How to Migrate from Bitrix24 to Agiled (2026 Step-by-Step Guide)

Bitrix24 is one of the most feature-packed platforms anywhere: CRM, projects, telephony, a website builder, ecommerce, HR, and an intranet under a flat per-organization fee. So this is not a switch you make because Bitrix24 is missing things. People move to Agiled for a simpler, cleaner, faster-to-run client business platform without the clutter and steep learning curve. Bitrix24 exports contacts and deals to CSV and lets you download files, so a careful migration works well. This guide covers what to move, how it maps, and when Bitrix24's breadth is still the right choice.

Bitrix24 maximizes feature count; Agiled maximizes focus and usability. If Bitrix24 feels like more platform than your team needs, with too many modules and a configuration burden, Agiled covers the client lifecycle (CRM, proposals, contracts, projects, time, invoicing, portal) in a tool small teams adopt in days.

Comparing first? See Agiled vs Bitrix24 and the best Bitrix24 alternatives.

Why teams move off Bitrix24

• Complexity and learning curve. Bitrix24's depth shows up as a dense, cluttered interface that takes weeks to configure properly.
• Support experience. Reviewers consistently flag slow, AI-first support, which is why Bitrix24 scores ~4.1-4.2 on G2/Capterra but ~2.2 on Trustpilot.
• User-cap cliffs. Flat per-organization plans cap users at 5, 50, and 100. Add the 51st user and you jump from Standard ($99) to Professional ($199), a 100% increase for one person.
• More than you use. Many teams pay for telephony, website builder, ecommerce, and intranet modules they never touch.

Agiled gives you a focused CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Bitrix24 wins

Bitrix24 genuinely has more features than Agiled, native telephony, a website builder, ecommerce, and a full intranet, and at large team sizes its flat per-organization pricing makes the per-seat cost very low. If you want maximum tooling under one flat fee, depend on built-in telephony or an intranet, and have time to configure it, Bitrix24 is hard to beat. This guide is for teams that want the all-in-one benefit without the complexity.

What exports from Bitrix24

Data in Bitrix24	Can you take it?	How
CRM contacts / companies	Yes	Export to CSV / Excel
Deals / pipelines	Yes	Export to CSV / Excel
Invoices	Partial	Export where available
Files / documents	Yes	Download from drive
Tasks / projects	Partial	Export/recreate where available
Automations / workflows	No	Rebuild in the workflow builder

The takeaway: contacts, companies, and deals export to CSV/Excel and files download from the drive, so your core data moves cleanly. Automations and telephony settings are rebuilt or replaced in Agiled.

How Bitrix24 maps to Agiled

Bitrix24	Agiled equivalent	Notes
CRM / deals	CRM	Pipeline and full client records
Quotes / invoices	Finance	Invoices, recurring billing, payments
Documents	Documents	Proposals + e-signed contracts
Tasks / projects	Projects	Kanban, Gantt, dependencies
Extranet / client groups	Client portal	Branded client portal
HR module	HR	Attendance and leave
Automation	Workflow automation	Visual triggers
Telephony / website builder / ecommerce	(not in Agiled)	Keep a dedicated tool if essential

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-5)

1. Export contacts, companies, and deals from Bitrix24 to CSV/Excel.
2. Import them into Agiled's CRM and set up pipeline stages.
3. Download files and re-upload to clients and projects.

Phase 3 - Rebuild delivery, billing, and automation (Day 5-9)

1. Recreate proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 9-12)

1. Invite active clients to the client portal.
2. Run one full client cycle end to end.
3. Decide whether you still need a standalone tool for anything Bitrix24-only (telephony, website, store), then cancel Bitrix24.

What it costs after you switch

Bitrix24 is flat per organization: Free (limited), Basic $61/month ($49 annually) for 5 users, Standard $124/month ($99 annually) for 50 users, and Professional $249/month ($199 annually) for 100 users. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats. At small sizes the two are comparable; at large team sizes Bitrix24's flat pricing is cheaper per seat, while Agiled trades a higher per-seat cost for faster adoption and a cleaner client experience.

Mistakes to avoid

• Comparing only feature count. Bitrix24 has more modules; judge the switch on usability and what you actually use.
• Forgetting Bitrix24-only modules. If you rely on telephony, the website builder, or the store, plan a replacement before cancelling.
• Skipping the file download. Pull your drive files before you leave.
• Skipping the end-to-end test.

When you should stay on Bitrix24

• You want maximum features under one flat fee and use the breadth (telephony, intranet, website, ecommerce).
• You are a large team where flat per-organization pricing makes per-seat cost very low.
• You have already invested in configuring it and your team is productive in it.

If Bitrix24 feels like more platform than you need, Agiled covers the client lifecycle with far less overhead. See the Agiled vs Bitrix24 comparison.

Frequently Asked Questions

Does Agiled have as many features as Bitrix24?

No, and that is the point. Bitrix24 includes telephony, a website builder, ecommerce, and an intranet that Agiled does not. Agiled focuses on the client lifecycle, CRM, proposals, contracts, projects, time, invoicing, and a portal, with a cleaner, faster experience. Teams switch for usability, not for more modules.

How do I move my Bitrix24 data into Agiled?

Export contacts, companies, and deals to CSV/Excel and import them into Agiled's CRM. Download your drive files and re-upload them to clients and projects. Automations, telephony, and any Bitrix24-only modules are rebuilt or replaced in Agiled.

Is Agiled cheaper than Bitrix24?

It depends on team size. For small teams they are comparable. At large team sizes, Bitrix24's flat per-organization pricing is cheaper per seat. Agiled costs more per seat at scale but is faster to adopt and more polished for client-facing work. Also factor Bitrix24's user caps, which jump the price when you exceed 5, 50, or 100 users.

Will I lose my telephony or website if I switch?

Possibly. Agiled does not include telephony, a website builder, or ecommerce. If you depend on those Bitrix24 modules, keep a dedicated tool for them or plan a replacement before cancelling.

Is Agiled easier to use than Bitrix24?

Yes for most teams. Agiled's interface is cleaner and small teams adopt it quickly, while Bitrix24 has a documented learning curve and a denser UI.

Related:

• Agiled vs Bitrix24: full comparison
• Best Bitrix24 alternatives
• Migrate from SuiteDash to Agiled
• Migrate from HubSpot to Agiled
• Migrate from Flowlu to Agiled

Ready to start? Create your free Agiled account and import your contacts today.