A CRM earns its keep on Monday morning, when you can see at a glance which quotes are still waiting for an answer, who is meant to ring which customer and where things stand with the order that came in over WhatsApp on Friday. We set Bitrix24 up for exactly that job: pipelines that mirror how you really sell, tasks that are never left unassigned, a staff portal for company news, and connections to email and to the accounting package, whether that is Holded, a3ERP or Sage. Everything happens through online meetings and protected remote sessions, so it makes no difference whether your business is based in Murcia, Lugo or Las Palmas.
Two services that go hand in hand: getting Bitrix24 to fit the way your company runs, and stopping licence costs from creeping up.
Sales pipelines drawn from your own process, tasks and projects each assigned to one person, org chart and permissions, email, website forms and WhatsApp feeding the CRM, robots that take care of routine steps, plus an API connection with the program that issues your invoices. Customer data import and team training over video call are part of it.
Together we choose the tier that matches the people who genuinely log in and the modules that get used, track when the subscription is due and point out when moving up or down a tier is worthwhile. The licence always stays in your company's name.
One product, two ways to run it. The choice has less to do with technology than with the rules your data must follow and any plans for custom development.
Option 1
Bitrix24 cloud
The portal runs on the vendor's infrastructure. A subscription covers it, and the vendor looks after servers, backups and upgrades.
Option 2
On-Premise
Bitrix24 installed on your VPS or dedicated server in a data centre in Spain or elsewhere in the EU. Greater freedom, greater responsibility.
Our advice
So, cloud or server?
For the majority of companies the cloud edition is plenty. Running your own server pays off only when a specific requirement demands it.
An intranet should never double as a way to spy on staff. The moment software records what employees do, their digital rights at work come into play, and Spain's data protection act (LOPDGDD) spells them out: privacy when using work devices, the right to disconnect and openness about what is monitored. Staff must be told how the tool is used, employee representatives informed where they exist, and the processing listed in your record of activities. So permissions are kept tight and we avoid dashboards that make a CRM feel like a time clock. Sales staff who sense a stopwatch on them simply learn to type filler into required boxes.
Modules are switched on in sequence: customers and deals, then tasks, and last of all the staff portal and in-house processes. Each phase adds a single module and leaves room for it to settle before the next.
Several brief online meetings that follow one deal all the way from initial contact to money in the bank, showing where it stalls as it passes from person to person.
Stages, fields, access rights, shared inboxes and site forms. No more requests vanishing into the mailbox of a rep enjoying a long summer break.
The cleaned-up customer base is imported, followed by separate sessions for salespeople, team leads and administration, each working on their own files.
The stage that makes or breaks it. Settings are adjusted in response to what users report, before routines harden.
Rarely. Abandoned portals usually have a familiar profile: factory template, a wall of required fields, no agreed conventions and a single short training day long ago. Our first step is to find out from the people using it what annoys them and where they duplicate work, then strip things back. Existing records can almost always be kept.
No, and you would not want it to. The portal handles customer relationships, quotes and deal tracking. Invoices are still issued in Holded, a3ERP, Sage 50 or Odoo, which carry the burden of complying with Verifactu or TicketBAI and with e-invoicing rules. An API connection means closing a deal triggers the invoice, and payment status then appears against the customer.
Yes, in favour of a single portal: updates no longer get buried in one-to-one chats that most colleagues never see. We put more effort into the staff portal, leave approvals, the people directory and written procedures, and configure alerts so they stay within working hours, in line with digital disconnection rights under Spain's remote working law (Ley 10/2021).
As an intranet and internal task manager, yes, especially when self-hosted installed on a server the organisation controls. It is worth checking first what the National Security Framework (ENS) requires for the category of systems involved, and whether the work will be awarded as a minor contract or through a tender. For tender enquiries, write to tender@apply.es.
You do. Ownership is held by your business, an employee of yours holds admin rights and the full set-up notes are handed over. Exports are available whenever you want them, and another provider can carry on from where things stand.
Let us know where you currently track customers and tasks, and where things tend to get lost. We suggest the scope of a first phase and the Bitrix24 plan that will do the job.
Your request is with us
Expect an answer within one working day. A reported fault that has halted your team is handled first.
No match found. Try another spelling, or go with the closest provincial capital: every job is done remotely, so the location makes no difference to what we deliver anywhere in Spain.
