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
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Email and communications
Category
Email and communications
Configure outbound email, templates, scheduled messages, announcements and internal collaboration.
01
Configure SMTP email delivery
Connect the approved mail service and send a test message before enabling live workflows.
02
Connect Google or Microsoft SMTP OAuth
Authorise supported providers without storing a normal mailbox password.
03
Edit email templates
Customise subjects and content while preserving required merge fields and links.
04
Enable or disable email templates
Control individual messages or entire template groups without deleting content.
05
Review queued email and delivery issues
Inspect pending messages and clear the queue only after identifying the underlying problem.
06
Schedule an invoice email
Choose a future date and time for an invoice message.
07
Schedule an estimate email
Prepare a future estimate delivery while keeping the document available for review.
08
Create and publish an announcement
Send time-limited internal announcements to selected staff audiences.
Related HR automation guides
HR Email Alert Centre →
HR Notification Automation →
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