In today’s fast-paced business landscape, the tools we use to manage tasks and customer relationships are more important than ever. Efficiency is key, and the right software can drive productivity and strengthen customer connections. Today, we’re diving into Cubicl, a powerful project management tool that stands out as a strong Bitrix24 alternative. Let’s take a closer look at Cubicl—its features, its capabilities, and why its competitive pricing makes it an exceptional choice for businesses looking to optimize operations.
What Are Task Management and CRM Software to Collaborate?
Web-based task management, collaboration, and CRM (Customer Relationship Management) software (such as Bitrix24 and its alternatives) are multifunctional platforms designed to boost productivity, simplify communication, and manage customer relationships. These tools serve various purposes and provide unique value to different departments within an organization:
Functionality:
These types of software are known as all-in-one solutions, as they combine multiple functionalities into a single platform:
- Task Management: Helps organize tasks, set deadlines, assign responsibilities, and track progress. It consolidates tasks in one place.
- Collaboration: Facilitates internal interactions, file sharing, real-time communication, and teamwork.
- CRM: Assists in managing company and customer information, interactions, sales funnels, and marketing activities. Provides the necessary structure to leave a positive impression on customers about the brand.
Key Features:
Tools like Bitrix24 offer a simple user interface, high integration capabilities with integration tools like Monkedo, collaboration software solutions like Slack, and marketing automation solutions like Mailchimp. However, today we’ll focus on just some of the many features:
- Task and Project Management: Task creation, assignment, progress tracking in kanban boards and list views, dashboard to see all tasks, reminders, deadlines, prioritization, gantt chart, time tracking.
- Team Collaboration: File sharing, chat/messaging, shared calendars, task activity record, shared projects and tasks, integration with other tools like Google Calendar.
- CRM: Contact management, lead tracking, sales funnel monitoring, email integration, and tracking customer interactions.
Departments That Use These Tools:
Bitrix24 and its alternatives provide all-in-one solutions designed to streamline team workflows and enhance collaboration. Whether for project management, sales, or customer support, these platforms centralize tasks and communication, making it easier for teams to stay organized and connected from anywhere.
- Project Management Teams: Utilize task management and collaboration features for project planning and execution.
- Sales and Marketing Departments: Use CRM tools to manage leads, communications, and sales funnels.
- Customer Support and Service Teams: Leverage CRM functions to track customer interactions and support requests.
Bitrix24 and its alternatives offer centralized solutions accessible from anywhere. They streamline workflows, enhance communication, and provide a central space where teams can collaborate efficiently. These platforms are accessible via web and mobile applications, allowing users to stay updated on tasks and to-dos at all times.
The Best Bitrix24 Alternative: Cubicl Task Management Software
Cubicl is a web and mobile-based platform that enables you to manage your business collaboratively with your team. You can track tasks, plan projects, send messages, and share files. In addition to these, it also offers CRM features such as recording customer information, gathering support requests, sharing tasks with customers, and managing bookkeeping records.
Let’s take a closer look at its client management features.
Recording Client Information
On the Clients page in Cubicl Project Management Tool, you have a comprehensive view of all client-related information in one place, making it easy to manage and stay organized. You can register your company’s clients, add relevant tasks, deals, and files, and take detailed notes about each client’s preferences, history, or special requirements. This helps ensure that every team member has access to the latest and most relevant information when interacting with clients. In addition, you can quickly review past work, track the progress of ongoing tasks, and view any previous activities related to each client, enabling you to provide better service and make informed decisions.
All of the information you save on the Clients page is fully synced with the mobile app, ensuring you can access and update client data on the go. Whether you need to send an SMS, an email, or make a quick call, you can do so directly from the app, streamlining communication with clients and saving time.
Ticket System
The Ticket System provided by Cubicl Task and Collaboration Platform, a Bitrix24 alternative, is a powerful feature designed to streamline customer support and service requests. Through a dedicated link shared with users, Cubicl allows customers to submit their support requests easily. Once submitted, these requests are automatically converted into tasks within the relevant project, ensuring they are properly tracked and managed. This seamless integration helps eliminate confusion and ensures that every request is addressed promptly.
The system also ensures efficient communication by sending real-time notifications to the assigned teammate, alerting them immediately when a new support ticket is submitted. This enables swift action to resolve issues or answer inquiries, reducing response times and improving overall customer satisfaction.
Client Portal
The Client Portal feature in Cubicl CRM Solution offers a secure and streamlined way to interact with clients, providing them with a personalized experience. Once a user shares a unique portal link, clients can create their own accounts, giving them direct access to essential information and allowing them to submit requests or inquiries based on their needs. This self-service functionality improves client satisfaction by enabling them to track and manage their interactions with your business efficiently. Additionally, when tasks, files, or bookkeeping records are shared, clients can seamlessly view and access these items through their portal. Whether it’s checking the status of a task, reviewing shared files, or viewing financial records, the portal ensures clients are always up to date and well-informed.
Sharing a Task with a Client
In Cubicl Project Management Software, task creation and client collaboration are seamlessly integrated to enhance workflow efficiency. When you create a task, you can easily tag the relevant client, ensuring they are directly involved in the task’s progress. This allows you to provide them with real-time updates and visibility into the work being done. You can choose what the client can see, including activities, files, and task stages. Any activities or updates made visible to client are instantly reflected in the client portal, keeping everything transparent and organized. This feature promotes smooth communication, fosters trust, and allows clients to provide timely feedback or approval, ultimately ensuring a more collaborative and efficient project management process.
Bookkeeping
Cubicl Task Management Software offers a comprehensive solution for tracking both receivables and payables, giving you full visibility into your financial transactions. You can easily monitor how much you need to receive from each client, the due dates for payments, and identify any overdue payments. Additionally, the system tracks how much you owe to vendors or other partners, helping you stay organized and avoid missed payments. This feature simplifies financial management by consolidating all relevant data in one place, ensuring you never miss a payment deadline. What’s more, all your financial entries are securely shared with clients via the client portal, enabling them to access real-time information about their outstanding balances, making communication clear and transparent.
Deals
Cubicl's Deals feature allows you to manage your sales pipeline with ease, providing a clear and organized view of your ongoing opportunities. You can work collaboratively with your team, tracking the progress of each deal in real-time. With customizable sales stages, you can tailor the pipeline to fit your specific business needs, ensuring that each step aligns with your sales process. Whether it's adding notes, updating deal statuses, or assigning tasks, this feature streamlines your workflow and helps your team stay on top of critical sales activities, improving efficiency and boosting your chances of closing deals successfully.
Pricing for Bitrix24 Alternative, Cubicl
Cubicl and Bitrix24 are cloud-based project management and customer tracking software that offer different plans for various features. You can visit the product websites for more details. We have summarized two key points regarding pricing for you:
Pay Per User in Cubicl:
Bitrix24 offers a fixed pricing model that covers your entire team, meaning there’s no per-user fee. This can result in paying for more users than you actually need, especially if your team size is smaller.
On the other hand, Cubicl Task Management Tool uses a pay-per-user pricing model, which allows payment based on the number of team members. Additionally, Cubicl offers a 20% discount on annual subscriptions, easing the cost for long-term subscribers. For teams with more than 25 users, the discount rate increases progressively. Larger teams can enjoy Cubicl at more affordable prices.
Additionally, before committing to a long-term subscription, you can take advantage of a 14-day free trial. If that’s not enough, you have the option to try Cubicl with a flexible monthly subscription. Later, you can easily switch to an annual subscription for even greater savings.
Same Features, Less Money:
Cubicl, an alternative to Bitrix24, offers the same features at a much more affordable price. When comparing the highest plans of both applications, Bitrix24 costs $499 per month for 250 users. If you're planning to use Bitrix24 with 250 users, then yes, it may be a more suitable option. However, if you have fewer users, the cost may not be justified, and exploring more cost-effective alternatives could make more sense. For instance, Cubicl charges $15 per user per month and you can add as many users as you want.
For more detailed information, you can always reach Cubicl's client representatives:
- Email: support@cubicl.io
- Support form: https://portal.cubicl.io/form
Other Bitrix Alternatives
There are several alternatives with similar features to Bitrix24 and Cubicl. Examples include:
Bitrix24 Alternative Zoho CRM:
- What it does: Zoho CRM is a customer relationship management platform that helps businesses manage their sales, marketing, and customer support. It includes features like lead management, sales forecasting, workflow automation, and analytics.
- Target users: Small to medium-sized businesses (SMBs), sales teams, and marketing teams. It’s used across various industries, including retail, real estate, and education. Also, users of software from the same ecosystem, such as those who use other products within the Zoho family like Zoho Projects.
- Free plan/trial: Zoho CRM offers a free plan for up to 3 users with basic features. They also provide a 15-day free trial for their premium plans.
Bitrix24 Alternative Zoho Projects:
- What it does: Zoho Projects helps teams manage tasks, track progress with Gantt charts, and collaborate effectively. It also offers integrations with other Zoho tools and third-party apps, making it flexible for various workflows.
- Target users: Ideal for small to medium-sized businesses in industries like IT, marketing, and consulting, especially teams focused on project management.
- Free plan/trial: Zoho Projects offers a free plan for up to 3 users with basic features and a 10-day free trial for premium plans.
Bitrix24 Alternative Salesforce:
- What it does: Salesforce is a comprehensive CRM platform offering a wide range of services, including sales automation, marketing, customer service,
- analytics, and cloud-based applications. It's known for its scalability and customization options.
Target users: Large enterprises and mid-sized businesses across industries like finance, healthcare, manufacturing, and technology. It’s particularly popular in tech, retail, and financial sectors. - Free plan/trial: Salesforce does not offer a free plan but provides a 30-day free trial for its Sales Cloud.
Bitrix24 Alternative Monday.com:
- What it does: Monday.com is a work operating system that enables teams to manage projects, workflows, and daily tasks. It offers customizable boards to track tasks, timelines, and collaborate across teams.
- Target users: Teams of all sizes in industries such as marketing, software development, construction, and education. It is popular among project management, HR, and IT teams.
- Free plan/trial: Monday.com offers a free plan for up to 2 users with limited features. They also provide a 14-day free trial for paid plans.
Bitrix24 Alternative HubSpot CRM:
- What it does: HubSpot CRM is a free customer relationship management tool designed to help businesses track and nurture leads and manage customer interactions. It integrates sales, marketing, and customer service tools to streamline business operations.
- Target users: Small businesses, startups, and sales teams across various industries, especially in digital marketing, inbound sales, and e-commerce.
- Free plan/trial: HubSpot CRM offers a free plan with essential CRM features. There are also free trials for its premium sales, marketing, and service tools.
Bitrix24 Alternative Odoo:
- What it does: Odoo is an all-in-one business management suite that offers modules for CRM, project management, sales, inventory, accounting, and more. It provides flexibility and customization for managing business processes in one platform.
- Target users: Small to medium-sized businesses in industries such as manufacturing, retail, e-commerce, and services. It’s popular among companies looking for an integrated business management system.
- Free plan/trial: Odoo offers a free plan for a limited number of users with basic features. The premium version offers a 15-day free trial.
Bitrix24 Alternative Basecamp:
- What it does: Basecamp is a project management and team collaboration tool that provides to-do lists, message boards, file storage, schedules, and group chats. It focuses on simplicity and ease of use, enabling teams to manage projects without getting overwhelmed by features.
- Target users: Small to medium-sized businesses, remote teams, freelancers, and startups. It is popular in industries like marketing, creative agencies, and tech startups.
- Free plan/trial: Basecamp offers a free version for small teams with limited features. The paid version is available with a 30-day free trial.
EspoCRM: An Open Source Alternative to Bitrix24:
- What it does: EspoCRM is an open-source CRM platform for managing sales, customer support, projects, and tasks. It offers customizable features such as email marketing, reporting, and team collaboration.
- Target users: Ideal for SMBs in industries like retail, IT, real estate, and finance, especially for sales, marketing, and customer service teams.
- Free plan/trial: EspoCRM is free and open-source for self-hosting. It also offers a 14-day free trial for its cloud version, with some advanced features requiring paid extensions.
Choose the Best Bitrix24 That Fits Your Business Needs
While Bitrix24 and its alternatives offer robust tools for project management, CRM, and team collaboration, Cubicl Task Management Tool stands out with its user-friendly features tailored for client management. From recording client information, providing a client portal, and managing support tickets to sharing tasks and files, Cubicl ensures seamless communication and workflow. Additionally, its bookkeeping and deal tracking capabilities make it a comprehensive solution for growing businesses, all at an affordable price. Compared to other CRM platforms like Zoho CRM, Salesforce, Monday.com, HubSpot, Odoo, and Zoho Projects, Cubicl delivers excellent value. Ready to experience the power of Cubicl? Start your free demo today and see how it can transform your team's productivity!