[{"data":1,"prerenderedAt":3138},["ShallowReactive",2],{"blog-slider-en":3},[4,821,1461,2090,2582,2784,2913,3026],{"id":5,"title":6,"body":7,"description":812,"extension":813,"listed":814,"meta":815,"navigation":814,"path":817,"published":814,"seo":818,"stem":819,"__hash__":820},"blog\u002Fen\u002Fblog\u002Fbitrix24-agentur-einfuehrung-anpassung-integration.md","Bitrix24 Agency: Implementation, Customization & Integration",{"type":8,"value":9,"toc":766},"minimark",[10,15,21,24,28,31,34,37,40,45,48,51,54,57,60,63,67,70,73,79,84,87,90,93,97,100,103,107,110,113,141,144,148,151,154,157,160,164,167,202,205,208,212,215,218,221,225,228,231,235,238,241,264,267,270,274,277,281,284,287,290,294,297,300,303,306,311,315,318,321,344,347,351,354,357,360,364,367,370,399,402,406,409,413,416,419,445,448,452,455,458,462,465,492,495,499,502,505,509,512,515,538,541,545,548,551,571,574,578,581,585,588,591,614,617,621,624,627,659,662,666,669,672,675,679,682,685,705,708,712,715,719,723,726,730,733,737,740,744,747,751,754,758,761],[11,12,14],"h1",{"id":13},"bitrix24-agency-when-is-a-partner-worth-it-for-implementation-customization-and-integration","Bitrix24 Agency: When Is a Partner Worth It for Implementation, Customization and Integration?",[16,17],"author",{"date":18,"image":19,"name":20},"27. July 2026","\u002Fimg\u002Fblocks\u002Fcommon\u002Fpavel.png","Paul Streck",[22,23],"table-of-contents",{},[25,26,27],"p",{},"In principle, Bitrix24 can also be started without external support. Setting up a portal, adding employees, creating an initial sales pipeline, connecting email and assigning tasks: for simple scenarios, this is technically feasible.",[25,29,30],{},"At the outset, many companies therefore ask a legitimate question: why should you hire a Bitrix24 agency when the platform is already available online and comes with many features out of the box?",[25,32,33],{},"The answer depends on the goal. If a company simply wants to test Bitrix24, capture its first leads and become familiar with the interface, getting started on its own may be sufficient. However, if Bitrix24 is to become a central working system for sales, projects, service, management and internal processes, an experienced partner gains considerably in importance.",[25,35,36],{},"Bitrix24 does not automatically solve organizational problems. The platform provides tools. For these tools to deliver value in everyday work, they must be meaningfully connected with the company's actual workflows: sales, inquiry handling, tasks, document processes, telephony, access rights, reporting and integrations.",[25,38,39],{},"This is exactly where a Bitrix24 agency comes into play. A good partner does not simply set up a CRM environment. It helps to build a working platform that fits the organization and is actually used by employees in their day-to-day work.",[41,42,44],"h2",{"id":43},"what-companies-usually-mean-when-they-look-for-a-bitrix24-agency","What Companies Usually Mean When They Look for a Bitrix24 Agency",[25,46,47],{},"Searching for a Bitrix24 agency rarely means simply looking for a technical service provider to handle a few settings. Often, there is a specific business situation behind it.",[25,49,50],{},"One company is evaluating Bitrix24 for the first time and wants to understand whether the platform fits its own requirements. Management sees the extensive range of features but is unsure which plan makes sense, which processes can be covered with standard functions and where individual customization becomes necessary.",[25,52,53],{},"Another company already uses Bitrix24, but the work within the system is unstructured. There are contacts, deals and tasks, yet employees maintain data differently. Reports offer little help with decisions. Automations are missing or create additional effort.",[25,55,56],{},"A third situation arises through growth. In the beginning, a simple pipeline and a few users were enough. Later, additional teams, locations, sales channels and integrations with the website, telephony, accounting or ERP are added. The existing portal structure no longer supports this development.",[25,58,59],{},"A new partner is also often sought after a difficult implementation. Bitrix24 was set up, but the team did not adopt the solution. Part of the processes continue to run in Excel, communication still takes place outside the system, and management does not receive a reliable overview of sales, tasks and projects.",[25,61,62],{},"In all of these cases, an agency is needed not only as a technical implementer. It should help to understand what is not working in the current setup, which settings are really necessary and how Bitrix24 can become a comprehensible working tool.",[41,64,66],{"id":65},"what-does-a-bitrix24-agency-do","What Does a Bitrix24 Agency Do?",[25,68,69],{},"A Bitrix24 agency supports companies with the implementation, customization and further development of Bitrix24. This includes not only technical settings, but also process analysis, system architecture, automation, integrations, training and ongoing support.",[25,71,72],{},"Using WAM IT as an example, we can illustrate well which tasks a partner can take on in a Bitrix24 project.",[74,75,76],"blockquote",{},[25,77,78],{},"Are you planning to implement Bitrix24? WAM IT supports you in evaluating your processes, selecting a suitable plan and answering the question of which settings are really necessary for getting started. Arrange an initial consultation and receive a first assessment of your project.",[80,81,83],"h3",{"id":82},"analysis-of-existing-processes","Analysis of Existing Processes",[25,85,86],{},"Before the technical setup, it should be clarified how the company works today. Who receives inquiries? How are leads distributed? Which stages does a deal go through? When is a manager involved? Where do delays occur? Which data is needed for reports?",[25,88,89],{},"Without this analysis, there is a risk that existing chaos will simply be transferred from spreadsheets, emails and individual tools into a new CRM. The system is then formally in place, but the processes do not become any clearer.",[25,91,92],{},"A thorough process analysis helps to align the later Bitrix24 structure with real workflows.",[80,94,96],{"id":95},"choosing-the-right-plan-and-the-right-version","Choosing the Right Plan and the Right Version",[25,98,99],{},"For many companies, it is not immediately obvious which Bitrix24 plan fits their requirements. Some need only a cloud solution with basic automation. Others need advanced permissions, several pipelines, complex integrations or an On-Premise environment.",[25,101,102],{},"A partner assesses not only the license costs, but also the subsequent effort for implementation, training, integration, support and further development. This creates a realistic basis for the decision.",[80,104,106],{"id":105},"setting-up-the-crm-structure","Setting Up the CRM Structure",[25,108,109],{},"CRM is one of the central areas in Bitrix24. However, the structure should not look the same for every company.",[25,111,112],{},"Among other things, an agency helps to clarify:",[114,115,116,120,123,126,129,132,135,138],"ul",{},[117,118,119],"li",{},"which pipelines are needed;",[117,121,122],{},"which stages make sense in each pipeline;",[117,124,125],{},"which fields should be mandatory;",[117,127,128],{},"which information sales staff really need;",[117,130,131],{},"which steps can be automated;",[117,133,134],{},"which reports are relevant for management;",[117,136,137],{},"how leads and deals are distributed;",[117,139,140],{},"which access rights are required.",[25,142,143],{},"A good CRM structure is not overloaded. If a salesperson has to fill in too many fields for every deal, the system is quickly perceived as a chore. The task of a partner is to strike a sensible balance between control and user-friendliness.",[80,145,147],{"id":146},"automating-recurring-workflows","Automating Recurring Workflows",[25,149,150],{},"Bitrix24 offers numerous options for automation. These include tasks, notifications, reminders, changes of responsibility, emails, triggers and business processes.",[25,152,153],{},"However, automation is only helpful if it follows the actual workflow. If it is set up without an understanding of the processes, employees often begin to circumvent it.",[25,155,156],{},"A simple example: after a new inquiry, the responsible salesperson automatically receives a task for the first contact. This can be very useful. However, if the task is created at the wrong time, triggered multiple times or assigned to the wrong person, the automation creates additional effort.",[25,158,159],{},"A Bitrix24 agency ensures that automations reduce routine and do not create new problems.",[80,161,163],{"id":162},"integration-with-other-systems","Integration with Other Systems",[25,165,166],{},"In many companies, Bitrix24 only fully unfolds its value when it is connected with other systems. Typical integrations involve:",[114,168,169,172,175,178,181,184,187,190,193,196,199],{},[117,170,171],{},"website;",[117,173,174],{},"telephony;",[117,176,177],{},"email;",[117,179,180],{},"calendar;",[117,182,183],{},"online shop;",[117,185,186],{},"accounting;",[117,188,189],{},"ERP;",[117,191,192],{},"analytics tools;",[117,194,195],{},"web forms;",[117,197,198],{},"industry-specific software;",[117,200,201],{},"internal databases.",[25,203,204],{},"Integrations are especially important when duplicate data entry is to be avoided. An inquiry from the website should appear automatically in the CRM. A call should be documented in the customer card. A confirmed order should be able to be passed on to ERP or accounting.",[25,206,207],{},"Without such connections, employees copy information manually between systems. This costs time, increases susceptibility to errors and can lead to inquiries being lost.",[80,209,211],{"id":210},"training-employees","Training Employees",[25,213,214],{},"Even a well-configured Bitrix24 will not be used successfully if employees do not understand how they are supposed to work with it.",[25,216,217],{},"Training should therefore not be abstract, but oriented toward roles and tasks. Sales staff need to know how to process leads and deals. Team leaders need reports and control options. Administrators must be able to manage users, rights and basic settings.",[25,219,220],{},"A good Bitrix24 agency does not merely explain individual buttons. It demonstrates concrete work scenarios: What happens with a new inquiry? When is a stage changed? Where is a note recorded? How is a task created? Where can you see the customer history?",[80,222,224],{"id":223},"support-and-further-development","Support and Further Development",[25,226,227],{},"An implementation does not end with the go-live. As soon as the team works in the system, new requirements arise. Fields need to be adjusted, stages added, rights changed, reports revised, new inbound channels connected or integrations stabilized.",[25,229,230],{},"This is why not only the initial setup is important, but also the subsequent support. Bitrix24 should grow with the company. Otherwise, after a few months, the system will once again fail to reflect the actual workflows.",[41,232,234],{"id":233},"when-can-a-company-start-without-an-agency","When Can a Company Start Without an Agency?",[25,236,237],{},"An external partner is not necessary in every case. In simple scenarios, a company can set up Bitrix24 itself at first.",[25,239,240],{},"This is realistic above all when:",[114,242,243,246,249,252,255,258,261],{},[117,244,245],{},"only a few employees work with the system;",[117,247,248],{},"the processes are simple and easy to oversee;",[117,250,251],{},"only a basic CRM structure is needed;",[117,253,254],{},"no complex integrations are required;",[117,256,257],{},"there are no special requirements for permissions;",[117,259,260],{},"management is willing to engage with the settings themselves;",[117,262,263],{},"Bitrix24 was initially used as a test system.",[25,265,266],{},"An example: a small team wants to capture inquiries from the website, use a simple sales pipeline and distribute tasks internally. To start with, it may be enough to set up a portal, define basic stages and check whether Bitrix24 fits the way they work.",[25,268,269],{},"Even in this case, however, the structure should not become unnecessarily complicated. A common source of error with self-managed implementation is creating too many fields, stages, automations and pipelines. The system then becomes cumbersome before the team has even developed a routine.",[41,271,273],{"id":272},"when-is-a-bitrix24-agency-really-worthwhile","When Is a Bitrix24 Agency Really Worthwhile?",[25,275,276],{},"A partner is especially worthwhile when Bitrix24 is to become a central component of day-to-day operations.",[80,278,280],{"id":279},"_1-several-departments-work-with-different-processes","1. Several Departments Work with Different Processes",[25,282,283],{},"When sales, project management, service, marketing and management all work with Bitrix24, the system must accommodate different ways of working.",[25,285,286],{},"Sales works with leads, deals and customer contacts. The project team needs tasks, deadlines and responsibilities. Service needs inquiries and communication history. Management expects reports and transparency about workload and results.",[25,288,289],{},"Without a well-thought-out structure, every department uses the portal according to its own rules. After a few months, it becomes difficult to find current and reliable data.",[80,291,293],{"id":292},"_2-bitrix24-is-to-be-connected-with-other-systems","2. Bitrix24 Is to Be Connected with Other Systems",[25,295,296],{},"If Bitrix24 is to exchange data with the website, telephony, ERP, accounting or internal databases, both technical and functional planning is important.",[25,298,299],{},"Integration does not just mean transferring data from one system to another. It must be clarified which data is transferred and when, in what format it arrives, what happens in the event of errors, which system is the leading one and who remains responsible for data quality.",[25,301,302],{},"If a customer fills in a form on the website, for example, several questions arise. Is a lead or directly a deal created? Who will be responsible? How is the source documented? Should an automatic email be sent? When is the data passed on to another system?",[25,304,305],{},"Such questions should be clarified before implementation, not only after the first errors in live operation.",[74,307,308],{},[25,309,310],{},"Bitrix24 is already implemented but not working as expected? WAM IT reviews your existing instance, identifies weaknesses in structure and settings and creates a comprehensible optimization plan. Have your Bitrix24 configuration reviewed before further adjustments are made.",[80,312,314],{"id":313},"_3-management-needs-reliable-reports","3. Management Needs Reliable Reports",[25,316,317],{},"Many companies introduce a CRM to gain more transparency. In practice, however, they often end up with just a collection of customer cards, deals and tasks.",[25,319,320],{},"For reporting to be truly useful, the relevant key figures must be defined early on. These may include:",[114,322,323,326,329,332,335,338,341],{},[117,324,325],{},"number of new inquiries per channel;",[117,327,328],{},"transition from leads to deals;",[117,330,331],{},"reasons for loss at individual stages;",[117,333,334],{},"duration of a deal per sales stage;",[117,336,337],{},"goal attainment of individual employees;",[117,339,340],{},"overdue tasks;",[117,342,343],{},"projects requiring increased attention.",[25,345,346],{},"If this information is not taken into account in the CRM structure, reports remain incomplete or of limited reliability.",[80,348,350],{"id":349},"_4-employees-are-skeptical-about-the-new-solution","4. Employees Are Skeptical About the New Solution",[25,352,353],{},"Sometimes the problem lies not in Bitrix24 itself, but in acceptance. Employees often perceive CRM systems as additional control or as another documentation obligation.",[25,355,356],{},"An experienced partner can design the implementation so that Bitrix24 does not appear as a burden, but as a useful work tool. To achieve this, unnecessary steps must be avoided, recurring tasks automated and the benefits for daily work explained clearly.",[25,358,359],{},"When a salesperson sees that the system reminds them of the next contact, stores the customer history centrally and helps not to lose any inquiry, acceptance increases significantly.",[80,361,363],{"id":362},"_5-bitrix24-is-already-implemented-but-not-working-as-expected","5. Bitrix24 Is Already Implemented but Not Working as Expected",[25,365,366],{},"This is one of the most common reasons why companies look for an agency. The portal exists, but its business value remains limited.",[25,368,369],{},"Typical signs are:",[114,371,372,375,378,381,384,387,390,393,396],{},[117,373,374],{},"employees maintain data differently;",[117,376,377],{},"there are many duplicates in the CRM;",[117,379,380],{},"inquiries get lost;",[117,382,383],{},"reports do not match reality;",[117,385,386],{},"automations create unnecessary tasks;",[117,388,389],{},"access rights were assigned inconsistently;",[117,391,392],{},"managers do not trust the data;",[117,394,395],{},"parts of the work still take place in Excel;",[117,397,398],{},"no one is clearly responsible for the further development of the system.",[25,400,401],{},"In such cases, it is not always necessary to rebuild everything. Often, a structured audit is enough to remove unnecessary elements, revise pipelines, correct permissions, adjust automations and train the team in a targeted way.",[41,403,405],{"id":404},"how-do-you-choose-the-right-bitrix24-agency","How Do You Choose the Right Bitrix24 Agency?",[25,407,408],{},"The choice of partner significantly influences the success of the project. The following criteria help with the assessment.",[80,410,412],{"id":411},"_1-the-agency-should-understand-processes-not-just-the-interface","1. The Agency Should Understand Processes, Not Just the Interface",[25,414,415],{},"Bitrix24 can be set up in a technically correct but commercially impractical way. This is why a service provider should ask not only about the desired features, but also about the company's business logic.",[25,417,418],{},"Sensible questions at the outset are:",[114,420,421,424,427,430,433,436,439,442],{},[117,422,423],{},"How do inquiries arise today?",[117,425,426],{},"Who is responsible for the first contact?",[117,428,429],{},"Which stages does a deal go through?",[117,431,432],{},"Where do delays occur?",[117,434,435],{},"Which data does management need?",[117,437,438],{},"Which activities do employees carry out manually?",[117,440,441],{},"Which systems need to be connected?",[117,443,444],{},"Which problems should be solved first?",[25,446,447],{},"If an agency immediately offers a standard template without understanding the processes, there is a risk of a superficial implementation.",[80,449,451],{"id":450},"_2-experience-with-integrations-is-important","2. Experience with Integrations Is Important",[25,453,454],{},"For many companies, the greatest value of Bitrix24 arises from connecting it with other systems. CRM, website, telephony, email, ERP, accounting, analytics tools and internal applications must work together cleanly.",[25,456,457],{},"It should therefore be checked whether the partner has experience with APIs, middleware and custom interfaces. This is especially important if the company uses non-standardized systems or plans further automation.",[80,459,461],{"id":460},"_3-a-clear-implementation-methodology-should-be-in-place","3. A Clear Implementation Methodology Should Be in Place",[25,463,464],{},"A structured project follows comprehensible steps:",[466,467,468,471,474,477,480,483,486,489],"ol",{},[117,469,470],{},"Analysis of the starting situation.",[117,472,473],{},"Description of goals and requirements.",[117,475,476],{},"Planning of the Bitrix24 structure.",[117,478,479],{},"Configuration and development.",[117,481,482],{},"Testing phase.",[117,484,485],{},"Training of employees.",[117,487,488],{},"Go-live.",[117,490,491],{},"Support and further development.",[25,493,494],{},"If these steps are missing, there is a risk that the project will be delayed or get stuck in a multitude of individual requests.",[80,496,498],{"id":497},"_4-responsibilities-in-the-project-should-be-clear","4. Responsibilities in the Project Should Be Clear",[25,500,501],{},"Companies should know who on the agency's side is actually working on the project. This may include consultants, project managers, developers, integration specialists and trainers.",[25,503,504],{},"For a simple implementation, a small team is often enough. For more complex projects, various competencies are needed: process analysis, technical architecture, development, testing, training and support.",[80,506,508],{"id":507},"_5-a-reliable-partner-also-talks-about-risks","5. A Reliable Partner Also Talks About Risks",[25,510,511],{},"A reputable partner does not promise that everything will work quickly, easily and without limitations. It explains early on where risks can arise.",[25,513,514],{},"These include, for example:",[114,516,517,520,523,526,529,532,535],{},[117,518,519],{},"quality of the existing data;",[117,521,522],{},"limitations of the chosen plan;",[117,524,525],{},"complexity of integrations;",[117,527,528],{},"acceptance within the team;",[117,530,531],{},"dependency on third-party systems;",[117,533,534],{},"training needs;",[117,536,537],{},"possible process changes.",[25,539,540],{},"This openness is important so that the company can plan realistically.",[80,542,544],{"id":543},"_6-support-after-the-start-should-be-part-of-the-concept","6. Support After the Start Should Be Part of the Concept",[25,546,547],{},"Even after a successful implementation, questions arise. Employees are working in the system for the first time, managers identify new reporting needs and processes need to be readjusted.",[25,549,550],{},"It should therefore be clarified early on:",[114,552,553,556,559,562,565,568],{},[117,554,555],{},"who answers inquiries;",[117,557,558],{},"how support is organized;",[117,560,561],{},"whether later adjustments are possible;",[117,563,564],{},"how changes are documented;",[117,566,567],{},"whether new employees can be trained;",[117,569,570],{},"how the portal will be further developed step by step.",[25,572,573],{},"If a service provider is no longer reachable after the go-live, the company is quickly left alone with the platform.",[41,575,577],{"id":576},"how-wam-it-supports-companies-with-bitrix24","How WAM IT Supports Companies with Bitrix24",[25,579,580],{},"WAM IT is a certified Bitrix24 partner and supports companies with the implementation, customization and further development of Bitrix24. We look not only at the surface of the system, but also at the processes behind it: sales structure, task logic, integrations, automation, user roles and the daily work of the teams.",[80,582,584],{"id":583},"if-you-are-still-evaluating-bitrix24","If You Are Still Evaluating Bitrix24",[25,586,587],{},"We help clarify whether Bitrix24 fits your requirements, which plan makes sense and which features are really relevant at the start.",[25,589,590],{},"In an initial consultation, the following points can be discussed, among others:",[114,592,593,596,599,602,605,608,611],{},[117,594,595],{},"goals of the implementation;",[117,597,598],{},"number of users;",[117,600,601],{},"required features;",[117,603,604],{},"weaknesses of the current processes;",[117,606,607],{},"necessary integrations;",[117,609,610],{},"requirements for data and permissions;",[117,612,613],{},"expected implementation effort.",[25,615,616],{},"This way, companies avoid unnecessary complexity and do not start with an architecture that later has to be corrected.",[80,618,620],{"id":619},"if-you-already-use-bitrix24","If You Already Use Bitrix24",[25,622,623],{},"We can review an existing portal and work out why the system does not deliver the desired value in everyday operations.",[25,625,626],{},"Typical review points are:",[114,628,629,632,635,638,641,644,647,650,653,656],{},[117,630,631],{},"CRM structure;",[117,633,634],{},"deal stages;",[117,636,637],{},"custom fields;",[117,639,640],{},"access rights;",[117,642,643],{},"automations;",[117,645,646],{},"tasks and projects;",[117,648,649],{},"reports;",[117,651,652],{},"integrations;",[117,654,655],{},"data quality;",[117,657,658],{},"user-friendliness for employees.",[25,660,661],{},"On this basis, a realistic optimization plan can be created. Some improvements can be implemented quickly. Others require a dedicated sub-project. Yet other settings should only be changed after careful review.",[80,663,665],{"id":664},"if-integrations-or-custom-development-are-needed","If Integrations or Custom Development Are Needed",[25,667,668],{},"WAM IT has experience in developing web applications, APIs and integration solutions. This is particularly relevant when Bitrix24 is to be connected with other systems in the company.",[25,670,671],{},"We support the connection of website, telephony, forms, ERP, accounting, internal databases and other services.",[25,673,674],{},"This is not just about technically transferring data from A to B. What matters is a reliable working process. Data must be available at the right time, in the right place and in a form that the team can understand.",[80,676,678],{"id":677},"if-the-team-is-to-be-trained","If the Team Is to Be Trained",[25,680,681],{},"We support employees in confidently using Bitrix24 in their daily work.",[25,683,684],{},"Training can be tailored to different roles:",[114,686,687,690,693,696,699,702],{},[117,688,689],{},"sales staff;",[117,691,692],{},"team and department leaders;",[117,694,695],{},"project managers;",[117,697,698],{},"administrators;",[117,700,701],{},"support staff;",[117,703,704],{},"new users.",[25,706,707],{},"The better the logic of the system is understood, the greater the likelihood that Bitrix24 will be perceived not as an additional obligation, but as a useful work tool.",[80,709,711],{"id":710},"what-companies-gain-by-working-with-wam-it","What Companies Gain by Working with WAM IT",[25,713,714],{},"Our goal is to make Bitrix24 understandable, stable and practical to use. The solution should not merely meet a technical specification, but noticeably ease the daily work in the company.",[41,716,718],{"id":717},"questions-about-the-implementation-and-customization-of-bitrix24","Questions About the Implementation and Customization of Bitrix24",[80,720,722],{"id":721},"can-you-implement-bitrix24-yourself","Can You Implement Bitrix24 Yourself?",[25,724,725],{},"Yes, if the processes are simple, few users are involved and no integrations are needed. As the company structure grows, however, a self-configured solution can quickly reach its limits. If several departments, automations and external systems are to be integrated, an experienced partner is usually advisable.",[80,727,729],{"id":728},"how-does-a-bitrix24-agency-differ-from-a-general-it-service-provider","How Does a Bitrix24 Agency Differ from a General IT Service Provider?",[25,731,732],{},"A general IT service provider can be technically very competent, but does not automatically know the particularities of Bitrix24. A specialized Bitrix24 agency knows the platform's capabilities, typical limitations, common mistakes during implementation and proven ways to adapt the system to business processes.",[80,734,736],{"id":735},"is-an-agency-worthwhile-even-when-bitrix24-is-already-set-up","Is an Agency Worthwhile Even When Bitrix24 Is Already Set Up?",[25,738,739],{},"Yes, if the system has become confusing, reports do not help, employees work outside the CRM or integrations run unstably. In such cases, an audit can be worthwhile. Often the existing portal can be optimized without starting the entire project from scratch.",[80,741,743],{"id":742},"can-you-change-the-bitrix24-partner","Can You Change the Bitrix24 Partner?",[25,745,746],{},"Yes. A new partner can take over an existing portal, review the existing settings and improve the system step by step. It is important not to make far-reaching changes immediately, but first to understand the current configuration.",[80,748,750],{"id":749},"how-long-does-a-bitrix24-implementation-take","How Long Does a Bitrix24 Implementation Take?",[25,752,753],{},"That depends on the scope of the project. A basic setup can be implemented relatively quickly. A comprehensive implementation with several departments, data migration, integrations and training requires more time. It makes sense to plan the project in stages, so that the company gains practical value as early as possible.",[80,755,757],{"id":756},"what-is-more-important-crm-configuration-or-training","What Is More Important: CRM Configuration or Training?",[25,759,760],{},"Both belong together. A well-configured CRM structure is of little use if employees do not know how to work with it. Conversely, training is of limited help if the system itself is confusing or impractically built. Configuration and training should therefore be planned together.",[74,762,763],{},[25,764,765],{},"Would you like to understand how Bitrix24 can be used meaningfully in your company? Arrange a consultation with WAM IT. We analyze your starting situation, show possible solutions and help you define the next concrete step.",{"title":767,"searchDepth":768,"depth":768,"links":769},"",2,[770,771,781,782,789,797,804],{"id":43,"depth":768,"text":44},{"id":65,"depth":768,"text":66,"children":772},[773,775,776,777,778,779,780],{"id":82,"depth":774,"text":83},3,{"id":95,"depth":774,"text":96},{"id":105,"depth":774,"text":106},{"id":146,"depth":774,"text":147},{"id":162,"depth":774,"text":163},{"id":210,"depth":774,"text":211},{"id":223,"depth":774,"text":224},{"id":233,"depth":768,"text":234},{"id":272,"depth":768,"text":273,"children":783},[784,785,786,787,788],{"id":279,"depth":774,"text":280},{"id":292,"depth":774,"text":293},{"id":313,"depth":774,"text":314},{"id":349,"depth":774,"text":350},{"id":362,"depth":774,"text":363},{"id":404,"depth":768,"text":405,"children":790},[791,792,793,794,795,796],{"id":411,"depth":774,"text":412},{"id":450,"depth":774,"text":451},{"id":460,"depth":774,"text":461},{"id":497,"depth":774,"text":498},{"id":507,"depth":774,"text":508},{"id":543,"depth":774,"text":544},{"id":576,"depth":768,"text":577,"children":798},[799,800,801,802,803],{"id":583,"depth":774,"text":584},{"id":619,"depth":774,"text":620},{"id":664,"depth":774,"text":665},{"id":677,"depth":774,"text":678},{"id":710,"depth":774,"text":711},{"id":717,"depth":768,"text":718,"children":805},[806,807,808,809,810,811],{"id":721,"depth":774,"text":722},{"id":728,"depth":774,"text":729},{"id":735,"depth":774,"text":736},{"id":742,"depth":774,"text":743},{"id":749,"depth":774,"text":750},{"id":756,"depth":774,"text":757},"When is a Bitrix24 agency worthwhile? Learn how WAM IT supports implementation, CRM structure, automation, integrations, training and support.","md",true,{"date":816,"previewImage":767},"2026-07-27","\u002Fen\u002Fblog\u002Fbitrix24-agentur-einfuehrung-anpassung-integration",{"title":6,"description":812},"en\u002Fblog\u002Fbitrix24-agentur-einfuehrung-anpassung-integration","duQM5cW0eWvO9IDMzZsnDDUcwMRnoBQDDdwluq452bI",{"id":822,"title":823,"body":824,"description":1454,"extension":813,"listed":814,"meta":1455,"navigation":814,"path":1457,"published":814,"seo":1458,"stem":1459,"__hash__":1460},"blog\u002Fen\u002Fblog\u002Fbitrix24-cloud-oder-on-premise.md","Bitrix24 Cloud or On-Premise. Which Solution Fits Your Company?",{"type":8,"value":825,"toc":1427},[826,829,832,834,837,840,843,846,850,853,857,860,863,866,870,873,876,879,882,885,890,893,897,900,903,929,932,935,939,942,945,974,977,980,984,987,990,1019,1022,1025,1028,1032,1035,1038,1064,1067,1070,1073,1076,1079,1083,1086,1089,1092,1124,1127,1130,1134,1137,1140,1143,1146,1163,1166,1169,1173,1176,1179,1182,1185,1210,1213,1217,1220,1223,1226,1229,1233,1236,1239,1242,1262,1265,1269,1272,1275,1278,1281,1284,1287,1291,1294,1297,1300,1331,1334,1338,1342,1345,1349,1352,1355,1359,1362,1365,1369,1372,1375,1379,1382,1385,1389,1392,1395,1399,1402,1405,1409,1412,1415,1418,1421,1424],[11,827,823],{"id":828},"bitrix24-cloud-or-on-premise-which-solution-fits-your-company",[16,830],{"date":831,"image":19,"name":20},"19. July 2026",[22,833],{},[25,835,836],{},"Your company wants to implement Bitrix24. But even before the project starts, a fundamental question arises: should Bitrix24 be used as a cloud solution or run as an On-Premise version on infrastructure of your own choosing?",[25,838,839],{},"At first glance, the difference seems simple. The cloud version runs on the provider's infrastructure, while Bitrix24 On-Premise is installed on your own or a rented server, or in a private cloud. In reality, however, this decision affects far more than just where the data is stored.",[25,841,842],{},"Among other things, the implementation and operating costs, the customization options, the internal IT effort, the handling of updates, the control over the infrastructure and the duration of the implementation all depend on it.",[25,844,845],{},"In this article, we explain the most important differences between Bitrix24 Cloud and On-Premise, compare the capabilities and effort of both variants, and show which questions companies should clarify before purchasing a license.",[41,847,849],{"id":848},"what-distinguishes-bitrix24-cloud-from-on-premise","What Distinguishes Bitrix24 Cloud from On-Premise?",[25,851,852],{},"Bitrix24 is available in two fundamental variants.",[80,854,856],{"id":855},"bitrix24-cloud","Bitrix24 Cloud",[25,858,859],{},"The cloud version is provided as a ready-to-use online service. The company does not have to install Bitrix24 on its own server or operate the underlying software infrastructure itself. Employees access the system via the browser, the desktop application or the mobile app.",[25,861,862],{},"Updates are rolled out centrally. A large part of the technical tasks required to operate the platform is also handled by the provider. As a result, the system can usually be implemented comparatively quickly.",[25,864,865],{},"Bitrix24 Cloud is not only suitable for very small companies. Various cloud plans are available, differing in terms of feature scope and number of users. Depending on the plan, these include, among other things, CRM, task and project management, internal communication, automation, websites and other tools for daily collaboration.",[80,867,869],{"id":868},"bitrix24-on-premise","Bitrix24 On-Premise",[25,871,872],{},"The On-Premise version is installed on infrastructure that the company itself selects and controls. This can be an in-house server, a rented server or a private cloud environment.",[25,874,875],{},"The company gains access to the administration, the database and the source code of large parts of the system. This makes it possible to customize the user interface and business logic more extensively, develop custom modules and connect individual internal systems.",[25,877,878],{},"However, this freedom comes with additional responsibility. The server environment must be prepared and operated. In addition, updates, backups, monitoring, security and recovery after possible failures must be organized.",[25,880,881],{},"These tasks can be handled by an internal IT team or by a specialized Bitrix24 partner.",[25,883,884],{},"The central difference can be summarized as follows:",[74,886,887],{},[25,888,889],{},"Bitrix24 Cloud reduces the technical effort for the company. On-Premise offers more control and greater freedom, but requires additional resources for ongoing operation.",[25,891,892],{},"Are you unsure which version fits your company? WAM IT compares Bitrix24 Cloud and On-Premise based on your number of users, the required integrations, your data processing requirements and your existing internal IT resources.",[41,894,896],{"id":895},"who-is-bitrix24-cloud-suitable-for","Who Is Bitrix24 Cloud Suitable For?",[25,898,899],{},"The cloud version is particularly appealing when a company wants to get started quickly and does not want to build up separate infrastructure for Bitrix24.",[25,901,902],{},"Bitrix24 Cloud is usually a good fit when:",[114,904,905,908,911,914,917,920,923,926],{},[117,906,907],{},"there is no in-house team for server administration;",[117,909,910],{},"the system does not necessarily have to run on infrastructure controlled by the company;",[117,912,913],{},"the most important processes can be mapped with the standard features of Bitrix24;",[117,915,916],{},"existing apps, APIs or middleware are sufficient for integrations;",[117,918,919],{},"the initial investment should remain manageable;",[117,921,922],{},"the company does not want to handle updates and server operation itself;",[117,924,925],{},"employees work remotely or at different locations;",[117,927,928],{},"Bitrix24 is to be implemented and expanded step by step.",[25,930,931],{},"An example: a service company wants to bring sales, customer inquiries, tasks and projects together in a central platform. It needs CRM, automatic reminders, document templates, telephony and reports. There is no in-house server infrastructure. At the same time, the processes do not require any changes to the source code.",[25,933,934],{},"In this case, the task can usually be implemented faster and with lower operating effort using Bitrix24 Cloud.",[41,936,938],{"id":937},"cloud-does-not-mean-that-individual-customizations-are-ruled-out","Cloud Does Not Mean That Individual Customizations Are Ruled Out",[25,940,941],{},"Some companies consider On-Premise solely because they want to adapt Bitrix24 to their own processes. However, individual requirements are not automatically a reason for the self-hosted version.",[25,943,944],{},"In Bitrix24 Cloud, too, you can, among other things:",[114,946,947,950,953,956,959,962,965,968,971],{},[117,948,949],{},"create custom fields and directories;",[117,951,952],{},"configure different sales pipelines;",[117,954,955],{},"define roles and access rights;",[117,957,958],{},"use automation rules and triggers;",[117,960,961],{},"create business processes;",[117,963,964],{},"connect telephony, email and websites;",[117,966,967],{},"install apps;",[117,969,970],{},"exchange data with other systems via the API;",[117,972,973],{},"develop external integration solutions.",[25,975,976],{},"This is why it should first be checked whether the requirements can be implemented with the existing features, through automation or via an external integration.",[25,978,979],{},"On-Premise becomes relevant when the capabilities of the cloud no longer cover the actual project requirements.",[41,981,983],{"id":982},"who-is-bitrix24-on-premise-suitable-for","Who Is Bitrix24 On-Premise Suitable For?",[25,985,986],{},"The On-Premise version is not necessary for every company. It becomes appealing above all when not only the configuration of the portal but also the technical operating environment must be controlled.",[25,988,989],{},"Bitrix24 On-Premise should be considered when:",[114,991,992,995,998,1001,1004,1007,1010,1013,1016],{},[117,993,994],{},"there are special requirements for the storage and processing of data;",[117,996,997],{},"the system is to run in a controlled corporate environment;",[117,999,1000],{},"access to the database and source code is required;",[117,1002,1003],{},"the user interface or system logic must be modified in depth;",[117,1005,1006],{},"Bitrix24 is to be connected with isolated internal systems;",[117,1008,1009],{},"complex or unusual business processes are used;",[117,1011,1012],{},"there are special requirements for performance and system architecture;",[117,1014,1015],{},"an in-house IT team or a reliable partner is available for operation;",[117,1017,1018],{},"the company is willing to organize updates, backups and security itself.",[25,1020,1021],{},"An example: a manufacturing company works with an ERP system, its own order management, internal databases and additional specialized applications. Bitrix24 is to receive customer and product data from several sources, pass orders on to the ERP and map individual approval processes.",[25,1023,1024],{},"If this architecture cannot be reliably realized via standard APIs and external applications, On-Premise can provide the flexibility needed for development.",[25,1026,1027],{},"Bitrix24 On-Premise is therefore aimed above all at companies that need comprehensive control over infrastructure and data, complex integrations, higher scalability or in-depth customizations. The Business and Enterprise editions are available, differing among other things in terms of the number of users and infrastructure options.",[41,1029,1031],{"id":1030},"is-bitrix24-on-premise-fundamentally-more-secure-than-the-cloud","Is Bitrix24 On-Premise Fundamentally More Secure Than the Cloud?",[25,1033,1034],{},"It is often assumed that a system on your own server is automatically more secure than a cloud solution. In practice, this cannot be stated so categorically.",[25,1036,1037],{},"On-Premise does indeed give the company more control. It can decide for itself:",[114,1039,1040,1043,1046,1049,1052,1055,1058,1061],{},[117,1041,1042],{},"where the system runs;",[117,1044,1045],{},"who is granted access to the server;",[117,1047,1048],{},"how the network is structured;",[117,1050,1051],{},"which security measures are used;",[117,1053,1054],{},"how activities are logged;",[117,1056,1057],{},"where backups are stored;",[117,1059,1060],{},"how recovery is organized;",[117,1062,1063],{},"when updates are installed.",[25,1065,1066],{},"However, more control does not automatically lead to more security. What is decisive is how professionally the infrastructure is operated and monitored.",[25,1068,1069],{},"If updates are installed late, backups are not tested, access rights are assigned incorrectly or server states are not monitored, running things yourself can create additional risks.",[25,1071,1072],{},"In the cloud, the provider takes on part of the infrastructural tasks. The company, however, remains responsible for its internal processes. These include, for example, user rights, secure accounts, a sensible access configuration, employee training and binding rules for handling data.",[25,1074,1075],{},"The decisive question is therefore not: \"Which is more secure: cloud or On-Premise?\"",[25,1077,1078],{},"A more useful question is: \"With which operating model can our company more reliably meet its requirements for data, access, backups and system operation?\"",[41,1080,1082],{"id":1081},"gdpr-and-the-decision-between-cloud-and-your-own-server","GDPR and the Decision Between Cloud and Your Own Server",[25,1084,1085],{},"For companies in Germany and the European Union, the choice is often closely linked to data protection and the GDPR.",[25,1087,1088],{},"However, On-Premise is not automatically GDPR-compliant simply because the system runs on your own server. Conversely, a cloud solution is not automatically unsuitable just because the infrastructure is provided externally.",[25,1090,1091],{},"When making the assessment, the following questions should be taken into account, among others:",[114,1093,1094,1097,1100,1103,1106,1109,1112,1115,1118,1121],{},[117,1095,1096],{},"Which personal data is processed?",[117,1098,1099],{},"Where and under what conditions is it stored?",[117,1101,1102],{},"Who is granted access to this data?",[117,1104,1105],{},"Which service providers are involved in the processing?",[117,1107,1108],{},"How are the contractual relationships regulated?",[117,1110,1111],{},"How are roles and permissions assigned?",[117,1113,1114],{},"How long is data stored?",[117,1116,1117],{},"How do deletion and data export work?",[117,1119,1120],{},"Which technical and organizational measures are implemented?",[117,1122,1123],{},"How does the company respond to potential security incidents?",[25,1125,1126],{},"On-Premise offers more options for designing the infrastructure and data protection processes yourself. At the same time, the company must organize and document considerably more measures on its own.",[25,1128,1129],{},"The decision about the hosting model should therefore be made together with IT managers and data protection officers. In doing so, it is not only Bitrix24 itself that needs to be considered, but the entire technical and organizational environment of the company.",[41,1131,1133],{"id":1132},"updates-automatic-deployment-or-full-control","Updates: Automatic Deployment or Full Control",[25,1135,1136],{},"In Bitrix24 Cloud, updates are provided centrally. The company does not have to download and install new platform versions itself.",[25,1138,1139],{},"The advantage lies in the lower IT effort. At the same time, the company cannot determine the timing of the product changes itself. When setting up processes and integrations, it should therefore be taken into account that the cloud platform is continuously evolving.",[25,1141,1142],{},"With On-Premise, the company decides for itself when an update is installed. A new version can first be checked in a test environment. Only once compatibility with extensions and integrations has been ensured is it adopted into the production system.",[25,1144,1145],{},"This control, however, requires regular technical work:",[466,1147,1148,1151,1154,1157,1160],{},[117,1149,1150],{},"New updates must be monitored and assessed.",[117,1152,1153],{},"Before installation, a complete backup should be created.",[117,1155,1156],{},"Customizations and integrations must be checked in a test environment.",[117,1158,1159],{},"The technical work must be scheduled.",[117,1161,1162],{},"After the update, the most important processes must be tested again.",[25,1164,1165],{},"Updates should not be postponed indefinitely. Outdated versions may not receive all necessary bug and security fixes. In addition, certain modern features may depend on a current platform version.",[25,1167,1168],{},"Bitrix24 also points out that individual features of the On-Premise version, including certain AI features, may use cloud components. A current On-Premise installation is therefore not in every case a fully isolated system.",[41,1170,1172],{"id":1171},"which-variant-is-cheaper","Which Variant Is Cheaper?",[25,1174,1175],{},"For companies with largely standardized processes, the cloud usually requires lower initial investment. A dedicated server environment does not have to be purchased or set up. Many technical tasks are already part of the service.",[25,1177,1178],{},"On-Premise can make economic sense when a dedicated infrastructure is required for comprehensible reasons or when in-depth customizations create measurable business value.",[25,1180,1181],{},"Choosing the self-hosted version merely because of a desire for as much control as possible, on the other hand, is often not economical. The company may end up with a more complex and more expensive system, even though its requirements could also have been met in the cloud.",[25,1183,1184],{},"For a realistic comparison, the costs should be considered over a period of at least three years. These include:",[114,1186,1187,1190,1193,1196,1199,1202,1204,1207],{},[117,1188,1189],{},"licenses;",[117,1191,1192],{},"implementation;",[117,1194,1195],{},"infrastructure;",[117,1197,1198],{},"updates;",[117,1200,1201],{},"support;",[117,1203,652],{},[117,1205,1206],{},"internal staff effort;",[117,1208,1209],{},"future scaling.",[25,1211,1212],{},"It is not only the license price that is decisive. What matters is the total cost over the entire lifecycle of the system.",[41,1214,1216],{"id":1215},"is-a-switch-from-cloud-to-on-premise-possible","Is a Switch from Cloud to On-Premise Possible?",[25,1218,1219],{},"Yes, a switch is possible in principle. However, it should be regarded as a standalone migration project and not as a simple change of plan.",[25,1221,1222],{},"Not all components of a portal can be transferred in the same way. Some of the data can be exported and imported via standard functions. For other content, REST APIs or specialized tools are needed.",[25,1224,1225],{},"Bitrix24 also provides for migration from the cloud to the On-Premise version, including with the support of a certified partner.",[25,1227,1228],{},"Before switching, it should be checked which data, automations, apps and integrations are affected. In addition, a permissible time window for the interruption and a fallback plan must be defined in case critical problems occur during the production launch.",[41,1230,1232],{"id":1231},"is-a-switch-from-on-premise-to-the-cloud-possible","Is a Switch from On-Premise to the Cloud Possible?",[25,1234,1235],{},"This switch, too, can make sense. For example, a company may want to reduce its internal IT effort, no longer need certain individual extensions, or review its ongoing infrastructure costs.",[25,1237,1238],{},"However, a migration to the cloud can become demanding if the On-Premise version has been heavily modified. Custom modules and customizations that directly access the database or modified source code cannot simply be transferred to the cloud.",[25,1240,1241],{},"In this case, several steps are necessary:",[466,1243,1244,1247,1250,1253,1256,1259],{},[117,1245,1246],{},"It must be checked which features are actually used.",[117,1248,1249],{},"Cloud alternatives must be found for individual extensions.",[117,1251,1252],{},"Part of the integrations must be converted to API-based solutions.",[117,1254,1255],{},"The data must be prepared for the migration.",[117,1257,1258],{},"The limits of the chosen cloud plan must be checked.",[117,1260,1261],{},"The most important processes must be tested in the new portal.",[25,1263,1264],{},"Before any migration, a technical audit of the existing system is therefore advisable. This should check not only whether a switch is possible, but also whether it is economically worthwhile.",[41,1266,1268],{"id":1267},"example-of-the-decision-between-cloud-and-on-premise","Example of the Decision Between Cloud and On-Premise",[25,1270,1271],{},"Let us assume that a company wants to use Bitrix24 for sales, project management and handling customer inquiries. It employs 35 people and does not have its own system administrator.",[25,1273,1274],{},"Website, email and telephony can be connected via existing features. Data from the accounting system can be transferred via an API.",[25,1276,1277],{},"Although an integration is required, On-Premise will probably not be needed in this case. With the cloud version, the company can get started faster and does not have to build up its own technical operating environment.",[25,1279,1280],{},"The situation is different for a company with several branches and a complex internal system landscape. It uses an ERP system, its own databases and central corporate authentication. Certain applications can only be accessed from the internal network. Some processes cannot be mapped either with standard automations or via the API alone.",[25,1282,1283],{},"In this case, On-Premise can be a sensible solution, provided that the advantages of the dedicated architecture justify the costs for implementation and operation.",[25,1285,1286],{},"What is decisive: an integration alone does not yet make On-Premise necessary. What matters are the depth of the integration, the technical framework conditions and the required degree of system customization.",[41,1288,1290],{"id":1289},"how-wam-it-supports-the-selection-and-implementation-of-bitrix24","How WAM IT Supports the Selection and Implementation of Bitrix24",[25,1292,1293],{},"A wrong decision when choosing the version can lead either to unnecessary costs or to limitations that only become apparent after the project has started.",[25,1295,1296],{},"This is why Bitrix24 should be evaluated in the context of the company's actual processes, systems and goals before purchasing a license.",[25,1298,1299],{},"WAM IT guides companies through this decision process in a structured way.",[466,1301,1302,1308,1314,1320,1325],{},[117,1303,1304,1307],{},[1305,1306,470],"strong",{}," First, the goals, existing processes, systems in use, number of users and data processing requirements are examined.",[117,1309,1310,1313],{},[1305,1311,1312],{},"Comparison of cloud and On-Premise."," This is not only about features and license costs. Integration options, necessary customizations, infrastructure effort, ongoing operating costs, technical risks and future scalability are also assessed.",[117,1315,1316,1319],{},[1305,1317,1318],{},"Solution planning."," Based on the analysis, a target picture for Bitrix24 emerges. This includes the user roles, the CRM structure, automations, integrations and the individual implementation phases.",[117,1321,1322,1324],{},[1305,1323,479],{}," WAM IT sets up Bitrix24 to match the company's processes, connects external systems, develops the necessary extensions and supports data migration.",[117,1326,1327,1330],{},[1305,1328,1329],{},"Training and ongoing support."," After the launch, employees receive an understandably structured system and appropriate training. Afterward, WAM IT can further develop automations, resolve technical problems and adapt Bitrix24 to new business requirements.",[25,1332,1333],{},"In this way, the version is chosen not on the basis of a general list of pros and cons, but according to how well it fits the company's actual situation.",[41,1335,1337],{"id":1336},"frequently-asked-questions","Frequently Asked Questions",[80,1339,1341],{"id":1340},"can-bitrix24-cloud-be-adapted-to-individual-company-processes","Can Bitrix24 Cloud Be Adapted to Individual Company Processes?",[25,1343,1344],{},"Yes. In the cloud, custom fields, multiple sales pipelines, access rights, automation rules, triggers, business processes, apps and APIs are available. For many companies, these options are entirely sufficient.",[80,1346,1348],{"id":1347},"is-on-premise-needed-for-the-integration-of-an-erp-system","Is On-Premise Needed for the Integration of an ERP System?",[25,1350,1351],{},"Not necessarily. If the ERP system offers a suitable API, the integration can often be implemented with Bitrix24 Cloud as well.",[25,1353,1354],{},"On-Premise becomes relevant above all when systems are only accessible within an isolated network or when changes at the code and database level are required.",[80,1356,1358],{"id":1357},"is-a-dedicated-physical-server-required-for-on-premise","Is a Dedicated Physical Server Required for On-Premise?",[25,1360,1361],{},"No. The installation can be run on a server within your own company as well as in a suitable data center or in a private cloud environment.",[25,1363,1364],{},"What is decisive is that the infrastructure meets the technical requirements and is professionally maintained.",[80,1366,1368],{"id":1367},"who-installs-the-updates-for-on-premise","Who Installs the Updates for On-Premise?",[25,1370,1371],{},"The company handles this task itself or commissions a technical partner.",[25,1373,1374],{},"Before an update, backups should be checked and the compatibility of integrations and individual extensions tested.",[80,1376,1378],{"id":1377},"can-a-company-first-use-the-cloud-and-later-switch-to-on-premise","Can a Company First Use the Cloud and Later Switch to On-Premise?",[25,1380,1381],{},"Yes. This approach can make sense when the company wants to get started quickly and it is not yet certain whether a dedicated infrastructure is actually required.",[25,1383,1384],{},"However, a possible later migration should already be taken into account in the original system architecture.",[80,1386,1388],{"id":1387},"is-on-premise-also-suitable-for-small-companies","Is On-Premise Also Suitable for Small Companies?",[25,1390,1391],{},"Technically speaking, yes. What is decisive, however, is not the size of the company, but the specific requirements profile.",[25,1393,1394],{},"If a small company genuinely needs an isolated environment and in-depth customizations, On-Premise can make sense. If such requirements are absent, the cloud is usually simpler and more economical.",[80,1396,1398],{"id":1397},"should-a-partner-be-commissioned-for-the-implementation-of-on-premise","Should a Partner Be Commissioned for the Implementation of On-Premise?",[25,1400,1401],{},"A company can carry out the installation itself if the necessary technical competencies are available.",[25,1403,1404],{},"For complex implementations, migrations, integrations and individual developments, however, working with an experienced Bitrix24 partner is usually advisable.",[41,1406,1408],{"id":1407},"conclusion","Conclusion",[25,1410,1411],{},"Bitrix24 Cloud and On-Premise offer the central tools for CRM, tasks, projects and collaboration. However, they differ significantly in the way the system is operated and further developed.",[25,1413,1414],{},"The cloud enables a faster start and reduces the technical effort. It is suitable for companies for which standard configurations, automations and API-based integrations are sufficient.",[25,1416,1417],{},"On-Premise offers more control over infrastructure, code and architecture. At the same time, costs for server operation, updates, backups, security and technical support must be taken into account.",[25,1419,1420],{},"The decision therefore depends not only on the number of employees. What is important are the business processes, the required integrations, the data processing requirements, the existing IT resources and the long-term development plans.",[25,1422,1423],{},"Are you unsure which variant fits your company? WAM IT analyzes your requirements, your existing system landscape and the required integrations. On this basis, we compare Bitrix24 Cloud and On-Premise and recommend a solution that makes sense both technically and economically.",[25,1425,1426],{},"Arrange a free initial consultation on Bitrix24 and receive a first assessment of the suitable version, license and the expected implementation effort.",{"title":767,"searchDepth":768,"depth":768,"links":1428},[1429,1433,1434,1435,1436,1437,1438,1439,1440,1441,1442,1443,1444,1453],{"id":848,"depth":768,"text":849,"children":1430},[1431,1432],{"id":855,"depth":774,"text":856},{"id":868,"depth":774,"text":869},{"id":895,"depth":768,"text":896},{"id":937,"depth":768,"text":938},{"id":982,"depth":768,"text":983},{"id":1030,"depth":768,"text":1031},{"id":1081,"depth":768,"text":1082},{"id":1132,"depth":768,"text":1133},{"id":1171,"depth":768,"text":1172},{"id":1215,"depth":768,"text":1216},{"id":1231,"depth":768,"text":1232},{"id":1267,"depth":768,"text":1268},{"id":1289,"depth":768,"text":1290},{"id":1336,"depth":768,"text":1337,"children":1445},[1446,1447,1448,1449,1450,1451,1452],{"id":1340,"depth":774,"text":1341},{"id":1347,"depth":774,"text":1348},{"id":1357,"depth":774,"text":1358},{"id":1367,"depth":774,"text":1368},{"id":1377,"depth":774,"text":1378},{"id":1387,"depth":774,"text":1388},{"id":1397,"depth":774,"text":1398},{"id":1407,"depth":768,"text":1408},"Bitrix24 Cloud vs. On-Premise: differences, costs, security, GDPR, updates, migration and choosing the right solution.",{"date":1456,"previewImage":767},"2026-07-19","\u002Fen\u002Fblog\u002Fbitrix24-cloud-oder-on-premise",{"title":823,"description":1454},"en\u002Fblog\u002Fbitrix24-cloud-oder-on-premise","RkLQth3A7zE-9WwnVhz5o659FFV0p5jbkyCmnGEVUPg",{"id":1462,"title":1463,"body":1464,"description":2083,"extension":813,"listed":814,"meta":2084,"navigation":814,"path":2086,"published":814,"seo":2087,"stem":2088,"__hash__":2089},"blog\u002Fen\u002Fblog\u002Fbitrix24-copilot-aufgaben-meetings.md","AI for Tasks and Meetings in Bitrix24",{"type":8,"value":1465,"toc":2069},[1466,1469,1472,1474,1477,1480,1483,1486,1490,1493,1496,1519,1522,1525,1529,1532,1535,1564,1567,1572,1575,1579,1582,1585,1605,1608,1628,1631,1636,1639,1644,1647,1651,1654,1657,1660,1663,1668,1673,1678,1681,1685,1688,1691,1714,1717,1722,1725,1741,1744,1748,1751,1754,1780,1783,1787,1790,1795,1804,1809,1816,1821,1828,1833,1840,1845,1852,1857,1864,1869,1876,1881,1888,1892,1895,1930,1933,1937,1975,1979,1982,1985,1988,2014,2017,2021,2024,2027,2030,2052,2055,2057,2060,2063,2066],[11,1467,1463],{"id":1468},"ai-for-tasks-and-meetings-in-bitrix24",[16,1470],{"date":1471,"image":19,"name":20},"10 July 2026",[22,1473],{},[25,1475,1476],{},"Meetings, tasks and coordination take up a large part of the working day in many companies. Teams talk to customers, plan projects, make decisions, assign responsibilities and clarify the next steps. After a meeting or a longer discussion, however, a familiar problem often remains. There is a lot of information, but no clear plan of action yet.",[25,1478,1479],{},"Who takes on which task? Which decisions have already been made? Which questions are still open? By when should something be completed? And where can you find the results of the meeting later on: in the chat, in comments, in an email or in personal notes?",[25,1481,1482],{},"CoPilot in Bitrix24 can help to close this gap between conversation and implementation. The AI assistant helps to formulate tasks, prepare descriptions, create checklists, work out the key points of discussions and turn agreements into concrete next steps more quickly.",[25,1484,1485],{},"It remains important to understand that AI does not replace project management and does not make decisions for the team. CoPilot does not take responsibility for processes. Rather, it helps to speed up recurring work steps, structure information and reduce the risk of important agreements being lost after a meeting.",[41,1487,1489],{"id":1488},"why-tasks-and-meetings-often-lose-their-impact","Why tasks and meetings often lose their impact",[25,1491,1492],{},"Many meetings are worthwhile in terms of content. Participants discuss open points, find solutions and agree on next steps. The real difficulty often only begins afterwards. If results are not documented promptly, part of the information stays in the heads of individual people, part in the chat and part in personal notes.",[25,1494,1495],{},"This leads to typical problems:",[466,1497,1498,1501,1504,1507,1510,1513,1516],{},[117,1499,1500],{},"Agreements are not translated into concrete tasks.",[117,1502,1503],{},"Tasks are formulated too briefly and without sufficient context.",[117,1505,1506],{},"Responsibilities are not clearly defined.",[117,1508,1509],{},"Deadlines are not set at all or only verbally.",[117,1511,1512],{},"Those carrying out the work do not know exactly what result is expected.",[117,1514,1515],{},"Managers find it difficult to assess the current status.",[117,1517,1518],{},"New project participants need a lot of time to understand the background.",[25,1520,1521],{},"For teams, this means additional follow-up questions, repeated coordination and unnecessary loss of time. For customers, it can lead to delays or inconsistent communication. For managers, transparency in the project decreases.",[25,1523,1524],{},"CoPilot can make this work easier. It does not manage the project itself, but it helps to bring existing information into a comprehensible form more quickly.",[41,1526,1528],{"id":1527},"how-copilot-supports-tasks-in-bitrix24","How CoPilot supports tasks in Bitrix24",[25,1530,1531],{},"A task in Bitrix24 should be more than a short entry in the system. A good task describes what needs to be done, why it is important, what result is expected and which steps are necessary for it.",[25,1533,1534],{},"CoPilot can help to create this structure more quickly. With its support, the following work steps can be prepared, for example:",[466,1536,1537,1540,1543,1546,1549,1552,1555,1558,1561],{},[117,1538,1539],{},"Create task descriptions based on short bullet points.",[117,1541,1542],{},"Turn unstructured notes into clear tasks.",[117,1544,1545],{},"Prepare checklists for implementation.",[117,1547,1548],{},"Formulate tasks more clearly.",[117,1550,1551],{},"Describe expected results more precisely.",[117,1553,1554],{},"Prepare comments on tasks.",[117,1556,1557],{},"Make tasks easier for those carrying them out to follow.",[117,1559,1560],{},"Shorten overly long descriptions.",[117,1562,1563],{},"Turn discussions into concrete action points.",[25,1565,1566],{},"Instead of simply creating a task called \"Prepare quote for customer\", a team can use CoPilot like this, for example.",[74,1568,1569],{},[25,1570,1571],{},"Based on this description, create a task for the responsible manager. The task should contain the goal, context, expected result and a checklist. The customer is interested in introducing Bitrix24 in sales. An initial proposal and a list of follow-up questions should be prepared.",[25,1573,1574],{},"This way, the responsible person receives not only a task text, but also the necessary working context. They understand better what is expected and what result should ultimately be delivered.",[41,1576,1578],{"id":1577},"how-a-good-task-in-bitrix24-should-be-structured","How a good task in Bitrix24 should be structured",[25,1580,1581],{},"For CoPilot to prepare a truly usable task, it needs sufficient context. The more precise the input, the less needs to be reworked later.",[25,1583,1584],{},"A helpful task structure answers these questions:",[114,1586,1587,1590,1593,1596,1599,1602],{},[117,1588,1589],{},"What needs to be done?",[117,1591,1592],{},"Why is the task important?",[117,1594,1595],{},"Who is the result needed for?",[117,1597,1598],{},"What result is expected?",[117,1600,1601],{},"By when should the task be completed?",[117,1603,1604],{},"Which steps are necessary?",[25,1606,1607],{},"If the task is linked to a customer or a deal, additional information should be added:",[114,1609,1610,1613,1616,1619,1622,1625],{},[117,1611,1612],{},"Customer or project",[117,1614,1615],{},"Current status of coordination",[117,1617,1618],{},"Previous agreements",[117,1620,1621],{},"Constraints on time, budget or scope",[117,1623,1624],{},"Desired format of the result",[117,1626,1627],{},"Person who should review the result",[25,1629,1630],{},"An input that is too general would be, for example.",[74,1632,1633],{},[25,1634,1635],{},"Create a task for the meeting.",[25,1637,1638],{},"A significantly better prompt would be.",[74,1640,1641],{},[25,1642,1643],{},"Create a task for the project manager based on the customer meeting. A plan for introducing Bitrix24 in sales should be prepared. Take into account setting up the CRM pipeline, the email integration and training the employees. The result should be a short action plan with phases, a timeframe and open questions for the customer. Add a checklist.",[25,1645,1646],{},"In the second example, CoPilot receives not only an action, but also the goal, context and expected result. This makes the task easier to understand for the person carrying it out and more useful for later monitoring.",[41,1648,1650],{"id":1649},"how-copilot-helps-with-checklists","How CoPilot helps with checklists",[25,1652,1653],{},"A checklist makes tasks easier to manage. It breaks a larger goal down into concrete steps and helps the person carrying out the work understand exactly what needs to be done.",[25,1655,1656],{},"This is particularly helpful for tasks with several phases, for example preparing a quote, setting up a CRM, starting a project, handling a customer inquiry, reviewing documents, approving a document or preparing a meeting.",[25,1658,1659],{},"The AI assistant can turn a general task description into a clear sequence of steps.",[25,1661,1662],{},"Examples of possible requests to CoPilot.",[74,1664,1665],{},[25,1666,1667],{},"Turn this task description into a checklist. Each item should be concrete and verifiable.",[74,1669,1670],{},[25,1671,1672],{},"Create a checklist for preparing a customer meeting about introducing Bitrix24. Take into account the analysis of existing processes, questions about the CRM, possible integrations, employee roles and the project timeframe.",[74,1674,1675],{},[25,1676,1677],{},"Divide this task into four phases. Preparation, implementation, review of the result and coordination with the customer.",[25,1679,1680],{},"Such a structure reduces the risk of important steps being overlooked. At the same time, project managers and leaders can more easily see which parts of the task have already been completed.",[41,1682,1684],{"id":1683},"copilot-after-meetings","CoPilot after meetings",[25,1686,1687],{},"One of the most practical areas of application for AI is the follow-up to meetings. After a conversation, notes, chat messages, verbal agreements and individual comments often remain. If this information is not organized promptly, important details can be lost.",[25,1689,1690],{},"CoPilot can help to turn a meeting into a usable result more quickly. This primarily includes:",[114,1692,1693,1696,1699,1702,1705,1708,1711],{},[117,1694,1695],{},"A short summary of the conversation",[117,1697,1698],{},"A list of the decisions made",[117,1700,1701],{},"Open questions",[117,1703,1704],{},"Tasks for those involved",[117,1706,1707],{},"Next steps",[117,1709,1710],{},"Follow-up questions for the customer",[117,1712,1713],{},"Points that still need to be coordinated internally",[25,1715,1716],{},"A possible request to CoPilot could look like this.",[74,1718,1719],{},[25,1720,1721],{},"Create a short summary of the meeting. Highlight the decisions made, open questions, tasks, responsible people and next steps.",[25,1723,1724],{},"For project work, a fixed structure is particularly helpful:",[114,1726,1727,1730,1733,1736,1739],{},[117,1728,1729],{},"Decisions",[117,1731,1732],{},"Tasks",[117,1734,1735],{},"Responsible people",[117,1737,1738],{},"Deadlines",[117,1740,1701],{},[25,1742,1743],{},"With this format, the team quickly recognizes what has changed as a result of the meeting and which concrete steps are next.",[41,1745,1747],{"id":1746},"what-should-happen-right-after-a-meeting","What should happen right after a meeting",[25,1749,1750],{},"So that a meeting does not remain just a conversation, it should be translated into concrete work as quickly as possible.",[25,1752,1753],{},"A sensible sequence can look like this:",[466,1755,1756,1759,1762,1765,1768,1771,1774,1777],{},[117,1757,1758],{},"Prepare a short summary.",[117,1760,1761],{},"Record the decisions made.",[117,1763,1764],{},"Document open questions separately.",[117,1766,1767],{},"Translate agreements into tasks.",[117,1769,1770],{},"Assign responsible people.",[117,1772,1773],{},"Add deadlines.",[117,1775,1776],{},"Create checklists for more extensive tasks.",[117,1778,1779],{},"Send an understandable follow-up to the participants.",[25,1781,1782],{},"The AI assistant can speed up many of these steps. The final review, however, remains the team's responsibility. Were the agreements recorded correctly? Are important details missing? Are responsibilities and deadlines realistic? Only after this review should the result be passed on to those involved or saved as a task.",[41,1784,1786],{"id":1785},"examples-of-copilot-requests-for-tasks-and-meetings","Examples of CoPilot requests for tasks and meetings",[25,1788,1789],{},"The following prompts can be used as a basis and adapted to your own processes in Bitrix24.",[25,1791,1792],{},[1305,1793,1794],{},"For creating a task",[1796,1797,1798],"indent",{},[25,1799,1800],{},[1801,1802,1803],"em",{},"Based on this description, create a task for the team. Add the goal, context, expected result, deadline and checklist.",[25,1805,1806],{},[1305,1807,1808],{},"For a task after a meeting",[1796,1810,1811],{},[25,1812,1813],{},[1801,1814,1815],{},"Create a task based on the customer meeting. The customer wants to set up a CRM pipeline, connect emails and train employees. The result of the task should be an introduction plan with open follow-up questions for the customer.",[25,1817,1818],{},[1305,1819,1820],{},"For a checklist",[1796,1822,1823],{},[25,1824,1825],{},[1801,1826,1827],{},"Turn this description into a checklist with concrete steps. Each item should be understandable and verifiable.",[25,1829,1830],{},[1305,1831,1832],{},"For a meeting summary",[1796,1834,1835],{},[25,1836,1837],{},[1801,1838,1839],{},"Summarize the meeting briefly. Structure the result by main topics, decisions, open questions, tasks and next steps.",[25,1841,1842],{},[1305,1843,1844],{},"For a follow-up after the meeting",[1796,1846,1847],{},[25,1848,1849],{},[1801,1850,1851],{},"Create a follow-up for the participants. Briefly describe what was discussed, which decisions were made, who is responsible for what and what should be done next.",[25,1853,1854],{},[1305,1855,1856],{},"For project managers",[1796,1858,1859],{},[25,1860,1861],{},[1801,1862,1863],{},"Create a project status. Describe what has already been completed, what is currently in progress, which risks exist, which questions need to be decided and which next step is coming up.",[25,1865,1866],{},[1305,1867,1868],{},"For people carrying out the work",[1796,1870,1871],{},[25,1872,1873],{},[1801,1874,1875],{},"Rephrase this task so that it is clear what needs to be done, in what format the result is expected and by when the task should be completed.",[25,1877,1878],{},[1305,1879,1880],{},"For managers",[1796,1882,1883],{},[25,1884,1885],{},[1801,1886,1887],{},"Recently this discussion turned into a management summary. Focus on decisions, risks, deadlines and points that need to be monitored.",[41,1889,1891],{"id":1890},"what-should-be-checked-before-saving-a-task","What should be checked before saving a task",[25,1893,1894],{},"CoPilot can speed up the preparation of a task, but should not be used without review. Before saving a task or sending a meeting summary, the following points should be checked:",[466,1896,1897,1900,1903,1906,1909,1912,1915,1918,1921,1924,1927],{},[117,1898,1899],{},"Is the task formulated clearly?",[117,1901,1902],{},"Is the expected result clear?",[117,1904,1905],{},"Is there a responsible person?",[117,1907,1908],{},"Is a deadline specified?",[117,1910,1911],{},"Is the task not too large?",[117,1913,1914],{},"Is a checklist needed?",[117,1916,1917],{},"Were the agreements reproduced correctly?",[117,1919,1920],{},"Are important constraints or conditions missing?",[117,1922,1923],{},"Does it contain confidential information?",[117,1925,1926],{},"Is the task linked to the right project, customer or deal?",[117,1928,1929],{},"Does the task fit the actual process in the company?",[25,1931,1932],{},"A good task should be understandable without additional verbal explanation. If the person carrying it out first has to ask what exactly is meant, the task should be made more precise.",[41,1934,1936],{"id":1935},"which-teams-benefit-most-from-using-it","Which teams benefit most from using it",[466,1938,1939,1945,1951,1957,1963,1969],{},[117,1940,1941,1944],{},[1305,1942,1943],{},"Sales."," Sales staff can create tasks more quickly after conversations, document customer agreements, prepare follow-ups and pass information on to project teams.",[117,1946,1947,1950],{},[1305,1948,1949],{},"Project teams."," Project managers can turn discussions into tasks, checklists, status reports and next steps more quickly.",[117,1952,1953,1956],{},[1305,1954,1955],{},"Customer service."," Support teams can structure inquiries, create tasks for follow-up work, document recurring problems and pass information on to the responsible departments.",[117,1958,1959,1962],{},[1305,1960,1961],{},"Managers."," Managers receive short summaries of meetings, project statuses and open questions more quickly. This makes it easier to see which topics require attention.",[117,1964,1965,1968],{},[1305,1966,1967],{},"HR and internal teams."," CoPilot can also help with internal meetings, for example with onboarding tasks, training measures, coordination, approvals or organizational topics.",[117,1970,1971,1974],{},[1305,1972,1973],{},"International teams."," For distributed teams, it is especially important to record agreements in writing and in a traceable way. The AI assistant can help to structure meeting results and tasks more clearly.",[41,1976,1978],{"id":1977},"why-copilot-works-better-in-a-well-configured-bitrix24","Why CoPilot works better in a well-configured Bitrix24",[25,1980,1981],{},"AI can formulate tasks, work out decisions from meetings and prepare next steps. The quality of the results, however, also depends on how clearly the work is organized in the system.",[25,1983,1984],{},"If tasks are created without uniform standards, deadlines are only maintained irregularly, responsibilities are missing and agreements remain in chats, CoPilot works with an incomplete and unstructured context. In this case, AI can speed up individual work steps, but cannot solve the underlying problem of disorganized processes.",[25,1986,1987],{},"For CoPilot to be used sensibly in the company, central elements in Bitrix24 should be set up cleanly:",[114,1989,1990,1993,1996,1999,2002,2005,2008,2011],{},[117,1991,1992],{},"Project and workgroup structure",[117,1994,1995],{},"Rules for creating tasks",[117,1997,1998],{},"Templates for tasks and checklists",[117,2000,2001],{},"Roles and responsibilities",[117,2003,2004],{},"Connection between tasks, CRM, customers and deals",[117,2006,2007],{},"Rules for documenting meeting results",[117,2009,2010],{},"Automation of recurring steps",[117,2012,2013],{},"Notifications and deadline monitoring",[25,2015,2016],{},"The clearer the working environment is set up, the more easily employees can use CoPilot in everyday work. That is why AI in Bitrix24 should not be seen as an isolated additional feature, but as part of a well-organized way of working with tasks, communication, CRM and customer processes.",[41,2018,2020],{"id":2019},"how-wam-it-integrates-copilot-into-work-processes","How WAM IT integrates CoPilot into work processes",[25,2022,2023],{},"For many companies, it is not just about activating AI features. What is decisive is how CoPilot is sensibly embedded in the team's existing work. If processes in Bitrix24 are not described, the CRM is only partially set up, tasks are created inconsistently and meeting results are documented irregularly, CoPilot usually remains only occasional support.",[25,2025,2026],{},"WAM IT helps companies adapt Bitrix24 to real business processes. The team analyzes the existing configuration, identifies weaknesses and sets up the CRM, tasks, projects, automation, communication and roles so that Bitrix24 can be used in everyday work in an understandable and reliable way.",[25,2028,2029],{},"In the context of tasks and meetings, this can concern the following areas, for example:",[114,2031,2032,2035,2038,2041,2044,2046,2049],{},[117,2033,2034],{},"Structure of projects and workgroups",[117,2036,2037],{},"Templates for tasks",[117,2039,2040],{},"Rules for tasks after meetings",[117,2042,2043],{},"Connection between CRM, tasks and customer communication",[117,2045,2010],{},[117,2047,2048],{},"Training employees in the use of Bitrix24 and CoPilot",[117,2050,2051],{},"Supporting the team after the launch",[25,2053,2054],{},"This way, CoPilot is not used as an isolated test feature, but as part of daily work. Employees know where agreements are documented, how tasks are created, how meeting results are recorded and how AI provides sensible support without losing control over the process.",[41,2056,1408],{"id":1407},[25,2058,2059],{},"CoPilot in Bitrix24 helps teams get from discussion to implementation more quickly. The AI assistant supports the creation of tasks, task descriptions, checklists, meeting summaries and next steps.",[25,2061,2062],{},"The greatest benefit comes from simple everyday scenarios. These include summaries of meetings, tasks after coordination, checklists for those carrying out the work, project status reports and lists of open questions.",[25,2064,2065],{},"The effectiveness of AI, however, does not depend on CoPilot alone. Bitrix24 should be set up logically, with clear roles, a sensible task structure, connections to the CRM, traceable communication rules and transparent processes.",[25,2067,2068],{},"Companies that want not only to try out CoPilot but to integrate it sensibly into their existing workflows can use WAM IT to analyze and specifically develop their Bitrix24 structure.",{"title":767,"searchDepth":768,"depth":768,"links":2070},[2071,2072,2073,2074,2075,2076,2077,2078,2079,2080,2081,2082],{"id":1488,"depth":768,"text":1489},{"id":1527,"depth":768,"text":1528},{"id":1577,"depth":768,"text":1578},{"id":1649,"depth":768,"text":1650},{"id":1683,"depth":768,"text":1684},{"id":1746,"depth":768,"text":1747},{"id":1785,"depth":768,"text":1786},{"id":1890,"depth":768,"text":1891},{"id":1935,"depth":768,"text":1936},{"id":1977,"depth":768,"text":1978},{"id":2019,"depth":768,"text":2020},{"id":1407,"depth":768,"text":1408},"How Bitrix24 CoPilot structures tasks, checklists, meeting summaries and next steps more clearly and supports teams in putting them into practice.",{"date":2085,"previewImage":767},"2026-07-10","\u002Fen\u002Fblog\u002Fbitrix24-copilot-aufgaben-meetings",{"title":1463,"description":2083},"en\u002Fblog\u002Fbitrix24-copilot-aufgaben-meetings","_63unbpxpMi0AqLZxig8t3uKUom03cCS8gyp5OtD-xg",{"id":2091,"title":2092,"body":2093,"description":2575,"extension":813,"listed":814,"meta":2576,"navigation":814,"path":2578,"published":814,"seo":2579,"stem":2580,"__hash__":2581},"blog\u002Fen\u002Fblog\u002Fbitrix24-copilot-texte.md","How Bitrix24 CoPilot Helps with Emails, Messages and Texts in the Company",{"type":8,"value":2094,"toc":2563},[2095,2098,2101,2103,2106,2109,2114,2118,2121,2124,2127,2147,2150,2154,2157,2160,2166,2169,2174,2177,2182,2185,2189,2192,2195,2218,2221,2226,2231,2236,2239,2245,2249,2252,2255,2258,2281,2283,2288,2293,2298,2301,2305,2308,2311,2331,2333,2338,2343,2348,2351,2354,2358,2361,2364,2367,2387,2389,2394,2399,2404,2407,2411,2414,2419,2424,2429,2434,2439,2444,2449,2454,2459,2464,2469,2474,2479,2484,2488,2491,2517,2520,2524,2527,2530,2551,2554,2557,2560],[11,2096,2092],{"id":2097},"how-bitrix24-copilot-helps-with-emails-messages-and-texts-in-the-company",[16,2099],{"date":2100,"image":19,"name":20},"30 June 2026",[22,2102],{},[25,2104,2105],{},"Working with texts often takes companies more time than it seems at first glance. Emails to customers, messages to colleagues, comments in tasks, internal announcements and summaries of meetings are part of the daily work routine for many teams.",[25,2107,2108],{},"Bitrix24 CoPilot can noticeably ease this work. The AI assistant is integrated directly into Bitrix24 and can be used in emails, chats, tasks and the CRM – without additional tools, without constantly switching between different applications and without manually copying content.",[74,2110,2111],{},[25,2112,2113],{},"CoPilot does not replace employees. It helps them prepare texts more quickly: for example through drafts, structured summaries, better wording, translations or shortened versions of longer content. The final result, however, should always be reviewed by a person.",[41,2115,2117],{"id":2116},"why-working-with-text-takes-so-much-time","Why working with text takes so much time",[25,2119,2120],{},"In business communication, it is not just about passing on information. It also has to be worded clearly, appropriately and professionally. An email to a customer should sound clear, polite and reliable. A message to the team must be short and specific. A comment in a task should be structured. An internal announcement must be understandable enough that everyone involved interprets the same information in the same way.",[25,2122,2123],{},"Employees often already know what they want to say. What costs time is mostly the form: finding the right tone, cutting unnecessary details, simplifying complicated wording, translating a text or turning long notes into a clear message.",[25,2125,2126],{},"CoPilot is particularly helpful when employees:",[114,2128,2129,2132,2135,2138,2141,2144],{},[117,2130,2131],{},"want to respond quickly to a customer inquiry while maintaining a professional tone;",[117,2133,2134],{},"want to summarize long email threads or chat messages;",[117,2136,2137],{},"need to record decisions and next steps after a meeting;",[117,2139,2140],{},"want to prepare the same information for different audiences;",[117,2142,2143],{},"want to translate a text while keeping the business style;",[117,2145,2146],{},"want to word a message more briefly, more clearly or less directly.",[25,2148,2149],{},"In such situations, CoPilot serves as support for the first draft of the text. The employees then review the result and adjust it if necessary.",[41,2151,2153],{"id":2152},"how-to-formulate-good-requests-to-copilot","How to formulate good requests to CoPilot",[25,2155,2156],{},"The more precisely the task is described, the better the result usually is. A request like \"Write an email to the customer\" is usually too general. It is better to provide the context, recipient, goal, tone and possible constraints directly.",[25,2158,2159],{},"A helpful structure for CoPilot requests is:",[2161,2162,2163],"highlight",{},[25,2164,2165],{},"Task + Context + Recipient + Goal + Tone + Constraints",[25,2167,2168],{},"An imprecise prompt would be, for example:",[74,2170,2171],{},[25,2172,2173],{},"Write an email to the customer.",[25,2175,2176],{},"A significantly better prompt would be:",[74,2178,2179],{},[25,2180,2181],{},"Create a polite email to a customer who is interested in introducing Bitrix24 in a company with 20 employees. Explain that the timeframe and costs depend on the scope of the setup. Suggest a short consultation and end the email with a friendly invitation to respond.",[25,2183,2184],{},"In the second case, CoPilot receives significantly more context and can create a draft that is closer to the actual work situation. This text also needs to be reviewed, but employees no longer have to start from scratch.",[80,2186,2188],{"id":2187},"prepare-customer-emails-more-quickly","Prepare customer emails more quickly",[25,2190,2191],{},"Communication with customers often requires especially careful wording. This is particularly true for first contact, replies to inquiries, follow-up questions about details, quotes, rescheduling of appointments or a polite rejection.",[25,2193,2194],{},"CoPilot can help to,",[114,2196,2197,2200,2203,2206,2209,2212,2215],{},[117,2198,2199],{},"create an email based on a short description;",[117,2201,2202],{},"continue a text that has already been started;",[117,2204,2205],{},"prepare a reply to a customer inquiry;",[117,2207,2208],{},"word a message more formally or more warmly;",[117,2210,2211],{},"correct errors and improve wording;",[117,2213,2214],{},"shorten overly long emails;",[117,2216,2217],{},"translate texts into another language.",[25,2219,2220],{},"Examples of CoPilot requests:",[74,2222,2223],{},[25,2224,2225],{},"Create a reply to a customer. He is interested in introducing Bitrix24 in a company with 32 employees and wants to understand the approximate timeframe. Explain that a basic introduction can take several weeks, but the precise estimate depends on processes, integrations and the scope of the setup.",[74,2227,2228],{},[25,2229,2230],{},"Word this email more politely and in a more business-like way. The content should be preserved, but overly direct wording should be softened.",[74,2232,2233],{},[25,2234,2235],{},"Create a short follow-up email after a consultation. Thank them for the conversation, briefly summarize the next steps and suggest arranging a date for the next step.",[25,2237,2238],{},"This way, a sales or service employee receives a solid basis that they can review, adapt to the specific customer and then send. This is particularly helpful in areas where similar communication situations recur daily.",[2240,2241],"image-placeholder",{":height":2242,":width":2243,"alt":2092,"src":2244},"480","920","\u002Fimg\u002Fblog\u002Fbitrix24-copilot-texte\u002Fai-guide-15.jpg",[80,2246,2248],{"id":2247},"evaluate-long-messages-and-discussions-more-quickly","Evaluate long messages and discussions more quickly",[25,2250,2251],{},"Not all text work consists of writing new messages. Often, reading and evaluating information takes just as much time: long emails, discussions in chats, comments in tasks, meeting notes or documents from customers.",[25,2253,2254],{},"CoPilot can help to identify the most important points more quickly and turn unstructured content into a clear summary.",[25,2256,2257],{},"Possible, for example, are:",[114,2259,2260,2263,2266,2269,2272,2275,2278],{},[117,2261,2262],{},"short summaries of longer texts;",[117,2264,2265],{},"working out central statements;",[117,2267,2268],{},"lists of decisions made;",[117,2270,2271],{},"open questions;",[117,2273,2274],{},"next tasks and responsibilities;",[117,2276,2277],{},"structured plans from longer discussions;",[117,2279,2280],{},"simplified wording of complex content.",[25,2282,2220],{},[74,2284,2285],{},[25,2286,2287],{},"Summarize this discussion briefly. Structure the result into decisions made, open questions and next steps.",[74,2289,2290],{},[25,2291,2292],{},"Turn this text into a structured task list for the project team.",[74,2294,2295],{},[25,2296,2297],{},"Highlight only the most important agreements with the customer from the correspondence.",[25,2299,2300],{},"This is particularly practical when employees join a project later, could not attend a meeting or want to quickly understand what the team has agreed on.",[80,2302,2304],{"id":2303},"adapt-texts-for-different-communication-channels","Adapt texts for different communication channels",[25,2306,2307],{},"The same information does not automatically suit every communication channel. An email to a customer, a message in the team chat, a comment in a task, a post in the company feed or a short piece of information for management require different length, structure and tone.",[25,2309,2310],{},"CoPilot can quickly adapt an existing text to the appropriate channel. From a longer project description, the following can be created, for example:",[114,2312,2313,2316,2319,2322,2325,2328],{},[117,2314,2315],{},"a short message for the team;",[117,2317,2318],{},"a business email to the customer;",[117,2320,2321],{},"an internal announcement;",[117,2323,2324],{},"a comment for a task;",[117,2326,2327],{},"a short management summary;",[117,2329,2330],{},"a post for internal company communication.",[25,2332,2220],{},[74,2334,2335],{},[25,2336,2337],{},"Word this text as a short message for the workgroup. Keep only the most important points, tasks and deadlines.",[74,2339,2340],{},[25,2341,2342],{},"Turn this text into a business email to the customer. The structure should be clear: thanks, matter at hand, next steps, polite closing.",[74,2344,2345],{},[25,2346,2347],{},"Adapt this text for an internal company announcement. The style should be understandable, calm and professional.",[25,2349,2350],{},"CoPilot thus helps not only to write more quickly, but also to choose the appropriate form of communication for each situation.",[2240,2352],{":height":2242,":width":2243,"alt":2092,"src":2353},"\u002Fimg\u002Fblog\u002Fbitrix24-copilot-texte\u002Fai-guide-14.jpg",[80,2355,2357],{"id":2356},"translate-emails-and-messages-directly-in-bitrix24","Translate emails and messages directly in Bitrix24",[25,2359,2360],{},"For companies with international customers, service providers or distributed teams, multilingual messages are often part of everyday life. Employees frequently copy texts into external translation tools, check the result and then transfer the translation back into the work system.",[25,2362,2363],{},"With CoPilot, this work can be done directly in Bitrix24. This is helpful when an email, a comment, a task or a message needs to be translated quickly and the business style has to be preserved.",[25,2365,2366],{},"CoPilot can support with:",[114,2368,2369,2372,2375,2378,2381,2384],{},[117,2370,2371],{},"the translation of emails and messages;",[117,2373,2374],{},"preserving the original text structure;",[117,2376,2377],{},"adapting to a business tone;",[117,2379,2380],{},"a friendlier or more formal wording;",[117,2382,2383],{},"simplifying complex wording;",[117,2385,2386],{},"preparing a reply in the customer's language.",[25,2388,2220],{},[74,2390,2391],{},[25,2392,2393],{},"Translate this email into English and keep a formal business style.",[74,2395,2396],{},[25,2397,2398],{},"Translate this message into German and word it in a friendly way, but not too informal.",[74,2400,2401],{},[25,2402,2403],{},"Translate the text into Spanish and keep the structure: greeting, main body, next steps, closing.",[25,2405,2406],{},"For international teams, this reduces routine work and avoids unnecessary switching between different applications. Nevertheless, the translated text should be reviewed, especially if it contains legal, financial or technical details.",[41,2408,2410],{"id":2409},"copilot-prompts-for-everyday-work-in-bitrix24","CoPilot prompts for everyday work in Bitrix24",[25,2412,2413],{},"The following examples can be used as a starting point and adapted to your own processes.",[25,2415,2416],{},[1305,2417,2418],{},"For a reply to a customer:",[114,2420,2421],{},[117,2422,2423],{},"Create a polite reply to a customer. The customer is asking about the possibilities of Bitrix24 for sales. Briefly explain that the system helps to manage deals, document communication and manage the tasks of sales staff. At the end, suggest a short consultation.",[25,2425,2426],{},[1305,2427,2428],{},"For a follow-up after a meeting:",[114,2430,2431],{},[117,2432,2433],{},"Create a follow-up email after a customer conversation. Mention that we talked about introducing Bitrix24, setting up the CRM pipeline, integrating emails and training employees. Close with the suggestion to arrange the next step.",[25,2435,2436],{},[1305,2437,2438],{},"For a message to colleagues:",[114,2440,2441],{},[117,2442,2443],{},"Word a short message to the team. Let them know that the deadline for the task has been moved to Friday because the customer sent additional requirements. The tone should be calm and factual.",[25,2445,2446],{},[1305,2447,2448],{},"For evaluating a longer correspondence:",[114,2450,2451],{},[117,2452,2453],{},"Analyze this correspondence. Structure the result into three areas: What has already been decided? Which questions are still open? Which next steps need to be completed?",[25,2455,2456],{},[1305,2457,2458],{},"For improving a text:",[114,2460,2461],{},[117,2462,2463],{},"Edit this text. It should sound shorter, clearer and more professional. Keep the content and do not add any new facts.",[25,2465,2466],{},[1305,2467,2468],{},"For a translation:",[114,2470,2471],{},[117,2472,2473],{},"Translate this message into German. The style should be business-like, but not too dry. Keep the structure and meaning of the source text.",[25,2475,2476],{},[1305,2477,2478],{},"For a task in Bitrix24:",[114,2480,2481],{},[117,2482,2483],{},"Based on this description, create a task for the team. Add the goal, the most important steps, the expected result and a checklist.",[41,2485,2487],{"id":2486},"what-should-be-checked-before-sending","What should be checked before sending",[25,2489,2490],{},"CoPilot can speed up text preparation, but should not be used without review. Before sending an email, message or internal announcement, employees should check:",[114,2492,2493,2496,2499,2502,2505,2508,2511,2514],{},[117,2494,2495],{},"whether names, company designations, dates, amounts and deadlines are correct;",[117,2497,2498],{},"whether it contains no promises that the company cannot keep;",[117,2500,2501],{},"whether the tone suits the situation and the recipient;",[117,2503,2504],{},"whether the original meaning has been preserved;",[117,2506,2507],{},"whether the text contains no confidential information;",[117,2509,2510],{},"whether technical terms were translated correctly;",[117,2512,2513],{},"whether the text matches the company's communication standards;",[117,2515,2516],{},"whether the message does not sound too generic or too much like a template.",[25,2518,2519],{},"Especially in business communication, accuracy, clarity and reliability are important. CoPilot is therefore particularly well suited for preparing drafts. The final decision, however, should always remain with the responsible employees.",[41,2521,2523],{"id":2522},"why-a-good-bitrix24-setup-is-important","Why a good Bitrix24 setup is important",[25,2525,2526],{},"CoPilot can do more in everyday work if Bitrix24 itself is cleanly structured. If CRM fields are maintained inconsistently, tasks are created without common standards, communication is spread across many channels and processes are not clearly described, the AI support also becomes less reliable to use.",[25,2528,2529],{},"For CoPilot to be used sensibly in the company, basic elements in Bitrix24 should be well set up:",[114,2531,2532,2534,2536,2539,2542,2545,2548],{},[117,2533,631],{},[117,2535,634],{},[117,2537,2538],{},"task templates;",[117,2540,2541],{},"rules for handling customer inquiries;",[117,2543,2544],{},"internal coordination processes;",[117,2546,2547],{},"roles and responsibilities;",[117,2549,2550],{},"communication channels.",[25,2552,2553],{},"The clearer the working environment is set up, the more easily employees can use AI features in everyday work. That is why CoPilot should not be viewed in isolation, but in connection with processes, CRM, tasks and team communication.",[25,2555,2556],{},"WAM IT can provide support here. The team specializes in the introduction, optimization and adaptation of Bitrix24 to real business processes. WAM IT analyzes existing Bitrix24 configurations, identifies potential for optimization and sets up the CRM, automations, communication and workflows so that the system remains understandable, usable and commercially sensible in everyday work.",[2240,2558],{":height":2242,":width":2243,"alt":2092,"src":2559},"\u002Fimg\u002Fblocks\u002Fbitrix\u002Flaptop.png",[25,2561,2562],{},"This is especially important when using AI. CoPilot works better when CRM data is maintained in a structured way, tasks are created according to clear rules, emails and messages are assigned to the right customers or cases and the team knows how Bitrix24 should be used in day-to-day business. A clean setup, targeted training and ongoing adaptation of the processes help to make CoPilot not just a single additional feature, but a practical part of daily work.",{"title":767,"searchDepth":768,"depth":768,"links":2564},[2565,2566,2572,2573,2574],{"id":2116,"depth":768,"text":2117},{"id":2152,"depth":768,"text":2153,"children":2567},[2568,2569,2570,2571],{"id":2187,"depth":774,"text":2188},{"id":2247,"depth":774,"text":2248},{"id":2303,"depth":774,"text":2304},{"id":2356,"depth":774,"text":2357},{"id":2409,"depth":768,"text":2410},{"id":2486,"depth":768,"text":2487},{"id":2522,"depth":768,"text":2523},"How Bitrix24 CoPilot prepares, summarizes, translates and adapts emails, chat messages and texts for different audiences more quickly.",{"date":2577,"previewImage":767},"2026-06-30","\u002Fen\u002Fblog\u002Fbitrix24-copilot-texte",{"title":2092,"description":2575},"en\u002Fblog\u002Fbitrix24-copilot-texte","vAgOKw896QJzdVkCrXKhQ0wlJDaPMbbNBqGRjgSslSk",{"id":2583,"title":2584,"body":2585,"description":2776,"extension":813,"listed":814,"meta":2777,"navigation":814,"path":2780,"published":814,"seo":2781,"stem":2782,"__hash__":2783},"blog\u002Fen\u002Fblog\u002Fbitrix-copilot.md","Bitrix24 CoPilot: Using AI Directly in CRM, Tasks and Communication",{"type":8,"value":2586,"toc":2770},[2587,2590,2593,2595,2598,2601,2604,2608,2611,2616,2619,2622,2625,2629,2632,2635,2685,2688,2691,2695,2698,2701,2745,2748,2751,2755,2758,2761,2764,2767],[11,2588,2584],{"id":2589},"bitrix24-copilot-using-ai-directly-in-crm-tasks-and-communication",[16,2591],{"date":2592,"image":19,"name":20},"03. June 2026",[22,2594],{},[25,2596,2597],{},"Artificial intelligence is increasingly evolving from a separate tool that is only used when needed into an integral part of modern work processes. For most companies, the question is therefore no longer whether AI makes sense in principle. What matters far more is in which areas it genuinely makes everyday work easier and provides noticeable relief.",[25,2599,2600],{},"In Bitrix24, the AI features are bundled under CoPilot and integrated directly into the familiar work areas — including CRM, tasks, chats, video calls, websites and team collaboration. As a result, users don't have to switch between different services, copy information manually or transfer data from one system to another. Many work steps can be completed directly within the existing working environment.",[25,2602,2603],{},"However, a widespread misconception about artificial intelligence still persists. It is often expected that AI will completely replace employees or solve business tasks automatically without any further guidance. In practice, the greatest benefit usually does not come from radical change, but from optimizing small, recurring processes that repeat dozens of times in everyday work.",[41,2605,2607],{"id":2606},"bitrix24-copilot-explained-simply","Bitrix24 CoPilot Explained Simply",[25,2609,2610],{},"When people talk about artificial intelligence, many first think of a separate chat in a browser or an app: you ask a question, receive an answer and then manually transfer the information into your own work tools. In Bitrix24, this approach works differently. CoPilot is not a separate program or an additional service, but an integrated AI assistant that works directly within Bitrix24.",[74,2612,2613],{},[25,2614,2615],{},"CoPilot supports employees with everyday tasks right where they already work: in the CRM, in tasks, chats, video calls, emails and other Bitrix24 tools.",[25,2617,2618],{},"There is no need to open additional tabs, copy conversation histories, transfer text between different services or manually create tasks from meetings. It is precisely these small intermediate steps that often cost more time in everyday work than they appear to at first glance.",[25,2620,2621],{},"At its core, CoPilot can be understood as a digital assistant that takes over part of the recurring work. It does not make decisions on behalf of employees and does not replace skilled professionals. Instead, it helps to complete routine tasks faster, reduce manual work steps and make existing work processes more efficient.",[2240,2623],{":height":2242,":width":2243,"alt":2584,"src":2624},"https:\u002F\u002Fhelpdesk.bitrix24.de\u002Fimages\u002Fpartner-courses\u002Fai-guide\u002Fcopilot-image-1.jpg",[41,2626,2628],{"id":2627},"where-can-ai-be-used-in-bitrix24","Where Can AI Be Used in Bitrix24?",[25,2630,2631],{},"One of CoPilot's strengths is that the AI assistant is not limited to a single tool or an isolated area. The AI features are embedded into various work processes in Bitrix24 and can therefore be used in many places in everyday business — from customer communication and meeting follow-up through to project work.",[25,2633,2634],{},"The most important areas of application for CoPilot in Bitrix24 are:",[466,2636,2637,2643,2649,2655,2661,2667,2673,2679],{},[117,2638,2639,2642],{},[1305,2640,2641],{},"CRM","\nCoPilot supports work with customer data, helps with analyzing communication, can structure information about deals and reduces the effort of manual data entry.",[117,2644,2645,2648],{},[1305,2646,2647],{},"Tasks and projects","\nWhen creating tasks, descriptions, checklists and workflows, CoPilot can help formulate content faster and organize team processes more clearly.",[117,2650,2651,2654],{},[1305,2652,2653],{},"Chats and collaboration","\nIn internal communication, CoPilot helps to process messages, discussions and decisions more efficiently and to capture important information more quickly.",[117,2656,2657,2660],{},[1305,2658,2659],{},"Emails and text messages","\nCoPilot can be used to create, edit, translate and optimize texts in a wide range of formats — for example, for customer emails, internal messages or short reply templates.",[117,2662,2663,2666],{},[1305,2664,2665],{},"Video calls and meetings","\nAfter meetings, CoPilot helps to summarize key points, record agreements and structure information clearly.",[117,2668,2669,2672],{},[1305,2670,2671],{},"Company feed and internal communication","\nFor posts in the company feed, announcements, internal news or messages to employees, CoPilot can draft suitable texts or revise existing content.",[117,2674,2675,2678],{},[1305,2676,2677],{},"Websites and landing pages","\nCoPilot can also help with work on websites — for example, developing page structures, creating texts or quickly preparing individual content blocks.",[117,2680,2681,2684],{},[1305,2682,2683],{},"Bitrix24 mobile app","\nSome of the AI features can also be used on the go. This allows employees to work on tasks, messages and information directly from their smartphone, without being tied to a desk in the office.",[25,2686,2687],{},"CoPilot is not intended to be a separate tool that has to be launched manually for every task. The central idea is to support employees directly while they work and to reduce recurring steps in everyday work.",[2240,2689],{":height":2242,":width":2243,"alt":2584,"src":2690},"https:\u002F\u002Fhelpdesk.bitrix24.de\u002Fimages\u002Fpartner-courses\u002Fai-guide\u002Fconten_de\u002Fai-guide-8.jpg",[41,2692,2694],{"id":2693},"who-benefits-most-from-copilot-in-bitrix24","Who Benefits Most from CoPilot in Bitrix24?",[25,2696,2697],{},"The AI features in Bitrix24 are not restricted to a particular role or a single department. CoPilot can be used anywhere employees regularly work with texts, tasks, communication, customer data or larger volumes of information.",[25,2699,2700],{},"CoPilot in Bitrix24 is particularly helpful for the following target groups:",[466,2702,2703,2709,2715,2721,2727,2733,2739],{},[117,2704,2705,2708],{},[1305,2706,2707],{},"Management and business owners","\nCoPilot helps to capture information faster, keep an eye on tasks, obtain short summaries of meetings and reduce recurring routine tasks within the team.",[117,2710,2711,2714],{},[1305,2712,2713],{},"Sales staff","\nIn sales, CoPilot can simplify working with the CRM, prepare customer communication, generate suggested replies, record agreements and support the analysis of conversations.",[117,2716,2717,2720],{},[1305,2718,2719],{},"Project managers","\nIn project work, CoPilot helps to create tasks faster, structure discussions, prepare checklists and organize work processes clearly.",[117,2722,2723,2726],{},[1305,2724,2725],{},"Marketing and content teams","\nCoPilot can help with creating texts, posts, descriptions and advertising materials, and with processing larger volumes of information.",[117,2728,2729,2732],{},[1305,2730,2731],{},"HR departments","\nIn HR, CoPilot can be used, for example, for internal announcements, job descriptions, preparing application documents or communicating with candidates.",[117,2734,2735,2738],{},[1305,2736,2737],{},"Support and customer service teams","\nFor many recurring inquiries, CoPilot helps to respond faster, structure information more clearly and reduce the daily workload.",[117,2740,2741,2744],{},[1305,2742,2743],{},"International and distributed teams","\nCoPilot is particularly useful for companies that work in multiple languages or communicate with employees, partners and customers from different countries.",[25,2746,2747],{},"No in-depth technical knowledge and no programming skills are required to use CoPilot. Many teams start with simple use cases — such as creating texts, following up on meetings or working with tasks. It is precisely these everyday scenarios that often demonstrate most quickly the practical value AI can offer in Bitrix24.",[2240,2749],{":height":2242,":width":2243,"alt":2584,"src":2750},"https:\u002F\u002Fhelpdesk.bitrix24.de\u002Fimages\u002Fpartner-courses\u002Fai-guide\u002Fconten_de\u002Fai-guide-10.jpg",[41,2752,2754],{"id":2753},"what-should-you-consider-before-using-ai","What Should You Consider Before Using AI?",[25,2756,2757],{},"Despite the rapid development of artificial intelligence, AI should above all be understood as a work tool — not as a fully autonomous solution that manages business processes independently without human involvement.",[25,2759,2760],{},"CoPilot can speed up workflows, reduce routine tasks and prepare information more quickly. The final result, however, still depends on people: on the clearly formulated task, the review of the content and the professionally correct decision.",[25,2762,2763],{},"The goal of CoPilot is not to replace employees. Rather, it is about simplifying recurring work steps and creating more time for tasks that require attention, experience and responsibility.",[25,2765,2766],{},"It is precisely this approach that helps companies introduce AI realistically and without inflated expectations. This makes it possible to identify, step by step, use cases that genuinely bring practical value to the team in everyday work.",[25,2768,2769],{},"In the following posts, we will show in more detail how CoPilot can be used when working with texts, tasks and sales processes — and what companies should keep in mind when integrating AI meaningfully into their workflows.",{"title":767,"searchDepth":768,"depth":768,"links":2771},[2772,2773,2774,2775],{"id":2606,"depth":768,"text":2607},{"id":2627,"depth":768,"text":2628},{"id":2693,"depth":768,"text":2694},{"id":2753,"depth":768,"text":2754},"Bitrix24 CoPilot: How the integrated AI assistant optimizes CRM, tasks and communication, simplifies routine processes and boosts team efficiency.",{"date":2778,"backgroundColor":2779,"previewImage":767},"2026-03-06","#EBEEFF","\u002Fen\u002Fblog\u002Fbitrix-copilot",{"title":2584,"description":2776},"en\u002Fblog\u002Fbitrix-copilot","RRn8JHGNjb7C6XCKVwFGxhk9KErfFEINIlW6i8MxwZw",{"id":2785,"title":2786,"body":2787,"description":2905,"extension":813,"listed":814,"meta":2906,"navigation":814,"path":2909,"published":814,"seo":2910,"stem":2911,"__hash__":2912},"blog\u002Fen\u002Fblog\u002Fbitrix-und-dsgvo.md","Bitrix24 and GDPR – Implementing Data Protection Correctly",{"type":8,"value":2788,"toc":2898},[2789,2793,2796,2798,2801,2815,2818,2822,2828,2839,2843,2850,2864,2868,2871,2874,2885,2889,2892,2895],[11,2790,2792],{"id":2791},"bitrix-and-gdpr-how-to-implement-data-protection-correctly","Bitrix and GDPR – How to Implement Data Protection Correctly",[16,2794],{"date":2795,"image":19,"name":20},"27. March 2024",[22,2797],{},[25,2799,2800],{},"Data protection is a central topic for every company – especially when handling customer and employee data. Many of our clients ask themselves the following questions:",[114,2802,2803,2806,2809,2812],{},[117,2804,2805],{},"Which features does Bitrix24 offer with regard to the GDPR?",[117,2807,2808],{},"Where do I find the relevant information?",[117,2810,2811],{},"How do I conclude a data processing agreement?",[117,2813,2814],{},"Which tools are available to me for anonymizing data?",[25,2816,2817],{},"In this article, we give you a clear overview and show how easily you can approach this topic in Bitrix24 – with a simple 3-point checklist.",[41,2819,2821],{"id":2820},"finding-all-gdpr-information-in-one-place","Finding All GDPR Information in One Place",[25,2823,2824,2825],{},"Bitrix provides all the important information on the subject of data protection directly on its official website.\n",[1305,2826,2827],{},"Here's how to find it:",[114,2829,2830,2833,2836],{},[117,2831,2832],{},"Visit the official Bitrix24 website.",[117,2834,2835],{},"Scroll all the way down to the GDPR section.",[117,2837,2838],{},"There you will find consolidated information on legal matters, data processing agreements and technical measures.",[41,2840,2842],{"id":2841},"concluding-the-data-processing-agreement-digitally","Concluding the Data Processing Agreement Digitally",[25,2844,2845,2846,2849],{},"A ",[1305,2847,2848],{},"data processing agreement (DPA)"," is mandatory under the GDPR whenever personal data is processed. Bitrix24 makes it easy for administrators:",[114,2851,2852,2855,2858,2861],{},[117,2853,2854],{},"Log in to your Bitrix24 system as an admin.",[117,2856,2857],{},"Go to the Settings → GDPR section.",[117,2859,2860],{},"There you can fill in the necessary fields directly.",[117,2862,2863],{},"You will find the agreement under the \"Show more\" link – where it can easily be downloaded and saved.",[41,2865,2867],{"id":2866},"anonymizing-data-simply-via-apps","Anonymizing Data – Simply via Apps",[25,2869,2870],{},"The GDPR sets clear requirements for when personal data must be deleted or anonymized – for example, after retention periods have expired or at the request of the data subjects.",[25,2872,2873],{},"Bitrix24 provides two useful applications for this purpose:",[114,2875,2876,2879,2882],{},[117,2877,2878],{},"You will find them directly in the GDPR section of the settings.",[117,2880,2881],{},"You can install the tools via the Bitrix24 Marketplace and test them without any hassle.",[117,2883,2884],{},"This allows you, for example, to anonymize user profiles or have data automatically removed after a certain period.",[80,2886,2888],{"id":2887},"conclusion-gdpr-in-bitrix24-easily-implemented","Conclusion: GDPR in Bitrix24 – Easily Implemented",[25,2890,2891],{},"With these three simple steps, you keep the topic of data protection in Bitrix24 under control. Bitrix provides the necessary information and tools – you just need to know where to find them.",[25,2893,2894],{},"❗ Tip: Stay up to date regularly, because data protection topics evolve over time as well.",[25,2896,2897],{},"📩 If you have any questions, we are happy to support you – or you can contact Bitrix24 support directly.",{"title":767,"searchDepth":768,"depth":768,"links":2899},[2900,2901,2902],{"id":2820,"depth":768,"text":2821},{"id":2841,"depth":768,"text":2842},{"id":2866,"depth":768,"text":2867,"children":2903},[2904],{"id":2887,"depth":774,"text":2888},"Using Bitrix24 in a GDPR-compliant way: data processing agreement, data anonymization and data protection features explained simply – for companies in the DACH region.",{"date":2907,"author":20,"authorImage":19,"backgroundColor":2908,"previewImage":767},"2024-03-27","#D1FADF","\u002Fen\u002Fblog\u002Fbitrix-und-dsgvo",{"title":2786,"description":2905},"en\u002Fblog\u002Fbitrix-und-dsgvo","VfQGWGHcmYoANUYgzW4e5x2g6OEfBDbuul_rmjwKImY",{"id":2914,"title":2915,"body":2916,"description":3020,"extension":813,"listed":814,"meta":3021,"navigation":814,"path":3022,"published":814,"seo":3023,"stem":3024,"__hash__":3025},"blog\u002Fen\u002Fblog\u002Fcrm-einstellungen-in-bitrix.md","CRM Settings in Bitrix24 – Overview & Guide",{"type":8,"value":2917,"toc":3014},[2918,2922,2925,2927,2930,2934,2937,2941,2944,2948,2998,3000,3003,3006,3009],[11,2919,2921],{"id":2920},"crm-settings-in-bitrix24-the-most-important-areas-at-a-glance","CRM Settings in Bitrix24: The Most Important Areas at a Glance",[16,2923],{"date":2924,"image":19,"name":20},"27 March 2024",[22,2926],{},[25,2928,2929],{},"Bitrix24 offers numerous settings to set up your CRM system individually and precisely. In this article, we go through the most important CRM settings step by step so that you can make the most of Bitrix24.",[41,2931,2933],{"id":2932},"why-specific-crm-settings-are-important","Why specific CRM settings are important",[25,2935,2936],{},"In addition to the general settings you already find in the left-hand menu, Bitrix24 offers module-specific settings that are especially crucial for the CRM module. Every customer, every company works differently and has individual requirements. Thanks to detailed CRM settings, you can tailor Bitrix24 perfectly to your needs so that it becomes exactly the tool you need every day.",[41,2938,2940],{"id":2939},"who-is-allowed-to-edit-crm-settings","Who is allowed to edit CRM settings?",[25,2942,2943],{},"The good news first: you do not necessarily have to be a system administrator to customize the CRM module. In Bitrix24 there is a special role, namely the CRM administrator. This user can manage the CRM settings independently of super-admin rights. You can assign this permission very easily: open the settings, go to the \"Access permissions\" area and scroll down in the permissions matrix. There you will find the option \"User can edit settings\".",[41,2945,2947],{"id":2946},"the-10-most-important-settings-areas-in-the-crm","The 10 most important settings areas in the CRM",[466,2949,2950,2956,2962,2968,2974,2980,2986,2992],{},[117,2951,2952,2955],{},[1305,2953,2954],{},"Selection lists","\nIn this area you can customize system fields, e.g. the \"Source\" field. Here you can add new parameters, change the order or individually adjust existing options. Is \"Google Ads\" missing as a source, for example? Simply add it, save – done.",[117,2957,2958,2961],{},[1305,2959,2960],{},"Product properties","\nIf you use Bitrix24 to create quotes or invoices, this area is essential. Here you define important product properties, such as descriptions for services. Important: first define the properties, then create products or services in the product catalog – not the other way around.",[117,2963,2964,2967],{},[1305,2965,2966],{},"Company information","\nIf you have several companies within a corporate group or bill on a client-specific basis, you can store the various entities here. This makes it easier to select the right company for quotes, invoices and reports.",[117,2969,2970,2973],{},[1305,2971,2972],{},"Settings for forms and sections","\nYour field cockpit: are you missing a particular field, for example your customers' birthday? Simply create this field in the \"Contact\" area, save it and use it directly in your CRM.",[117,2975,2976,2979],{},[1305,2977,2978],{},"Access permissions","\nAccess permissions are managed via a clear matrix in which actions such as read, edit or delete are linked to CRM elements such as leads, deals or contacts. First create roles, define clear access rules and then assign these roles to individual users or entire departments. It seems complicated, but with a little practice it is simple and intuitive.",[117,2981,2982,2985],{},[1305,2983,2984],{},"Email settings","\nHere you can connect your email accounts to Bitrix24 and create individual templates. These templates can be customized specifically for leads, contacts, companies or deals, which saves you a lot of time and ensures consistent communication.",[117,2987,2988,2991],{},[1305,2989,2990],{},"Template for automatic numbering","\nFor everyone who creates quotes or invoices directly in Bitrix24, this setting is indispensable. Here you define how number blocks and the entire numbering should be structured. This way, your documentation runs automatically and in an organized manner.",[117,2993,2994,2997],{},[1305,2995,2996],{},"Other (hidden settings)","\nThe \"Other\" area contains hidden but useful options for individually customizing your CRM. For example, you can specify whether deleted elements are removed irreversibly or first moved to the recycle bin.",[41,2999,1408],{"id":1407},[25,3001,3002],{},"By the way: if you would prefer to get to know these CRM settings in the form of a video, be sure to check out our YouTube channel. There you will find a detailed tutorial that guides you step by step through all the described areas.",[25,3004,3005],{},"The CRM settings in Bitrix24 offer extensive possibilities to customize your system individually. The more precisely you tailor your CRM to your needs, the more efficiently your team works in everyday life. Try it out and make Bitrix24 your personal success tool!",[25,3007,3008],{},"Do you have further questions or requests about specific CRM topics? Feel free to write to us – we look forward to your feedback!",[3010,3011],"youtube",{"src":3012,"title":3013},"https:\u002F\u002Fwww.youtube.com\u002Fembed\u002FGPhCC7lQxVM?si=oTKT5T3RDiZqeg6T","YouTube video player",{"title":767,"searchDepth":768,"depth":768,"links":3015},[3016,3017,3018,3019],{"id":2932,"depth":768,"text":2933},{"id":2939,"depth":768,"text":2940},{"id":2946,"depth":768,"text":2947},{"id":1407,"depth":768,"text":1408},"The most important CRM settings in Bitrix24 explained simply: fields, permissions, email, products and more. How to tailor your CRM optimally to your company.",{"date":2907,"author":20,"authorImage":19,"backgroundColor":2779,"previewImage":767},"\u002Fen\u002Fblog\u002Fcrm-einstellungen-in-bitrix",{"title":2915,"description":3020},"en\u002Fblog\u002Fcrm-einstellungen-in-bitrix","Y7TvKW4PLdmROwVjPxYWePqS7La-j77fi4OhFA_PerE",{"id":3027,"title":3028,"body":3029,"description":3131,"extension":813,"listed":814,"meta":3132,"navigation":814,"path":3134,"published":814,"seo":3135,"stem":3136,"__hash__":3137},"blog\u002Fen\u002Fblog\u002Ftelefonie-in-bitrix.md","Telephony in Bitrix24 Explained Simply – Features & Setup",{"type":8,"value":3030,"toc":3121},[3031,3035,3037,3039,3042,3046,3049,3053,3056,3060,3063,3067,3070,3074,3077,3081,3084,3111,3113,3116],[11,3032,3034],{"id":3033},"telephony-in-bitrix24-explained-simply-for-beginners","Telephony in Bitrix24 – Explained Simply for Beginners",[16,3036],{"date":2924,"image":19,"name":20},[22,3038],{},[25,3040,3041],{},"Telephony is one of the central features of modern CRM systems – and at the same time one of the most technically demanding. In Bitrix24, however, the topic is handled cleverly and in a user-friendly way. In this article, we show how telephony in Bitrix24 works, what options are available to you and what benefits you can gain from it.",[41,3043,3045],{"id":3044},"use-telephony-directly-from-bitrix24","📞 Use telephony directly from Bitrix24",[25,3047,3048],{},"With Bitrix24, you can make calls directly from the system – without any additional device. Bitrix24 acts as a client: you receive and make calls via the browser or the app. This keeps you within the CRM and saves valuable time in day-to-day business.",[41,3050,3052],{"id":3051},"call-logging-automatic-and-clear","📝 Call logging – automatic and clear",[25,3054,3055],{},"One of the biggest advantages: every call is automatically saved in the CRM profile – including duration, status and time. This means less manual effort and complete documentation of your customer communication.",[41,3057,3059],{"id":3058},"️-add-notes-during-the-conversation","✍️ Add notes during the conversation",[25,3061,3062],{},"During the call, you have the option to take notes directly and assign them to the appropriate CRM entry. This way, the content of the conversation remains traceable – ideal for follow-up, follow-ups and teamwork.",[41,3064,3066],{"id":3065},"ivr-intelligent-call-distribution","🔁 IVR – Intelligent call distribution",[25,3068,3069],{},"The telephony module offers an integrated IVR system (\"Interactive Voice Response\"). With it, you can flexibly forward calls to teams or individuals – based on time of day, voice input or other rules. Perfect for professional customer communication.",[41,3071,3073],{"id":3072},"evaluation-and-analysis-of-calls","📊 Evaluation and analysis of calls",[25,3075,3076],{},"In Bitrix24, calls are their own activity type. This means they can be specifically displayed, filtered and evaluated in the \"My activities\" area. Whether in sales or customer service – you quickly recognize how active your team is and where there is potential for optimization.",[41,3078,3080],{"id":3079},"connection-options-at-a-glance","Connection options at a glance",[25,3082,3083],{},"Bitrix24 offers various options for connecting telephony to your system:",[466,3085,3086,3095,3103],{},[117,3087,3088,3091,3094],{},[1305,3089,3090],{},"Rent numbers directly in Bitrix24",[3092,3093],"br",{},"In the \"Telephony\" area, you can rent local phone numbers. A requirement is proof, e.g. a rental agreement or a commercial register extract. After successful registration, you can top up credit directly and get started. The prices can be viewed transparently in the \"Prices\" area.",[117,3096,3097,3100,3102],{},[1305,3098,3099],{},"Connect your own phone system",[3092,3101],{},"Do you already have an IP phone system? Then you can pair it with Bitrix24 – via the so-called SIP connector. Important to know: using the connector is subject to a fee, although 60 minutes are included free of charge for testing. The connection is set up very easily via the \"Cloud PBX\" wizard.",[117,3104,3105,3108,3110],{},[1305,3106,3107],{},"Synchronize call data with the CRM",[3092,3109],{},"If you do not make calls directly through Bitrix24, you can still synchronize call data with the CRM. This way, the call history is preserved – even without direct integration. In the Bitrix24 Marketplace you will find suitable apps, such as the 3CX connection.",[80,3112,1408],{"id":1407},[25,3114,3115],{},"Telephony in Bitrix24 is more than just a nice add-on module – it can massively simplify daily work in sales and customer service. From direct integration to the flexible connection of existing systems: Bitrix24 gives you full control and transparency in customer communication.",[74,3117,3118],{},[25,3119,3120],{},"💡 Tip: Test the telephony features directly in your Bitrix24 instance – many features are already available to you in the\nstandard plan.",{"title":767,"searchDepth":768,"depth":768,"links":3122},[3123,3124,3125,3126,3127,3128],{"id":3044,"depth":768,"text":3045},{"id":3051,"depth":768,"text":3052},{"id":3058,"depth":768,"text":3059},{"id":3065,"depth":768,"text":3066},{"id":3072,"depth":768,"text":3073},{"id":3079,"depth":768,"text":3080,"children":3129},[3130],{"id":1407,"depth":774,"text":1408},"How does telephony in Bitrix24 work? Features, IVR, call logging and integration explained simply – ideal for beginners and SMEs in the DACH region.",{"date":2907,"author":20,"authorImage":19,"backgroundColor":3133,"previewImage":767},"#F4EBFF","\u002Fen\u002Fblog\u002Ftelefonie-in-bitrix",{"title":3028,"description":3131},"en\u002Fblog\u002Ftelefonie-in-bitrix","2JiOhlPYB0_IhKnQMPXBLfzOYr3LVWA8DeThw2hzNcI",1786978706228]