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Bitrix24 for Professional Service Firms
Bitrix24 is your all-in-one online workspace built to help professional service firms manage clients, streamline project delivery, and empower teams to do their best work – without switching tools or missing deadlines.
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Our top-rated client and project management tools
Integrated CRM
Task and project management
AI-powered assistant
Multichannel Contact Center
Built-in communication tools
Professional reporting & KPIs
Sales pipelines & automation
Time & performance tracking
Custom access & mobility
Designed to accommodate all your needs
Owner
- Total visibility into client and team activity
- Informed decisions with performance dashboards and KPIs
- Time tracking and invoice generation in one system
- Growth-ready tools without investing in multiple platforms
Team lead/manager
- Control of multiple projects and deadlines
- Smart resource allocation based on capacity and workloads
- Streamlined internal communication with integrated messaging and meetings
- Team growth through clear goals, task ownership, and reporting
Team member/specialist
- No more tool-switching – everything from chats to tasks in one place
- Structured task lists and project views
- AI-generated content, summaries, and task help
- Personal performance metrics
Why Bitrix24 works for professional service firms
Bitrix24 is a one-stop solution for any business that's looking to optimize their workflows and ensure reliable service firm project lifecycle management.
Client-centric project delivery
Service firms thrive on relationships and results. With the Bitrix24 client portal for professional services, each project is backed by a complete communication history, clear timelines, and automated workflows that keep clients informed and impressed.
Built for teams that bill by time
When hours matter, tracking them should be effortless. Bitrix24 simplifies time logging, links it to tasks, and turns data into reports you can actually use – to invoice, plan, or optimize your delivery.
One workspace, zero confusion
Say goodbye to juggling apps. Bitrix24 combines your CRM, task manager, time tracker, and messenger into a unified, intuitive workspace. Everyone – from partners to junior consultants – knows where things stand.
Built-in communication tools
Ditch the external tools. Message teammates, share files, or jump on a call directly within Bitrix24. Manage client documents and communication securely.
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Team chat & group threads
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Video conferencing
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File sharing & versioning
Time & performance tracking
Track time by task, see who’s overloaded, and measure delivery against estimates. A full set of tools for project management for consulting, legal, and other firms.
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Time logs & approvals
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Workload dashboards
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Task progress reports
AI-powered assistant
Let AI lighten your load – whether it’s writing proposals, creating task lists, or summarizing a thread.
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Auto-generated checklists
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Smart text drafting
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Summary suggestions
Support your business growth with Bitrix24
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Integrated CRM
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Multichannel Contact Center
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Sales pipeline & automation
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Advanced project management
Powerful integrations to enhance your capabilities
Bitrix24 can be easily integrated with various third-party solutions, such as Zadarma, Asterisk, Stripe, PayU, WordPress, TextLocal, MailChimp and others. We also feature integrations with local payment systems, SMS providers, and more.
500+ apps and integrations
CRM integration with chatbots
REST API
Easy to integrate with any MLS
Custom solutions from our partners
- 500+ apps and integrations
- CRM integration with chatbots
- REST API
- Easy to integrate with any MLS
- Custom solutions from our partners
Get your Bitrix24 set up by professionals
Contact a local Bitrix24 partner for a free consultation. Our partners can help you out with Bitrix24 implementation, customization, and employee training, as well setting up integrations.
On-demand webinars
Watch our in-depth webinars to learn what makes Bitrix24 a great CRM and billing software for service providers and how to manage client deliverables and deadlines.
Transform your business with Bitrix24!
Trusted by over 15 million companies worldwide
