Start for free
Product
CRM
CRM Manage sales and clients effortlessly
Sales management Manage leads, deals, contacts, pipelines, access permissions & roles
Contact center Omnichannel communications via CRM forms, website widget, live chat, WhatsApp, Instagram, telephony, email
Sales team collaboration Work with chat, video calls, tasks, calendar, file storage, online documents
Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
Marketing Use email campaigns, social media ads, SMS, telemarketing, landing pages
Automation & integrations Set CRM rules and triggers, workflow automation, automated funnels, API
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
See all CRM features
Tasks & Projects
Tasks & Projects Get work done easier & faster
Task management Choose between Kanban board, Gantt chart, Scrum, task list
Task tracking Take advantage of checklists & sub-tasks, task summary, time tracking, focus & supervisor mode
API & integrations Connect your tasks to other services via API integration for advanced task automation
Project management Use projects, workgroups, project planning, roles, access permissions
Employee performance Get productive with task reports, workload management, task efficiency & KPI
Mobile tasks Task creation, task tracking, notifications, comments, chat on the go
Project collaboration Work faster with chat, video calls, comments, file storage, documents, external users, task templates
Automation Save time with automatic task creation and workflow automation
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
See all Tasks & Projects features
Collaboration
Collaboration Power up your teamwork
Online workspace Use chat, activity feed, comments, reactions, company-wide video announcements
Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
Workgroups Create workgroups, invite external users, set access permissions and work on tasks and projects
Online meetings Do more with video calls, video conferencing, screen sharing, call recording and custom backgrounds
Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
See all Collaboration features
Sites & Stores
Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
See all Sites & Stores features
HR & Automation
HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
MCP server Connect external AI tools to Bitrix24 and run secure workspace actions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
See all HR & Automation features
CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
CoPilot in Video Calls AI-powered call transcription, analysis, summary, and recommendations
See all CoPilot features
See all tools
Pricing
Resources
Learn
Webinars
Helpdesk
Guides & API documentation
Connect
Submit ticket
Contact local Bitrix24 partners
Read
Growth Hub
Bitrix24 tips & updates
Solutions
Role
Marketing
HR
Project management
Customer service
Industry
Legal
Healthcare
Real estate
Transportation & storage
Restaurant
Consulting
Travel
Construction
Marketing agency
Software development teams
Retail
Goal
Productivity
Communication
Mobility
Management & leadership
Tool
Telephony
CRM
Calendars
Contact center
Tasks & projects
Website builder
Business size
Solo entrepreneur
Small business
Enterprise
See all solutions
Integrations
Import & Export
Backup
Export App
Import from Excel
ABC Analysis (Products)
Sales & CRM
AIO Custom Fields Manager
Payment Calendar
KPI – Company Efficiency
Leads
Marketing
CallGear: calltracking and VPBX
REST Activity - Expands business process capabilities
E-goi SMS
Fontumi AI Voice iAgents
Tasks & Projects
REST Activity - Expands business process capabilities
Tasks: completion time
Mind Map
My performance
See 710+ apps & integrations
Partners
For clients
Partner directory
Get personal consultation
For partners
Become Bitrix24 partner
Partner login
Why Bitrix24
Bitrix24 advantages
Why Bitrix24
Customer reviews
Compare with other solutions
Product customization
Our company
About us
Contact us
In the press
Legal
Latest from Bitrix24
Operational CRM Explained: How to Turn Closed-Won Deals Into Tasks, Docs, and Approvals Automatically
Help Desk Triage That Scales: 5 Rules for Intake, Ownership, and Resolution Reporting
How to Create a Risk Register Template Your Team Will Actually Update (Owners, Dates, Next Steps)
Start for free
Log In
Log In
en
America
United States (English) América Latina (Español) Brasil (Português) México (Español) Colombia (Español)
Europe
Europe (English) Deutschland (Deutsch) France (Français) Polska (Polski) Italia (Italiano) United Kingdom (English)
Asia
India (English) UAE (عربي) Türkiye (Türkçe) 中国 (简体中文) 台灣 (繁體中文) Indonesia (Bahasa Indonesia) Malaysia (Bahasa Melayu) ประเทศไทย (ภาษาไทย) Việt Nam (Tiếng Việt) 日本 (日本語)
You can change your region here, if necessary
Blog Import and export CRM settings

Import and export CRM settings

CRM
Bitrix24 Team
1 min
5148
Updated: December 29, 2020
Bitrix24 Team
Updated: December 29, 2020
Import and export CRM settings
Dear Bitrix24 users, 

We are glad to inform you that we've added a new option to Bitrix24 CRM. Now you can create presets and deploy them in other Bitrix24 accounts with the same settings, including automation rules, workflows and other settings.

Screen Shot 2020-02-10 at 5.19.22 PM.png

For more information and instructions, please visit this page. 

Happy customer relationship management! 
Your Bitrix24 team
Most Popular
Bitrix24 Earns Several Important Industry Recognitions
Bitrix24 tips and updates
How to Boost Data Security in Bitrix24 with Advanced Two-Factor Authentication
Bitrix24 tips and updates
TLJ Academy: The Bitrix24 Learning Platform for Better Adoption and ROI
Seamless Integration for Next-Level Financial Control: Bitrix24 & Revolut Business
Unlock AI-Powered CRM with Bitrix24: New AI Guide Now Live
Dive deep into Bitrix24
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
Bitrix24
Product
Pricing
Media kit
Contact us
In the press
Sustainability
Bitrix24 Enterprise
Support
Helpdesk
Webinars
How-to videos
Contact support
Schedule a demo
Status
Courses
Resources
Blog
Articles
Solutions
Customer reviews
Alternatives
Uses
Resources
On-premise
On-premise edition
Download
Documentation
Compare to
Asana
ClickUp
monday.com
Zoho
Trello
HubSpot
Microsoft Project
Deskera
SharePoint
Odoo
Apps
Market
Mobile app
Desktop app
API/developers
Google API Services
Partners
Find a partner
Become a partner
Partner login
© 2026 Alaio