Bitrix24®

An unparalleled combination of ready functionality and power.

www.bitrix24.com www.bitrixsoft.com

ABOUT THIS PRESENTATION:Not meant for client presentation: this is reference material,

not sales material. • This is mainly about the self-hosted (on site, on premise

version)• *This symbol: means that the feature is only

available in the on-premise version• *This symbol: means that the feature is only

available in the cloud service of Bitrix24.

www.bitrix24.com www.bitrixsoft.com

www.bitrix24.com www.bitrixsoft.com

You can develop your own template, add pages, and take full advantage of the underlying CMS system on which Bitrix24 is built.

Interfaces. Variable templates.

Variable templates Social

The template shown here is no longer provided by Bitrix, but similar templates can be developed and applied the product.

Communication

In the ‘Social’ interface template, which what is used in the Bitrix24 cloud service, a large amount of information is displayed clearly and personalized to each user on the front page. This page seems to have slightly too much on it when first viewed, but it quickly mastered by users and its richness improves performance.

Time clock includes a task and time planner for the day and a report input

Front Page – Social Interface

Posts can be targeted to any subset of users. Files, Polls, Appreciation and Announcements can all be created from the ‘Send message’ box

All posts marked ‘announcements’ show up here until marked as read

Quick views of upcoming events, tasks, popular posts, birthdays, etc.

Direct access to personal workspace

Create button to start most frequent activities

Universal search

Collapsible menu points

All updates in the intranet to which a user has access can be shown in the Activity Stream. External data can be displayed as well. Users can follow threads and receive notifications of selected categories. The photo and task viewers can be opened without navigating away from the Activity Stream.

Announcement type posts are displayed separately as well as in the stream

Filter stream items for individual users, bookmarks, etc.

Activity Stream

Direct access to user profiles and Instant Messenger from avatars

Additional filters by date, group, or author, etc.

External data from RSS feeds or other enterprise software can be shown

Comments, liking, mentions and thumbnails.

Posting messages is very easy – click the box, type the message, send. But you can also click to select specific recipients, create a poll, share a file, photo, or video, award a badge, and make an announcement.

Message interface with editor

Choose the document library in which files are saved. Recipients are given access automatically

Creating a new post

Files, videos, photos, mentions and quotes can be included in posts

Options: Post titles and the text editor

Select a document from inside the intranet

Click through to select users, groups, or departments as recipients

Message types include File, Poll, Appreciation and Announcement

Put videos or photos directly in the post

Message-notification by email if user is offline

Instant MessengerA completely internal IM system featuring chat, group chat, video chat, and online indicators. This feature shows who is online, allows multiple recipients at a click. This IM messenger is available via the Desktop app, as well. Additionally, an XMPP server is included to support JABBER clients and to supplement this built-in system.

Initiate video calls, group chat, and view message history

Quick-info: user availability

Format text and use smileys

Video and Screen Sharing

Video conferencing is available internally, but that does include extranet users. HD video is supported, and the Desktop App supports screen sharing.

Internal video• supports up to 4 users• works in and between

Intranet and Extranet• available via desktop

app• uses WebRTC

technology• supports HD video

Screen sharing• June 2015 – only 1-to-1• works in and between Intranet

and Extranet• only available via desktop app• uses WebRTC technology

Employee Profiles

Full complement of intranet tools for personal use: file storage, calendar, tasks, etc. Individual access to features can be set for your closest associates.

Open a profile page by clicking on the photo or name of the user on any portal page. Users can be added through AD/LDAP with subordination, groups, and departments.

Searchable custom user fields can be added to profiles.

Rich user profiles with extensive contact details, interests, and social networking tools. Each employee can fill in his or her own profile.

Mobile IntranetAll editions are accessible via mobile apps for iOS and Android. The mobile intranet allows access to messages, news, the Activity Stream, tasks, the CRM, and much more. Supported in both the cloud and on premise version.

Tasks, files, CRM, messaging, calendar, employee directory, and other tools are available in the mobile app. Telephony is also supported.

Work with the CRM and contact leads while on the road.

Activity stream, instant messenger and Push notifications

In the self-hosted version, the template for the mobile app (NOT the APP itself) can be modified a bit to show additional pages of your intranet along with corresponding menu items. The App itself cannot be customized.

Telephone DirectoryThe telephone directory is not only about telephones. It provides quick access to employees using filters and searches. The list can be configured to show desired fields.

Choose what fields to display in the list

Search employees by their names, e-mails, phones, departments or online status

Add new employees, manage employee accounts, import employees from AD/LDAP or export to Outlook and Excel

Keeping the entire organization updated and engaged is simpler with the various tools provided in Bitrix24. Bitrix24 provides several ways to communicate quickly to all users. Broadcasting

Use gadgets, IM, announcements, regular posts, or even notifications via the workflow module to make sure that everyone that should get your important message does.

Strengthen team spirit and increase employee involvement and awareness with a hall of fame, best performers, birthdays and the innovative idea management feature. Broadcast media content, publish photos and videos, and wrap all of this into customized page layouts reflecting your branding.

Video Archive Photo Viewer

MultimediaAdding media components to pages is simple and requires no coding. Single video files or libraries can be displayed. The photo viewer features thumbnails, commentary, and liking.

Display videos in a multi-file library or single file player Run a slide show ,

comment, and rate photos

Easy browsing of photos

Vimeo and YouTube videos, as well as images, can be placed and viewed in the Activity Stream

A supervisor can check the personal test results of any employee, retake tests if applicable, and improve the training

A powerful and flexible module allows the importing of SCORM training courses directly into the intranet. Voluntary or mandatory training is easily monitored by supervisors. Includes tests and course dependencies

E-Learning

Make training for new employees available in the intranet

A brief intranet training course is included

Add and manage training modules, with any content you like (videos, etc.)Easily connect SCORM-compatible courses

Telephony

• Several telephony options from simple outgoing calls to virtual PBX (in cloud)

• Call Recording

• Phone call recording

• Internal routing and queue

• Employee phone extensions

• Call straight from the CRM

Bitrix24 Telephony

• CRM calls routed to responsible manager

• Voice mail

• Rent a local phone numbers (list of countries)

• Unlimited number of incoming lines for each phone number

• Rent as many phone numbers as you need

• Turns Bitrix24 into a PBX

• SIP connectors for onsite telephony

info@bitrix24.com

SIP Connectors

• $6 – 25 / month (country dependent)• Integrates with Bitrix24 CRM• Quick Setup• Instructions will be available shortly

All Bitrix24 telephony features will be available to you through SIP connectors.

Onsite installations (self-hosted) are recommended to work with a VOIP telephony specialist.

info@bitrix24.com

Bitrix24.Mail free email service

In partnership with Yandex

• Free

• Unlimited storage

• Antispam

• Antivirus

• Your own domain or You@Bitrix24.com

Mail Server

info@bitrix24.com

There are 3 ways to use the mail integration in Bitrix24’s cloud service. Create your own mailbox, connect your own domain with our MX server (partner: Yandex), or just connect your current IMAP mailbox. The “Mail” menu item is a link to your mail client and indicates new incoming messages.

Email Server (mainly cloud users, but not strictly)

info@bitrix24.com

Bitrix24 mail client interface – this opens in a separate browser tab from the intranet.

Creating mailboxes in your cloud Bitrix24 instance is very, very simple.

Collaboration

Company StructureThe company structure elegantly shows departments along with thumbnails of employees. The drag-and-drop interface is easy to use. The information here is used in turn by the access permissions system, tasks, workflows, work time tracking, and more.

Send an email or start a chat directly from the tool tip.

Departments, their heads, and employees are shown in the visual company structure

The visual company structure is created in real-time: once you enter a new employee or import the user database from AD/LDAP the information is instantly available here

Tool tips appear from employee names throughout the portal, not just in this section.

This is a list of the most popular capabilities of Bitrix24 concerning the sharing and storing of files.. Drive (2 of 2)

File Sharing – general features:1. Drives:

a. Personal b. Groupsc. Company (any number in self-hosted)

2. Map existing network folders to your intranet

3. Workflow 4. Recycle Bin5. Create additional libraries6. Access set at any level:

a. Webpage or sectionb. Libraryc. Folderd. File

Drive features1. Grid functions

a. Moveb. Editc. Delete

2. Filter3. Add meta fields 4. Configure display fields

Document features1. Create links for external sharing2. History/ Recovery 3. Workflows

The Bitrix24 Desktop App combines 2 major features in it: the instant messenger and the Document Library. It provides online access to IM (including video and screen sharing) without a browser and a true file sync with personal files.

Upload and file renaming can be done very quickly via the Desktop App

Stay in touch with your colleagues without using a browser

Windows Explorer window showing the files contained in the user’s personal file area. The user can modify files when offline and sync will be activated when a connection is available.

Desktop App

WorkflowsPart 1

Bitrix24 has a very powerful workflow module that operates in both the cloud and self-hosted versions. It operates in: Drive, Lists, Processes (in Stream), and the CRM. Bitrix24 often wins over competitors because of the versatility provided by this module.

Standard templates in a document Drive. These cover basic functions such as approval by one or more persons, assigned reading, two-stage approval, etc.

This functionality is extremely important in the cloud, because customizing the cloud via the REST API is well beyond the resources of most users. However, a few workflows, properly made, can really make the difference for a client between getting what they want and getting what comes OOTB (out of the box).

This is where you can: set up auto – response emails in the CRM, provide notifications about changes in documents, perform HR functions like leave requests, create condition-depended actions on CRM and other items, and much, much more.

Processes in the stream are driven by the Bitrix24 workflows. In fact, these processes are really a List + Workflow combination that is specially made available in the Activity Stream

Any “infoblock” can have a workflow run on its items.

Workflows 2:Editor

Workflows can be applied on files, lists, the CRM and on special-purpose infoblocks (e.g. leave requests). The powerful tool can draw data other parts of Bitrix24 and output notifications, modifications to the object itself, tasks, emails, calendar events, and more.

Sample: a two-stage approval process for a document to be published

Operations concerning documents, logic, communications and other utilities can be dragged and dropped into the process. No coding skills are required. A large number of actions have been added for the CRM.

Properties determine the targets and specifics of the actions

Workflows can use: Parameters – values provided at launch by the userVariables – values that can change during a processConstants – values that are the same for all instances of the workflow (like a final approving authority). Document fields – values of the fields of the document, CRM object, or list item on which the workflow is run.

BPs can be launched:1. Automatically upon creation

of a new element or object2. Automatically when an object

is edited3. By user command as shown in

previous slide

Calendars for the entire organization, each workgroup, and each user can be shared easily and integrated with Outlook, Google, mobile phones, and iCal.

Calendar

Themed personal calendars and imported calendars can be shown on a single grid

Schedule a new event by clicking on the day. Click-away invitations to other users and the Event Scheduler

Integrate with Outlook, mobile, and Exchange

Marking Availability as “Away” will add the event to the company Absence Chart

Import Google, iPhone or other calendars

Create personal calendars with individualized access permissions. Show calendars of other users and groups

An end-to-end tool for meeting prep, notifications, and follow-up. Tasks can be set from the interface and topics can be carried over to the next meeting.

Meetings and Briefings

The presenter for each point in the agenda can be set.

All important details about the meeting are entered and notifications are automatically sent out to participants upon saving.

Certain persons (CEO, etc.) may be excluded from the Absence Chart

Absence ChartThe Absence Chart shows who is out of the office in Day, Week, and Month regimes. Entries can be made from any user’s personal calendar

Show for individual departments, branches

Absence types may be added or removed easily

Absences of less than a day are shown in the Week and Day views

Forums and blogs are still available as separate entities. Note that in user groups, email integration is available so that participation by email is possible.

Discussion posts may include smileys, links, photos, video files, etc.

Forums and blogs

Forums in workgroups allow participation via email, and the email topic can specify the thread.

Subscribe to a thread by email

Each topic is a section in the table; each post is an element in the section

Idea ManagementProposing initiatives is much easier when there is a place designed for that purpose. This tool opens the door to innovation and creative thinking from all levels of the organization.

Categorize ideas as needed

Voting results

WorkgroupsCustomize the appearance of the workgroup dashboard with intranet applets and external feeds

Overview of recent activity

Each workgroup has a full set of intranet tools: tasks, reporting, discussions, files, calendar, wikis and more.

Group owners and moderators can manage the workgroup members, appearance, access controls, notifications and more

Workgroups provide a secure zone for project development with a wide range of tools. Groups may be open to all, by invitation only, or invisible to non-members. Workgroups are also available in the Extranet.

Workgroups 2:Project management

Gantt chart shows each task’s start, finish, deadline, and status

Projects can be organized in individual workgroups where the tasking module can be used to visualize the project flow, record time spent on various parts of the project, and to delegate responsibilities.

Tool tip shows detail information about the task.

The Task Viewer can be accessed by double-clicking on any task. Project

tasks are listed with subtasks if present

Project management features in workgroups:• time tracking in each task• task delegation• access permission delegation• comparison of text versions in wikis• powerful workflow tool for documents and lists

Wikis lets you create an unlimited number of public and workgroup-specific knowledge bases for better team collaborationWiki

Wiki allows teams to collaborate on shared knowledge bases with content versioning, changes history and roll-back features

There is a global wiki and a wiki available in each workgroup. Wiki entries show up in the universal search and respect access privileges.

Change task status from the table or open task viewer

Task Management

Parent task with subtasks

Filter and view tasks by role, by status, or by a combination of these two.

Synchronize with Outlook

Create a new task using the task form or in the table with the quick-launch button

Task Management includes nested tasks, reporting, and approval. Each task has a discussion thread, reminders, attached files, time tracking, and the option to create new subtasks.

Task Viewer/Editor The task viewing / editing form can be brought up from the activity stream or from any page in the tasks section.

Change task status, edit or delegate the task

Set reminders for the task via email or IM. Browse tasks

easily

Add comments, view past changes, or log time spent on the task.

In the Report Wizard, data from tasks can be chosen and displayed using filters and other operations. Results are displayed in tabular form.

Work reports

Non-standard days are approved by a supervisor

Click on a date for a detailed pop-out with the daily report and other information

Dates are shown on a sliding calendar

Daily, weekly, or monthly reports can be created and approved by supervisors. Data from these reports can be summarized for analysis by a report wizard

Supervisors can see subordinates. Employees see only themselves.

Lists (Records Management)

Lists are spreadsheet-like records with any number of fields holding data of various types, including files. Business process may be run on list items.

Records management can be enhanced with pre-made or custom business processes

Use lists in the public section or in workgroups. Each list can has its own access permission settings.

Communications, news, workgroups, file sharing; all in a ‘secure zone’ where 3rd party contacts may interact with employees and each other. There is no limit on the number of Extranet users. Below is the extranet view in the Classic template.

Extranet

Users may be allowed to view limited information without logging in or required to authorize before reaching the opening page

Instant messages and video calls can be made from the intranet to the extranet and vice versa, with respect to access privileges.

Share news, information, useful forms and protocols and ensure that suppliers, partners, and clients are interacting optimally with your company

Extranet users see extranet pages (where dynamic or static content can be placed), workgroups of which they are members, their own profiles, and the profiles of other group members. The cloud service supports Extranet

workgroups only. No other extranet functions are available.

Services and ProductAdministration

.

The Enterprise search feature supports full text search that only returns results to which the user has access. External (network) folders which are set up as document libraries in the intranet can be fully searched, as well as custom-added user properties

Enterprise Search

Sort by date or relevance

Choose which sections of the portal you wish to search

Search covers texts of documents, comments, blogs, tags, forums, tasks, and all other parts of the portal

Documents are indexed in real time and available for immediate search

Instant search delivers suggestions drawn from intranet content for more effective discovery of data, personnel and expertise.

MS Office, PDF and Open Office formats are supported, and additional libraries may be added to parse other formats.

Tickets may be closed at any time by the issuer

For more complex services, especially IT support, an interactive ticketing system with messaging and reminders, and the ability to attach files (such as screenshots) smoothly handles support issues Helpdesk

Each user can see all the tickets which he submitted and, if applicable, is responsible for. Status and history are included. A red indicator means that the user needs to respond

Tickets may be searched using various filters

In document libraries, the CRM, and in other features based on information blocks, access can be assigned to individual users, user groups, workgroups, or departments from the company structure.

Extended Access Permissions

Selected users and groups will be assigned roles having the exact level of access needed.

Select the users, groups, or departments to which specific access permission will be granted.

Easily search and select users and groups.

The CRM manages contacts from Leads through completed transactions with integration of email, tasks, and business processes. It includes customizable reporting and workflowsCRM

Fields can be created, modified, and displayed or hidden.

Navigate easily throughout the CRM and use the CRM-only search box from any page.

Access to objects can be set at the level of objects or the status of the object, as applicable.

Leads can be automatically imported from a website or other resources (REST)

Collapsible filter with as many presets as desired.

Set table columnsImport / Export options

Full CRM features available in separate presentation

The high-end CMS on which Bitrix24 is constructed allows nearly unlimited customization. Furthermore, content editors can be granted wide privileges inside specific sections of the intranet.

Content Management

Edit Mode (top right in image) allows editing and configuring simply by placing the cursor on an object and selecting the desired action.

Content management, including adding pages, sections, and more can be done from the front-end editing panel

The back-end of the Bitrix Intranet is equipped with convenient personal dashboards and a search box that is set to find menu items in the left-hand menu of the back-end as well as the names of module settings

Back-end Dashboard and Search

Gadgets, much like in the front end, can be arranged and set by each editor. Furthermore, any information block can be displayed.

Search box gives instant results of menu items and setting names

The classic navigation desktop is available, and any number of additional desktops can be created for each user.

Stealing a valid password becomes impossible with this technology in place

Bitrix is a pioneer in web project security. Many of the features in the Proactive Protection security module must be bought separately when using competitors’ productsSecurity

Stop connection with suspicious users for a set period of time

Set reaction when potential code intrusions are discovered

One-time passwords operate using the Bitrix OTP app or a hardware token that generates a series of numbers which are entered after the password. This is available for both onsite and the cloud.

Make a ‘white list’ to avoid false positives

Since the product is based on our extremely powerful CMS, there are many features which are not easy to find in the average intranet solution. Additional information is available on our website.

Other Back-end Features

Automatic time zone setting

AD/LDAP integration

Single-sign on with AD and other

Enterprise software

Open API

Support of http/https

Change log (visible in front end)

Analytics for page visits, search,

and events

Short URLs

Cloud storage support

Geo-distributed web clusters

Performance monitor

A comparison table of editions of Bitrix24 is available here . A listing of all of our reference and training resources is also on our site.

The BizPace Enterprise edition contains 2 important features which are not included in the lower editions. BizPace Enterprise does not contain any user-side functionality that is NOT present in regular BizPace. Note that licenses for the total number of users still applies.

BizPace Enterprise

Multiple Departments (Divisions): Allows creation of multiple intranets so that separate

divisions of 1 company can have different branding,

administration, and access.

Geo-distributed clusters: Bitrix technology that allows installation on multiple

server clusters, allowing high availability and high

performance.

sales@bitrix24.com www.bitrix24.com

Next Steps

• Test the cloud service: www.bitrix24.com • Download a FREE 30-day trial• Contact a Bitrix Partner (email below)