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9 Ways Automated Emails Can Skyrocket Your Business

Yes, we know you’ve heard that customers are no longer interested in email marketing. But do you know that businesses still use email marketing to increase their sales and boost their revenues? If emails are not doing your business any good, it could simply mean that your marketing strategy does not cut it with your recipients. […]

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Who Can Access What On Your CRM?

Your customer relationship management system, as its name implies, is a very potent management tool. In your CRM, you can monitor everything within your business, from your interactions with customers, to the effectiveness of your employees. In essence, the mouthwatering benefits of CRM systems like Bitrix24 are summarized below: However, if your business processes will […]

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How to Create Standard Document on Bitrix24

The day-to-day interactions you have with your customers and employees are crucial to the survival of your business. And there is no better way to record these interactions other than adequate documentation. Creating document files for each transaction (either inquiry or sales) you have with your customers can be a huge task to complete. But […]

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Bitrix24 on premise installation on AWS

Amazon Web Services AWS is a cloud computing platform provided by Amazon. It includes a mixture of infrastructure as a service (IaaS), platform as a service (PaaS) and packaged software as a service (SaaS) offerings. According to Synergy Research group, Amazon’s market share in cloud market amounted 33% by the end of 2020 (https://www.srgresearch.com/articles/cloud-market-ends-2020-high-while-microsoft-continues-gain-ground-amazon). Amazon […]

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Boost Your Business With A Web Contact Form

Does my business need a web contact form? Why can’t I make my email address or phone number available on my website? You may have questions like these regarding a web contact form. Well, the second option does seem easy and straightforward. And for the first, this post is dedicated to answering that question. However, […]

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Why You Need to Create Task Templates in Bitrix24

Bitrix24 CRM enhances your business’s relationship with your customers. It ensures that you are well-equipped to relate with them and their data effectively. Further integrations of the system also allow you to automate most processes for faster and more productive interactions. However, to systematize customer data and make the most of them, you and your […]

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Group Topics for Your Bitrix24 Workgroups

CRM is a priceless asset to every business / organization. In addition to enhancing customer relationships, CRM also makes business growth possible by fostering team productivity and improving business processes. By improving business processes, CRM provides an avenue to centralize data, automate tasks, and also carry out projects systematically. On the other hand, the productivity advantage […]

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Difference between leads and deals

How to: What is the difference between Leads and Deals in Bitrix24? Generally, companies are using CRM systems when they need to systematize and analyze their relationship with customers. In company with no CRM sales managers just process incoming requests and inevitably immerse in routine work. By contrast, a properly configured CRM system will show […]

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How to Set up a Lead, Deal, Contact or Company card in Bitrix24

CRM systems like Bitrix24 are tools created to ensure the smooth running of businesses and customer-related structures. These systems come with loads of features designed to attend to several facets of companies in multiple industries. However, for most CRM systems to remain relevant and applicable across multiple industries, they often come with several complexities. If […]

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Automatically add the date of Lead created in Lead name

CRM system can help to automatize a sales process of any business. CRM is about automating repetitive, manual tasks to streamline work and improve productivity. CRM tools are all about making it easier to manage every external interaction and relationship that’s essential for business success. Automation can free up time to focus on more meaningful, […]

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4 Ways To Boost Internal Communications Via Calls and Chats

Internal communications make up a crucial aspect of any business. If your employees and team members cannot effectively communicate, your business will hardly get any work done. Hence, this article highlights the importance of effective internal communications and how you can improve them using chats and calls on your Bitrix24 system. What Are the Benefits […]

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Bitrix24 mail box integration

Emails and everyday life Roughly 320 billion of emails are estimated to be sent and received each day in 2021 (https://www.statista.com/statistics/456500/daily-number-of-e-mails-worldwide/). And this number is considered to grow. Emails is classics of digital communication in spite of growing popularity of social media, messengers and chats. It is not likely that emails will lose popularity even […]

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Bitrix24 email marketing

Email marketing – the most common marketing tool We continue to explore the power of email marketing for business purposes. Before we revealed how to “properly integrate any mailbox with Bitrix24” and how to “avoid spam from appearing in your Leads or Deals board”. As stated before, email marketing is one of the most affordable […]

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Create a hr module via spa

Introduction to Smart Process Automation Smart Process Automation (SPA) stands for advanced tool developed by Bitrix24. With SPA any user can build its own system using data cards similar to standard Leads, Deals and Contacts and the way how they are related to each other. Therefore, user can manage an independent workflow without messing it […]

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Bitrix24 installation self hosted

Using on-premise solutions on servers When we are talking about how to roll out CRM system in company, there can be 3 different ways: 1. On-demand, when we use cloud solutions from developer; 2. Using private clouds; 3. On site, when we have our own server. Each way has its advantages and disadvantages, and business […]

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Bitrix24 restore backup

Do backups before you need them Making backups is one of those routines that have to be done on regular basis to avoid critical consequences. This is essential not only for system administrators, but for everyone who is working with technologies – starting from global corporations to smartphone users. Backups can save you from fatal […]

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Different view of Deal card (Lead, Contact, Company card)

What is card in CRM We keep saying that work efficiency should be taken at high priority in every business. Efficiency can be improved my many ways, including small steps. CRM programs are designed to automatize and speed up daily operations, but still they need to be adjusted to employees and workflow. Here, small steps […]

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Installation of the SSL certificate for Bitrix24

What is SSL certificate An SSL certificate is a digital certificate that authenticates a website’s identity and enables an encrypted connection. SSL stands for Secure Sockets Layer, a security protocol that creates an encrypted link between a web server and a web browser. SSL certificates can be used by online enterprises wishing to encrypt credit […]

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Trigger your softphone from Bitrix24

What is softphone? As the world goes virtual, flexible communications solutions are becoming more and more important. You might have heard of softphone systems when it comes to business communications, although that terminology is getting replaced by other, more modern categories of tools like unified communications. Generally, softphones are software-based phone systems that offer internet-based […]

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Access rights in Bitrix CRM

Organization structure and access to internal information When number of employees is more than 2, company owner should think about organizational set-up. First reason is to keep order and prevent inaccuracy. Anyone can make a mistake and, for example, delete some important information. Second big matter is security. Leak of data can be a serious […]

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Clients database import to Bitrix

Clients and deals database While some of us may work with CRM from scratch, most of entrepreneurs and companies come to CRM as a result of growing operations. Therefore, by the moment we install a new CRM we should already have a list of our clients and deals. Another situation is obtaining a ready business […]

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Insert a picture of your product into an invoice or any other document in Bitrix24

Visualization in marketing Visualization plays a huge role when we are talking about marketing and sales. Research studies show that one picture can tell much more than bunch of words or numbers. According to experts, the human brain processes visual information way faster than verbal information. It means that content that is created with visuals […]

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Bitrix24 Hacks: Calling and Texting from One Centralized Number

Introduction: In today’s fast-paced business environment, effective communication plays a vital role in achieving success. With numerous communication channels available, it can be challenging to manage them efficiently. However, Bitrix24, a powerful collaboration and communication platform, offers a solution by combining calling and SMS functionalities under one centralized number. In this article, we will guide […]

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A Guide to Main Settings for Ticket24 Using Robots

Introduction: When you install Ticket24, you typically start with an empty group in Bitrix24, and you’ll need to customize your tickets by adding a responsible person and defining deadlines. Additionally, you’ll want to track completed and ongoing tickets, and it’s common to set up notifications for ticket updates. Let’s dive into the main settings of […]

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Unleashing the Power of Custom Fields in Bitrix24

The ever-evolving landscape of Customer Relationship Management (CRM) systems calls for a more personalized approach to managing your business operations. One of the tools at the forefront of this evolution is Bitrix24, a robust CRM platform with a multitude of customization options. One of the most powerful and versatile customization features of Bitrix24 is the […]

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How to Integrate Google Workspace Calendar With Bitrix24

Just like every other human endeavor, a business front needs proper planning and organization to be efficient. As a business owner, when you fail to set up an effective schedule for your employees and processes, it tells on both your bottom line and your customers. In this post, we’ll show you unmistakable signs that you […]

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How to integrate Office365

Office 365 – a major office suite all over the world As of May 2021, Microsoft’s Office 365 controlled around 47.5 percent of the market share for major office suite technologies worldwide (https://www.statista.com/statistics/983299/worldwide-market-share-of-office-productivity-software/). Office Word, Excel and Powerpoint are one of the most popular tools for office work. So, there is a huge probability that […]

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How to change the view of the Deals or Lead in Kanban

History of Kanban system Kanban system invention refers to industrial engineer Taichi Ono, who applied Kanban in Toyota spare parts manufacturing in 1940s. In classic production company each department tried to make as many parts as possible in order to be evaluated as efficient. However, overall company efficiency could suffer due to overproduction. Japanese managers […]

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How to: Save contacts details in Lead

All businesses have their clients’ database. The point is how to put it to good use. Properly kept database can improve your managers’ efficiency and save time in day-to-day operations. The most efficient way is to keep all your clients’ data in CRM system. However, not all of them have a suitable interface and sales […]

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How to: ‘Feed’ for internal communication

Nowadays IT solutions offer an enormous variety of communication tools and applications. It involves online forums, messengers, news public pages, email providers with built-in chats and-so-forth. One way of organizing internal communication in your company is to use CRM system. Yes, CRM system is not only about sales management, but also a tool of messaging […]

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How to Integrate Google Docs to Bitrix24

Google Docs as a part of Google Workspace Google Docs is a productivity tool and part of Google Workspace (formerly G Suite), productivity software and apps. Google competes with Microsoft and its Office365 on the productivity suites market. One of the main features allowing users to prefer Google Docs (and also Google Sheets, Slides etc.) […]

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How to avoid spam in Leads

Email marketing trends Emails are one of the most popular ways to collect inquiries. Despite sometimes you can hear that email marketing is dying, emails are the primary channel for leads collection. In fact, marketers in UK say that emails are the key strategic channel with 91% of them rating emails as important. Second place […]

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How to | bitrix24 reset admin password

Cyber security awareness We live in the world where part of our personal life is running through the Internet. Therefore, we all should be aware of how to secure ourselves from cyber crime. Whether you use emails, social media, online banking and shopping, you need to take steps that can prevent cyber criminals getting hold […]

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How to: Install Incoming SMS app in your Bitrix24

Twilio overview Twilio is an industry leading solution for sending automated SMS, voice calls, and more. It is a Customer Engagement Platform that offers a suite of channel APIs, serverless tools, and fully-programmable solutions that can be rapidly deployed. According to reviews, Twilio has a great performance in text and voice-based engagement with customers. Among […]

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How to: Set up outgoing emails for self-hosted Bitrix24

Bitrix24 and sales channels Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. Its core functionality is dedicated to customer relationship management. Therefore, Bitrix24 should be configured to reach desired efficiency in marketing and sales. That’s why we are observing […]

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How to: set up outgoing emails for self-hosted Bitrix24 (second way)

Code mentioned in video: Outgoing emails in Bitrix on-premise We have touched this topic before and are coming back to it now with better and more elegant solution. The core problem is that self-hosted Bitrix24 doesn’t provide SMPT for outgoing emails. When Bitrix users set up SMPT settings in default IMAP section in Bitrix, they assume that […]

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How to add language change in the Self-hosted Bitrix24

CRM system localization Multilingual corporate websites are long ceased to be something unusual. Which is not so obvious when it comes to company’s internal CRM system. However, it is more and more common to have remote workers from all over the world. Thus, companies operating on global market inevitably divide their team into geographic areas. […]

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How to: Cloud or Self-Hosted Bitrix24?

Today we would like to take a closer look on advantages and disadvantages of Bitrix cloud and self-hosted solutions. Obviously, you can find a lot of comparisons from Bitrix official website and its partners. However, that information might be not accurate and complete, and underwater stones can be found when you start actually use Bitrix […]

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How to: Start development in Bitrix24

Bitrix development methods As we all know, one of the best advantages of Bitrix CRM is freedom of customizing. Self-hosted Bitrix is an open code CRM with no crypted files. That means Bitrix provides access to the source code for customization and development purposes. This allows to extend the functionality of the CMS or create […]

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How to Connect Power BI to Self-Hosted Bitrix24 MySQL Database Directly

Users should consider using Power BI together with Bitrix24 for several reasons: Advanced Data Analysis: Power BI is a robust business intelligence tool that offers powerful data analysis capabilities. By combining Power BI with Bitrix24, users can gain deeper insights into their data, identify patterns, and make informed decisions based on comprehensive data analysis. Visual […]

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Updating PHP to Version 8 for Bitrix24: A Comprehensive Guide

Currently, php 8.1 and higher is recommended for Bitrix24 https://helpdesk.bitrix24.com/open/9162957/ There are 2 options for updating, using the built-in tools of the b24 virtual machine or by hand Option 1: update b24 using built-in tools: https://training.bitrix24.com/support/training/course/index.php?COURSE_ID=113&LESSON_ID=9541&LESSON_PATH=9681.9461.9519.9541 Option 2: updating php using OS tools yum install -y https://rpms.remirepo.net/enterprise/remi-release-7.rpmyum-config-manager –disable ‘remi-php*’ yum-config-manager –enable remi-php81yum -y update In […]

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A Comprehensive Guide to Integrate Google Calendar with Bitrix24

Introduction In today’s digital world, the use of technology to automate work and improve efficiency is an absolute necessity. Integrating different tools not only enhances productivity but also ensures smooth and seamless workflows. This article will guide you through the process of integrating Google Calendar with your Bitrix24 account, making your scheduling and meeting processes […]

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Guide to Setting Up Your Own Domain in Bitrix24 CRM Forms

Introduction: Before delving into the details, it’s crucial to understand the benefits of setting up your own domain for CRM forms in Bitrix24. This feature allows you to customize the URL of your form, providing a more professional look and making it easier for your clients to recognize your brand. This step-by-step guide will walk […]

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Troubleshooting Twilio SMS Delivery Issues

Getting Started If you’re new to TwiSMS, it’s important to note that most installation challenges stem from the setup of Twilio itself. We’ll address these issues step by step, starting with your Twilio account. 1. Trial Account Upgrade One of the primary roadblocks users encounter is having a trial Twilio account. To check your account […]

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Troubleshooting CallCenter24 Calls in Twilio

In the digital age, communication is key for businesses and organizations worldwide. Many have turned to innovative solutions like “CallCenter24” to streamline their call management processes and enhance customer interaction. However, like any technology, this application comes with its set of challenges. In this article, we’ll delve into a tutorial that addresses the common problems […]

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