The Best Secure Record Keeping Software

Free record keeping software for small, mid-sized businesses and enterprises, that helps you manage your business finances. Focus on growing your business and getting more things done while Bitrix24 takes care of the books. Automate business processes with built-in workflow automation solution.

Record keeping software for any-size business

Whether you’re running your business solo or with the help of an accountant or a bookkeeper, Bitrix24 is a popular free record keeping software for you.

It comes with unlimited client records, documents scheduling, and even time tracking.
You can securely create unlimited quotes, invoices, and online payments in a platform that’s available both in cloud and open source.

What’s more, you can even integrate Bitrix24’s CRM to world leading online accounting softwares like Xero, Freshbook, or Sage One.

With it, you have the option to synchronize your data between your accounting software and Bitrix24. Any changes made in your accounting software will be automatically reflected in Bitrix24, or vice versa.

Feature-rich CRM tool

While Excel and Google Sheets can be a great place to start with your record keeping, they lack advanced features for a smooth business process.
And make no mistake - inputting financial information manually can be tedious and time-consuming.

While other businesses turn to outsourcing or hiring virtual assistants to help with accounting, why not use Bitrix24’s online tools that allow you to keep things in-house?

Everything you need to manage your finances - entering income data, categorizing expense information, trying to determine which outgoing payments match up with the goods and services you bought, or aiming to pinpoint which bank payments you receive match the invoices you sent is now in one, secure place.

Secured external access and document lock

Bitrix24 offers plenty of storage space for all of your accounting documents.  And it even allows you to grant limited access to external users, especially to your clients.
This way, they can access their payment information without having to call or email you first.

Don’t want anybody to edit your documents? Use Bitrix24’s document lock feature.
While you’re giving access to others to your documents, you can actually “lock” these files so you are the only one to be able to edit them.

By doing so, you prevent creation of conflicting versions of documents or overwriting changes made by other users.

Get Bitrix24 today. 

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited records
  • Free 5GB online storage
  • Email marketing
  • Contact center
  • Customizable fields
  • Quotes & invoices
  • Call center
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Register Free

Contact Center

  • Unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

Register Free

Powerful Analytics

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

Register Free

Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling

Register Free

Social Workspace

  • Searchable private and public chats
  • Audio and video calls, videoconferencing
  • Online video recording
  • Employee directory and profiles
  • Photo and video sharing
  • Customizable employee profiles
  • Contact information (phone, e-mail, social profiles)
  • Company-wide announcements
  • Company news
  • Company info with weekends, holidays, working time parameters, general rules

Register Free

For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
15,000,000+ organizations have chosen Bitrix24