Your manager spends hours manually sending emails from CRM, while clients complain about spam or missing messages. Without proper setup, deliverability drops below 30%, and CRM marketing becomes useless. We are a team of certified Bitrix developers with extensive experience, having configured over 40 corporate portals. Our guarantee: average email deliverability after setup – 98%.
But once a client came to us with 12% deliverability – emails were sent, but providers (Yandex, Mail.ru) silently dropped them. Analysis revealed: the domain was not verified, the SPF record was corrupted, and the segment still contained the email address of a former employee. After our setup, deliverability rose to 95% within a week, and the client received their first orders from a repeat campaign. Request an audit of your campaigns – find out your real deliverability.
Why your campaigns don't reach inboxes?
The built-in CRM Marketing module (section CRM → Marketing → Campaigns) uses the entity \Bitrix\Sender\Entity\Letter and the table b_sender_posting. Segments are built via connectors \Bitrix\Sender\Connector. Three typical failure causes:
-
Verified sending domain. Without it, emails go from
[email protected] – which gets filtered by mail systems.
- Missing SPF/DKIM records. In DNS, add
v=spf1 include:spf.bitrix24.com ~all and the DKIM key from the portal settings.
- Empty segment. The campaign completes "successfully" with 0 sent without error.
Just one of these issues can drop deliverability below 50%.
How to segment your audience for campaigns?
Segments in Bitrix24 are a powerful targeting tool. Use connectors: for deals – crm_deal, for leads – crm_lead, for contacts – crm_contact. For example, to send an email only to clients with overdue payments, create a segment with a filter by stage FAILED in the crm_invoice connector. Bitrix automatically pulls associated contacts. Important: before launching, verify the segment has at least one recipient, otherwise the campaign runs idle.
Why do emails end up in spam?
The main reason is incorrect DNS records. Cloud Bitrix24 uses its own SMTP servers, so SPF and DKIM are crucial. Check the headers of a test email: the Authentication-Results field should contain spf=pass and dkim=pass. If you see spf=softfail, return to DNS. The domain reputation also matters: avoid mass-sending to inactive addresses.
Example of correct DNS records for domain example.com:
example.com TXT "v=spf1 include:spf.bitrix24.com ~all"
bitrix24._domainkey.example.com TXT "v=DKIM1; h=sha256; k=rsa; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQ..."
_dmarc.example.com TXT "v=DMARC1; p=quarantine; rua=mailto:[email protected]"
How to bypass daily limits in Bitrix24?
Cloud Bitrix24 imposes sending limits:
| Plan |
Emails/day |
Recommendation |
| Free |
100 |
Only trigger emails |
| Basic |
1,000 |
Small segments |
| Professional |
50,000 |
External SMTP is still better |
Connecting an external SMTP (section CRM → Marketing → Settings → SMTP) removes Bitrix24 limits. Comparison:
| Characteristic |
Built-in SMTP |
External SMTP |
| Limits |
100–50,000 emails/day |
Any (depends on provider) |
| SPF/DKIM |
Configured in DNS |
Configured with provider |
| Open tracking |
Built-in |
Requires integration |
| Cost |
Included in plan |
Extra provider fee |
For a medium business with 5,000+ clients, external SMTP is the only working solution. We'll help you choose and connect the right service. Get a consultation – we'll assess your situation.
What's included in the setup: typical scope of work
Each project includes:
- Check and fine-tune DNS records (SPF, DKIM, DMARC).
- Verify the sender domain.
- Build 2–5 custom templates (with your branding).
- Set up segments (up to 10) according to your scenarios.
- Connect and test external SMTP (if needed).
- Integrate with 1C or other data sources (optional).
- Train staff on using the module.
- Post-support for 2 weeks.
All work is documented: you get a routing diagram, a list of segments, and access details. According to our estimates, campaign optimization pays off within 2–3 months due to increased conversion.
Common mistake: multi-field Email
A contact may have multiple email addresses in the EMAIL multi-field. Bitrix sends to the first one. If the first is an old non-working address, the email goes nowhere. Check the order of values in multi-fields. For automatic cleanup of invalid addresses, use agents or events.
DNS verification details
After DNS configuration, wait 10–30 minutes for propagation. Use the command nslookup -type=txt example.com to verify.
Bitrix24 documentation on SPF/DKIM setup is available at: SPF/DKIM.
Conclusion
Proper email campaign setup in Bitrix24 is not just a technical task but a marketing tool. With a verified domain, correct segments, and responsive templates, you'll achieve >95% deliverability and higher conversion. Request an audit of your campaigns – find out your real deliverability and get an improvement plan.
How to ensure CRM implementation success?
We have been working with Bitrix24 for over 10 years — during that time we have completed 500+ projects. Every second one starts with the same problem: a company buys CRM, sets it up "by the book," and three months later managers fill two out of twelve fields, deals stall at "Negotiations" for months, and management cannot extract analytics. The root is not bad software — it's the approach. CRM is configured without auditing real processes, without considering staff objections, and without a step-by-step automation plan. In this article — a step-by-step guide on how we avoid this.
All specialists are certified by 1C-Bitrix, the methodology is proven on hundreds of cases. 1C-Bitrix is a platform that, when paired with Bitrix24, provides real end-to-end analytics if configured correctly.
Reality of CRM implementations: 80% fail to deliver results
Why do employees sabotage CRM?
Managers are accustomed to Excel and notepads — they perceive CRM as total control. Our solution: involve key employees at the design stage, show personal benefits — automatic reminders, ready-made proposal templates, less routine. We train on real scenarios, not abstract examples. Resistance drops 4 times faster than with "command" implementation.
How to prevent incomplete data entry?
Mandatory fields are filled, others are ignored — familiar picture? We solve it on three levels:
- Set mandatory fields per funnel stage (only relevant data at each stage).
- Implement auto-fill from UTM tags, email parsing, data from open databases.
- Remove redundant fields — fewer fields, higher quality.
According to our practice, field optimization reduces omission rates by 70% within the first month.
How to design funnels correctly?
Too many stages, no transition criteria, duplicate stages — typical mistakes. We design the funnel based on reality: how sales actually work, not as written in textbooks. We use CRM data from the first 2 weeks of audit to identify real stages and loss points. This shortens the deal cycle by 25–40%.
What automation should be done first?
We set up robots and business processes from day one — so the team immediately feels the difference. For example, lead distribution, sending emails after status changes, creating tasks for colleagues. Companies that implement automation at the start achieve plan targets 3 months faster.
What Bitrix24 features accelerate sales?
- Inquiries from all channels (phone, email, messengers, forms) are captured automatically.
- Leads are created and distributed without manual intervention.
- Visual kanban with custom stages — drag a card to the next stage, an email is sent automatically, a task is created.
- Omnichannel: unified window for telephony, email, WhatsApp, Telegram, Viber, VK, Instagram, online chat.
- Robots and business processes: mailings, document generation, reminders, escalations — no coding required.
- Analytics: funnel, conversions, lead sources, manager workload, average handling time.
What does integrating a 1C-Bitrix website with Bitrix24 CRM provide?
Synergy of the two products yields measurable results, and we implement it through direct data exchange. Site forms transfer leads to CRM instantly with full UTM markup — you see where the client came from. Online chat connects via open lines: a visitor writes on the site, the manager responds from CRM. Orders in the store based on infoblocks v2.0 become deals with full purchase history, enabling cross-selling. Call tracking with number substitution links calls to advertising channels. We use CommerceML to exchange data with 1C Trade Management/ERP: nomenclature, stock balances, prices — synced via agents without manual intervention. End-to-end analytics collects advertising costs, visits, leads, sales in one report — ROI per channel. For non-standard logic, we use REST API and high-load blocks to store arbitrary data (e.g., tech support interaction history). In one project, we configured this bundle for a retail chain: 1C cash register integration with CRM created contacts automatically upon loyalty card purchase, and CRM marketing via Bitrix24 increased repeat purchases by 18% in six months.
How we set up CRM: the process
-
Audit. We analyze how sales work currently. Where are leads lost? Which channels bring clients? We form recommendations before technical implementation.
-
Design. Multiple funnels for different directions, custom fields, mandatory stages and transition conditions. Structure reflects the real process.
-
Integrations. Connect to website, telephony, email, messengers, Yandex.Direct, Google Ads, 1C.
-
Custom modules. When standard is not enough — applications for Bitrix24: specific reports, non-standard business logic, integrations with industry systems.
-
Migration. Transfer databases from amoCRM, Megaplan, Salesforce, HubSpot, Excel. Relationships, communication history, attachments — everything intact.
-
Training. Trainings tailored to your configuration, video instructions, documentation.
What is included in the work?
| Deliverable |
Description |
| Technical documentation |
Funnel scheme, robot settings, field structure, integration plan |
| Access and configurations |
List of integrations, API keys, logins/passwords (provided under NDA) |
| Team training |
2–3 webinars tailored to your configuration, video instructions, cheat sheets |
| Post-implementation support |
2 weeks of incident management + regular usage audits |
Cloud or on-premise: which to choose?
| Parameter |
Cloud (SaaS) |
On-Premise |
| Time to start |
1–2 days |
1–2 weeks |
| IT requirements |
None |
Server and admin required |
| Data control |
Limited |
Full |
| Customization |
Standard limits |
Unlimited |
| Best for |
Teams up to 100 people, standard processes |
Large companies, strict security requirements |
Comparison: the cloud version is 2–3 times cheaper initially, but for B2B companies with large data volumes, on-premise pays off in 1.5–2 years due to no per-user subscription fee.
Metrics we track for your business
-
Funnel stage conversion. If 80% are lost at the proposal stage — the problem is pricing, not managers. Norm: 5–15% for B2B, 1–5% for high-ticket B2C.
-
Lead response time. A 5-minute response increases conversion 10x compared to a 30-minute response. We set alerts — if a manager doesn't respond within 15 minutes, the lead is reassigned.
-
LTV. CRM segments clients by lifetime value — managers focus on the most valuable.
-
Average deal cycle. If it increases, something is broken. Reasons for rejections are gold for product and script adjustments.
Our case studies
Manufacturing company (B2B). A plant with high annual turnover. Leads were lost in email; management only learned about large deals post-factum. We set up automatic inquiry capture, a funnel "qualification → calculation → proposal → approval → contract → payment," and robots that generate proposals from templates. Conversion increased by 23%, lead processing time dropped from 4 hours to 20 minutes. Manager payroll savings exceeded $1,000 per month due to reduced routine.
IT service company. Three funnels: new clients, upselling, tenders. Auto-generation of contracts and invoices, integration with Jira — after signing, tasks automatically appear in the development department. Management received a weighted revenue forecast with 90% accuracy. The project paid off in 4 months.
Implementation timeline and cost
| Scale |
Timeline |
What's included |
| Basic |
1–2 weeks |
Funnel, telephony, email, database import |
| Standard |
1–2 months |
Custom funnels, automation, website and 1C integrations |
| Comprehensive |
2–4 months |
Multiple funnels, custom modules, training, end-to-end analytics |
The cost is calculated individually based on your scope of work. After implementation — tech support with SLA (response from 1 hour), regular usage audits, and feature development.
Ready to discuss your situation? Contact us — we'll conduct a free audit of your current CRM within 2 days and propose an implementation architecture with a result guarantee. Request a consultation — we'll show you in numbers how much you'll save with proper setup.