A CRM is judged less by its feature list than by what it saves you on a Monday morning: which deals are waiting on a reply, who owes whom a call, what became of the quote that went out last week. We put Bitrix24 into exactly that role, with pipelines built on your sales cycle, tasks that carry an owner, an intranet for internal life, and links to your mailboxes and your accounting software. It is all done remotely, over video calls and secure access.
A pair of complementary services: putting Bitrix24 to work for your organisation, then keeping the licence bill under control.
Pipelines built on your sales cycle, tasks and projects each with a named owner, an org chart carrying access rights, forms and inboxes routed into the CRM, repetitive steps automated, an API bridge towards whatever issues your invoices. Your client list is migrated and your people coached over video.
Landing on the tier that matches your real user count and the modules you genuinely open, watching the expiry date, saying plainly when a move between levels is worth the trouble. We are nobody's reseller, so no commission steers the advice.
Two ways to host the same software. The decision rests less on technology than on your obligations around data and any development you have in mind.
Option 1
Bitrix24 in the cloud
Hosting stays with the publisher. A subscription is all you pay; machines, backups and upgrades sit on their side of the line.
Option 2
On-Premise
The software installed on a virtual or physical machine you rent from a European host. Wider freedom, and a longer list of things that fall to you.
Our view
Which one?
For most companies the cloud covers it. A machine of your own pays off when some particular constraint demands it.
An internal portal is not a surveillance tool. The moment software starts recording what employees do, the question comes up inside the company, and it usually comes up badly. The purpose has to be announced, the people concerned informed, staff representatives consulted where the rules require it, and the processing written into your register. So we keep permissions down to what is strictly needed and steer clear of metrics that turn a CRM into a time clock: a salesperson who feels stopwatched mostly fills in empty fields.
Modules open in sequence: clients and deals first, task tracking next, then the intranet and the internal paperwork. One per phase, with room to build the habit in between.
A handful of short video calls to follow one deal from the first enquiry through to the paid invoice, and to spot where files stall between two people.
Pipelines, fields, permissions, inboxes, forms from the site. New enquiries no longer sit unread in the private mailbox of whoever is away for three weeks in August.
The client list imported once it has been cleaned, then separate sessions built for the sales side, for team leaders and for administration, run on your own files.
The phase that decides everything. Feedback from users feeds straight back into the setup, while habits are still soft enough to shape.
Hardly ever. Abandoned portals look alike: the default template never touched, fifteen mandatory fields, no written rules and a one-hour training session two years ago. We begin by asking users what irritates them and what they type in twice, then we simplify. The data already in there can be salvaged in the vast majority of cases.
A sales foundation for a single team comes together in a handful of weeks, rounds of review included. An accounting bridge, a full intranet and automation ask for more, and each runs as its own phase so you can stop after any of them. Dates are committed once the scoping workshop is behind us, never before.
No, and it would be a poor idea. The portal looks after the commercial relationship, the quote and the progress of each deal. Invoices stay in Sage, Cegid, EBP, Pennylane or Odoo, which handle the Factur-X format and the filing through your chosen platform. An API bridge ties the two together, so a won deal raises the invoice and its payment status finds its way back onto the client file.
It makes a single portal more valuable, not less: information stops travelling through private conversations that half the team cannot see. In that case we put effort into the intranet, leave requests with approval, the staff directory and the library of procedures. We also make sure notifications respect working hours and the right to disconnect.
It stays yours. The owning account is registered to your company, administrator access belongs to someone on your team, and you receive the configuration documentation. A data export is available at any point, and another supplier can pick the portal up without starting from a blank page.
Say where you track clients and tasks at the moment and at which point things go missing. We will suggest a scope for the first phase and the Bitrix24 plan that will cover it.
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Nothing here under that name. Check the spelling, or simply choose the nearest large city instead. Since every engagement runs remotely, whichever you pick changes nothing about what we do for you.
