Britixo CRM
Enterprise Help Centre
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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
Products
Software Development
VoIP
Contact
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Customers and contacts
Category
Customers and contacts
Create customer records, manage contacts, files, billing details, groups and client access.
01
Create a customer
Create a company or individual customer record with billing, shipping and account details.
02
Edit customer profile and account information
Update customer identity, address, website, currency, language and account settings.
03
Add and manage customer contacts
Create portal-enabled contacts, assign email permissions and control contact status.
04
Configure customer contact permissions
Choose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.
05
Manage customer billing and shipping addresses
Maintain reusable billing and shipping details for accurate documents and tax handling.
06
Use customer groups
Segment customers for reporting, pricing context and operational organisation.
07
Assign staff members to customers
Restrict or organise customer ownership by assigning responsible staff.
08
Upload and share customer files
Store attachments and control whether each file is visible in the client portal.
09
Add notes and reminders to a customer
Record internal context and schedule follow-up without exposing private notes to the client.
10
Import customers and contacts
Prepare a structured import file, map fields and review results before using imported records.
11
Deactivate or delete a customer safely
Understand the difference between status changes and deletion, including linked-record restrictions.
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