How to Use Bitrix24 for Marketing 2026: CRM, Automation & Collaboration Guide

Bitrix24 is an all-in-one business platform that combines CRM, project management, communication, and marketing tools in a single workspace. In 2026, Bitrix24 stands out for its generous free tier and comprehensive feature set. Unlike specialized tools, Bitrix24 aims to be your complete business operating system, handling everything from lead management to team collaboration.

This guide covers how to use Bitrix24 effectively for marketing, including CRM setup, lead management, email campaigns, and automation workflows.

What Is Bitrix24 2026?

Bitrix24 is a unified workspace platform that includes CRM, project management, communication tools, website builder, and marketing automation. Founded in 2012, it has grown to serve over 12 million organizations globally. In 2026, Bitrix24 offers both cloud and self-hosted deployment options.

Bitrix24 Core Components 2026

Component	Features	Marketing Use
CRM	Leads, deals, contacts, companies	Lead management, sales pipeline
Marketing	Email, SMS, landing pages, forms	Campaigns, lead capture
Tasks & Projects	Kanban, Gantt, time tracking	Campaign management
Communication	Chat, video calls, calendar	Team coordination
Sites & Stores	Website builder, online store	Landing pages, e-commerce
Automation	Workflows, robots, triggers	Marketing automation

Getting Started with Bitrix24 2026

Setting up Bitrix24 is straightforward. Follow these steps to get started in 2026:

Step 1: Create Your Account 2026

1. Go to bitrix24.com and click "Get Started Free"
2. Sign up with email or social login
3. Choose your portal name (yourcompany.bitrix24.com)
4. Complete the setup wizard

Step 2: Configure Basic Settings 2026

• Company Profile: Add logo, company details, timezone
• Users: Invite team members via email
• Departments: Create organizational structure
• Access Rights: Set permissions for different roles

Step 3: Set Up CRM 2026

• Pipeline Stages: Customize deal stages for your sales process
• Lead Sources: Define where leads come from
• Custom Fields: Add fields specific to your business
• Product Catalog: Add products or services you sell

Step 4: Connect Channels 2026

Bitrix24 can capture leads from multiple channels:

• Website forms (CRM forms)
• Email integration
• Phone/telephony
• Social media (Facebook, Instagram)
• Messaging apps (WhatsApp, Telegram)
• Live chat widget

CRM and Lead Management 2026

Bitrix24's CRM is the foundation for marketing activities. Understanding its structure is essential:

CRM Entities 2026

Entity	Purpose	When to Use
Leads	Unqualified prospects	Initial inquiries, form submissions
Contacts	Individual people	Qualified prospects, customers
Companies	Organizations	B2B accounts
Deals	Sales opportunities	Active sales pipeline

Lead Management Workflow 2026

1. Capture: Lead enters via form, call, or manual entry
2. Qualify: Review lead information and assess fit
3. Convert: Transform qualified lead into contact + deal
4. Nurture: Engage unconverted leads with content
5. Close: Work deal through pipeline to won/lost

CRM Views and Filters 2026

Bitrix24 offers multiple ways to view CRM data:

• Kanban: Visual board showing deals by stage
• List: Traditional table view with sorting/filtering
• Calendar: Time-based view of activities
• Reports: Analytics and dashboards

Marketing Features 2026

Bitrix24 includes built-in marketing tools for campaigns and lead generation:

Email Marketing 2026

Create and send email campaigns to CRM contacts:

1. Go to CRM > Marketing > Email Campaigns
2. Select recipients from CRM segments
3. Choose or create email template
4. Personalize with merge fields
5. Schedule or send immediately
6. Track opens, clicks, and bounces

Landing Pages 2026

Build landing pages using the Sites module:

• Drag-and-drop page builder
• Pre-built templates for common use cases
• Form integration for lead capture
• Mobile-responsive designs
• Custom domain support

CRM Forms 2026

Capture leads directly into CRM:

• Create forms with custom fields
• Embed on any website
• Leads appear instantly in CRM
• Trigger automations on submission
• Track form conversion rates

Marketing Segments 2026

Create targeted segments for campaigns:

• Filter by any CRM field
• Combine multiple conditions
• Dynamic segments update automatically
• Use for email, SMS, and ad targeting

Automation and Workflows 2026

Bitrix24 offers powerful automation through Robots and Triggers:

CRM Robots 2026

Robots automate actions within CRM stages:

• Send Email: Automatic emails when deals reach stages
• Create Task: Auto-assign follow-up tasks
• Send Notification: Alert team members
• Change Field: Update CRM fields automatically
• Wait: Add delays between actions
• Condition: Branch based on criteria

Setting Up Automation 2026

1. Go to CRM > Settings > Automation Rules
2. Select the pipeline to automate
3. Choose stage where robot should run
4. Add and configure robots
5. Test with a sample record

Example Automations 2026

Trigger	Actions	Purpose
New lead created	Send welcome email, create task	Immediate follow-up
Deal reaches proposal stage	Notify manager, schedule reminder	Pipeline management
Lead inactive 7 days	Send nurture email	Re-engagement
Deal won	Send thank you, create onboarding task	Customer success

Triggers 2026

Triggers move deals between stages automatically based on conditions:

• Email opened or clicked
• Form submitted
• Call completed
• Website visited
• Custom field changed

Team Collaboration 2026

Bitrix24 excels at team collaboration, which supports marketing operations:

Communication Tools 2026

• Chat: Instant messaging for team communication
• Video Calls: Built-in video conferencing
• Activity Stream: Company-wide updates and announcements
• Workgroups: Dedicated spaces for teams or projects

Task Management 2026

Manage marketing projects and campaigns:

• Create tasks with deadlines and assignees
• Use Kanban boards for visual management
• Track time spent on tasks
• Set up recurring tasks
• Link tasks to CRM deals

Document Management 2026

• Cloud storage for marketing assets
• Version control for documents
• Shared folders for teams
• Integration with Google Drive, Dropbox

Bitrix24 Pricing 2026

Bitrix24 offers competitive pricing with a strong free tier in 2026:

Plan	Price (Approx.)	Key Features
Free	Rs 0	Unlimited users, 5GB, basic CRM
Basic	Rs 4,000/month	5 users, 24GB, enhanced CRM
Standard	Rs 8,000/month	50 users, 100GB, marketing automation
Professional	Rs 16,000/month	100 users, 1TB, full automation
Enterprise	Rs 32,000/month	250 users, 3TB, advanced features

Free Plan Limitations 2026

• 5GB storage only
• Limited automation (basic robots only)
• Bitrix24 branding on forms and sites
• Limited email sending volume
• No telephony integration

When to Upgrade 2026

• Need more storage for documents and files
• Want advanced automation rules
• Require telephony/call center features
• Need to remove Bitrix24 branding
• Want advanced analytics and reports

FAQs: Bitrix24 Marketing 2026

Is Bitrix24 free to use in 2026?

Bitrix24 offers a generous free plan in 2026 with unlimited users, 5GB storage, CRM, tasks, and basic collaboration tools. Paid plans (Basic, Standard, Professional, Enterprise) unlock more storage, advanced automation, marketing features, and telephony. The free plan is suitable for small teams getting started.

How does Bitrix24 compare to HubSpot in 2026?

Bitrix24 offers more features in its free tier than HubSpot, including unlimited users and built-in collaboration tools (tasks, chat, video calls). HubSpot has stronger marketing automation and a more polished interface. Bitrix24 is better for teams needing an all-in-one workspace. HubSpot is better for dedicated marketing automation.

Can Bitrix24 be self-hosted in 2026?

Yes, Bitrix24 offers both cloud and self-hosted (on-premise) versions in 2026. Self-hosted requires purchasing a license and managing your own servers. It provides full data control and customization options. Most small to mid-sized businesses use the cloud version for easier maintenance.

What marketing features does Bitrix24 offer in 2026?

Bitrix24 marketing features in 2026 include: CRM with lead and deal management, email marketing with templates, landing page builder, web forms, sales automation, basic marketing automation, social media integration, and telephony. Advanced marketing automation requires Professional or Enterprise plans.