Overview

Bitrix24 brings pipeline management and email automation together with a policyholder portal. That mix can suit businesses handling both sales work and policyholder interactions; teams that only need a narrowly focused CRM may find the range of plan capacities more important than the feature list itself.

The maker, Bitrix24 CRM, was founded in 2012 and is headquartered in Alexandria, Virginia, USA. The product is freemium, with a free plan and a 15-day trial.

Key features

Pipeline and email workflows

Sales pipelines and pipeline management support organizing sales opportunities, while email automation can reduce routine follow-up work. These capabilities make Bitrix24 relevant to teams that want sales tracking and automated email in the same CRM. The plan facts do not identify which tiers include each capability, so buyers should confirm fit before choosing a paid tier.

Policyholder portal and mobile apps

A policyholder portal makes the product relevant to insurance workflows, and mobile apps extend access beyond desktop use. These features add breadth, though the available plan descriptions do not explain their tier availability or scope.

Pricing

The pricing note says Free plan, paid from $49/mo (annual), and a 15-day trial. The plan prices below are shown with monthly billing descriptions, so the two pricing descriptions do not align; check the billing term before committing.

Plan	Price and terms	Capacity and fit
Free	Free	5 GB storage and 1–2 users. A low-risk option for an individual or very small team to begin with, but its storage and seat limits constrain growth.
Basic	69.00 USD per month, billed billed monthly	24 GB storage and 5 users. Fits a small team that needs more capacity than Free, though it has fewer seats and less storage than higher tiers.
Standard	144.00 USD per month, billed billed monthly	100 GB storage, 50 users, unlimited leads and unlimited projects. The clearest step up for a growing team managing substantial lead and project volume.
Professional	289.00 USD per month, billed billed monthly	1 TB storage and 100 users. Suits larger teams that need greater seat and storage capacity, though unlimited leads and projects are stated on Standard rather than this plan.
Enterprise	579.00 USD per month, billed tiered pricing	Enterprise data protection, centralized management, distributed servers, a high-performance cluster, multi-level permissions and priority customer support. The page shows multiple organization price levels, making this the tier for buyers whose needs justify enterprise administration and infrastructure.

Free provides the lowest-cost entry but only 5 GB and 1–2 users. Basic increases capacity to five users, while Standard adds 50 seats and unlimited leads and projects. Professional raises capacity further; Enterprise adds organizational controls and support. The pricing note's $49/mo (annual) starting point differs from the displayed $69.00 USD per month Basic price, so compare the precise billing basis rather than assuming the note maps directly to that plan.

Platforms

Bitrix24 supports web, Windows, macOS, iOS and Android. That broad platform coverage suits teams working across desktop and mobile devices.

Who it's for

Bitrix24 is a strong candidate for small businesses testing a CRM on a free plan, teams scaling from a handful of users to larger groups, and organizations that value pipeline management, email automation or a policyholder portal. It is less compelling for buyers who need a clearly comparable billing basis before evaluating cost, or who do not need the broader combination of features and capacity tiers.

Pros and cons

Pro: A free plan with 5 GB storage and 1–2 users lets a very small operation start without a subscription.
Pro: Standard combines 50 users with unlimited leads and projects, a useful capacity profile for teams managing multiple workstreams.
Pro: Web, Windows, macOS, iOS and Android support accommodates teams using different device types.
Con: The pricing note's $49/mo (annual) starting price differs from the displayed Basic price of 69.00 USD per month, making billing-term comparison important.
Con: Free and Basic have modest capacity at 1–2 and 5 users respectively, so growing teams may need to move to a substantially more expensive tier.
Con: Feature availability by plan is not clear from the tier descriptions, which makes it harder to match pipeline, automation and portal needs to a specific price.

Alternatives

For a CRM with an open-source option and a free plan covering one app and unlimited users, consider Odoo CRM; its Standard and Custom plans cover all apps and use custom pricing.

Freshsales is another freemium choice, with a free plan for up to three users and a Growth plan at 9.00 USD per month billed annually. Zoho CRM also offers a free plan for three users and a Standard plan at 23.00 USD per month billed annually.

For insurance-focused alternatives, Caspian has a free Starter tier with basic automations and limited sites and forms, while its Basic plan is 49.00 USD per month. Applied Epic for Salesforce uses custom pricing. PolicyTek offers custom-priced Agency and Enterprise tiers, with the latter including unlimited agents and locations and cross-agency reporting. Vaatun Vantage has custom-priced plans with stated user, branch and policy-volume limits. AgencyBloc AMS+ offers custom-priced tiers including automated servicing workflows and lead workflows.

Readers comparing category-specific options can also browse Insurance CRM Software, Manufacturing CRM Software, Professional Services CRM Software and Sales Force Automation Software.

Verdict

Choose Bitrix24 CRM if your team wants pipeline management and email automation, values a policyholder portal, and needs a path from a small free tier to substantially larger seat and storage allowances. Its strongest case is breadth across workflows and platforms; look elsewhere if transparent, directly consistent pricing terms or clearly mapped feature-by-plan availability are essential to your decision.

	Applied Epic for Salesforce	Bitrix24 CRM
Free plan		Yes
Free trial		Yes
Paid from		$49/mo
Platforms	Web	Android, api, iOS, Linux, macOS, self-hosted, Web, Windows
Sales pipelines	Yes	Yes
Renewal tracking	Yes
Agent management	Yes
Free plan		Yes
Email automation		Yes
Policyholder portal		Yes
Mobile apps		Yes
Pipeline management		Yes

Applied Epic for Salesforce vs Bitrix24 CRM

Applied Epic for Salesforce

Bitrix24 CRM