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
Search
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Reports, goals and surveys
Category
Reports, goals and surveys
Review performance, build operational reports, set targets and collect structured feedback.
01
Use sales reports
Analyse invoices, payments, estimates, proposals, items, taxes and credit notes.
02
Use expenses and income reports
Compare operational costs and revenue over selected periods.
03
Use customer reports
Review customer acquisition, groups and account-level performance.
04
Use lead reports
Measure lead volume, source, status, conversion and monthly trends.
05
Use timesheet reports
Review tracked time by staff, project, task and period.
06
Create and manage goals
Set measurable targets, assign responsibility and review progress toward the selected goal type.
07
Create a survey
Build a questionnaire with ordered questions, descriptions and publication settings.
08
Send a survey and manage mailing lists
Invite selected contacts or imported email lists and avoid duplicate sends.
09
Review survey results
Analyse individual answers and aggregate response patterns.
Related HR reporting guides
HR Reporting & Exports →
Employee 360 reports →
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