Bitrix24 Client Personal Cabinet

What this solution does

The "Bitrix24 Client Personal Cabinet" module by Twin px is designed to create an external client portal on a website running on the "1C-Bitrix: Site Management" platform with integration into Bitrix24 CRM. The solution enables rapid deployment of a separate client cabinet and connects it to the relationship management system.

Profiles are automatically generated based on contacts from the CRM. Clients gain access to their profile, deals, messages, and other sections, while staff continue working in the standard Bitrix24 interface.

The module provides a ready-made solution, eliminating the need for custom development from scratch, which typically requires architecture design, integration setup, authentication configuration, data synchronization, and ongoing support. The tool connects the 1C-Bitrix website with Bitrix24, automatically creates client accounts, and allows customization of functionality to meet specific business needs.

The solution is suitable for organizations that need to quickly provide clients with a separate interface for working with data, deals, requests, and communication.

Key capabilities of the module:

- automatic creation of personal cabinets for contacts from Bitrix24 CRM;

- synchronization of data between the website and CRM;

- display of the client's profile, list of deals, and their statuses.

The module enables connecting a chat based on open lines, using basic section examples to adapt the client area to specific processes, and creating different personal cabinet scenarios for various client types.

The module is installed on a website running on «1C-Bitrix: Site Management». To connect with the CRM, the companion application «Client Personal Cabinet from CRM» is installed in Bitrix24. After connection, you select the contact types for which personal cabinets need to be created. The solution automatically creates, updates, and deletes user accounts on the website when data changes in the CRM.

Workflow scheme: Bitrix24 CRM → companion application → 1C-Bitrix module → Client Personal Cabinet.

In the personal cabinet, the client can view information needed for working with your company: their contact details, a list of deals and their statuses, history of inquiries, and a chat with a manager or support service. With customization, sections for orders, invoices, documents, and other content are also available.

The 'Client Personal Cabinet for Bitrix24' module by Twin px enables the deployment of a basic portal version with subsequent adaptation to specific business scenarios: B2B sales, real estate, service maintenance, legal services, housing management, education, or other processes. The solution is designed for companies managing clients in Bitrix24 who wish to provide them with a dedicated space for information viewing and communication. Typical use cases include wholesale sales, service and project-based companies, real estate agencies and developers, legal and consulting firms, property management companies and HOAs, as well as educational and customer service platforms. A personal cabinet is particularly effective when dealing with recurring inquiries, long sales cycles, document management, status tracking, and regular client communication, making interactions clearer. The module is available in two formats: self-installation for companies with an existing 1C-Bitrix site and an in-house developer capable of configuring cabinet sections, or a turnkey launch that includes creating a separate website, connecting to Bitrix24, configuring synchronization, and setting up basic sections.

The module is suitable for industry-specific implementation scenarios: creating additional forms, documents, statuses, notifications, user roles, and integrations.

How to launch the client personal cabinet

1. Install the companion app in Bitrix24.

2. Install the module on a site running on "1C-Bitrix: Site Management".

3. Connect the site to your Bitrix24 portal.

4. Select contact types for synchronization.

5. Verify the created personal cabinets and configure the required sections.

After configuration, personal cabinets will be created and updated automatically.

Demo before launch

An online demo of the basic client personal cabinet is available before purchase. The demo displays the client profile, deals, chat, and the general working principle of the system. After reviewing the demo, you can install the module independently or contact the developer for configuration and customization to suit your processes.

General iT can install and configure this module and check how it works on your website.