Expert articles on CRM, automation and integrations
We share the practice of implementing Bitrix24 in Kazakhstani companies. No fluff or sales pitches — guides, breakdowns and real scenarios.
Email in the Bitrix24 CRM: how to connect a work mailbox and keep client correspondence in the client card
Client correspondence sits in one salesperson’s mailbox: they are on holiday and the email waits three days for a reply, they leave and the agreements leave with them. We look at how to connect Gmail, Yandex, Mail.ru or mail on your own domain to Bitrix24, what to turn on in the CRM integration, who sees the emails, what to do when an employee leaves and how long emails are kept on bitrix24.kz plans.
Receivables under control: invoices, due dates and client reminders in Bitrix24
The invoice is issued, the money has not arrived, and you learn about it a month later from accounting. We look at how to issue invoices from a deal in Bitrix24, set up stages and due dates, configure reminders for the client, salesperson and manager, automate recurring invoices and see receivables every day. With a bitrix24.kz plan table.
Order in the CRM: required fields by stage, stage permissions and a weekly database check
People work in the CRM, yet the reports lie: deals without an amount, source “other”, a company spelled three ways. We look at how to bring order to Bitrix24: remove excess fields, turn on required fields by stage, close permissions to “Won”, clean up duplicates and check the database with four filters once a week. With a bitrix24.kz plan table.
Sales plan in Bitrix24: how to set targets for salespeople and track completion without Excel
A plan in Excel is out of date by Monday, and a salesperson learns they are behind at month end. We look at how to set a sales plan in Bitrix24 — by employees, pipelines or for the company — calculate it from the funnel, track completion with five weekly questions, and when the BI Builder becomes necessary. With a bitrix24.kz plan table.
Tasks in Bitrix24: how to set instructions that get done and control them without status meetings
Instructions drown in the messenger, deadlines slip, and the status has to be chased at meetings. We look at how to set Bitrix24 tasks with one assignee, a deadline and a result, how to control them with review after completion, efficiency and the Supervising section, how to set up recurring tasks and Flows — and which of this is available on bitrix24.kz plans.
Bitrix24 CRM forms: how to receive website requests without losing them
Your website form sends an email to a shared inbox — and the request gets lost. We look at how to connect Bitrix24 CRM forms to your site, Tilda or your own form, set up owners, duplicates and data processing consent, keep UTM tags and make sure no request waits longer than 15 minutes.
Bitrix24 for a wholesale company and distributor: what to set up first
Thousands of items, stock in 1C, clients with several LLPs and requests from WhatsApp. We look at how a wholesaler should split data between Bitrix24 and 1C, which pipelines and channels to set up, what bitrix24.kz plan limits matter — from the catalogue size to inventory in 1C mode — and where to start in the first month.
Dormant clients in B2B: how to win back those who stopped buying — Bitrix24 tools
A client bought every quarter and then disappeared, and the CRM does not show it. We look at whom to consider dormant, how to find such clients in Bitrix24 and win them back: robots after a won deal, recurring deals, repeat sales with AI, calling a segment — and which bitrix24.kz plans include what.
Invoice, act and quote from a deal in a couple of clicks: the Bitrix24 document generator for Kazakhstan
A manager copies the BIN and IIC from an email into Word, and the invoice amount does not match the deal. We show how Bitrix24 assembles an invoice, an R-1 act and a quote from a deal: Kazakhstan templates, field codes, numbering, stamp and signature, robots on stages — and which bitrix24.kz plans include what.
Smart processes in Bitrix24: when one deal pipeline is not enough — tenders, contracts and complaints
Tenders, contracts, complaints and scheduled maintenance often live as stages in the deal pipeline — and break the sales reports. We explain what a smart process is, how it differs from another pipeline, which bitrix24.kz plans include it and how to link it to deals with robots.
Renewing Bitrix24: what happens if you do not pay for the cloud or the box on time, and how to renew without losses
When the plan ends, the cloud switches to the free plan and turns off automation, and after 15 days it may be blocked. A box license can be renewed for 30% of its price — or for 100% if you are late. We cover the deadlines, auto-renewal and a checklist for the month before the date.
Bitrix24 deals in a Google Sheet: four ways to export them and which one to choose
The director wants to see deals in a Google Sheet, not in the CRM. We go through four options — manual export, BI Builder, ready-made apps and your own script on a webhook: what each can do, where it runs out, and the eight pitfalls of live sync that surface a month later.
Leads or straight to deals: which CRM mode to choose in Bitrix24, and how not to get it wrong
Simple mode turns every enquiry into a deal; classic mode makes it a lead first. We compare them in practice, list five signs pointing each way, explain what happens to leads when you switch — and describe the third option with a filter pipeline that we set up more often than either.
How to accept a Bitrix24 rollout from your contractor: a seven-area checklist
The handover is signed, and three months later the team is back on personal WhatsApp. What to check before you sign: whose name the portal is in, which webhooks live on it and who created them, how to export the base, how to run one real enquiry end to end — and why the real acceptance criterion is two weeks of work without the contractor.
CRM turnover doesn't match 1C: eight reasons for the gap and how to reconcile them
The dashboard says 42 million, accounting says 31 — and both are right. We break down the eight reasons behind the gap, from the reporting period and manually typed deal amounts to an exchange rate Bitrix24 never updates on its own, and build a reconciliation routine that takes an hour a month.
VAT at 16% and a 43.25 million tenge threshold: what to change in Bitrix24 after the 2026 tax reform
The rate rose to 16%, the VAT registration threshold was halved, and you have five business days to file. What to configure in the CRM: the rate in products and templates, a report and a robot that warn you before the threshold, turnover per legal entity, and a task to issue the e-invoice.
One client, three legal entities: where duplicate companies in Bitrix24 come from and how to fit an LLP, a sole proprietor and a branch into one record
The five doors duplicates come through, what stock duplicate control catches and what it does not, the "company = client, entities = requisites" model, a clean-up routine for a base of 2–3 thousand companies, and a rule that keeps duplicates from coming back.
The rep left and took the clients: locking down your database with Bitrix24 access rights
The role model, blocking export, change history and a proper offboarding routine: what Bitrix24 really covers out of the box, what no setting can prevent, and why without a trade-secret regime your configuration protects you only halfway.
Inventory management in Bitrix24 in Kazakhstan: what it can do and where the limit is
What Bitrix24's built-in inventory management can really do, why it doesn't replace SNT and ESF in Kazakhstan, how to connect it with 1C and Kaspi, and when a business should move to a full WMS.
Migrating a Customer Database from Excel to Bitrix24: A Guide for Kazakhstan
A step-by-step migration of a customer database from Excel to Bitrix24 for companies in Kazakhstan: preparing the file, BIN and TOO details in the requisites, duplicates, rollback — and what an import never carries over.
Bitrix24 Free Plan: What You Get and When to Pay
What's actually free in Bitrix24, where the ceiling is, and when it's time for a paid plan. An honest breakdown from an integrator in Kazakhstan.
How to Connect Telegram to Bitrix24: Capturing Requests, Open Channels, and the Honest Truth About Broadcasts
Three working ways to connect Telegram to Bitrix24 — the native Open Channels connector, Wazzup, and notifications via a bot. What actually works, and why mass broadcasts in Telegram just aren't going to happen.
Bitrix24 for Auto Service and Detailing: Booking, Shop Load, and Repeat Visits
How a CRM covers the entire customer journey of an auto service shop — from online booking and WhatsApp reminders to controlling bay utilization, repeat visits, and BI analytics on cars, services, and products. Based on our own projects.
WhatsApp Broadcasts via Bitrix24 and Wazzup: How to Do It Legally and Without Getting Banned in Kazakhstan
A practical guide for businesses in Kazakhstan: how to launch WhatsApp broadcasts from Bitrix24 via Wazzup and the official WhatsApp Business API without getting your number banned or violating Kazakhstan's personal data law.
How to Connect Kaspi to Bitrix24: Payments, Payment Links, and Orders from Kaspi Magazin
An honest breakdown of the working ways to link Kaspi and Bitrix24: accepting payments via payment links and QR codes, issuing invoices, and pulling Kaspi Magazin orders into your CRM funnel. No promises of a magic button — just real schemes and hidden pitfalls.
BitrixGPT (CoPilot) in Bitrix24: How AI Works in the Sales Department — A Business Guide for Kazakhstan
Call summaries, customer replies, record auto-fill, and pipeline analysis powered by built-in AI. We break down the pricing plans, real-world scenarios, and pitfalls for KZ businesses.
Bitrix24 and 1C data exchange: what syncs, where it breaks and how to check it
How the exchange between Bitrix24 and 1C (Trade Management, Small Business Management, Accounting for Kazakhstan) works: which data flows in which direction, which configurations fit, where the exchange most often breaks and how to check within an hour that it works.
Bitrix24 Cloud or On-Premise: How to Choose in Kazakhstan
An honest comparison of Bitrix24 cloud and on-premise: hosting, deployment, customization, limits, cost, and security. Grounded in the realities of doing business in Kazakhstan.
End-to-End Analytics in Bitrix24: How to Measure Advertising ROI in Kazakhstan
How to connect an ad click to a deal and revenue in tenge: setting up Metrica/GA4, UTM tagging, the lead-to-money path, executive reports, and common attribution mistakes.
Bitrix24 for an Online Store in Kazakhstan: All Orders in One CRM, 1C, Kaspi, and Repeat Sales
How to consolidate orders from your website, Instagram, WhatsApp, and Kaspi into a single Bitrix24 pipeline, connect them to 1C, automate statuses and delivery, and recover abandoned carts.
How to Get Your Team to Actually Use Bitrix24 Instead of Sabotaging It: Onboarding, Policies, and Oversight
Deploying Bitrix24 is only half the job. We break down how to get sales reps to genuinely manage deals in the CRM: onboarding, policies, incentives, and oversight through reports.
Migrating from amoCRM to Bitrix24 in Kazakhstan: A Move Without Data Loss
What carries over when moving from amoCRM to Bitrix24, how to map fields, the risks involved, and how long the move takes. A checklist for businesses in Kazakhstan.
CRM Bitrix24 Implementation Checklist: What to Do BEFORE You Launch the Project in Kazakhstan
What to prepare before launching a Bitrix24 implementation in Kazakhstan: processes, lead sources, roles, KPIs, and integrations. A working checklist to keep your CRM rollout from failing.
Sales Team KPIs and Motivation in Bitrix24: Metrics, Dashboards, and Tying Bonuses to CRM
Which 4 sales metrics to track in Bitrix24, how to build dashboards and plan/actual reports, and how to tie sales reps' bonuses to CRM data — with formulas tailored to the Kazakhstan market.
How to Stop Losing Leads from Instagram and WhatsApp: One Pipeline in Bitrix24 via Wazzup (Kazakhstan)
Inquiries from direct messages and messengers slip through the cracks between sales reps. We break down how to consolidate them into a single Bitrix24 pipeline via Wazzup, and how to automate responses and lead distribution.
How to Choose a CRM for Business in Kazakhstan
We compare Bitrix24, amoCRM, and other popular CRM systems for Kazakhstani businesses. What matters: localization, integrations with banks and telecom operators, and pricing in tenge.
How Much Does Bitrix24 Implementation Cost in Kazakhstan
A breakdown of Bitrix24 implementation costs: licenses, configuration, integrations, and training. Real prices in tenge for both cloud and on-premise editions.
How to Connect Wazzup to Bitrix24: A Step-by-Step Guide
Connecting WhatsApp, Instagram, and Telegram to Bitrix24 via Wazzup. Choosing between Personal and Business API, avoiding common pitfalls, and configuring chat routing.
5 Common Mistakes When Connecting Wazzup to Bitrix24 (and How to Avoid Them)
Companies often connect Wazzup to Bitrix24 on their own and end up losing leads or getting their WhatsApp number blocked. We break down the key mistakes and what to do instead.
Asterisk + Bitrix24: Step-by-Step SIP Connector Setup in Kazakhstan
A technical guide to connecting your own Asterisk PBX to Bitrix24 via SIP providers in Kazakhstan. Call routing, call recording, IVR, and reporting.
Bitrix24 vs amoCRM: Which to Choose for Business in Kazakhstan
A detailed comparison of the two leading CRMs in Kazakhstan. When amoCRM is the better fit, when Bitrix24 is, and how they differ in pricing, integrations with local services, and support.
Sales Pipeline in Bitrix24: How to Set It Up From Scratch in 1 Day
A step-by-step guide to building a working sales pipeline in Bitrix24: stages, required fields, access permissions, and manager filters. A concrete example for B2B services.
Business Processes in Bitrix24: 12 Ready-Made Automation Scenarios
A catalog of ready-made business process scenarios we have implemented in real-world projects. You can copy them directly or use them as inspiration for your own automation.
Bitrix24 for Medical Clinics: How to Cut No-Shows from 30% to 5%
Concrete CRM scenarios and configurations for dental practices, multi-specialty clinics, and medical centers. Online booking, reminders, recurring appointments, and NPS surveys.
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