---
type: "Service"
title: "Bitrix24 consulting"
description: "We set up Bitrix24 with only the modules you need, in a way your team finds easy to use."
url: "https://www.roicool.com/en/services/bitrix24-consulting"
lang: "en"
dateModified: "2026-10-20"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/bitrix24-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/bitrix24-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-20T15:55:19.827Z" }
related:
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
  - { title: "CRM consulting", resource: "https://www.roicool.com/en/services/crm-consulting.md" }
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
  - { title: "Salesforce consulting", resource: "https://www.roicool.com/en/services/salesforce-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
---

# Bitrix24 consulting

Bitrix24 consulting covers setting up Bitrix24, a platform that combines CRM, task management and communication tools, around a company's sales process, automating it with robots and business processes, and integrating it with phone, messaging and web forms. Roicool sets up Bitrix24 with a simple, role-based structure.

- You use Bitrix24, but the team finds the interface complicated.
- Phone and messaging conversations aren't logged in the CRM.
- Leads are assigned and followed up by hand.
- You want the CRM and task management in one place.

### Setup

Pipelines, stages, fields and user roles; hiding unused modules.

### Automation

Assignment, reminder and stage rules with robots and triggers.

### Communication channels

Open Channels, phone and messaging integrations; for details see [call tracking and WhatsApp integration](https://www.roicool.com/en/services/call-tracking-whatsapp).

### Web and ads

Web forms and ad leads flowing into the CRM, source tracking.

### Reporting and training

Sales reports and role-based training.

1. **Discovery and version decision**
2. **Process design**
3. **Setup and integrations**
4. **Training and go-live**
5. **First-month support**

- Process document
- Configured Bitrix24
- Automations and channel integrations
- Reports and training

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## More services in CRM consulting

- [CRM consulting](https://www.roicool.com/en/services/crm-consulting)
- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

## FAQ

### Bitrix24 cloud or on-premise?

Bitrix24 comes as a cloud version and as a version installed on your own server. We weigh up together which one fits your data residency, customisation and maintenance needs.

### Is Bitrix24 only a CRM?

No. Alongside the CRM it includes task and project management, communication and collaboration tools. Limiting which modules are used at setup makes adoption easier.

### Can WhatsApp and phone be connected to Bitrix24?

Bitrix24 supports messaging apps and telephony integrations through Open Channels. How each channel is connected depends on the provider and the account type.

### Can automation be set up in Bitrix24?

Yes. Robots, triggers and business processes can automate lead assignment, reminders and stage changes.

### What if our team finds Bitrix24 too complex?

We trim the interface down to the modules you use, set up role-based views and start with short training sessions.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › [CRM consulting](https://www.roicool.com/en/services/crm-consulting) › Bitrix24 consulting

Source: https://www.roicool.com/en/services/bitrix24-consulting · Last updated: 2026-10-20