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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Help centre
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System settings and customisation
Category
System settings and customisation
Configure company settings, custom fields, menus, themes, modules and header navigation.
01
Configure general system settings
Manage company, localisation, finance, customers, tasks, support, cron and other application options.
02
Create custom fields
Add structured fields to supported record types and choose visibility and validation behaviour.
03
Manage installed modules
Activate, deactivate, update or uninstall modules while protecting data and compatibility.
04
Customise the main and setup menus
Reorder, hide or reset supported admin menu items through the menu setup module.
05
Configure the second header menu
Rename, reorder and show or hide second-header groups and links.
06
Customise theme and interface styling
Apply supported visual settings and reset them without editing core application files.
07
Configure company logos and favicon
Upload production-ready brand assets and verify light and dark interface contexts.
08
Run and verify the cron job
Configure scheduled processing for reminders, recurring records, email and automation.
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