CRM Mailing Setup in Bitrix24: SMTP, SPF, DKIM with 99% Deliverability

A marketer exports contacts from CRM to Excel, uploads them to Mailchimp, sends a campaign, and then manually transfers opens and clicks back to Bitrix24. Double work, desynchronization, unsubscribers in Mailchimp remain subscribed in CRM. Over 5 years, we've configured over 50 campaigns directly in Bitrix24 — not a single client returned to Excel schemes.

A dedicated SMTP provides 99% deliverability without daily limits, but configuring DNS records SPF, DKIM, DMARC is mandatory — without them, deliverability drops by a factor of 3, and emails go to spam. Our clients save up to 30% on subscriptions to external services, and the setup pays for itself in 2–3 months.

How CRM Marketing works in Bitrix24

Campaigns are created in CRM → Marketing → Mailings. Available channels: email, SMS (through a connected provider), and messengers (if Open Lines are active). For email, Bitrix24 uses a built-in SMTP or an external service. The built-in SMTP delivers about 80% and is limited to 200 emails per day — unsuitable for bulk mailings. A dedicated SMTP (SendPulse, Unisender, Amazon SES) ensures 99% deliverability without limits. Mailings via dedicated SMTP are 3–4 times more reliable than via the built-in one.

How to create a mailing: step by step

1. Select segment. Who to send to: all contacts, clients with closed deals, leads from the last month, custom segment. We help set up dynamic segments based on deals and activity.
2. Create the message. Visual editor with drag-and-drop blocks: text, image, button, divider. Ready-made templates are available.
3. Field substitution. {{Name}}, {{Company}}, custom fields — personalization increases open rates by 25% according to our measurements.
4. Configure sender. Name, email, reply-to address.
5. Send. Immediately or on schedule.

Why proper deliverability setup matters

Even the most beautiful email is useless if it doesn't reach the recipient. We configure SPF, DKIM, and DMARC for each domain. This requires access to the DNS zone and takes about an hour. In a test mailing to 100 addresses, deliverability reaches 99% with correct records. Without them — about 80%.

What email templates can be used

Bitrix24 provides a visual editor with responsive layout. Capabilities:

• Block structure: header, text, image, CTA button
• Save templates for reuse
• HTML editor for fine-tuning

For complex templates with unique design, you can upload custom HTML. All our clients receive at least 5 ready-made templates as part of setup.

What's included in mailing setup

Here's the full "turnkey" scope of work:

• Connect SMTP service (SendPulse, Unisender, or Amazon SES)
• Configure DNS: SPF, DKIM, DMARC
• Create CRM segments for different types of mailings
• Develop 3–5 email templates in the visual editor
• Set up CRM field substitution (name, company, deal link)
• Set up unsubscribe link and handle unsubscribes in CRM
• Test mailing to a group, check display and links
• Handover and train the marketer (2 hours)
• Support for 30 days after launch

All stages are recorded in a checklist that we agree on before starting.

How to track mailing results?

After sending, detailed statistics are available in the mailing section: delivered, opened, clicked, unsubscribed, errors. Data is linked to CRM contacts — you can see who exactly opened the email and assign a task to a manager to call. This data linkage reduces reaction time to warm leads by 2 times compared to external services.

Comparison of SMTP providers for Bitrix24

Estimated timelines

Basic setup — from 3 to 5 business days. If custom integration with third-party services is needed (e.g., migrating history from Mailchimp) — the timeline extends to 10 days. The setup timeline and investment are determined individually after auditing the current CRM. Savings on external services can be significant, and the setup typically pays for itself within a few months.

Common setup mistakes

• Using built-in SMTP for bulk mailings (blocked by provider)
• Missing SPF/DKIM — emails go to spam
• Incorrect segments: e.g., sending again to customers who already purchased without excluding them
• Missing unsubscribe link (violates the Federal Law "On Advertising")

We guarantee that after our setup, your emails do not end up in spam, and clients receive relevant offers. Contact us for an audit of your current CRM mailing — we'll select the optimal configuration. Get a consultation on deliverability and budget savings.

How a corporate portal on Bitrix24 solves the problem of information chaos?

Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.

We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).

What does the portal offer in daily work and why is it better than messengers?

In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.

Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.

Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.

Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.

HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.

Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.

Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.

How does integration with 1C and Active Directory accelerate HR management?

Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.

Types of corporate portals and key integrations

Additional integrations that deliver real value:

• Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
• IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
• Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
• EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.

Security and compliance with Federal Law 152‑FZ

The portal contains personal data, financial reports, strategic plans. We guarantee protection:

• role model via CGroup and section‑level permissions;
• two‑factor authentication (OTP, Yandex.Key, SMS);
• audit of all actions (b_event_log);
• TLS encryption for transmission and disk encryption;
• full compliance with Federal Law No. 152‑FZ "On Personal Data".

How is implementation carried out? Step‑by‑step plan

1. Audit — we record current processes, measure time losses.
2. Design — choose portal type, plan integrations.
3. Implementation — configure business processes, permissions, interface.
4. Test — pilot group tests scenarios, we fix issues.
5. Launch — connect all employees, train, hand over documentation.

What you receive after implementation

• Project documentation: architecture, integration scheme, business process diagrams.
• Configured portal with all integrations (1C, AD, telephony, EDI).
• Business process descriptions and instructions for administrators and users.
• 30 days of technical support after launch.
• Access to our knowledge base and migration scripts.

Post‑launch support: how to prevent the portal from becoming obsolete

After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.

Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.

Order a turnkey corporate portal implementation

Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.