Find clear, practical guidance for configuring, operating and governing Britixo Enterprise CRM. Follow step-by-step instructions, understand permissions and workflow outcomes, resolve common issues, and move confidently between connected customer, finance, service, compliance and operational processes.
Follow the same structure users see across the CRM and setup areas.
Set up your workspace, sign in securely and understand the core CRM workflow.
Use the dashboard, search, calendar, reminders, to-do lists and personal workspace tools.
Create customer records, manage contacts, files, billing details, groups and client access.
Capture, qualify, organise and convert leads using list, Kanban and web-to-lead tools.
Prepare proposals and estimates, collect estimate requests and convert accepted sales documents.
Create invoices, automate recurring billing, record payments and manage credits and refunds.
Create subscription plans, connect online payment gateways and manage recurring customer billing.
Track expenses, maintain products and services, configure taxes, currencies and payment methods.
Plan projects, assign work, track time, manage milestones, discussions, files and billable activity.
Manage support tickets, departments, statuses, services, predefined replies and self-service articles.
Create, send, sign, renew and organise contracts and supporting files.
Manage staff accounts, permissions, roles, departments, profiles and team access.
Configure outbound email, templates, scheduled messages, announcements and internal collaboration.
Review performance, build operational reports, set targets and collect structured feedback.
Understand the customer-facing portal for invoices, estimates, proposals, contracts, projects and support.
Control GDPR, consent, exports, backups, audit logs, authentication and data retention.
Configure company settings, custom fields, menus, themes, modules and header navigation.
Manage services, providers, availability, public and client booking, reminders, calendars, meetings, recurrence, invoices, feedback and reports.
Run double-entry bookkeeping, banking, reconciliation, bills, checks, budgets, approvals and financial reports.
Use bundled enterprise catalogue, e-invoicing, AI tools and payment integration features.
Manage employee records, onboarding, protected documents, time, draft payroll, portals, governance, reporting and automation.
Search fresh UK companies, enrich public evidence, score opportunities, import native leads and manage letter outreach.
Manage property and tenancy compliance, safety certificates, licensing, renewals, notifications, GDPR retention and audit evidence.
Connect personal and shared mailboxes, manage messages and automation, use approved AI assistance and convert email into CRM work.
Create invoice-linked delivery evidence, send secure recipient links, capture one-time e-signatures and generate auditable PDFs.
Create controlled bulk-email campaigns from Letter Manager, select valid CRM contacts or leads, process delivery under the built-in 100-per-five-minute limit, continue through cron and review delivery and open evidence.
Place configurable QR codes on supported sales PDFs, create immutable compliance evidence, collect a one-time public signature and render a verified locked stamp with the 2.1.1 lifecycle and validation hardening.
Create validated XML or JSON Mustache templates, view or download invoice and credit-note electronic files, attach configured output to sales emails and export eligible records into ZIP archives while respecting the supplied implementation limitations.
Create client or external correspondence, reuse letter templates, generate branded PDF letters with QR verification, email generated files and optional enclosures, request recipient e-signatures, record read receipts, manage postal tracking and expose authorised letter history to customers.
Connect core CRM AI features to OpenAI, configure standard models and controlled fine-tuning, and understand the exact privacy, model and job behaviour.
Manage end-to-end procurement: vendors and items, purchase requests, quotations, purchase orders, delivery, FAF, returns, contracts, invoices, debit notes, payments, vendor portal, automation and reports.
Manage properties, owners, estate agents, brokers, buyers, renters, tenant applications/onboarding, contracts, invoices, maintenance, supplier jobs, portals, payouts, reports and linked compliance workflows.
Prepare UAE invoice and credit-note records for EmaraTax/PINT-AE readiness with validation, QR payloads, XML drafts, queue states and audit evidence.
Define measurable CRM goals, calculate achievement from live CRM records and notify staff when targets succeed or fail.
Manage HMO properties, rooms, occupants, bookings, public enquiries, KYC, compliance documents, inspections, agreements, terminations and audit evidence.
Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
Configure EUR invoice payments through Stripe embedded iDEAL Checkout, signed success webhooks and idempotent CRM payment recording.
Manage consultant-led landlord licence applications from authenticated submission through documents, authority workflow, inspection, issue, portal updates and audit evidence.
Build precise task reports, control visible and exported columns, group operational work and save reusable personal filter templates.
Analyse leads by ownership, status, source, geography, tags, lead type and reporting period, with reusable personal filter templates.
Reorder administrator navigation, apply icons and hide eligible menu entries while preserving the CRM permission model.
Control products, warehouses, stock receipts, deliveries, packing, transfers, returns, serial numbers, reports and connected CRM operations.
Design surveys, distribute them to CRM audiences or imported mailing lists, collect public responses and analyse results.
Monitor website visitors, inspect journeys, deploy a portable tracking snippet, chat with visitors and conduct browser-based voice sessions.
Apply controlled colour, button, modal, table, tag, login and custom-CSS styling to administrator, client and external CRM interfaces.
Manage complete landlord and property compliance cases from intake through consultation, proposals, evidence, authority progression, approval, completion and renewal.
Provide secure browser-based internal calling, global extensions, account IVR, live customer and visitor presence, call history, website calling and controlled voice-gateway synchronisation.
Collect structured website and custom-software requirements through secure invitations, public intake, autosave, uploads, e-signatures, templates and professional project briefs.
Manage structured Full Compliance, One-Off Service and Property Licensing journeys with intake, six-stage delivery, tasks, messages, documents, client visibility and automated notifications.
Issue one-way secure portal tokens, short-lived client sessions and controlled data APIs for external portals, module workspaces, property compliance and protected documents.
Operate the complete multi-account WhatsApp Web linked-device service with zero-touch QR connections, permission-scoped Inbox access, registered-customer verification, guided CRM automation, protected customer history and compliance evidence.
Common starting points and connected workflows.
