multifunctional corporate system, so you should not be surprised that you need to pay for it.

Initial installation

So, we already know what Bitrix24 is. We will now figure out how to use this system in business. So, first you need to launch the workspace. This will display the portal's general tools. The following components are initially presented:

• messages;
• my drive;
• tasks;
• calendar;
• ribbon.

Many people are puzzled by this. They say that there is a workspace for the Bitrix24 application, but there is no entrance to the management system itself! Where is he? We'll figure this out too. It should be noted that the user is initially presented with a list of functions. And only after that you can enter the system itself.

Consequences

So, the user launched the Bitrix24 application. "What it is?" - his first thought. But over time, everything can be calmly sorted out. This approach of the company has both positive and negative sides. The first is that users receive significantly more than they planned, thanks to which they can expand to their full potential. Initially, this causes genuine admiration. But over time, the understanding comes that the presence of a large number of unnecessary tools makes it difficult for a person to move and work in the system.

In addition, the presence of additional functions always requires resources. And this despite the fact that they are not used! The problem with the system in question is that it is extremely difficult to remove unnecessary tools. Only programmers who specialize in Bitrix24 can do this. What does this mean for the average entrepreneur? If you want to modify the control system to suit your specific needs, you need to fork out for an additional specialist.

Possibilities

But, undoubtedly, the main advantage of the control system under consideration is its broad capabilities. So, it is aimed not so much at sales and enterprises, but at other tasks. Some of them are considered necessary and extremely useful, for others they are garbage. But if you read reviews about Bitrix24, you can often come across complaints that in such cases human labor is used irrationally.

Thus, the user gradually disperses his efforts when he begins to work with different capabilities that are provided by the system. And what Bitrix24 was bought for is gradually fading into the background. And instead of selling, the user begins to store files, write messages, experiment with options for controlling working time for his employees, and so on. This is the drawback, according to people, that Bitrix24 has. These processes, of course, can be minimized, but they are unlikely to be completely avoided.

Let's say a word about the software

Considering the Bitrix24 application (what it is and how it works) without the software component is ineffective and of little value. But attention will be paid not to the entire complex, but directly to the control system. After all, you can write a whole book on the Bitrix24 product. And we are limited by the size of the article. So, initially it is necessary to note that Bitrix24 is a full-fledged portal. It provides ample opportunities for both ordinary users and administrators. It is important that the Bitrix24 application is monitored by an experienced person who understands what he is doing. After all, the administrator who will configure the program faces a large number of questions that need to be answered.

The final result and its quality largely depend on whether the clients themselves have decided why they need the system and how it will work. Here, there is a module responsible for document flow. Of course, this feature is useful. But the transition to electronic document management requires a significant amount of time, effort and resources. Are businesses ready to spend it? Or can I disable this feature? But sooner or later (everything is heading towards that) you will have to use it. So what, then activate it again?

Work structure

Let's pay attention to the operation of the sales management system. How is everything going? The sequence of actions during the sales process looks something like this:

1. The system receives a request that someone wants to make a purchase. It, as well as the received contact information of the client (currently potential) are registered, and the free seller receives a notification about it. For this, both the system itself and mail can be used.
2. A potential deal is created. Based on it, an invoice is generated, which is sent along with the commercial offer.
3. After receiving consent from the client and concluding an agreement, a contact is created.
4. Based on the data from point 3, the sale is formalized according to internal documents, the products are shipped and payment is made.
5. The deal is closed.

How is all this implemented?

To answer this question, let's look at the contents of the control system workspace. There are three points of interest to us as part of the sales process:

• This includes people who are still not buyers, but have already shown some interest in the company and the goods or services it offers, so much so that they decided to leave their data.
• Contacts and companies. This includes those people and organizations who are in the process of processing. That is, their order is already being fulfilled.
• Potential deal. Can create based on individual clients or contacts.

In general, any of these points can be used to carry out the sales process. The main question is what will have to be filled in (that is, what information to indicate in the data blocks). To set up work with the system, it is common practice to invite specialists who work on organizational issues. For example, they often recommend dividing according to this principle:

1. Potential clients. People who are interested in the company's activities, but have not yet purchased anything.
2. Contacts. People who have already purchased something or are in the process of purchasing.
3. Companies. The same as contacts, but at the level of legal entities.

Portal employees can use the network in their work with clients and counterparties Bitrix24.Network The portal must have a module installed Social services. Contact your administrator if you are unable to register with Bitrix24.Network.
... .

Bitrix24.Network- a network for business communications that brings together partners, colleagues, suppliers and other counterparties in one environment, which allows you to reduce the use of various communication tools to a minimum and store the communication history in one place.

Registration on the network is carried out using the link https://www.bitrix24.net. If necessary, you can link your accounts in other social networks to Bitrix24.Network, in which case you will be able to use your contacts from these networks.

Note: it is possible to link a Bitrix24.Network profile to a user of the boxed version of Bitrix24 as an external social network (along with Facebook and others), and, accordingly, authorization through it.

The transition to the network page from existing portals of the Bitrix24 service is carried out by command My Bitrix24.Network page from the menu Personal page:

This command will take you to your page on this network:

Bitrix24.Network is essentially a messenger with chat, voice and video calling capabilities used for business communications. All features of the messenger are available not only to Bitrix24 users, but also to those who were invited by participants. The portal operates in different languages.

Working with Bitrix24.Network

Working with the Bitrix24.Network messenger is absolutely similar to working with the regular Bitrix24 service, with the exception of the capabilities of Bitrix24.Disk, going to the Live Feed and telephony. If you already have a desktop application installed, then it is better to communicate through it.

If messages from your correspondent were not delivered on time for some reason (you are offline, for example), then these messages will be sent to you by e-mail. The peculiarity is that the messages will arrive in the Bitrix24.Network interface language that your client uses. For example, a client uses a Spanish interface, the email message will look like this (although the correspondence is in Russian):

From your personal page on the network, you can quickly go to any of your portals, create a new one and set single sign-on parameters for all the portals in which you work.

To merge accounts:

1. Go to the page Single sign-on,
2. Add all your accounts (email + password),
3. Set one of the e-mails as the main one.

Attention!:

1. Changing the password for your Bitrix24 corporate portal is only possible through your profile in Bitrix24.Network, link Edit profile.
2. You cannot link more than 7 portals to your account.

Invitation to Bitrix24.Network

To invite colleagues to the network, just use the “Invite to Network” button and either invite by email, or, if you have a contact on any of the social networks, find it through the search bar.

Bitrix24 is an online service of effective tools for organizing business operations. At the beginning of 2018, the system is used by over 3,000,000 companies, including enterprises with remote branches and divisions that work with outsourced employees. The starting tariff - “Project” - with restrictions on space in the cloud, the number of users and administrators, and a set of functions is free; more functional tariff plans require monthly payment.

The official website of Bitrix 24 is www.bitrix24.ru. Without registering on a web resource, you can view information about current tariffs, system capabilities, compare boxed and cloud versions, etc. To gain access to Bitrix24 functions, registration and authorization are required.

Registration in your personal account

To register in the system, use the following algorithm:

After registration, the company administrator creates his project in Bitrix24 and connects employees to it. Upon dismissal, the employee is disconnected from the organization’s project and no longer has access to confidential data, while he remains with his personal account in the system.

The authorization form in the system opens by clicking on the “Login” button in the upper right corner of the page. To log in through your social network account, click on the appropriate icon and confirm authorization. To log in using your login (e-mail) and password, enter identification data in the form fields and click the “Login” button.

To avoid entering data every time, check the “Remember me on this computer” checkbox. A forgotten or lost password can be restored using the appropriate link under the authorization form. A control line and instructions for obtaining a new password are sent to the specified email address.

Possibilities

The following functions are available in your Bitrix24 personal account:

1. Selecting and paying for a tariff, switching from one tariff plan to another (the “Expand Bitrix 24” button next to the profile).
2. Creation of accounts for company employees with information about each employee (full name of position, date of birth, contact information, photo, etc.).
3. Configuring user access levels to projects stored on Disk.
4. Accounting for specialists' working hours.
5. Search for details of partners and customers.
6. Uploading and storing data in the cloud. The system allows you to configure access levels to information stored on Disk.
7. Interaction between employees through a social network, chat, personal messages, comments in tasks, calls and video calls.
8. Automation of interaction with customers (CRM), including combining all customer support channels in one place (via social networks by phone, email, etc.), building unified customer profiles with a history of contacting the company, order tracking and management sales, accounting of potential clients, etc.
9. Maintaining corporate blogs, sharing interesting and useful information.
10. Like and comment on tasks, blog posts, etc.
11. Creation of projects and setting tasks with the appointment of performers, co-executors, observers and monitoring their implementation.
12. The use of “badges” - special marks to encourage and congratulate users.
13. Setting up alerts about events in the system via e-mail, SMS, or push messages.
14. Posting advertisements.
15. Plan events using an interactive calendar.
16. Creation of photo galleries.
17. Integration with social networks.
18. Contact online support, which works 24/7.

The above functions are available in the browser version of the system, in the mobile application and the Bitrix 24 desktop application. The application for a smartphone or tablet is available for free download on Google Play and the App Store.