Britixo CRM
Enterprise Help Centre
Menu
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
Search
Ctrl K
Help centre
›
Dashboard and navigation
Category
Dashboard and navigation
Use the dashboard, search, calendar, reminders, to-do lists and personal workspace tools.
01
Use the corporate dashboard
Read high-level business metrics, recent activity and permission-aware widgets from one screen.
02
Customise dashboard widgets
Show, hide, reorder and reset personal dashboard widgets without changing other users.
03
Use the top navigation and second header
Move quickly between configured menu groups and understand the administrator-controlled second header.
04
Use the calendar
Review and create calendar events alongside tasks, projects and other dated CRM activity.
05
Create and manage reminders
Create time-based reminders linked to customers, sales records and other supported items.
06
Manage your to-do list
Add, reorder, complete and remove personal to-do items.
07
Use the media library
Upload, organise and reuse media files available to supported editor fields.
08
Use bulk PDF export
Create downloadable PDF packages for supported sales records in a controlled batch.
Esc
