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
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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
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Shared mailboxes, AI assistance and CRM conversion
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Enterprise modules and integrations
Category
Enterprise modules and integrations
Use bundled enterprise catalogue, e-invoicing, AI tools and payment integration features.
01
Use the Enterprise Solutions catalogue
Browse bundled product, module and integration information and manage catalogue requests.
02
Generate and export an e-invoice
Validate the configured template and create the supported electronic invoice output.
03
Use AI text enhancement and ticket assistance
Improve draft text, summarise tickets and suggest replies with human review before use.
04
Configure and use the iDEAL payment integration
Enable the bundled iDEAL integration, configure webhook handling and test payment callbacks.
Related Compliance Monitor guides
Compliance Monitor property and governance workflows →
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