Igniting Exponential Growth with Bitrix24 with the help of Heptagon Group

Flows: Visualize and Optimize Your Workflows

What Are Flows?

Flows are a smart way to visualize tasks related to specific processes within your company, such as legal document approval. By creating a flow, everyone can see the current workload, identify bottlenecks, and increase work efficiency.

How It Works

Task Creation: Any employee can create a task and add it to the flow.
Automatic Queue: Tasks are automatically placed in a queue based on the current workload.
Real-Time Stats: Managers receive real-time flow stats, including time required to complete tasks, queue time, and flow efficiency.
Regulate and Delegate: Based on the stats, managers can limit incoming tasks or manually delegate tasks to specific employees.

Key Benefits

Workload Management: Manage employee workloads in real-time.
Task Status Tracking: Always know the status of any task.
Eliminate Bottlenecks: Quickly identify and remove any bottlenecks.
Increased Efficiency: Streamlined workflows lead to significant increases in work efficiency.

Workload management

Using flows is ideal for managing employee workload in real-time

Task status tracking

At any given moment, you can check what’s up with a particular task

No more bottlenecks

Any bottleneck that hampers the process can be quickly identified and removed

Increased work efficiency

Streamlined workflows always lead to a significant increase in work efficiency

Introducing Bitrix24 Sync: Revamped Video Calls

Meet the new, updated, and revamped version of our video calls, now known as Bitrix24 Sync. It’s still there to keep the company together and help you collaborate — we just gave it a new look and feel.

Key Benefits:

Improved Screen Sharing

Multiple users can share their screens simultaneously.

100+ Participants

Host meetings with over 100 employees.

New Sound Effects

Enjoy smooth-sounding audio effects.

Persistent Chat

All call-related info stays in one chat, even after the call ends.

Channels

Channels offer tons of new cool ways for communication in Bitrix24 — both corporate and informal. Create a channel for company announcements, employee onboarding, or industry news to share information in a way that’s both organic and engaging.

Key Benefits:

Custom access permissions

You can set access permissions for every channel: read-only, comment, post, etc.

Detailed stats

Analyze the activity in a particular channel by getting stats on views, comments, etc.

Strictly corporate

It's up to you to decide who can join your channels: only your employees or selected external users

Automation

Newcomers can be automatically added to a channel (dismissed employees automatically lose access)

Mobile Check-In: Streamline Remote Team Management

How It Works

Morning Check-In: Employees start their day with a greeting message and optional selfie or location.
Team Visibility: See who’s ready to work and their current location.

Key Benefits

Remote Team Management: Synchronize efforts across locations and time zones.
Engaging Start: Spice up the morning routine.
Team Building: Build stronger relationships within remote teams

Great for remote team management

Using flows is ideal for managing employee workload in real-time

Fresh and engaging

This tool is a great way to spice up the standard morning work startup routine

Ideal for team building

Helps to build stronger relationships within a team (especially for remote workers)

Automated solutions

The “one-size-fits-all” workflow automation is finally here! The new automated solutions in Bitrix24 allow you to set up an automated workflow from scratch and accommodate the needs of pretty much any process — from hiring and onboarding an employee to organizing a corporate event.

Key Benefits:

Fully customizable

Create a new entity in your CRM with completely custom fields, stages, and automation rules

Ideal for large companies

Automated solutions work best for teams of 150+ people, leading to an increase in efficiency

Versatile

You can set up automation from the ground up to accommodate any existing workflow

Completely transparent workflows

At any given moment, you can see what stage a process is currently in and if there’s a holdup

CoPilot Pro

Lots of new improvements to our AI-powered assistant: prompt library, CoPilot roles, mobile CoPilot, and more.

Work process

Prompt library

Share the best and most useful prompts with your colleagues so that they could reuse it in a similar scenario.

Flexible access

If you run out of free CoPilot requests on your plan, you can purchase a one-time credit, which will give you 2,500 additional requests. This is a great way to use more CoPilot without having to upgrade your Bitrix24 plan.

CoPilot roles

Assign a certain role to CoPilot (e.g., marketing specialist, web developer, financial analyst, etc.) to get even more precise, expert-level results to your prompts.

Chat with CoPilot

Invite your teammates to a chat with CoPilot by mentioning their username. Alternatively, you can add CoPilot to an existing group chat and use it to generate texts and create summaries.

Mobile CoPilot

CoPilot is finally available on our mobile app! Located conveniently in the chat menu, it allows you to quickly use our AI assistant on the go.

Universal activities

Universal activities in CRM are a great way to organize and plan work for your sales team. Now, you can create an activity in CRM, add it to your calendar, invite other team members, attach a link, and more.

Key Benefits:

Integrated with Calendar

Plan your day effortlessly.

Effortless Collaboration

Easily add employees to activities.

Streamlined Workflows

Improve efficiency within CRM

E-Signature for HR

A great addition to our arsenal of automation tools, the e-Signature allows you to view and sign your company’s HR documents right inside Bitrix24.

Key Benefits:

Versatile Usage

Works for contracts, leave approvals, and more.

Transparency

Complete transparency in document signing.

Mobile Access

Sign documents on the go.

Mass E-Signing

Suitable for large groups.

Custom Permissions

Set customizable access permissions.

New BI builder reports

We’re expanding the selection of datasets in our BI Builder with a bunch of new ones, including:

Tasks
Smart Processes
Workflows
Product catalog

In addition to that, we’re introducing different roles in BI Builder (read-only, editing, etc.). By assigning these roles to your individual team members, you can easily protect sensitive data and optimize the process of working with reports.