Total document solution for CRM and other business functions.
The Bitrix24 CRM is fully integrated with document management. Documents can be added to CRM entities via their stream, commented on, shared and worked with. Importantly, Bitrix24 does not require MS Office or other suites to be installed locally in order to work with documents.
Document management system
The fully-featured document management system in Bitrix24 allows you to create, edit and share documents with your co-workers or outside users, such as contactors, freelancers or clients. Access to private and shared files is given in accordance to access rights. Online multiuser editing is supported through integration with Google Docs and MS Office Web Apps.
Employee workload planning in Bitrix24’s project management system lets you allocate time for each task subordinates are supposed to complete and after completion, compare the allotted time to how much has actually been spent.
Each document stored in a Bitrix24 library has a Change Log. When a new version of the file is uploaded, the previous version is not deleted, but rather saved such that it can be recovered at any time. The Version history also contains the time when the version was created and the user who created it.
There are a number of tools that make working with documents in Bitrix24 easy and convenient. Bitrix24.Drive can be used as a free Dropbox alternative. It synchronizes personal, group and company files between your Bitrix24 and PC in both directions. Bitrix24 accounts come with 5GB of online storage for the free plan and up to 1TB for paid plans.
Files in Mobile App
Bitrix24 Mobile app allows to view documents and images. Everything, that you have access to on your Bitrix24 account - files stored on your Bitrix24.Drive, public files on Company drive, your workgroups files, etc. The following formats are supported: TXT, PNG, PDF, JPG, XLS, XLSX, DOC, DOCX, PPT, PPTX.
You can upload files from your phone to your Bitrix24.Drive or attach them to tasks or send to Activity Stream.
- Johanika Pretorius