2. ABOUT THIS PRESENTATION:
Not meant for client presentation: this is reference
material, not sales material.
• This is mainly about the self-hosted (on site, on premise
version)
• *This symbol: means that the feature is only
available in the on-premise version
• *This symbol: means that the feature is only
available in the cloud service of Bitrix24.
www.bitrix24.com www.bitrixsoft.com
3. www.bitrix24.com www.bitrixsoft.com
You can develop your own template, add pages, and take full advantage of
the underlying CMS system on which Bitrix24 is built.
Interfaces. Variable templates.
Variable templates Social
The template shown here is no longer provided by Bitrix, but
similar templates can be developed and applied the product.
5. In the ‘Social’ interface template, which what is used in the Bitrix24 cloud
service, a large amount of information is displayed clearly and personalized
to each user on the front page. This page seems to have slightly too much
on it when first viewed, but it quickly mastered by users and its richness
improves performance.
Time clock includes
a task and time
planner for the day
and a report input
Front Page – Social
Interface
Posts can be targeted to any subset of users. Files,
Polls, Appreciation and Announcements can all be
created from the ‘Send message’ box
All posts marked
‘announcements’
show up here
until marked as
read
Quick views of
upcoming events, tasks,
popular posts,
birthdays, etc.
Direct
access to
personal
workspace
Create
button to
start most
frequent
activities
Universal
search
Collapsible
menu points
6. All updates in the intranet to which a user has access can be shown in the
Activity Stream. External data can be displayed as well. Users can follow
threads and receive notifications of selected categories. The photo and task
viewers can be opened without navigating away from the Activity Stream.
Announcement type
posts are displayed
separately as well as
in the stream
Filter stream items
for individual users,
bookmarks, etc.
Activity Stream
Direct access to
user profiles and
Instant
Messenger from
avatars
Additional
filters by
date, group,
or author, etc.
External data
from RSS feeds or
other enterprise
software can be
shown
Comments,
liking,
mentions and
thumbnails.
7. Posting messages is very easy – click the box, type the message, send. But
you can also click to select specific recipients, create a poll, share a file,
photo, or video, award a badge, and make an announcement.
Message interface
with editor
Choose the document
library in which files are
saved. Recipients are
given access automatically
Creating a new
post
Files, videos, photos, mentions and
quotes can be included in posts
Options: Post titles
and the text editor
Select a document
from inside the
intranet
Click through to select
users, groups, or
departments as recipients
Message types include File, Poll,
Appreciation and Announcement
Put videos or
photos directly
in the post
8. Message-notification by
email if user is offline
Instant Messenger
A completely internal IM system featuring chat, group chat, video chat,
and online indicators. This feature shows who is online, allows multiple
recipients at a click. This IM messenger is available via the Desktop app,
as well. Additionally, an XMPP server is included to support JABBER
clients and to supplement this built-in system.
Initiate video calls, group chat,
and view message history
Quick-info:
user
availability
Format text
and use
smileys
9. Video and Screen
Sharing
Video conferencing is available internally, but that does include extranet
users. HD video is supported, and the Desktop App supports screen
sharing.
Internal video
• supports up to 4 users
• works in and between
Intranet and Extranet
• available via desktop
app
• uses WebRTC
technology
• supports HD video
Screen sharing
• June 2015 – only 1-to-1
• works in and between Intranet
and Extranet
• only available via desktop app
• uses WebRTC technology
10. Employee Profiles
Full complement of intranet
tools for personal use: file
storage, calendar, tasks, etc.
Individual access to features
can be set for your closest
associates.
Open a profile page by clicking on the photo or name of the
user on any portal page. Users can be added through
AD/LDAP with subordination, groups, and departments.
Searchable custom user
fields can be added to
profiles.
Rich user profiles with extensive contact details,
interests, and social networking tools. Each
employee can fill in his or her own profile.
11. Mobile Intranet
All editions are accessible via mobile apps for iOS and
Android. The mobile intranet allows access to messages,
news, the Activity Stream, tasks, the CRM, and much more.
Supported in both the cloud and on premise version.
Tasks, files, CRM, messaging
calendar, employee director
and other tools are available
the mobile app. Telephony is
also supported.
Work with the CRM
and contact leads
while on the road.
Activity stream, instant
messenger and Push
notifications
In the self-hosted version, the template for the mobile app (NOT the APP
itself) can be modified a bit to show additional pages of your intranet along
with corresponding menu items. The App itself cannot be customized.
12. Telephone Directory
The telephone directory is not only about telephones. It
provides quick access to employees using filters and
searches. The list can be configured to show desired fields.
Choose what fields to display
in the list
Search employees by their
names, e-mails, phones,
departments or online status
Add new employees, manage
employee accounts, import
employees from AD/LDAP or
export to Outlook and Excel
13. Keeping the entire organization updated and engaged is simpler with the
various tools provided in Bitrix24. Bitrix24 provides several ways to
communicate quickly to all users.
Broadcasting
Use gadgets, IM,
announcements,
regular posts, or eve
notifications via the
workflow module to
make sure that
everyone that shoul
get your important
message does.
Strengthen team spirit and increase
employee involvement and awareness with
a hall of fame, best performers, birthdays
and the innovative idea management
feature. Broadcast media content, publish
photos and videos, and wrap all of this into
customized page layouts reflecting your
branding.
14. Video Archive Photo Viewer
Multimedia
Adding media components to pages is simple and requires no
coding. Single video files or libraries can be displayed. The
photo viewer features thumbnails, commentary, and liking.
Display videos in a
multi-file library or
single file player Run a slide show ,
comment, and rate
photos
Easy browsing
of photos
Vimeo and YouTube videos, as well as
images, can be placed and viewed in the
Activity Stream
15. A supervisor can check the personal test results of any
employee, retake tests if applicable, and improve the training
A powerful and flexible module allows the importing
of SCORM training courses directly into the intranet.
Voluntary or mandatory training is easily monitored by
supervisors. Includes tests and course dependencies
E-Learning
Make training for
new employees
available in the
intranet
A brief intranet training
course is included
Add and manage
training modules,
with any content you
like (videos, etc.)
Easily connect
SCORM-compatible
courses
17. • Several telephony
options from
simple outgoing
calls to virtual
PBX (in cloud)
• Call Recording
• Phone call
recording
• Internal routing
and queue
• Employee phone
extensions
• Call straight from
the CRM
Bitrix24 Telephony
• CRM calls routed to
responsible manager
• Voice mail
• Rent a local phone
numbers (list of
countries)
• Unlimited number of
incoming lines for each
phone number
• Rent as many phone
numbers as you need
• Turns Bitrix24 into a PBX
• SIP connectors for
onsite telephony
info@bitrix24.com
18. SIP Connectors
• $6 – 25 / month (country dependent)
• Integrates with Bitrix24 CRM
• Quick Setup
• Instructions will be available shortly
All Bitrix24 telephony features will be available
to you through SIP connectors.
Onsite installations (self-hosted) are
recommended to work with a VOIP telephony
specialist.
info@bitrix24.com
20. In partnership with Yandex
• Free
• Unlimited storage
• Antispam
• Antivirus
• Your own domain or
You@Bitrix24.com
Mail Server
info@bitrix24.com
There are 3 ways to use the mail
integration in Bitrix24’s cloud service.
Create your own mailbox, connect
your own domain with our MX server
(partner: Yandex), or just connect
your current IMAP mailbox. The
“Mail” menu item is a link to your
mail client and indicates new
incoming messages.
21. Email Server (mainly cloud users, but not strictly)
info@bitrix24.com
Bitrix24 mail client interface – this
opens in a separate browser tab
from the intranet.
Creating mailboxes in your cloud
Bitrix24 instance is very, very
simple.
23. Company Structure
The company structure elegantly shows departments
along with thumbnails of employees. The drag-and-drop
interface is easy to use. The information here is used in
turn by the access permissions system, tasks, workflows,
work time tracking, and more.
Send an email or start a
chat directly from the
tool tip.
Departments, their
heads, and employees
are shown in the visual
company structure
The visual company
structure is created in real-
time: once you enter a new
employee or import the user
database from AD/LDAP the
information is instantly
available here
Tool tips appear from
employee names
throughout the portal, not
just in this section.
24. This is a list of the most popular capabilities of Bitrix24
concerning the sharing and storing of files..Drive (2 of 2)
File Sharing – general features:
1. Drives:
a. Personal
b. Groups
c. Company (any number in self-hosted)
2. Map existing network folders to
your intranet
3. Workflow
4. Recycle Bin
5. Create additional libraries
6. Access set at any level:
a. Webpage or section
b. Library
c. Folder
d. File
Drive features
1. Grid functions
a. Move
b. Edit
c. Delete
2. Filter
3. Add meta fields
4. Configure display fields
Document features
1. Create links for external sharing
2. History/ Recovery
3. Workflows
25. The Bitrix24 Desktop App combines 2 major features in it: the
instant messenger and the Document Library. It provides online
access to IM (including video and screen sharing) without a
browser and a true file sync with personal files.
Upload and file renaming can be done very
quickly via the Desktop App
Stay in touch with your
colleagues without using a
browser
Windows Explorer window
showing the files contained in the
user’s personal file area. The user
can modify files when offline and
sync will be activated when a
connection is available.
Desktop App
26. Workflows
Part 1
Bitrix24 has a very powerful workflow module that
operates in both the cloud and self-hosted versions. It
operates in: Drive, Lists, Processes (in Stream), and the
CRM. Bitrix24 often wins over competitors because of the
versatility provided by this module.
Standard templates in a document Drive. These
cover basic functions such as approval by one or
more persons, assigned reading, two-stage
approval, etc.
This functionality is extremely important in the cloud, because customizing the cloud via the REST API is well beyond the
resources of most users. However, a few workflows, properly made, can really make the difference for a client between getting
what they want and getting what comes OOTB (out of the box).
This is where you can: set up auto – response emails in the CRM, provide notifications about changes in documents, perform HR
functions like leave requests, create condition-depended actions on CRM and other items, and much, much more.
Processes in the stream are driven by the
Bitrix24 workflows. In fact, these
processes are really a List + Workflow
combination that is specially made
available in the Activity Stream
Any “infoblock” can have a workflow run
on its items.
27. Workflows 2:
Editor
Workflows can be applied on files, lists, the CRM and on
special-purpose infoblocks (e.g. leave requests). The
powerful tool can draw data other parts of Bitrix24 and
output notifications, modifications to the object itself,
tasks, emails, calendar events, and more.
Sample: a two-stage approval process
for a document to be published
Operations concerning documents, logic,
communications and other utilities can be dragged and
dropped into the process. No coding skills are required.
A large number of actions have been added for the
CRM.
Properties determine the
targets and specifics of the
actions
Workflows can use:
Parameters – values provided at
launch by the user
Variables – values that can change
during a process
Constants – values that are the same
for all instances of the workflow (like
a final approving authority).
Document fields – values of the fields
of the document, CRM object, or list
item on which the workflow is run.
BPs can be launched:
1. Automatically upon creation
of a new element or object
2. Automatically when an object
is edited
3. By user command as shown in
previous slide
28. Calendars for the entire organization, each
workgroup, and each user can be shared easily and
integrated with Outlook, Google, mobile phones,
and iCal.
Calendar
Themed personal calendars and
imported calendars can be
shown on a single grid
Schedule a new event by clicking
on the day. Click-away
invitations to other users and the
Event Scheduler
Integrate with Outlook,
mobile, and Exchange
Marking Availability as
“Away” will add the event to
the company Absence Chart
Import Google,
iPhone or other
calendars
Create personal
calendars with
individualized access
permissions. Show
calendars of other
users and groups
29. An end-to-end tool for meeting prep, notifications, and follow-
up. Tasks can be set from the interface and topics can be carried
over to the next meeting.
Meetings and
Briefings
The presenter for
each point in the
agenda can be set.
All important details about the
meeting are entered and
notifications are automatically
sent out to participants upon
saving.
30. Certain persons (CEO, etc.) may be excluded from the Absence Chart
Absence Chart
The Absence Chart shows who is out of the office in
Day, Week, and Month regimes. Entries can be made
from any user’s personal calendar
Show for individual departments, branches
Absence types may be
added or removed easily
Absences of less than a
day are shown in the Week
and Day views
31. Forums and blogs are still available as separate entities.
Note that in user groups, email integration is available
so that participation by email is possible.
Discussion posts may include smileys, links, photos, video files, etc.
Forums and blogs
Forums in workgroups allow participation via email, and
the email topic can specify the thread.
Subscribe to a thread by email
Each topic is a section in the
table; each post is an element
in the section
32. Idea Management
Proposing initiatives is much easier when there is a
place designed for that purpose. This tool opens the
door to innovation and creative thinking from all levels
of the organization.
Categorize ideas
as needed
Voting results
33. Workgroups
Customize the
appearance of
the workgroup
dashboard with
intranet
applets and
external feeds
Overview of
recent activity
Each workgroup
has a full set of
intranet tools:
tasks, reporting,
discussions,
files, calendar,
wikis and more.
Group owners and moderators can
manage the workgroup members,
appearance, access controls,
notifications and more
Workgroups provide a secure zone for project
development with a wide range of tools. Groups may
be open to all, by invitation only, or invisible to non-
members. Workgroups are also available in the
Extranet.
34. Workgroups 2:
Project management
Gantt chart show
each task’s start
finish, deadline,
and status
Projects can be organized in individual workgroups
where the tasking module can be used to visualize the
project flow, record time spent on various parts of the
project, and to delegate responsibilities.
Tool tip
shows detail
information
about the
task.
The Task Viewer can be accessed by
double-clicking on any task.Project
tasks are
listed with
subtasks if
present
Project management features in workgroups:
• time tracking in each task
• task delegation
• access permission delegation
• comparison of text versions in wikis
• powerful workflow tool for documents and lists
35. Wikis lets you create an unlimited number of public and
workgroup-specific knowledge bases for better team
collaboration
Wiki
Wiki allows teams to
collaborate on shared
knowledge bases with content
versioning, changes history and
roll-back features
There is a global wiki and a
wiki available in each
workgroup. Wiki entries
show up in the universal
search and respect access
privileges.
36. Change task status from the table or open task viewer
Task Management
Parent
task with
subtasks
Filter and view tasks by role, by status, or
by a combination of these two.
Synchronize
with Outloo
Create a new task
using the task form or
in the table with the
quick-launch button
Task Management includes nested tasks, reporting, and
approval. Each task has a discussion thread, reminders,
attached files, time tracking, and the option to create new
subtasks.
37. Task Viewer/Editor The task viewing / editing form can be brought up from the
activity stream or from any page in the tasks section.
Change task status,
edit or delegate the
task
Set reminders for the
task via email or IM. Browse tasks
easily
Add comments, view
past changes, or log
time spent on the
task.
38. In the Report Wizard, data
from tasks can be chosen
and displayed using filters
and other operations.
Results are displayed in
tabular form.
Work reports
Non-standard
days are
approved by a
supervisor
Click on a date for a detailed pop-out with
the daily report and other information
Dates are shown on a
sliding calendar
Daily, weekly, or monthly reports can be created and
approved by supervisors. Data from these reports can be
summarized for analysis by a report wizard
Supervisors can see
subordinates. Employees
see only themselves.
39. Lists (Records
Management)
Lists are spreadsheet-like records with any number of fields holding
data of various types, including files. Business process may be run
on list items.
Records management can be enhanced with pre-made
or custom business processes
Use lists in the public section or
in workgroups. Each list can
has its own access permission
settings.
40. Communications, news, workgroups, file sharing; all in a ‘secure zone’
where 3rd party contacts may interact with employees and each other.
There is no limit on the number of Extranet users. Below is the extranet
view in the Classic template.
Extranet
Users may be allowed to
view limited information
without logging in or
required to authorize
before reaching the
opening page
Instant messages and video calls can be made from
the intranet to the extranet and vice versa, with
respect to access privileges.
Share news, information,
useful forms and protocols
and ensure that suppliers,
partners, and clients are
interacting optimally with
your company
Extranet users see extranet pages (where
dynamic or static content can be placed),
workgroups of which they are members,
their own profiles, and the profiles of other
group members. The cloud service supports Extranet
workgroups only. No other extranet
functions are available.
42. .
The Enterprise search feature supports full text search
that only returns results to which the user has access.
External (network) folders which are set up as
document libraries in the intranet can be fully searched,
as well as custom-added user properties
Enterprise Search
Sort by date or relevance
Choose which sections of the
portal you wish to search
Search covers texts of
documents, comments, blogs,
tags, forums, tasks, and all
other parts of the portal
Documents are indexed in
real time and available for
immediate search
Instant search delivers
suggestions drawn from
intranet content for more
effective discovery of data,
personnel and expertise.
MS Office, PDF and Open Office
formats are supported, and
additional libraries may be
added to parse other formats.
43. Tickets may be closed at any time by the issuer
For more complex services, especially IT support, an interactive
ticketing system with messaging and reminders, and the ability to
attach files (such as screenshots) smoothly handles support issues
Helpdesk
Each user can see all the tickets which he submitted and,
if applicable, is responsible for. Status and history are
included. A red indicator means that the user needs to
respond
Tickets may be searched using various
filters
44. In document libraries, the CRM, and in other features based
on information blocks, access can be assigned to individual
users, user groups, workgroups, or departments from the
company structure.
Extended Access
Permissions
Selected users and groups
will be assigned roles having
the exact level of access
needed.
Select the users, groups, or
departments to which specific access
permission will be granted.
Easily search and select users and
groups.
45. The CRM manages contacts from Leads through completed
transactions with integration of email, tasks, and business
processes. It includes customizable reporting and workflows
CRM
Fields can be created,
modified, and displayed or
hidden.
Navigate easily
throughout the CRM
and use the CRM-
only search box from
any page.
Access to objects can be set at the
level of objects or the status of the
object, as applicable.
Leads can be automatically imported
from a website or other resources (REST)
Collapsible filter with as
many presets as desired.
Set table columns
Import / Export
options
Full CRM features
available in separat
presentation
46. The high-end CMS on which Bitrix24 is constructed allows
nearly unlimited customization. Furthermore, content
editors can be granted wide privileges inside specific
sections of the intranet.
Content Management
Edit Mode (top right in
image) allows editing and
configuring simply by
placing the cursor on an
object and selecting the
desired action.
Content management,
including adding pages,
sections, and more can be
done from the front-end
editing panel
47. The back-end of the Bitrix Intranet is equipped with
convenient personal dashboards and a search box that is set
to find menu items in the left-hand menu of the back-end
as well as the names of module settings
Back-end Dashboard
and Search
Gadgets, much like in the
front end, can be arranged
and set by each editor.
Furthermore, any
information block can be
displayed.
Search box gives instant
results of menu items and
setting names
The classic navigation desktop is available, and any number of additional
desktops can be created for each user.
48. Stealing a valid password becomes impossible with
this technology in place
Bitrix is a pioneer in web project security. Many of the
features in the Proactive Protection security module must
be bought separately when using competitors’ products
Security
Stop connection with
suspicious users for a set
period of time
Set reaction when potential code
intrusions are discovered
One-time passwords operate using the Bitrix OTP app
or a hardware token that generates a series of numbers
which are entered after the password. This is available
for both onsite and the cloud.
Make a ‘white list’ to avoid false
positives
49. Since the product is based on our extremely powerful CMS,
there are many features which are not easy to find in the
average intranet solution. Additional information is available
on our website.
Other Back-end
Features
Automatic time zone setting
AD/LDAP integration
Single-sign on with AD and other
Enterprise software
Open API
Support of http/https
Change log (visible in front end)
Analytics for page visits, search,
and events
Short URLs
Cloud storage support
Geo-distributed web clusters
Performance monitor
A comparison table of editions of Bitrix24 is available here . A listing
of all of our reference and training resources is also on our site.
50. The BizPace Enterprise edition contains 2 important features
which are not included in the lower editions. BizPace
Enterprise does not contain any user-side functionality that is
NOT present in regular BizPace. Note that licenses for the total
number of users still applies.
BizPace Enterprise
Multiple Departments (Divisions):
Allows creation of multiple intranets so that separate
divisions of 1 company can have different branding,
administration, and access.
Geo-distributed clusters:
Bitrix technology that allows installation on multiple server
clusters, allowing high availability and high performance.