Britixo CRM
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Built-in Features
Getting Started
Start here and set up your Britixo CRM
Dashboard & Navigation
Navigate and customise your workspace
Customers & Contacts
Manage customers, contacts and relationships
Leads & Pipeline
Track leads and manage the sales pipeline
Proposals & Estimates
Create, send and track sales documents
Invoices & Payments
Create invoices and manage payments
Subscriptions
Manage recurring plans and renewals
Expenses & Finance
Track expenses and financial activity
Projects & Tasks
Plan projects and manage work efficiently
Support & Knowledge
Manage tickets and knowledge resources
Contracts & Documents
Create, store and manage agreements
Staff & Organisation
Manage teams, roles and departments
Email & Communications
Manage email and communication logs
Reports, Goals & Surveys
Generate reports and track performance
Client Portal
Control customer portal access and visibility
Data Privacy & Security
Apply privacy, access and security controls
System Customisation
Configure fields, menus and CRM settings
Enterprise Integrations
Connect supported third-party services
Modules
Appointments & Scheduling
Bookings, calendars, availability and reminders
Accounting & Bookkeeping
Accounts, banking, tax, journals and reports
Human Resource Management
Employees, onboarding, payroll and governance
Companies House Leads
UK company search, enrichment and lead import
Compliance Monitor
Property compliance, renewals, governance and audit
Courier & Logistics Management
Drivers, fleet, jobs, POD, fuel and settlement
Mailbox Exchange
Shared mailboxes, AI assistance and CRM conversion
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Contracts and documents
Category
Contracts and documents
Create, send, sign, renew and organise contracts and supporting files.
01
Create a contract
Create a customer contract with subject, value, dates, type and rich contract content.
02
Use contract templates
Reuse approved wording when drafting a new or existing contract.
03
Send a contract for review and signature
Email the secure client link and monitor signature status.
04
Manage contract signatures
Review signed information and clear or update signature state only when operationally justified.
05
Renew a contract
Create a renewal entry with revised dates, value and notes while keeping history.
06
Manage contract comments, notes and attachments
Keep internal context, customer collaboration and supporting files organised.
07
Configure contract types
Create consistent contract classifications for filtering and reporting.
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