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On-Premise
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Plans and Features
Bitrix24.CRM
Standard
Professional
Advantages
CMS and source code
X
X
X
External users
X
X
Helpdesk & ticketing
X
X
eLearning and knowledge management
X
X
Web-cluster
X
Active Directory, SSO, NTLM
X
X
Multiple divisions
X
Communications
Activity Stream
Video announcements
X
X
X
Collaborate by email
X
X
X
Polls
X
X
X
Appreciation badges
X
X
X
Chat
Chat, audio and video calls
X
X
X
Group chats (public and private)
X
X
X
Drive
Personal/Group/Company drives
X
X
X
Cross device synchronization
X
X
X
One Drive, Google Drive, Dropbox, Box integrations
X
X
X
Online editing in GoogleDocs, MS Office Online
X
X
X
Local editing (MS Office, OpenOffice, LibreOffice)
X
X
X
In text search
X
X
X
Access rights
X
X
X
Public file sharing
X
X
X
Public folder sharing
X
X
X
Restrict public sharing
X
X
X
Document lock
X
X
X
Version history
X
X
X
Calendars
Personal/Group/Shared calendars
X
X
X
Event planner
X
X
X
Sync with external calendars
X
X
X
Workgroups
Public and private groups
X
X
X
Projects
X
X
X
Groups with external users
X
X
Worktime and reports
Absence chart
X
X
X
Worktime tracking
X
X
X
Work reports
X
X
X
Meetings and briefings
X
X
X
Company portal
Company structure
X
X
X
Employee directory
X
X
X
Workflows
Activity stream workflows
X
X
X
Business Process designer
X
X
X
Records management
X
X
X
Tasks and projects
Kanban
X
X
X
Planner
X
X
X
Gantt chart (timeline)
X
X
X
Projects
X
X
X
Notifications
X
X
X
Checklists
X
X
X
Reminders
X
X
X
Delegating
X
X
X
Task time tracking
X
X
X
Task templates
X
X
X
Email to task
X
X
X
Task to email
X
X
X
Rate task
X
X
X
Task control
X
X
X
Report builder
X
X
X
CRM, workflow, calendar, drive integration
X
X
X
Limit task planning to workday/workhours
X
X
X
Task dependencies
X
X
X
Custom fields in tasks
X
X
X
Template sharing
X
X
X
Trash bin
X
X
X
Restore deleted tasks
X
X
X
Tasks and projects
Leads, Contacts, Companies, Deals
X
X
X
Data Import/Export (CSV)
X
X
X
Migration from other CRM
X
X
X
Kanban in CRM
X
X
X
Sales target
X
X
X
History
X
X
X
Mobile CRM
X
X
X
CRM slider panel
CRM timeline
X
X
X
Custom fields in CRM
X
X
X
Custom sections in CRM
X
X
X
Google Maps
X
X
X
Observers
X
X
X
Multichannel CRM
Telephony
X
X
X
Email
X
X
X
Social networks and messengers
X
X
X
Website live chat
X
X
X
Chat to CRM
Unlimited
Unlimited
Unlimited
Import emails to CRM
Unlimited
Unlimited
Unlimited
Other channels via RestAPI
X
X
X
Leads
Convert leads to contacts, deals, companies
X
X
X
Custom lead stages
X
X
X
Custom lead sources
X
X
X
Client management
Contacts
X
X
X
Companies
X
X
X
Custom contact/company type
X
X
X
360 degree view
X
X
X
Contact import/export
X
X
X
Duplicate control
X
X
X
Deals
Pipelines
Unlimited
Unlimited
Unlimited
Change pipeline
X
X
X
Recurring deals
X
X
X
Custom pipeline stages
X
X
X
Custom deal types
X
X
X
Convert deal to quote or invoice
X
X
X
Resource booking
X
X
X
Repeat deals and leads
X
X
X
Custom lead sources
X
X
X
Document builder
X
X
X
Invoices and online payments
Custom invoice statuses
X
X
X
Recurring invoices
X
X
X
Online invoices
X
X
X
PDF invoices
X
X
X
Email invoices
X
X
X
Invoice templates
X
X
X
Quotes
Custom quote statuses
X
X
X
Convert quote to invoice or deal
X
X
X
Quote template
X
X
X
CRM activities
Tasks
X
X
X
Emails
X
X
X
Meetings
X
X
X
Calls
X
X
X
Call lists
X
X
X
Conversation recording
X
X
X
CRM communications
Emails from CRM
X
X
X
Inbound/outbound calls from CRM
X
X
X
Inbound/outbound messaging from CRM
X
X
X
Inbound/outbound SMS texting from CRM
X
X
X
Product catalog
Taxes
X
X
X
Currencies
X
X
X
Product properties
X
X
X
Measurement units
X
X
X
CRM website forms and chat widget
Active website forms
X
X
X
Public page for website form/chat
X
X
X
Website widget
X
X
X
Remove "Powered by Bitrix24" branding
X
X
X
CRM Automation
Triggers
X
X
X
Rules for leads
X
X
X
Rules for deals
X
X
X
Webhooks
X
X
X
Custom rules
X
X
X
Business Process designer
X
X
X
Reports
Preconfigured reports
X
X
X
Custom report builder
X
X
X
CRM access permissions
Role based access rights
X
X
X
CRM access log
X
X
X
Marketing
Bulk emails
X
X
X
Bulk SMS
X
X
X
Voice broadcasting
X
X
X
Bulk messaging (Open channels)
X
X
X
Retargeting in Ad Networks
X
X
X
Rest API
X
X
X
Integrated telephony
Phone number rental limit
X
X
X
Display own number in caller ID.
X
X
X
Connect PBX via Rest API
X
X
X
Connect PBX via SIP-connector
X
X
X
Inbound/Outbound lines
X
X
X
Call routing
X
X
X
Call transfer
X
X
X
VoIP phone sets
X
X
X
Call intercepts
X
X
X
Internal extensions
X
X
X
Workhour settings
X
X
X
Voicemail and greetings
X
X
X
Call recording
Unlimited
Unlimited
Unlimited
Telephony access rights
X
X
X
Automatic dialer
X
X
X
IVR (voice menu)
X
X
X
Call quality evaluation
X
X
X
Queue groups
Unlimited
Unlimited
Unlimited
Queue group size
Unlimited
Unlimited
Unlimited
Call to all distribution mode
X
X
X
Call source tracking
X
X
X
Additional CRM features
Extended duplicate search
X
X
X
Contact center
Channels
Unlimited
Unlimited
Unlimited
Social networks and mobile messengers
X
X
X
Save to CRM
X
X
X
Routing
X
X
X
Workhour settings
X
X
X
Conversation transfer between employees
X
X
X
Conversation transfer between channels
X
X
X
Greetings and automatic replies
X
X
X
Contact information capture
X
X
X
Canned replies
X
X
X
Website
Unlimited
Unlimited
Unlimited
Route chat to all distribution mode
X
X
X
Client conversation rating
X
X
X
Supervisor conversation rating
X
X
X
Open channel access rights
X
X
X
Webmail
2 way email sync
X
X
X
Email to task
X
X
X
Email to CRM
X
X
X
Sites and landing pages
Sites
10
100
Unlimited
Web pages
Unlimited
Unlimited
Unlimited
Online storage
Unlimited
Unlimited
Unlimited
Use own domain name
X
X
X
Site templates
X
X
X
Copy web pages
X
X
X
Google Analytics
X
X
X
Google Maps
X
X
X
CRM website forms
X
X
X
Live chat widget
X
X
X
Callback request form
X
X
X
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