Smart AI assistant automates data entry, transcribes calls, prioritizes leads with predictive scoring and drafts and summarizes content
Product Category
Productivity and CRM
Product Subcategory
AI Functions
CoPilot summarizes text, drafts content, creates tasks and checklists, and transcribes calls into CRM fields
AI speech analytics compares agent calls to sales scripts and suggests improvements
CoPilot in Tasks generates task descriptions, summaries, and checklists
AI prompts available across feed, chat, and CRM to refine tone, translate, and extract action items
Product Core Functions
Bitrix24 unifies customer operations and team collaboration. The CRM captures leads from forms, chat, messengers, email, and telephony, then moves them through configurable pipelines with automation, e-sign, invoicing, inventory, and payments. The omnichannel Contact Center routes conversations from live chat, WhatsApp, Instagram, Telegram, email, and phone into a single queue tied to CRM records so every interaction is logged. Built-in telephony enables outbound and inbound calling with recording, call tracking, and agent assignment.
For internal work, tasks and projects offer lists, Kanban, Gantt, workload views, and templates. Workgroups and chat keep discussions on record, while online documents and Drive store and co-edit files. Calendars, meetings, and an activity feed keep schedules and updates visible. Automations handle lead assignment, follow-ups, task creation, and SLAs.
CoPilot brings AI into daily flows by drafting messages, summarizing long threads, turning sales calls into structured CRM notes, and generating task checklists. An app marketplace and native integrations connect Google and Microsoft tools, telephony providers, and popular messengers. Pricing includes a generous free tier and flat per-plan pricing, which suits growing teams that want one platform for prospecting, service, and execution.
Key Features
CRM with multi-pipeline deals, automation, e-sign, invoicing, and payments
Omnichannel Contact Center for chat, messengers, email, and social
Integrated telephony with call recording and CRM logging
Tasks and projects with Kanban, Gantt, workload, and templates
Company chat, video calls, calendars, online documents, and Drive
Marketplace integrations for WhatsApp, Telegram, Google, Microsoft, and more
CoPilot AI inside CRM, tasks, feed, and calls
Ease Of Use
Setup: Create an account, enable CRM pipelines and Contact Center channels, connect a phone number or provider, and invite your team. Same-day value is realistic.
Daily workflow: Reps work from CRM deal boards, respond in Contact Center, and place or receive calls that auto-log to records. Teams plan work in Kanban or Gantt, share docs, and chat. CoPilot drafts notes and follow-ups.
Team onboarding: Sales, support, and ops adopt role-based views quickly using pipeline templates and saved reports. A short walkthrough gets each role comfortable.
Tool integration: Sync Google or Microsoft mail and calendar, connect WhatsApp or other messengers, add a telephony connector, and map automations to your process. A couple of hours and you are operational.
Admin demand: Moderate. Maintain users and permissions, tune pipelines and automations, monitor Contact Center queues and telephony, review AI speech analytics, and watch integration health.
Use Cases
SMB sales teams consolidating leads, calls, and messaging into one CRM
Contact centers and service desks needing omnichannel routing and logging
Agencies managing client projects, approvals, and CRM pipelines
Retail and e-commerce teams handling social and chat inquiries with order tracking
Distributed companies replacing multiple tools with a single intranet plus CRM