Britixo CRM
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Built-in Features
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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
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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
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Generate reports and track performance
Client Portal
Control customer portal access and visibility
Data Privacy & Security
Apply privacy, access and security controls
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Configure fields, menus and CRM settings
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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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Leads and sales pipeline
Category
Leads and sales pipeline
Capture, qualify, organise and convert leads using list, Kanban and web-to-lead tools.
01
Create a lead manually
Capture prospect details, source, status, value, tags and assigned staff.
02
Use the leads list view
Filter, sort, search and perform controlled bulk actions across lead records.
03
Use the leads Kanban pipeline
Move leads between statuses visually and focus on active opportunities.
04
Configure lead statuses
Create and order pipeline stages that match the organisation’s qualification process.
05
Configure lead sources
Track where prospects originate for attribution and performance reporting.
06
Assign and reassign leads
Transfer ownership while preserving notes, activity and communication history.
07
Add lead notes, activities and attachments
Build a complete internal timeline of calls, decisions, files and follow-up actions.
08
Mark leads as lost or junk
Remove unsuitable leads from the active pipeline without immediately deleting their history.
09
Convert a lead to a customer
Create a customer and contact from a qualified lead while carrying forward relevant information.
10
Create a web-to-lead form
Build an embeddable form that creates leads automatically from a website.
11
Configure lead email integration
Create leads from incoming email after mailbox, cron and routing settings are correctly configured.
Related Companies House lead-generation module
Companies House Leads →
Import selected companies to Leads →
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