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
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Drivers, fleet, jobs, POD, fuel and settlement
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Shared mailboxes, AI assistance and CRM conversion
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Subscriptions and recurring revenue
Category
Subscriptions and recurring revenue
Create subscription plans, connect online payment gateways and manage recurring customer billing.
01
Understand subscriptions in Britixo CRM
Learn how recurring online billing differs from recurring invoices and when each model is appropriate.
02
Create a customer subscription
Configure a recurring plan with customer, billing interval, amount, tax and gateway information.
03
Edit and synchronise a subscription
Update supported local settings and synchronise the CRM record with its payment provider.
04
Send a subscription link by email
Invite the customer to review and complete the subscription flow through the client-facing link.
05
Cancel or resume a subscription
Control recurring billing while preserving the history and gateway relationship.
06
Configure online payment gateways
Enable supported gateways, add credentials, select currencies and test checkout before production use.
07
Troubleshoot subscription and webhook updates
Diagnose missing status changes, failed charges and webhook or cron communication problems.
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