CRM setup
Pipelines, stages and access configured before your team starts.
- Lead and deal pipelines
- Stages and fields
- CRM access roles
- CRM forms and lead capture
Bitrix24 setup & management
setup · admin · automation
Bitrix24 CRM Management
We set Bitrix24 CRM up around your sales stages, automate it with rules and triggers, and administer it month to month.
- CRM setup — Pipelines, stages and access configured before your team starts.
- Automation rules and triggers — Work that happens automatically as deals move.
- Ongoing admin — Monthly admin for users, access and data.
- Integrations — Bitrix24 connected to calling, email and messaging.
From $100 a month Month to month, no minimum term
Works with 
Automation rules run when a stage is reachedTriggers move items between stagesEvery employee can invite users by defaultDefault CRM roles: Administrator and ManagerWritten scope and price before you start
What we do on Bitrix24
Bitrix24 setup, management and automation
Pick one of them or all of them.
Automation rules and triggers
Work that happens automatically as deals move.
- Rules that run at each stage
- Triggers that move deals forward
- Tasks and notifications
- Tested stage by stage
Ongoing admin
Monthly admin for users, access and data.
- User invitations and admin rights
- Role and permission changes
- Data clean-up
- Monthly automation review
Integrations
Bitrix24 connected to calling, email and messaging.
- Telephony and call logging
- Email and messenger channels
- Imports
- Integration monitoring
Onboarding
How we start on Bitrix24
Including how access is granted in Bitrix24.
-
Tell us what you need
CRM setup, automation, admin or a clean-up.
-
CRM access, or admin where needed
A CRM access role covers most work; full admin rights only when the scope needs them.
-
Build and test
Rules and triggers built and tested stage by stage on test deals.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Bitrix24
The CRM is buried under features
Bitrix24 can do almost everything, and reps get lost in menus they never use.
What we doWe set the CRM up around your sales stages, hide what you do not need and keep the view simple.
Deals only move when someone remembers
Stages are updated by hand, so the pipeline is always a few days behind.
What we doWe add automation rules and triggers so deals move and tasks appear when the right thing happens.
Leads arrive in five different shapes
Calls, chats and forms create leads with different fields filled in, or none at all.
What we doWe connect each channel to one lead format with the right owner assigned.
From Bitrix24’s own documentation
- Rules and triggers In Bitrix24 CRM, automation rules run actions when an item reaches a stage, while triggers move an item to a stage when something happens — a payment, a call, a link click. Source ↗
Cost
Bitrix24 management, priced per account rather than per hour
One monthly fee for Bitrix24, with no minimum term.
From
$100/month
The starting price, for a single portal with light admin needs. Several pipelines, heavy automation or more business units are scoped higher.
Not included — so there are no surprises
- Your Bitrix24 licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Bitrix24 beyond configuration
Your price in writing within 2 working days.
Bitrix24 limits
The Bitrix24 limits that decide how it should be run
From Bitrix24’s own documentation, with sources.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Bitrix24
Integrate Bitrix24 with your dialer
Still typing call notes into Bitrix24? We connect Bitrix24 to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Bitrix24 CRM management — common questions
What is the difference between automation rules and triggers in Bitrix24?
Automation rules run actions when a CRM item reaches a stage — sending an email, creating a document or task. Triggers watch for events such as a payment, call or link click and move the item to a stage.
Who can invite new users to Bitrix24?
By default every employee can. Administrators can switch this off in the company structure access permissions.
How do we give someone admin rights in Bitrix24?
An existing administrator opens the user’s profile, expands Actions and selects Assign admin permissions. Admins have full access to all settings, so it is worth keeping the list short.
Can managers see only their own deals in Bitrix24?
Yes. The default Manager CRM role can view, create and edit its own CRM items, and roles can be adjusted under CRM access permissions.
How much does Bitrix24 management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Bitrix24
Thirty minutes on what you need from Bitrix24, whether it is on this list or not.
- CRM setup — Pipelines, stages and access configured before your team starts.
- Automation rules and triggers — Work that happens automatically as deals move.
- Ongoing admin — Monthly admin for users, access and data.
Bitrix24Setup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
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