How to Add Custom Fields for Clients, Projects and Invoices

Module	Example Custom Field
Clients	Business Type, Company Size, VAT Category
Projects	Contract Number, Delivery Type
Tasks	Internal Reference, Deadline Notes
Invoices	PO Number, Authorised By
Leads	Source Channel, Industry Type

Britixo Specifications & Features.

Britixo Application.

Britixo Core Features.

Britixo Core Modules.

Britixo Other Modules.

Industry Specific Modules.

Britixo Integrations

Still got a question?

Britixo Application.

What is Britixo?

Britixo is an all-in-one, UK-focused CRM platform designed to streamline business operations with smart automation, secure data handling, and a user-friendly interface. Built specifically for UK industries, Britixo goes beyond traditional CRM by offering integrated tools for client management, invoicing, document sharing, project tracking, support ticketing, and more—all in one centralised hub. Fully GDPR-ready and hosted in the UK, Britixo ensures data compliance and peace of mind while helping businesses save time, stay organised, and deliver exceptional service. Its an all-in-one, UK-based CRM platform designed to simplify business operations. It offers client management, invoicing, project tracking, support ticketing, and more—fully GDPR-compliant and hosted in the UK.
Who is Britixo CRM for?

Britixo is built for UK-based small to mid-sized businesses, especially in service sectors like consulting, accounting, legal, and creative industries looking to streamline client workflows and communication.
Is there a free trial available?

Yes. Britixo offers a free trial so you can explore all major features before committing to a paid plan. No credit card is required to start.
Is Britixo GDPR compliant?

Yes. Britixo is fully GDPR-ready with secure UK-based hosting, client data controls, and compliance tools such as consent tracking and right-to-be-forgotten functionality.
Can I use Britixo with my existing website?

Absolutely. Britixo can integrate with WordPress and other platforms, allowing you to sync client data, lead forms, and automate workflows directly from your website.
Does Britixo have a client portal?

Yes. Clients can securely log in to their dedicated portal to view project updates, upload/download documents, send support requests, and access invoices—all in one place.
What kind of support do you offer?

Britixo offers 24/7 UK-based support via a smart ticketing system. Whether it’s technical help or setup guidance, our team is here to assist you around the clock.
Can I import my data from another CRM?

Yes. We offer easy data import tools and onboarding assistance to help you migrate your clients, contacts, and records from your current CRM system.
Do you offer customisation?

Yes. Britixo allows you to customise fields, workflows, email templates, and more to fit your specific business needs. Not just this, you can make your Application completely white-label, branded.
How secure is my data on Britixo?

All data is encrypted and stored in secure UK-based servers. Access controls, user permissions, and regular backups ensure your information is always protected.

Britixo Core Features.

Britixo Core Modules.

Britixo Other Modules.

Income & Expense Module

The Income & Expense Module in Britixo CRM is a vital financial management tool crafted to help UK businesses track and control their cash flow with precision and ease. Effective management of income and expenses is crucial for maintaining profitability, budgeting accurately, and ensuring long-term financial health. This module offers an integrated platform to monitor all financial transactions, providing clear visibility and actionable insights into business finances.
At its core, the module allows businesses to record, categorise, and manage all sources of income and various expenses. Users can create multiple income streams and expense categories tailored to their specific business needs, ensuring detailed financial tracking. Whether it’s sales revenue, service fees, or miscellaneous income, every entry is logged systematically for easy reference.
Expense management is equally comprehensive. Companies can track operational costs such as rent, salaries, utilities, marketing, and supplier payments. The module supports attaching receipts and invoices to expense entries, which simplifies audits and record-keeping. Recurring expenses can be set up with automated reminders, reducing the risk of missed payments and late fees.
Integration with Britixo CRM’s invoicing, purchase management, and accounting modules ensures that income and expenses are automatically reconciled, reducing manual effort and errors. This seamless flow of data means business owners and finance teams have an accurate, real-time financial overview without juggling multiple spreadsheets or platforms.
Robust reporting features enable users to generate profit and loss statements, cash flow summaries, and detailed transaction reports. These insights help identify spending patterns, cost-saving opportunities, and revenue trends. Customisable dashboards present key financial metrics at a glance, empowering decision-makers to act swiftly and strategically.
The module also supports budgeting tools that allow businesses to set financial targets and compare actual performance against planned budgets. This feature fosters better financial discipline and highlights variances early, enabling corrective measures.
Security and compliance are fundamental aspects of the module. Role-based access controls ensure that sensitive financial data is only accessible to authorised personnel, while data encryption and audit trails maintain integrity and privacy in line with UK GDPR requirements.
Mobile accessibility ensures that income and expense data can be recorded and reviewed on the go, supporting remote working and field-based operations. The user-friendly interface makes it straightforward for staff at all levels to enter and monitor financial transactions accurately.
In summary, Britixo’s Income & Expense Module offers UK businesses a comprehensive and integrated solution to manage their finances effectively. By centralising income and expense tracking, automating reconciliations, and delivering insightful reports, it helps organisations maintain financial control, improve budgeting accuracy, and make informed decisions critical to sustainable growth.
Sales Automation & Invoicing Module

The Sales Automation & Invoicing Module in Britixo CRM is designed to help UK businesses accelerate their sales cycles, reduce manual effort, and ensure timely, accurate invoicing. This powerful module automates repetitive sales tasks, enabling sales teams to focus on building relationships and closing deals, while simplifying the billing process to improve cash flow and customer satisfaction.
At its core, the module automates key sales activities such as lead nurturing, follow-ups, proposal generation, and deal progression. Using customizable workflows, businesses can trigger actions based on customer behaviours or sales stages—for example, sending automated emails to prospects who have shown interest or reminding sales reps about upcoming tasks. This reduces the risk of leads falling through the cracks and ensures consistent communication.
The module integrates seamlessly with Britixo CRM’s contact and pipeline management tools, providing a unified view of customer journeys from initial enquiry to closed sale. Sales teams can track deal statuses, forecast revenue, and prioritise high-value opportunities using visual pipeline dashboards. Automation helps standardise sales processes across teams, increasing efficiency and predictability.
Invoicing capabilities are tightly integrated with sales workflows, allowing businesses to generate professional invoices directly from won deals. Invoices can be customised with company branding, payment terms, and VAT settings compliant with UK tax regulations. Automated reminders and payment tracking help businesses reduce late payments and improve receivables management.
The module supports multiple payment methods and integrates with popular UK payment gateways for seamless transaction processing. It also synchronises with accounting systems like QuickBooks® and Sage, ensuring financial data consistency across platforms and simplifying bookkeeping.
Detailed reporting and analytics provide insights into sales performance, invoicing trends, and customer payment behaviours. Managers can monitor key metrics such as sales cycle length, conversion rates, outstanding invoices, and revenue by product or service. These insights enable data-driven decision-making and help identify areas for improvement.
Security and compliance are prioritised, with role-based access controls protecting sensitive sales and financial data. The system adheres to UK GDPR standards, safeguarding customer information and ensuring privacy.
Mobile-friendly design means sales teams can access leads, update deals, and send invoices from any device—whether in the office, at home, or on the move. This flexibility supports modern working styles and accelerates response times.
In summary, Britixo’s Sales Automation & Invoicing Module provides UK businesses with a comprehensive solution to optimise sales operations and billing processes. By automating workflows, centralising data, and integrating financial tools, it boosts sales efficiency, improves cash flow, and enhances customer satisfaction—critical factors for business growth and success.
Teamwork Collaboration Module

The Teamwork Collaboration Module in Britixo CRM is crafted to enhance communication, coordination, and productivity across teams within UK businesses. In today’s fast-paced workplace, seamless collaboration is essential for delivering projects, solving problems, and driving innovation. This module provides an integrated platform where team members can share ideas, assign tasks, and work together efficiently—regardless of location.
At its core, the module offers a centralized workspace where users can create and manage projects, tasks, and conversations. Team members can post updates, share files, and comment in real-time, keeping everyone aligned and informed. With instant messaging and group chat features, discussions flow smoothly without the clutter of lengthy email threads.
Task management capabilities are built into the collaboration framework, allowing teams to assign responsibilities, set deadlines, and track progress transparently. Automated notifications and reminders ensure that no important task or message is overlooked. The module also supports shared calendars to coordinate meetings, deadlines, and events, helping avoid scheduling conflicts.
The Teamwork Collaboration Module integrates with other Britixo CRM features such as document management, contact records, and project management, creating a unified environment where data flows freely between modules. This integration allows teams to link conversations directly to specific projects or clients, ensuring context is always maintained.
Security and compliance are paramount; the module includes role-based access controls to protect sensitive information and comply with UK GDPR regulations. Users can be granted specific permissions to view or edit content based on their role, maintaining confidentiality where needed.
Mobile accessibility means team members can stay connected and productive on the go, whether working from home, the office, or a client site. The intuitive interface adapts to various devices, making collaboration simple and effective anywhere.
Additionally, the module offers analytics on team activities, communication patterns, and task completion rates. These insights help managers identify bottlenecks, improve workflows, and foster a culture of accountability and continuous improvement.
In summary, Britixo’s Teamwork Collaboration Module empowers UK businesses to break down silos and work smarter together. By providing a central hub for communication, task management, and information sharing, it enhances teamwork, boosts efficiency, and supports better business outcomes.
Project Management Module

The Project Management Module in Britixo CRM is a comprehensive solution tailored for UK businesses to effectively manage projects from initiation to completion. Whether you’re handling small tasks or complex multi-phase projects, this module equips teams with the tools to plan, collaborate, track progress, and deliver results on time and within budget.
At its core, the module offers a flexible project planning interface that allows users to define project goals, milestones, deliverables, and timelines. Gantt charts and Kanban boards provide visual task management, enabling project managers and teams to organise work clearly and adapt plans as needed. Task dependencies, priorities, and deadlines can be assigned easily, ensuring everyone stays aligned on project objectives.
Collaboration is central to the module’s design. Team members can communicate directly within tasks, share files, and update statuses in real-time, fostering transparency and accountability. Notifications and alerts keep everyone informed of changes, upcoming deadlines, or new assignments. Integration with Britixo’s contact and resource management tools enables optimal allocation of staff, avoiding overbooking or bottlenecks.
The module supports time tracking and budget management, allowing businesses to monitor hours worked and expenses incurred against project budgets. This data helps prevent overruns and provides insight into project profitability. Timesheets can be submitted and approved within the system, streamlining administrative workflows.
Document management capabilities ensure all project-related files and communications are stored centrally and easily accessible. Version control tracks updates to documents, preventing confusion and ensuring that teams always work from the latest versions.
Robust reporting and analytics tools deliver detailed insights into project performance. Managers can generate status reports, identify risks, and assess resource utilisation with customizable dashboards. This data supports proactive decision-making and continuous improvement.
Security and compliance features protect sensitive project information. Role-based permissions restrict access to confidential data based on user roles and responsibilities, adhering to UK GDPR and industry standards.
Mobile-friendly design means project managers and teams can access schedules, update tasks, and collaborate from any device, whether in the office or on the move. This flexibility is particularly valuable for businesses with remote or field-based workers.
In summary, Britixo’s Project Management Module empowers UK businesses to plan and execute projects with clarity, collaboration, and control. By centralising task management, resource allocation, and progress tracking, it enhances productivity, reduces risks, and helps deliver successful outcomes—critical factors in today’s fast-paced business environment.
Advanced To Do Manager Module

The Advanced To Do Manager Module in Britixo CRM is a sophisticated productivity tool designed to help UK businesses and professionals organise, prioritise, and track their daily tasks with ease and precision. This module takes traditional to-do lists to the next level by offering advanced features that support complex workflows, deadlines, and collaboration—ensuring that nothing important is overlooked.
At the heart of the module is a user-friendly interface that allows individuals and teams to create detailed to-do items with deadlines, priority levels, categories, and custom tags. Users can break down larger tasks into subtasks, add notes, attach files, and set reminders, making task management more granular and manageable. The system supports recurring tasks to automate routine activities, helping users maintain consistency without manual input.
The Advanced To Do Manager integrates seamlessly with Britixo’s broader task and project management tools, ensuring that to-dos align with team goals and project timelines. Users can assign to-do items to themselves or colleagues, track progress, and mark tasks as complete with a simple click. Colour-coded statuses and visual indicators provide immediate clarity on task urgency and completion, enhancing focus and time management.
Collaboration features enable sharing of to-do lists across teams, allowing members to comment, update, and coordinate work effectively. This real-time collaboration reduces miscommunication and keeps everyone aligned, especially for remote or hybrid working environments. Notifications and automated alerts help users stay on track by reminding them of upcoming deadlines and overdue items.
The module also supports mobile access, so users can manage their to-dos from smartphones or tablets, ensuring productivity on the move. This flexibility is crucial for busy professionals who need to keep organised regardless of location.
Reporting and analytics offer insights into task completion rates, overdue items, and productivity trends, helping managers identify areas for improvement and allocate resources effectively. Customisable dashboards give a snapshot of personal or team workload, facilitating better planning and prioritisation.
Security and compliance are integral, with role-based access ensuring that sensitive to-do items and related data are visible only to authorised personnel. The module complies with UK GDPR standards, safeguarding personal and business information.
In summary, Britixo’s Advanced To Do Manager Module provides UK businesses with a powerful, flexible, and intuitive tool to elevate task organisation and personal productivity. By offering detailed task breakdowns, collaboration features, and mobile accessibility, it helps individuals and teams stay organised, focused, and efficient—driving better outcomes across all business functions.
WhatsApp Cloud API Business Integration Module

The WhatsApp Cloud API Business Integration Module in Britixo CRM offers UK businesses a seamless way to connect with customers via WhatsApp, the world’s most popular messaging platform. This module leverages the official WhatsApp Cloud API to enable businesses to send and receive messages securely, engage customers in real-time, and automate communication workflows—all within the Britixo CRM environment.
At its core, the module allows companies to integrate their WhatsApp Business account directly with Britixo CRM. This integration consolidates customer conversations, lead inquiries, support requests, and marketing campaigns into a single interface, improving responsiveness and customer experience. Sales, support, and marketing teams can access chat histories, reply instantly, and manage multiple conversations simultaneously.
Automation features within the module enable businesses to set up chatbots, auto-responders, and workflow triggers based on customer interactions. For example, automated greetings can be sent upon initial contact, or predefined responses can guide users through FAQs. Complex workflows can route messages to the right team member or escalate urgent issues, ensuring timely and personalised engagement.
The module supports multimedia messaging, allowing businesses to share images, videos, documents, and location information easily. This capability enriches customer interactions by providing detailed product information, manuals, invoices, or support files directly through WhatsApp.
Integration with Britixo CRM’s contact and lead management modules ensures messages are linked to specific customer records, creating a unified communication history. This 360-degree view enhances personalisation, helping businesses tailor their messages based on customer preferences, purchase history, or previous interactions.
Security and compliance are top priorities in the WhatsApp Cloud API Business Integration Module. The platform uses end-to-end encryption and adheres strictly to UK GDPR requirements, safeguarding customer data and ensuring privacy. Role-based access controls restrict message visibility to authorised personnel only.
The module’s analytics and reporting tools provide insights into messaging volume, response times, customer satisfaction, and campaign effectiveness. Businesses can monitor key performance indicators, optimise communication strategies, and demonstrate ROI from WhatsApp engagement.
Mobile and desktop accessibility ensures teams can manage WhatsApp conversations anytime, anywhere. The module supports multiple user logins, facilitating collaboration across departments and locations.
In summary, Britixo’s WhatsApp Cloud API Business Integration Module empowers UK businesses to enhance customer communication through secure, efficient, and automated WhatsApp messaging. By combining the reach of WhatsApp with Britixo’s CRM capabilities, it helps organisations improve customer service, drive sales, and build stronger relationships.
Lead Management & Statuses Module

The Lead Management & Statuses Module in Britixo CRM is a vital tool for UK businesses aiming to optimise their sales pipeline and convert prospects into loyal customers. This module centralises lead capture, qualification, and tracking processes, empowering sales teams to manage opportunities efficiently and close deals faster.
At its core, the module automates lead capture from multiple sources such as websites, social media, emails, and marketing campaigns. Leads are automatically imported into Britixo CRM and assigned unique statuses based on their progress, enabling clear visibility and prioritisation. These statuses—such as New, Contacted, Qualified, Proposal Sent, Negotiation, and Won/Lost—provide a structured workflow that guides sales representatives through each stage of the customer journey.
The module supports customisable lead statuses and stages, allowing businesses to tailor the sales process according to their industry requirements and internal practices. Automated notifications and reminders help sales teams follow up promptly, reducing the risk of leads going cold. Integration with calendar and task management tools ensures that no critical sales activity is overlooked.
Lead scoring and qualification features enable prioritisation based on criteria such as engagement level, company size, budget, or product interest. This helps sales teams focus their efforts on high-potential leads, improving conversion rates and sales efficiency. The module also supports segmentation and tagging, allowing targeted communication and personalised outreach campaigns.
Comprehensive lead tracking records every interaction, including calls, emails, meetings, and notes, creating a complete history accessible to the entire sales team. This transparency encourages collaboration and ensures continuity, even if team members change. Integration with email and telephony systems streamlines communication and captures all touchpoints within the CRM.
Reporting and analytics provide valuable insights into lead sources, conversion rates, sales cycle length, and team performance. Managers can monitor pipeline health, identify bottlenecks, and forecast revenue accurately. Custom dashboards and reports help make data-driven decisions and optimise sales strategies.
Security and compliance are built-in, with role-based access controls protecting sensitive lead information. The module adheres to UK GDPR regulations, ensuring personal data is managed responsibly and transparently.
The Lead Management & Statuses Module is designed for ease of use, with an intuitive interface accessible on desktop and mobile devices. This flexibility allows sales teams to manage leads and update statuses on the go, keeping the sales process agile and responsive.
In summary, Britixo’s Lead Management & Statuses Module offers UK businesses a robust platform to capture, track, and nurture leads systematically. By automating workflows, improving communication, and delivering actionable insights, it helps sales teams increase productivity, shorten sales cycles, and ultimately grow revenue.
Tasks Management & Automation Module

The Tasks Management & Automation Module in Britixo CRM is a powerful tool designed to help UK businesses organise daily activities, automate repetitive processes, and enhance team collaboration. This module centralises task creation, assignment, tracking, and completion, ensuring nothing falls through the cracks while reducing manual workload and improving operational efficiency.
At its core, the module allows users to create and assign tasks with detailed descriptions, due dates, priorities, and categories tailored to the company’s workflows. Teams can collaborate seamlessly by sharing tasks, adding comments, attaching files, and updating progress in real-time. This transparency fosters accountability and keeps projects moving forward smoothly.
Automation is a key feature of this module, enabling businesses to set custom rules and triggers that automate routine actions. For example, tasks can be automatically created when a new lead is added, a deal reaches a certain stage, or a support ticket is submitted. Automated notifications and reminders ensure team members stay informed and meet deadlines consistently, reducing delays and human error.
The module supports recurring tasks and task dependencies, allowing teams to plan complex projects efficiently. Integration with calendars and email systems keeps tasks synchronised with daily schedules, helping users manage their time effectively. Mobile accessibility means staff can update and track tasks from anywhere, maintaining productivity on the go.
Reporting tools provide insights into task completion rates, bottlenecks, and team performance. Managers can identify overloaded employees, overdue tasks, and workflow inefficiencies, enabling proactive resource allocation and process optimisation. Customisable dashboards deliver a clear overview of priorities and progress at individual, team, and organisational levels.
Security and compliance are integral to the module, with role-based access controls ensuring sensitive task information is only visible to authorised users. Data handling complies with UK GDPR requirements, protecting personal and business information throughout task workflows.
The module’s intuitive interface reduces the learning curve, enabling rapid adoption by teams of all sizes and industries. Its flexibility allows customisation to match various business processes, from sales and marketing campaigns to customer support and internal projects.
In summary, Britixo’s Tasks Management & Automation Module empowers UK businesses to enhance productivity, streamline workflows, and improve team collaboration. By combining robust task management with intelligent automation, it reduces manual effort, minimises errors, and ensures timely completion of critical activities—driving business success and operational excellence.
Surveys & Feedback Module

The Surveys Module in Britixo CRM is a versatile and user-friendly tool designed to help UK businesses gather valuable feedback from customers, employees, and other stakeholders. This module enables organisations to create, distribute, and analyse surveys seamlessly, providing actionable insights that drive informed decision-making and enhance overall business performance.
At its core, the module offers a powerful survey builder that supports a variety of question types, including multiple choice, rating scales, open-ended responses, and more. Users can easily design customised surveys tailored to specific objectives such as customer satisfaction, market research, employee engagement, or product feedback. The intuitive drag-and-drop interface requires no technical expertise, making survey creation quick and efficient.
Distribution options are flexible and comprehensive, allowing surveys to be sent via email, SMS, embedded on websites, or shared through social media channels. Integration with Britixo CRM’s contact database ensures surveys reach targeted audiences, improving response rates and relevance. Automated follow-ups and reminders help maximise participation without manual effort.
Once responses start coming in, the module provides real-time analytics and reporting tools. Businesses can track response rates, identify trends, and segment feedback by demographics or customer profiles. Visual dashboards display results in graphs and charts, making it easy to interpret data and share insights with teams and stakeholders.
The Surveys Module supports data export capabilities, allowing users to download raw data for further analysis or compliance purposes. Integration with other Britixo CRM modules means survey results can be linked to customer records, sales data, or support tickets, offering a 360-degree view of customer experience and business impact.
Security and compliance are integral to the module’s design. It adheres to UK GDPR regulations, ensuring personal data collected through surveys is stored securely and used responsibly. Role-based access controls restrict sensitive survey data to authorised users only.
The module’s mobile-friendly design means surveys can be created, distributed, and analysed on any device, providing flexibility for busy teams. It is suitable for businesses of all sizes and industries, from retail and hospitality to healthcare and professional services.
In summary, Britixo’s Surveys Module equips UK businesses with a comprehensive feedback management solution that enhances customer and employee engagement. By simplifying survey creation, distribution, and analysis, it empowers organisations to gather meaningful insights, improve products and services, and foster stronger relationships—driving long-term success.
Articles Internal & External – Wiki Module

The Articles Internal & External – Wiki Module in Britixo CRM is a versatile knowledge management tool designed to help UK businesses create, organise, and share valuable content both within their organisation and with external audiences. This module serves as a centralised repository for articles, guides, FAQs, and documentation, enabling teams to access important information quickly and ensuring consistent communication across all stakeholders.
At its core, the module offers a powerful content editor that supports rich text formatting, images, links, tables, and multimedia embeds, allowing users to produce professional and engaging articles. The intuitive interface makes it easy for teams to draft, edit, and update knowledge base content without requiring technical skills. Version control tracks changes over time, ensuring transparency and the ability to revert to previous versions if needed.
The module supports categorisation and tagging features to organise content efficiently, making it simple for users to search and filter articles based on topics, departments, or audience type. This structure improves discoverability and reduces time spent searching for critical information, which boosts productivity and reduces support overhead.
One of the key strengths of this module is its dual capability to serve both internal and external knowledge needs. Internally, it acts as a company wiki where staff can find training materials, process documentation, project information, and company policies. Externally, businesses can publish FAQs, product manuals, and how-to guides accessible to customers or partners through secure portals or public web pages, enhancing self-service and customer satisfaction.
Integration with Britixo CRM’s user and role management system ensures that content visibility is controlled based on user permissions. Sensitive internal documents can be restricted to employees, while public-facing articles remain accessible to external users. This flexibility supports compliance with data protection regulations such as UK GDPR.
The module includes feedback and rating systems, allowing readers to provide input on articles’ usefulness. This user feedback helps businesses continuously improve content quality and relevance. Additionally, analytics dashboards provide insights into article views, popular topics, and content gaps, guiding strategic content development.
Mobile-friendly design ensures that knowledge resources are accessible anytime, anywhere, supporting remote and field teams with up-to-date information at their fingertips. The module also supports multi-language content management, catering to diverse UK markets and global customers.
In summary, Britixo’s Articles Internal & External – Wiki Module offers UK businesses a comprehensive and flexible platform to manage knowledge efficiently, enhance internal collaboration, and provide valuable external resources. By centralising content creation, organisation, and distribution, it empowers organisations to maintain consistency, improve customer support, and foster continuous learning—key drivers of business success.
Products [Subscription and Invoice] Module

The Products [Subscription and Invoice] Module in Britixo CRM is a comprehensive solution designed to streamline product management, subscription billing, and invoicing processes for UK businesses of all sizes. Whether you offer one-time product sales, recurring subscriptions, or a combination of both, this module helps you manage your product catalogues, automate billing cycles, and ensure accurate and timely invoicing—all within a single integrated platform.
At the core of the module is a powerful product and service catalogue manager that allows businesses to define, categorise, and manage all offerings with ease. Users can create detailed product entries with descriptions, prices, SKU codes, and tax settings compliant with UK VAT regulations. For subscription-based businesses, the module supports flexible billing intervals such as weekly, monthly, quarterly, or annually, along with trial periods, discounts, and prorated billing options.
The subscription management functionality automates recurring billing, sending invoices and payment reminders on schedule, reducing manual effort and ensuring consistent cash flow. Customers can manage their subscriptions through secure client portals, allowing them to upgrade, downgrade, or cancel services as needed. This transparency enhances customer satisfaction and retention.
Invoicing capabilities are fully integrated, enabling businesses to generate professional invoices quickly from product or subscription data. Invoices can be customised with company branding, payment terms, and multiple payment options suitable for the UK market, including direct debit, credit card, and BACS payments. Automated tax calculations ensure VAT is applied correctly according to current UK tax laws.
The module supports integration with payment gateways and accounting software, such as QuickBooks® and Sage, providing seamless synchronization of payment and financial data. This reduces errors, improves reconciliation processes, and enhances financial reporting accuracy.
For businesses managing multiple sales channels, the module consolidates orders, subscriptions, and payments in one place, offering full visibility into sales performance and customer payment histories. Reporting tools provide insights into subscription growth, churn rates, outstanding invoices, and revenue forecasts, empowering businesses to make informed strategic decisions.
Security and compliance are built into the module, with role-based access controls to protect sensitive customer and financial data. The system adheres to UK GDPR standards and PCI DSS compliance for payment processing, ensuring data privacy and transaction security.
The user-friendly interface and mobile responsiveness mean sales and finance teams can manage products, subscriptions, and invoicing from anywhere, facilitating efficient operations and timely customer interactions.
In summary, Britixo’s Products [Subscription and Invoice] Module equips UK businesses with a versatile and powerful toolset to manage product offerings, automate subscription billing, and streamline invoicing. By improving accuracy, reducing administrative workload, and enhancing customer experience, this module supports business growth and operational efficiency.
Sage Integration Module

The Sage Integration Module within Britixo CRM provides UK businesses with a seamless connection between their customer relationship management system and Sage’s powerful accounting software. This integration enables smooth data flow between sales, finance, and operations teams, improving accuracy, reducing manual work, and enhancing financial visibility across the organisation.
At its core, the Sage Integration Module synchronises key financial data such as invoices, payments, customer accounts, and supplier details directly between Britixo CRM and Sage. Sales teams can generate quotes and invoices within Britixo, with data automatically updating in Sage for accounting and bookkeeping purposes. This automation eliminates duplicate data entry, minimises errors, and accelerates billing cycles, resulting in improved cash flow management.
The module supports real-time syncing of customer information, ensuring that contact details, credit terms, and account statuses remain consistent across both platforms. Purchase orders, supplier payments, and expenses recorded in Sage can also be linked back to CRM records, providing a comprehensive view of business transactions and supplier relationships.
Designed specifically for the UK market, the integration complies with HMRC regulations and Making Tax Digital (MTD) requirements, ensuring businesses meet their statutory accounting and reporting obligations. VAT calculations, submissions, and record-keeping are handled seamlessly, reducing administrative burdens for finance teams.
Automation features include synchronised payment status updates, invoice reminders, and reconciliation alerts, helping businesses stay on top of their financial operations and avoid overdue payments or discrepancies. The module also enables detailed financial reporting by combining CRM sales data with Sage’s accounting insights, empowering managers to make informed decisions based on complete and accurate information.
Security is a top priority, with role-based access controls ensuring sensitive financial data is only accessible to authorised users. Data transfers between Britixo and Sage are encrypted and comply with UK data protection laws, providing peace of mind for businesses handling confidential information.
Setup and customisation options make it easy to tailor the integration to specific business workflows, whether for small enterprises or larger organisations with complex accounting needs. The module supports multiple Sage product versions commonly used in the UK, including Sage 50 and Sage Business Cloud Accounting.
In summary, Britixo’s Sage Integration Module offers UK businesses a powerful, reliable link between CRM and accounting functions. By automating data exchange, improving accuracy, and enhancing reporting capabilities, it helps companies streamline financial management, improve operational efficiency, and maintain compliance with UK accounting standards.
QuickBooks® Online Module

The QuickBooks® Online Module in Britixo CRM offers UK businesses a seamless integration between their customer relationship management and accounting systems. This module connects Britixo’s robust CRM platform with QuickBooks® Online, one of the world’s leading cloud-based accounting software solutions, enabling businesses to streamline financial management and maintain accurate, real-time financial records without switching between platforms.
At its core, the module facilitates automatic syncing of financial data such as invoices, payments, expenses, and customer information between Britixo CRM and QuickBooks® Online. This integration eliminates manual data entry, reduces errors, and ensures consistency across sales and finance departments. Sales teams can generate invoices directly from Britixo, with data instantly reflected in QuickBooks® Online, enabling faster billing cycles and improved cash flow management.
The QuickBooks® Online Module supports multi-currency transactions, an essential feature for UK businesses dealing with international clients or suppliers. Exchange rates are updated automatically, ensuring accurate financial reporting and compliance with international accounting standards. VAT calculations and filings are also simplified, with the module helping to maintain compliance with HMRC regulations, including Making Tax Digital (MTD) requirements.
This integration allows finance teams to reconcile payments efficiently by matching CRM sales data with bank transactions in QuickBooks® Online. Expense tracking is streamlined as purchase and supplier data from Britixo sync seamlessly, providing a complete overview of your financial health. This comprehensive visibility aids budgeting, forecasting, and financial analysis, helping businesses make informed decisions.
Automation features enable workflows such as automated invoice reminders, payment confirmations, and overdue alerts, improving collections and customer communication. The module’s reporting capabilities allow users to generate detailed financial reports within Britixo, combining CRM data with accounting insights for a holistic view of business performance.
Security and data privacy are paramount. The module complies fully with UK data protection laws and QuickBooks® security standards, ensuring that sensitive financial data is encrypted and accessed only by authorised personnel. Regular updates and support ensure the integration remains reliable and secure.
User-friendly setup and customisation options make it easy to configure the integration according to your business needs. Whether you run a small business, a growing SME, or a larger enterprise, the QuickBooks® Online Module adapts to your workflows, accounting practices, and reporting preferences.
In summary, Britixo’s QuickBooks® Online Module provides UK businesses with a powerful, efficient bridge between CRM and accounting functions. By synchronising data, automating financial processes, and enhancing visibility, it empowers organisations to improve financial accuracy, streamline operations, and drive growth.
Project Roadmap Module

The Project Roadmap Module in Britixo CRM is an essential tool designed to help UK businesses plan, visualise, and track the progress of projects from initiation through to completion. Whether you’re managing a single small project or coordinating multiple large-scale initiatives, this module provides a clear, structured overview to ensure milestones are met, resources are allocated efficiently, and objectives are achieved on time.
At the heart of the module is an intuitive, interactive roadmap interface that lets project managers define project phases, key deliverables, and timelines visually. Users can create and customise timelines with tasks, dependencies, and milestones to build a detailed plan that aligns with business goals. This visual planning helps teams see the big picture while breaking down complex projects into manageable stages, improving collaboration and focus.
The Project Roadmap Module supports real-time updates and collaboration, enabling team members across departments to track progress, flag delays, and update task statuses instantly. This transparency reduces communication gaps and keeps everyone aligned on priorities and deadlines. Automated notifications and reminders help ensure that critical milestones are not missed, supporting proactive project management.
Integration with Britixo’s task and resource management tools allows seamless assignment and tracking of responsibilities. Managers can allocate team members, set priorities, and monitor workload balance to optimise productivity. Additionally, budget tracking features help keep projects financially on track by monitoring expenditures against planned budgets, preventing cost overruns.
Risk management is also integrated into the module. Potential risks can be identified, assessed, and tracked with mitigation plans assigned to responsible team members. This proactive approach helps reduce surprises and keeps projects on course.
Detailed reporting and analytics provide insights into project performance, highlighting areas such as timeline adherence, resource utilisation, and milestone achievement. Custom reports can be generated to present project status to stakeholders, clients, or senior management, facilitating informed decision-making and continuous improvement.
The module’s flexibility allows it to be used across various industries including construction, IT, marketing, and professional services, adapting to different project methodologies such as Agile, Waterfall, or hybrid approaches. Its user-friendly interface is designed for both seasoned project managers and teams new to structured project planning.
Security is a priority, with role-based access controls ensuring sensitive project data is only accessible to authorised personnel. All changes and communications are logged to maintain a full audit trail, supporting accountability and compliance.
In summary, Britixo’s Project Roadmap Module equips UK businesses with a comprehensive, visual, and collaborative tool to plan and manage projects effectively. By improving visibility, streamlining communication, and providing actionable insights, it helps businesses deliver projects on time, within budget, and to the highest quality standards.
OpenAI Integration Module

The OpenAI Integration Module within Britixo CRM empowers UK businesses to harness cutting-edge artificial intelligence technology directly within their CRM platform. By integrating OpenAI’s powerful language models and AI tools, this module enables companies to automate complex tasks, generate content, enhance customer interactions, and gain deeper insights—all without leaving the Britixo environment.
At its core, the OpenAI Integration Module connects Britixo CRM with OpenAI’s APIs, allowing users to access AI-driven capabilities such as natural language processing (NLP), text generation, summarisation, sentiment analysis, and conversational AI. This integration brings advanced AI functionalities into everyday business processes, helping teams work smarter and faster across sales, marketing, customer support, and more.
One of the key benefits is the ability to automate content creation. Sales and marketing teams can use the module to generate personalised emails, proposals, social media posts, and product descriptions instantly, saving time and maintaining consistent, professional messaging. The AI can draft responses to common customer queries, freeing support agents to focus on more complex issues, thus improving efficiency and customer satisfaction.
The module also enhances data analysis and decision-making. By applying AI-driven sentiment analysis on customer communications and feedback, businesses can better understand client needs and moods, allowing for more targeted engagement and improved service quality. AI summarisation tools help distil lengthy documents, meeting notes, or research into concise briefs, enabling quicker, informed decision-making.
Britixo’s OpenAI Integration supports conversational AI chatbots that can be embedded on websites or within the CRM to provide real-time assistance to customers. These chatbots can answer FAQs, guide users through product selections, or collect lead information, enhancing customer experience around the clock without additional staffing costs.
Security and data privacy are top priorities. The integration complies with UK GDPR regulations, ensuring that all data shared with OpenAI APIs is handled securely and with customer consent. Sensitive information is protected, and businesses maintain full control over their data throughout AI processing.
Customisation is another strength of the module. Businesses can tailor AI models and workflows to their specific industry requirements, brand voice, and operational needs. For instance, a legal firm could configure the AI to draft contracts or summarise case files, while an e-commerce company might use it to personalise product recommendations or marketing campaigns.
Furthermore, the module offers seamless integration with other Britixo CRM features, enabling AI-enhanced automation workflows. For example, AI-generated content can trigger email campaigns, update customer records, or escalate support tickets automatically, creating a highly efficient, interconnected system.
In summary, the OpenAI Integration Module in Britixo CRM provides UK businesses with a powerful, flexible way to embed state-of-the-art AI technology into their daily operations. By automating content creation, enhancing customer engagement, and delivering actionable insights, this module helps companies stay competitive in a rapidly evolving digital landscape.
Multi-Page Web to Lead Module

The Multi-Page Web to Lead Module in Britixo CRM is a powerful tool designed to capture, qualify, and manage leads efficiently by using multi-step forms embedded directly on your website. Tailored for UK businesses across industries, this module helps you gather detailed customer information progressively, enhancing user experience while generating rich data that fuels your sales and marketing efforts.
Unlike traditional single-page contact forms, the multi-page web to lead system breaks down the lead capture process into several manageable steps. This approach reduces visitor friction and form abandonment by guiding users through a series of relevant questions that gradually collect the information you need to qualify and prioritise leads. Each step can be customised with conditional logic, so questions adapt dynamically based on previous answers, providing a personalised experience that resonates with your prospects.
The module integrates seamlessly with your existing Britixo CRM database, automatically creating or updating lead records as visitors complete the form. This instant data transfer eliminates manual entry errors and speeds up your sales cycle by ensuring your sales teams receive accurate, actionable information in real time. You can also configure automatic notifications or assignments, so the right team member is alerted as soon as a qualified lead enters the system.
Britixo’s Multi-Page Web to Lead Module supports full GDPR compliance, a crucial requirement for UK businesses. It includes features such as explicit consent checkboxes, data privacy notices, and secure transmission protocols to safeguard personal data. Visitors are informed clearly about how their information will be used, and all data is stored securely within the CRM, helping you maintain transparency and trust.
The module offers extensive customisation options. You can design forms to match your website’s branding, set mandatory fields, and include validation rules to ensure data quality. The step-by-step layout can be adapted for different lead types, from simple enquiries to complex B2B sales processes, making it a versatile solution for a wide range of sectors such as finance, real estate, education, healthcare, and professional services.
Integration with marketing automation tools within Britixo means you can trigger personalised email campaigns or follow-ups based on lead responses, increasing engagement and nurturing prospects effectively. Combined with advanced reporting and analytics, the module provides insights into form performance, drop-off rates, and lead quality, enabling continuous optimisation to improve conversion rates.
Moreover, the Multi-Page Web to Lead Module supports multi-device responsiveness, ensuring that forms look and function perfectly on desktops, tablets, and smartphones. This is essential for capturing leads in today’s mobile-first world, where many potential customers browse and engage on their phones.
In summary, Britixo’s Multi-Page Web to Lead Module offers UK businesses a sophisticated, user-friendly way to capture detailed, qualified leads while enhancing visitor experience and maintaining compliance. By combining advanced customisation, seamless CRM integration, and data security, it empowers your sales and marketing teams to convert more website visitors into loyal customers efficiently.
Customer Loyalty & Membership Module

The Customer Loyalty & Membership Module in Britixo CRM is a powerful tool designed to help UK businesses build long-term relationships with their customers by rewarding loyalty and managing membership programmes efficiently. In a competitive marketplace, retaining existing customers is often more cost-effective than acquiring new ones, and this module provides all the tools needed to incentivise repeat business, increase customer engagement, and boost lifetime value.
This module enables businesses to create customised loyalty schemes tailored to their specific industry and customer base. Whether you want to offer points-based rewards, tiered membership levels, or exclusive perks, Britixo makes it simple to design and manage your programmes. Points can be earned through purchases, referrals, social media engagement, or other actions you choose, and can be redeemed against future purchases, special discounts, or unique experiences. This flexibility helps businesses incentivise desired customer behaviours and foster brand advocacy.
The Membership feature allows businesses to set up subscription or membership plans with varying benefits and pricing. You can manage enrolment, renewals, and cancellations easily, providing members with access to exclusive content, services, or events through a secure client portal. This helps create a sense of community and exclusivity that encourages customers to stay connected and engaged over time.
One of the standout features of the Customer Loyalty & Membership Module is its automation capabilities. Using Britixo’s Automation Manager, businesses can automatically assign loyalty points, send personalised offers, and trigger membership status upgrades based on customer activity. Automated communications such as birthday rewards, renewal reminders, and exclusive member-only promotions keep customers engaged without manual effort. This level of personalisation increases customer satisfaction and builds stronger emotional connections with your brand.
The module integrates seamlessly with other Britixo CRM features such as Sales, Marketing, and Support. For example, loyalty points can be linked to sales invoices, allowing for automatic points accrual with every purchase. Marketing campaigns can target specific loyalty tiers with tailored offers, while customer support teams can view membership status to provide personalised service. This integration ensures a holistic customer experience across all touchpoints.
Security and data privacy are priorities within the module. All customer data, including loyalty points and membership information, is stored securely and managed in compliance with UK GDPR. Businesses have full control over data access permissions, ensuring that sensitive customer information is protected while still enabling staff to deliver excellent service.
Reporting tools provide detailed insights into programme performance, customer behaviour, and revenue impact. Businesses can track membership growth, redemption rates, and the overall return on investment of loyalty schemes, enabling data-driven decisions to optimise marketing strategies and customer retention efforts.
In summary, Britixo’s Customer Loyalty & Membership Module offers UK businesses an effective, flexible, and secure platform to reward and retain customers, increase engagement, and drive repeat sales. By combining customisable loyalty programmes with powerful automation and integration, it helps businesses build lasting customer relationships that fuel long-term growth.
Multiple Payment Gateways Module

The Britixo Payment Gateways module offers UK businesses a seamless, secure, and versatile solution to manage online payments within the Britixo CRM ecosystem. Designed to integrate effortlessly with your invoicing, sales, and e-commerce workflows, this module supports multiple payment providers, allowing you to accept payments quickly and safely from your customers, no matter the preferred method.
At its core, Britixo Payment Gateways simplifies the payment collection process by connecting your CRM directly with popular payment processors such as Stripe, PayPal, Square, and Worldpay—all widely trusted across the UK market. This flexibility lets you offer your customers a range of payment options including credit/debit cards, digital wallets, and even bank transfers where supported. By centralising payment processing within Britixo, your finance teams save time reconciling payments and tracking invoices, as all transactions automatically update customer accounts and financial records.
Security is a fundamental pillar of the Britixo Payment Gateways. The module ensures that all payment data is transmitted using advanced encryption standards and complies fully with PCI DSS (Payment Card Industry Data Security Standard) requirements. Customer payment information is never stored directly on your servers, reducing liability and safeguarding your business and clients from data breaches or fraud. The system also supports 3D Secure authentication, an added layer of security mandated by UK regulations to prevent unauthorised card usage.
With the Payment Gateways module, you can automate workflows linked to payment events. For example, once a payment is received, Britixo can automatically mark invoices as paid, send receipt confirmations, and trigger follow-up tasks or thank-you emails. This automation reduces manual processing errors and speeds up your cash flow, helping maintain a healthy business operation. You can also set up recurring payments for subscription services or ongoing contracts, making it easier to manage regular billing cycles.
The module offers detailed reporting and analytics features, giving you full visibility into payment histories, outstanding balances, failed transactions, and customer payment preferences. These insights help you identify trends, improve collections strategies, and optimise your cash management. Integration with accounting systems within Britixo further streamlines financial reconciliation, reducing errors and administrative overhead.
Britixo Payment Gateways also supports multi-currency transactions, enabling businesses that operate internationally or serve overseas clients to accept payments in various currencies with real-time exchange rates. This flexibility expands your market reach without complicating your payment processes.
Furthermore, the module is designed with ease of use in mind, providing a simple setup wizard and user-friendly interface so even non-technical staff can manage payment settings confidently. Whether you run a small enterprise, a mid-sized firm, or a large corporation, the Payment Gateways module scales to meet your needs while maintaining compliance with UK financial regulations.
In conclusion, Britixo’s Payment Gateways module is a powerful, secure, and flexible payment solution that integrates smoothly with your CRM operations. By simplifying payment processing, enhancing security, and automating financial workflows, it helps UK businesses improve customer experience and streamline revenue collection — all within one unified platform.
HR Records & Documentation Module

The HR Records & Documentation Module in Britixo CRM is designed to simplify and secure the management of employee information and HR documents for UK businesses of all sizes. In today’s regulated employment environment, maintaining accurate, accessible, and compliant HR records is vital. This module centralises employee data, contracts, performance reviews, training certificates, and other critical documents in a secure, organised system—making HR administration efficient, transparent, and GDPR-compliant.
At its core, the module provides a comprehensive employee database where you can store personal details, employment history, job roles, salary information, leave records, disciplinary actions, and more. This ensures that all relevant HR data is easily retrievable for audits, appraisals, or legal requirements. Documents such as contracts of employment, confidentiality agreements, policy acknowledgements, and training certificates can be uploaded, categorised, and linked directly to each employee profile for quick access.
Security and data privacy are paramount in HR management. Britixo’s module offers robust permission settings, enabling HR managers to control who can view or edit sensitive employee information. Access can be restricted to authorised personnel only, supporting compliance with UK GDPR and employment law. Additionally, every access and change is logged in a detailed audit trail, providing transparency and accountability for data handling and internal investigations.
The module supports customisable document templates which allow HR teams to generate contracts, offer letters, or policy documents quickly and consistently. Automated reminders can be set up to notify HR staff and employees about upcoming expiries of contracts, mandatory training, or probation reviews, helping you stay on top of key dates and compliance deadlines. This proactive approach reduces administrative burdens and minimises risks of missed legal obligations.
Integration with other Britixo modules such as Payroll, Time Tracking, and Performance Management ensures seamless workflow across HR functions. For example, time-off requests recorded in the Time Tracking module automatically update leave balances in employee records. Performance review documents can be attached to employee profiles and linked to training plans or promotion goals, creating a 360-degree view of each team member’s development.
For businesses with remote or distributed workforces, the module’s cloud-based platform allows HR teams and authorised employees to access their records securely from anywhere, anytime. The self-service portal option enables employees to view and update personal details, download payslips, and acknowledge company policies—reducing HR workload and empowering staff.
Finally, the HR Records & Documentation Module aids compliance with UK employment laws and regulations by ensuring that all employee data is stored securely, organised systematically, and retained in accordance with legal retention schedules. This reduces the risk of penalties related to data breaches or non-compliance.
In summary, Britixo’s HR Records & Documentation Module offers UK businesses a secure, efficient, and comprehensive solution for managing employee information and HR documents. It streamlines HR processes, safeguards sensitive data, and supports compliance—helping your HR team focus on strategic people management rather than paperwork.
Goals Module

The Goals Module within Britixo CRM is an essential tool designed to help UK businesses set, track, and achieve key performance targets across teams and individuals. Whether your focus is on sales quotas, project milestones, customer retention, or marketing KPIs, this module provides a centralised, visual way to align objectives with business strategy and monitor progress in real time. With Goals, businesses boost accountability, motivation, and transparency—key drivers of growth and success.
Setting goals in Britixo is straightforward and flexible. You can define individual, team, or department targets tailored to your specific operations. Whether it’s monthly sales revenue, number of new clients, upsell rates, or support ticket resolution times, you set measurable objectives with deadlines and quantifiable metrics. The module supports both numeric and percentage targets, allowing for detailed performance expectations that fit your business needs. Goals can be linked to existing CRM data like deals, invoices, or project statuses, enabling automatic progress updates without manual input.
The module offers real-time dashboards where users and managers can monitor goal progress visually through charts, progress bars, and leaderboards. Employees can see their own performance versus targets, which helps maintain focus and motivation. Managers gain a comprehensive overview across multiple goals and teams, allowing them to identify top performers, address bottlenecks, and adjust strategies swiftly. Automated alerts and reminders can be set up to notify users when deadlines approach or targets are met, encouraging proactive management and timely action.
Britixo’s Goals Module also integrates seamlessly with other CRM modules such as Sales, Projects, Support, and Automation Manager. For example, when a deal is closed, the related sales goal can be automatically updated; completing project milestones contributes to project success metrics; and resolved support tickets can count towards customer service goals. This integration ensures goal tracking is accurate and reduces administrative workload, freeing your team to focus on achieving results.
For businesses operating in regulated or performance-driven environments in the UK, the module supports detailed reporting and audit trails. Every goal creation, update, and achievement is logged, providing transparent records for management reviews, performance appraisals, or compliance audits. You can export goal data for presentations or shareable reports, making it easier to communicate progress to stakeholders or board members.
The module also supports goal hierarchies and dependencies, so you can set parent goals with linked sub-goals for complex projects or multi-stage sales processes. This feature helps break down big objectives into manageable tasks and ensures alignment across various teams and roles. Combined with customisable permission settings, you control who can create, edit, or view goals—ensuring sensitive targets remain confidential while promoting openness where appropriate.
Overall, the Goals Module of Britixo CRM empowers UK businesses to create a results-driven culture by turning strategy into clear, actionable targets. It provides the tools to measure success transparently, motivate teams effectively, and make data-driven decisions that propel your organisation forward. Whether you are a small business aiming for steady growth or a large enterprise managing multiple departments, this module adapts to your needs and scales with your ambitions.
File Sharing Module

The File Sharing Module in Britixo CRM is a secure and efficient solution designed to streamline document management and collaboration for UK businesses. Whether you’re working with clients, suppliers, or internal teams, this module allows you to easily upload, share, and organise files directly within your CRM platform. Say goodbye to scattered emails and unsecured attachments—Britixo ensures your important documents are stored safely, accessible when needed, and shared with the right people instantly.
This module supports a wide range of file types including PDFs, Word documents, images, spreadsheets, and presentations. You can upload files directly to client profiles, projects, support tickets, or tasks, centralising all relevant documentation in one easy-to-find place. This reduces confusion and accelerates workflow by ensuring that everyone involved has access to the latest versions of contracts, invoices, reports, or correspondence without having to search through email threads or separate cloud drives.
One of the core features of the File Sharing Module is its granular permission controls. You can decide who can view, upload, download, or edit each file at a user or role level, ensuring sensitive information is protected in line with UK GDPR regulations. For example, financial documents can be restricted to your finance team, while project plans are shared with clients and project managers only. Audit trails log every action taken on a file, including uploads, downloads, and edits, helping you maintain full transparency and accountability for compliance and internal governance.
The module also integrates seamlessly with Britixo’s Client Portal, allowing your clients to securely access shared files through their dedicated accounts. This not only improves client experience but also reduces support queries, as customers can retrieve contracts, receipts, or service documentation anytime they need. Notifications can be set up to alert users when new files are uploaded or updated, keeping everyone informed and reducing delays in communication.
Britixo’s File Sharing Module supports version control, meaning you can upload revised documents without losing track of previous versions. Users can view change histories and revert to earlier copies if necessary, ensuring accuracy and avoiding confusion over which document is current. This is particularly important in regulated industries like legal, finance, or healthcare, where document integrity and traceability are paramount.
For businesses operating across multiple offices or remotely, the module provides cloud-based access with high availability and fast upload/download speeds. Files are securely stored on UK-based servers with encryption both in transit and at rest, providing peace of mind that your data is protected against unauthorised access or data breaches.
Additionally, the File Sharing Module can be used in conjunction with other Britixo modules such as Projects, Support Desk, and Accounting. For example, you can attach contracts to projects, share invoice PDFs through billing workflows, or upload evidence and reports directly to support tickets. This level of integration means your files are always contextually linked to the relevant CRM records, improving organisation and operational efficiency.
In summary, Britixo’s File Sharing Module delivers a robust, secure, and user-friendly solution for document management tailored to the needs of UK businesses. It enhances collaboration, safeguards data privacy, and helps your teams and clients stay connected with instant, easy access to the files that matter most.
Facebook Leads Integration Module

The Facebook Leads Integration module in Britixo CRM offers a seamless connection between your Facebook Lead Ads and your customer relationship management system—bringing new leads directly into your CRM in real time. Built for UK-based businesses looking to streamline their marketing efforts and speed up response times, this module helps eliminate the manual handling of leads, reduce data entry errors, and ensure that every enquiry from Facebook is captured, tracked, and followed up efficiently.
With this module, once a user submits their information through a Facebook lead form—whether it’s from a campaign promoting a product, service, or event—their details are automatically pushed into Britixo CRM as a new lead, contact, or client record. The integration supports multiple Facebook pages and ad accounts, so whether you’re a single business or a digital marketing agency managing several clients, the system ensures all your leads are routed to the right place. You can assign leads to specific pipelines, campaigns, or sales agents based on custom rules and filters.
A key feature is the ability to automate lead actions once they enter the CRM. Using Britixo’s built-in Automation Manager, you can create workflows that send instant email or SMS responses to new leads, notify your team, schedule a follow-up task, or even trigger a welcome sequence. This means your business stays responsive 24/7, increasing the chances of conversion by engaging prospects while they’re still interested. For example, a recruitment agency might use this to auto-send application forms, while a mortgage broker could immediately book a consultation call after a lead signs up.
The data mapping system within the module allows you to match Facebook form fields with CRM fields accurately. Whether you collect names, emails, phone numbers, service interests, or budgets, all data is captured cleanly and without duplication. You can also tag leads with custom labels—such as campaign names or targeting segments—which helps you track the performance of your Facebook ads directly within Britixo. This tagging makes it easier to run reports, segment audiences for follow-ups, and assess ROI across different campaigns.
Integration is quick and secure. With a few clicks, your Facebook business page is connected to Britixo using the official Facebook Graph API. Once authenticated, the system fetches all active lead forms and syncs incoming submissions automatically—without the need for third-party tools or coding. All data is transferred securely, processed on UK-based servers, and fully compliant with GDPR and PECR regulations. You can also control which users have access to imported leads and receive alerts when new enquiries come in.
This module is ideal for businesses running lead generation ads, including real estate agents, recruitment firms, training providers, solicitors, and service professionals. By integrating Facebook directly with your CRM, Britixo ensures no lead is left behind and every enquiry is turned into a potential customer with minimal effort.
In today’s fast-paced digital market, speed and accuracy make all the difference. Britixo’s Facebook Leads Integration module puts your business ahead—by bridging the gap between ad clicks and conversions in real time.
CSV Import / Export Manager Module

The CSV Import / Export Manager module in Britixo CRM is designed to give UK businesses full control over their data—allowing seamless transfer of information in and out of the CRM system through structured, secure, and flexible CSV files. Whether you’re onboarding a list of clients, exporting financial records, or syncing data between platforms, this module saves time and reduces the risk of errors by making complex data handling fast and user-friendly. It’s a critical tool for businesses that need to work with external databases, reporting tools, legacy systems, or government compliance frameworks.
With the import function, users can upload bulk data directly into Britixo—such as leads, contacts, companies, invoices, tasks, support tickets, or products—using standard or custom-built CSV templates. The module includes a powerful field-mapping interface that allows you to match spreadsheet columns with CRM fields during the import process. You can preview data before it goes live, correct errors in real-time, and set defaults for missing fields. Duplicate detection and update options are also included, ensuring you never overwrite important data or create redundancies.
For businesses transitioning from other systems or spreadsheets, this function eliminates manual data entry. It’s particularly useful when migrating from previous CRM platforms, accounting tools, or third-party apps. You can also assign imported records to specific users or tags—making data instantly actionable within your CRM. Whether you’re importing thousands of contacts or a single custom field list, Britixo ensures the process is accurate, auditable, and aligned with your data structure.
The export function allows you to extract data from Britixo for offline storage, analysis, third-party integration, or compliance reporting. You can export data from virtually any module—clients, staff, financial records, logs, projects, tickets, or time entries. The module offers powerful filters and sorting tools so you can generate exactly the dataset you need: for example, all invoices over £500 in the last quarter, or a list of leads assigned to a particular agent. The export files are fully structured, well-formatted, and compatible with Excel, Google Sheets, accounting systems, or analytics platforms.
A standout feature is the automated scheduled exports—enabling businesses to create recurring data exports at set intervals (daily, weekly, or monthly) and send them via email or secure download link. This is perfect for regular reporting, payroll processing, or sharing operational updates with external accountants or investors. For instance, you could automatically export all overdue invoices at the end of every week or send a daily list of new support tickets to your service team.
The module is built to meet UK data privacy and GDPR requirements, with all import/export actions logged in an audit trail. You can control user permissions for importing or exporting, define file retention policies, and ensure sensitive data is only shared securely. Every file is processed through secure UK-based servers, and validation steps prevent corruption or injection of unauthorised data.
With Britixo’s CSV Import / Export Manager, you’re no longer limited by platform silos or manual processes. You gain flexibility, visibility, and precision in managing the lifeblood of your CRM—your data. Whether you’re scaling up, syncing systems, or simply tidying your records, this module is an essential part of maintaining a healthy, connected, and intelligent CRM ecosystem.
Custom Email & SMS Notifications Module

The Custom Email & SMS Notifications module in Britixo CRM empowers UK businesses to automate communication with clients and staff through timely, personalised messages. Whether it’s sending appointment reminders, invoice alerts, project updates, or internal task notifications, this module ensures your messages reach the right people, at the right time, in the right format. Designed for compliance, reliability, and flexibility, it helps businesses improve engagement, reduce no-shows, and keep operations running smoothly with minimal manual effort.
At its core, this module allows you to create and automate email and SMS templates tailored to your business workflows. You can design messages using dynamic tags—such as client name, project name, due dates, invoice totals, or ticket numbers—so each notification feels personal and relevant. Templates can be assigned to specific actions or triggers within the CRM: for example, an automatic payment reminder three days before a due date, or an SMS sent when a support ticket is updated. You can also send internal messages to your staff based on task assignments, project changes, or new client onboarding steps.
The system offers full scheduling and frequency control, allowing you to decide how often messages go out, what times they’re delivered, and through which channels. This is especially useful for businesses offering time-sensitive services, such as healthcare providers, consultants, and tradespeople. You can set up SMS alerts for upcoming appointments, project deadline reminders, or follow-ups after service completion. Email campaigns can be timed to nurture leads, keep clients updated during long-term engagements, or confirm actions like document uploads or payment receipts. With multi-step workflows, you can even design sequences that trigger over days or weeks, ideal for onboarding or client retention processes.
One of the key strengths of this module is its integration across Britixo CRM’s ecosystem. It works hand-in-hand with modules like Appointments, Accounting, Projects, Support Desk, and Automation Manager. For instance, once a client books an appointment, an automatic confirmation SMS and email can be sent, followed by a reminder the day before. Similarly, when an invoice is marked as overdue, the system can send escalating reminders at pre-set intervals. These integrated notifications reduce the burden on staff while ensuring no key communication is missed.
The module includes detailed message logs and delivery tracking, so you always know when a message was sent, received, and opened. Failed delivery alerts help you spot issues such as outdated contact details. You can export message histories for auditing purposes or client dispute resolution. For SMS, Britixo partners with trusted UK-based gateways, ensuring high deliverability rates and data compliance. All data is processed in line with UK GDPR standards, and sensitive content like billing information can be masked or encrypted for security.
You also have the ability to manage opt-in and opt-out preferences, giving your clients control over how they are contacted. This ensures compliance with communication consent regulations and builds trust. Optional branding settings let you add your business logo, colours, and contact details to every email—maintaining a professional image in every client interaction.
With Britixo’s Custom Email & SMS Notifications module, communication becomes automated, targeted, and effective. Whether you’re chasing payments, reminding clients, or keeping your team aligned, this module ensures nothing slips through the cracks—so your business stays connected, professional, and always one step ahead.
Staff Commissions Module

The Staff Commissions module in Britixo CRM is a powerful tool built for UK businesses that reward their teams based on performance. Whether you’re running a sales-driven company, a service-based agency, or a hybrid operation, this module allows you to design, calculate, track, and automate commission payments with full transparency and accuracy. No more spreadsheets, no more end-of-month chaos—Britixo simplifies commission management while ensuring fairness, motivation, and compliance across your organisation.
At the heart of the module is its flexible commission rules engine, which lets you tailor commission structures to fit your business model. You can assign commissions based on product type, invoice amount, service category, targets achieved, or specific client accounts. Commissions can be set as fixed amounts, percentages, or even tiered levels (e.g., 5% up to £10,000 in sales, 10% beyond). The system supports both individual and team-based commissions, so you can reward collaborative performance or split commissions between departments such as sales, marketing, and delivery. Once rules are defined, the system automatically calculates earnings every time a qualifying transaction occurs.
Each staff member has access to a dedicated commission dashboard, where they can view their real-time performance, commission history, pending payouts, and progress toward targets. This increases transparency and motivation while reducing the need for constant manager updates. Managers and administrators, in turn, can access full oversight reports, filter by team, date range, or target, and export data for payroll integration. This is particularly useful for performance reviews, financial forecasting, and incentive planning.
The module is also tightly integrated with Britixo’s invoicing, project, and CRM modules, allowing commissions to be triggered automatically from closed deals, completed services, or paid invoices. For instance, once a project is marked as completed or an invoice is paid, Britixo can assign commission to the responsible staff member, notify them, and include the amount in the next payment cycle. You can also add manual overrides for bonuses, adjustments, or exceptional contributions, all of which are logged and traceable for audit purposes.
A standout feature is the goal-setting and performance tracking functionality. You can assign targets to staff—monthly sales goals, upsell figures, client retention milestones—and the system will track their progress in real time. Automated reminders and leaderboards help encourage friendly competition and drive performance. This feature is ideal for UK-based firms with performance-linked incentive schemes and sales-focused teams looking to build a results-driven culture.
Britixo also ensures your commission management remains compliant and secure. All data is processed in accordance with UK GDPR standards, with strict access permissions and audit trails to ensure accuracy and accountability. Commission records can be locked after payroll processing, and historical data is archived for future reference. Integration with popular UK payroll software allows for smooth end-to-end payment processing.
Whether you’re rewarding a high-performing sales agent, incentivising retention teams, or encouraging cross-department collaboration, Britixo’s Staff Commissions module provides the tools you need to reward fairly, accurately, and efficiently. It empowers staff, saves management time, and keeps your incentive structure aligned with your broader business goals—all from one intelligent CRM platform.
Automation Manager Module

The Automation Manager module in Britixo CRM is a game-changing tool designed to help UK businesses save time, reduce manual errors, and streamline repetitive tasks through intelligent automation. Whether you’re handling client onboarding, task assignments, recurring reminders, or payment follow-ups, the Automation Manager empowers you to create fully customisable workflows that run behind the scenes—improving efficiency across every part of your business. Built for modern, fast-moving companies, this module ensures you never miss a deadline, follow-up, or opportunity.
At its core, the Automation Manager allows you to build rule-based workflows triggered by specific actions or conditions within the CRM. For example, you can automatically send a welcome email when a new client is added, assign tasks to the appropriate team based on service type, or notify clients when their invoice is due. These workflows can be as simple or complex as your business requires. You can set triggers based on dates, form submissions, project statuses, invoice activity, or client tags. Each workflow can include multiple actions—such as sending emails, creating tasks, updating statuses, or even generating documents—ensuring the right steps are followed every time, with no human oversight required.
One of the standout features is the drag-and-drop workflow builder, which makes creating automations easy even for non-technical users. The visual interface allows you to map out the entire customer journey or internal process step-by-step. You can include time delays, decision branches, condition-based filters, and chained triggers—allowing for highly personalised and dynamic automation. This is ideal for use cases like onboarding workflows, deadline reminders, proposal follow-ups, contract renewals, and service expirations. For example, accountants can create automation for quarterly VAT return notifications, while solicitors might use it to auto-update clients on case progress.
The Automation Manager is also deeply integrated across all Britixo modules, meaning your workflows can touch every corner of your CRM system. You can link automations to projects, support tickets, appointments, billing, document uploads, or client portal activity. For instance, when a client uploads a required document, the automation can mark a task as complete, notify a team member, and move the project to the next phase. This tight integration allows your operations to flow seamlessly, reducing manual input and improving accountability.
Britixo also includes pre-built automation templates for common business scenarios, saving time during setup. These templates cover everything from client onboarding and lead nurturing to internal task tracking and support ticket escalation. You can customise these templates to suit your industry and operational style. And for those needing more control, the advanced settings allow for conditional logic, grouped actions, exception handling, and error reporting—ensuring even the most complex processes can be fully automated.
Security and compliance are critical, and Britixo ensures that all automated actions are logged, timestamped, and auditable, keeping your business compliant with UK regulations including GDPR. Every workflow respects user roles and permissions, meaning automations won’t trigger unauthorised access or actions. Hosted securely on UK-based servers, your data and workflows remain protected at all times.
In a world where time is your most valuable resource, Britixo’s Automation Manager module helps you reclaim it—giving your team the power to focus on strategy, service, and growth. Whether you’re a solo entrepreneur or a multi-office firm, this module transforms your CRM into a fully intelligent, proactive business tool.

Industry Specific Modules.

Purchase Management Module

The Purchase Management Module in Britixo CRM is designed to streamline and optimise the procurement processes for UK businesses across industries. This module centralises all purchasing activities—from requisition and order placement to supplier management and invoice processing—ensuring smooth, cost-effective, and transparent purchasing workflows that support your operational needs.
At its core, the Purchase Management Module provides a comprehensive platform to manage purchase requests, approvals, and orders efficiently. Users can create detailed purchase requisitions within the system, specifying required products or services, quantities, and delivery timelines. These requests flow through configurable approval workflows, allowing managers to authorise purchases based on budget limits or departmental policies. This automated process reduces delays and helps enforce purchasing compliance.
Supplier management is a key feature of the module. Britixo enables businesses to maintain an up-to-date supplier database that includes contact details, product catalogues, pricing, and performance histories. This centralised repository facilitates quick supplier selection, comparison of quotes, and negotiation, helping you build strong vendor relationships and secure the best value for your organisation.
Purchase orders (POs) can be generated directly within the module and sent to suppliers electronically. The system tracks the status of each order, from submission to delivery, providing real-time visibility and preventing miscommunication or lost orders. Integration with inventory management ensures stock levels are updated automatically upon receipt of goods, helping avoid stockouts or overstocking.
Invoice management and payment tracking are seamlessly integrated, allowing finance teams to verify invoices against purchase orders and delivery receipts before authorising payments. This reduces the risk of errors, fraud, and duplicate payments. The module also supports budget tracking, enabling businesses to monitor spending against allocated budgets and generate reports for auditing and financial planning.
Automation features simplify repetitive tasks such as sending purchase reminders, updating order statuses, and flagging overdue deliveries. Alerts and notifications keep procurement teams informed of pending approvals, delivery delays, or pricing changes, enabling proactive management and timely decision-making.
The Purchase Management Module is highly customisable, adapting to the specific procurement policies and workflows of different UK industries, including retail, manufacturing, healthcare, and professional services. Its intuitive interface requires minimal training, empowering teams to manage purchases efficiently and accurately.
Security is paramount, with role-based access controls ensuring sensitive purchasing data is protected and only accessible to authorised users. The module maintains detailed audit trails of all procurement activities, supporting transparency, accountability, and regulatory compliance.
In conclusion, Britixo’s Purchase Management Module offers UK businesses a powerful and flexible solution to optimise procurement processes. By automating workflows, centralising supplier and order data, and integrating with other CRM functions, it helps organisations reduce costs, improve supplier relationships, and maintain operational continuity.
Affiliate Management Module

The Affiliate Management module in Britixo CRM is built to help UK businesses grow their reach and revenue through a professional, automated affiliate and referral system. Whether you’re selling services, digital products, or subscriptions, this module enables you to create, track, and manage affiliate relationships with complete transparency and control. It empowers your partners to promote your business effectively, while providing you with the tools to monitor performance, issue rewards, and maintain compliance—all within your secure Britixo dashboard.
At its core, the Affiliate Management module allows you to set up and customise affiliate programmes tailored to your business model. You can create unique affiliate links or codes, assign custom commission structures, and define payment triggers such as successful sign-ups, purchases, or completed services. The module supports both one-time and recurring commission setups—ideal for businesses offering monthly subscription plans or retainers. Affiliates can track their own performance in real-time via a secure portal, giving them access to clicks, conversions, earnings, and payout status, without needing to contact your team for updates. This self-serve design reduces support workload while improving the experience for your affiliates.
Britixo’s built-in analytics and reporting tools ensure complete visibility over affiliate activity. You can view top-performing affiliates, track source traffic, analyse conversion rates, and export detailed reports for accounting or compliance purposes. The system allows for fraud detection by flagging suspicious activity, such as unusually high conversions from a single IP address or duplicate referrals, ensuring your programme remains secure and fair. Notifications and alerts can be automated, so affiliates receive updates when commissions are earned or when thresholds are met for payout. You can also schedule payout reports, approve commissions manually or automatically, and integrate with accounting tools to streamline commission disbursements.
A key feature of the module is its integration with your website and marketing funnels. You can embed tracking codes into your landing pages, contact forms, or sign-up flows—whether you’re using WordPress, WooCommerce, or custom platforms. This ensures accurate referral attribution and seamless client onboarding. For businesses using Britixo’s client portal, referral tracking can even extend to client-led referrals, allowing your existing customers to act as affiliates and earn rewards. You also have the flexibility to create tiered affiliate structures, where affiliates can recruit sub-affiliates and earn a percentage of their commissions, ideal for large-scale or network-based marketing models.
From a compliance and security perspective, Britixo ensures all affiliate data is handled in line with UK GDPR regulations, with audit trails, data access controls, and secure UK-based hosting. Each affiliate account is protected by role-based permissions, ensuring data is only visible to authorised users. This is crucial for businesses that need to ensure transparency and accountability in their incentive structures.
Whether you’re a startup looking to launch a simple referral programme or an established brand building a multi-tier affiliate network, Britixo’s Affiliate Management module offers everything you need. With automation, analytics, and security built-in, it helps you scale your business through partnerships while maintaining complete control and visibility from one easy-to-use platform.
Appointment Scheduler Module

The Appointment Scheduler module within Britixo CRM is designed to simplify scheduling for UK businesses, reducing manual errors and optimising time management. Whether you’re in the service industry, consulting, healthcare, or education, this feature allows you to seamlessly book, manage, and track appointments from one centralised platform. This ensures that businesses can offer a more professional, efficient, and customer-centric service while cutting down on the administrative overhead associated with traditional appointment booking methods.
One of the key features of the Appointment Scheduler is its user-friendly interface, which allows both clients and businesses to schedule appointments with ease. Clients can book time slots directly through your website or client portal, while businesses can set available hours, define service types, and adjust settings based on team availability. The system is designed to handle complex scheduling needs, including recurring appointments, one-off meetings, and multi-location or multi-team requirements. Clients can view your availability in real-time, choose a time slot that works for them, and receive instant confirmation, reducing the need for back-and-forth communication. Furthermore, the scheduler can be customised to offer specific services, allowing customers to select a type of meeting, from consultations to product demos or support calls, making it ideal for any industry.
The Appointment Scheduler module also integrates seamlessly with your existing calendar systems, including Google Calendar and Outlook, ensuring that appointments are automatically synced across all platforms. This helps prevent double bookings and ensures accurate scheduling across all departments or team members. For businesses offering services with different staff members, the scheduler allows clients to choose which team member they would prefer to meet with based on availability, skill set, or expertise. This is particularly valuable for teams in industries like healthcare, consulting, or legal services where specialist knowledge is required. Clients can also receive automated email or SMS reminders for upcoming appointments, helping to reduce no-shows and cancellations.
The automation features within the Appointment Scheduler save businesses time by reducing manual tasks. For example, after an appointment is booked, automatic follow-up emails can be triggered, which could include reminders, preparation instructions, or payment links. Businesses can also use these follow-ups to request feedback, improving customer engagement and the quality of service. If an appointment is cancelled or rescheduled, the system automatically adjusts the calendar, freeing up the slot for other clients. Additionally, if an appointment exceeds a set time or needs to be extended, users can adjust the duration on the fly, ensuring that the calendar reflects these changes in real-time.
From a business management perspective, the Appointment Scheduler module provides powerful reporting and analytics. You can track the number of appointments scheduled, monitor team availability, analyse peak booking times, and measure client satisfaction through automated post-appointment surveys. The data gathered through the system provides valuable insights into your business operations, helping to streamline scheduling further, identify trends, and optimise workflows. This is especially useful for customer-facing businesses that need to track peak hours, client preferences, and staff efficiency.
Another key benefit of the Appointment Scheduler is its GDPR compliance. All personal and appointment data entered by clients is securely stored in Britixo’s UK-based servers, in full compliance with UK data protection laws. Access controls are in place to ensure that only authorised personnel can view sensitive client information, and clients can manage their data preferences, such as opting out of email reminders or rescheduling notifications.
Whether you’re a solo entrepreneur or part of a growing team, the Appointment Scheduler module in Britixo CRM simplifies the scheduling process, reduces administrative costs, and enhances your client’s experience. It empowers businesses to offer a streamlined, professional, and automated appointment booking service that’s ideal for the fast-paced demands of modern business.
Asset Management Module

The Asset Management module in Britixo CRM provides businesses with a centralised, efficient, and fully traceable way to monitor physical and digital assets across their organisation. Whether you’re managing IT equipment, machinery, tools, property, or even software licenses, this module enables complete visibility and control over assets throughout their lifecycle. Designed to meet the operational and compliance needs of UK businesses, the module integrates seamlessly with other Britixo features—like support tickets, task management, and client records—to ensure every asset is accounted for, maintained, and optimally used.
At its core, the Asset Management module lets you register and categorise all business assets with detailed records, including asset ID, description, location, value, warranty status, maintenance schedule, and assigned user or department. You can add photos, purchase documents, and custom tags for fast searching and filtering. Each asset’s history is logged—from acquisition to transfer, maintenance, and decommissioning—providing a complete audit trail that supports financial reporting, insurance claims, and regulatory compliance. Whether it’s a fleet of company vehicles, laptops issued to staff, or rented equipment for short-term projects, Britixo ensures nothing gets lost or underutilised.
A key feature is assignment tracking, which allows you to allocate assets to specific employees, teams, or clients. This is ideal for organisations that need to track ownership or responsibility—such as IT firms issuing hardware to staff or construction companies assigning tools to job sites. If an asset moves between people or locations, the system updates automatically, and notifications can be triggered for the handover. You can also link assets to service tickets, making it easy to manage faults or warranty repairs. For example, if a client raises a support request for a faulty printer, the ticket can be linked to that exact device in the asset list—complete with make, model, and purchase history—allowing for faster diagnosis and response.
The module also supports maintenance scheduling and reminders. You can set up routine service intervals, inspection dates, or calibration requirements and assign them to internal teams or external providers. Automatic alerts ensure nothing is missed, reducing downtime and avoiding costly failures. This is particularly valuable in industries where compliance and safety regulations require regular checks, such as manufacturing, construction, or healthcare. You can even attach inspection certificates, maintenance logs, and engineer notes to the asset record for future reference or audits.
From a reporting perspective, the Asset Management module gives businesses access to real-time dashboards and customisable reports. You can monitor asset depreciation, identify underused items, track upcoming maintenance, and prepare for renewals or replacements. Integration with accounting systems also means assets can be linked to budget lines or expense categories for more accurate financial forecasting. Additionally, businesses with remote teams benefit from the cloud-based accessibility, enabling asset managers and department heads to view and update asset records from anywhere.
As with all Britixo modules, the Asset Management system is fully GDPR-compliant and hosted securely on UK-based servers. Access controls ensure only authorised users can view or edit asset records, and all changes are logged for traceability. Whether you’re a growing SME or an established enterprise, Britixo’s Asset Management module helps you stay organised, compliant, and in control of your resources—so you can make smarter decisions, reduce losses, and ensure everything your business owns is working as hard as you are.
Accounting & Bookkeeping Module

The Accounting and Bookkeeping module within Britixo CRM has been purposefully designed to meet the needs of UK-based accountants, bookkeepers, and financial advisors. More than just a basic finance tracker, this module offers an integrated ecosystem that allows professionals to manage clients, automate financial tasks, share documentation securely, and remain compliant with UK accounting practices. Built for efficiency and clarity, the module streamlines routine operations such as VAT management, client communication, invoice generation, document handling, and deadline tracking—all from a central, GDPR-compliant dashboard.
One of the standout features of the Accounting and Bookkeeping module is its automated workflow engine. You can create recurring templates for regular tasks like payroll submissions, year-end filing, VAT returns, or client reminders for document submissions. These workflows are fully customisable and allow you to build client-specific routines. For example, Britixo can automatically notify clients of approaching deadlines, generate digital checklists for required documents, and trigger internal follow-up tasks if items are missing. This eliminates the manual chasing that usually drains valuable time in accountancy practices. You can also generate and send branded invoices, track payment status, and link invoices to client records, ensuring a clear financial trail and audit-readiness.
Britixo’s accounting module also includes document management tools, allowing you and your clients to securely upload, share, and archive financial records such as bank statements, tax returns, receipts, and client authorisations. Files are stored within the UK in accordance with GDPR regulations, and version tracking ensures every update is recorded. Clients can easily access their documents via a dedicated portal, reducing the need for email exchanges and enhancing data security. This also makes it easier to onboard clients remotely and provide real-time updates. Role-based access ensures only authorised team members or clients can view or edit sensitive financial records.
In addition, the module offers integration support with major UK accounting software such as Xero, QuickBooks, FreeAgent, and Sage. This means you can sync financial data, pull reports, or share ledgers seamlessly between Britixo and your preferred accounting system. This level of integration is ideal for firms looking to consolidate operations while still retaining specialist tools. On top of this, the built-in time tracking and task management capabilities allow you to log billable hours, assign jobs to team members, and monitor overall productivity within your firm.
From sole practitioners to mid-sized accountancy firms, the Accounting and Bookkeeping module in Britixo is designed to scale with your practice. It enhances client service, ensures compliance, reduces manual errors, and saves hours of admin each week. Whether you’re filing year-end accounts, managing self-assessments, or keeping clients on track with Making Tax Digital (MTD), Britixo provides a reliable, secure, and intelligent platform for modern UK accounting professionals.
Human Resources Management Module

The Human Resources Management (HRM) Module in Britixo CRM is a comprehensive platform designed to streamline all HR operations for UK businesses, from recruitment and onboarding to employee development and compliance. This module brings all aspects of people management into one secure, centralised system, enabling HR teams to manage staff efficiently, improve employee engagement, and maintain full compliance with UK employment laws and GDPR.
With the HRM module, organisations can manage the entire employee lifecycle in one place. From job posting and applicant tracking to hiring and onboarding, the module offers tools to automate and simplify recruitment processes. Customisable workflows enable HR managers to track candidates, schedule interviews, and store application documents securely. Once hired, employee profiles are created containing personal details, contracts, role descriptions, training records, and performance metrics. This centralised information hub ensures HR teams have a clear view of their workforce and can manage all employee data effortlessly.
The module also supports performance management with goal-setting, regular appraisals, and continuous feedback features integrated directly into employee records. Managers can assign objectives, monitor progress, and identify training needs to foster professional development and improve productivity. This functionality promotes a culture of growth and accountability, essential for attracting and retaining top talent in the competitive UK market.
Britixo’s HRM module facilitates time and attendance tracking, allowing employees to log working hours, request leave, and record absences via a self-service portal. Managers can approve or reject requests, monitor absenteeism trends, and ensure accurate payroll processing when integrated with the payroll module. The system supports statutory entitlements such as holiday leave, sick pay, and parental leave, helping businesses comply with UK employment regulations.
Security and compliance are central to the module’s design. Sensitive employee data is protected through granular user permissions, encrypted storage, and audit logs that track all access and changes to records. This ensures adherence to UK GDPR standards and prepares organisations for internal or external audits. Document management capabilities allow secure storage of contracts, policies, and disciplinary records, with automated reminders for important dates such as contract renewals or mandatory training.
Integration with other Britixo CRM modules enhances operational efficiency. For example, linking HR data with the Payroll module ensures accurate salary calculations, while connection to the Training module supports continuous staff development initiatives. Communication tools enable sending targeted internal announcements or policy updates, fostering better engagement and transparency.
In summary, the Human Resources Management Module in Britixo CRM offers UK businesses a robust, end-to-end HR solution that simplifies workforce management, supports compliance, and promotes employee growth. By centralising HR processes and data, it empowers HR teams to focus on strategic initiatives that drive organisational success.
Manufacturing Management Module

The Manufacturing Management Module within Britixo CRM is a comprehensive solution tailored to meet the unique needs of UK manufacturing businesses. It streamlines the entire production process, from raw material procurement and inventory management to production scheduling, quality control, and order fulfilment. This module enables manufacturers to optimise operations, reduce costs, and improve product quality — all within a single, integrated CRM platform.
At its core, the module offers robust inventory and materials management tools that track raw materials, components, and finished goods in real time. Automated alerts notify managers when stock levels fall below predefined thresholds, preventing production delays and costly downtime. The system supports multi-location warehouses, making it easy for manufacturers with several sites or distribution centres to maintain accurate stock records and ensure timely delivery.
Production scheduling is another key feature. Britixo allows you to create detailed production plans based on customer orders, resource availability, and lead times. This helps optimise machine utilisation and workforce deployment, improving efficiency while reducing waste. The module also supports Bill of Materials (BOM) management, allowing you to define the components and processes needed to manufacture each product. Changes to BOMs are tracked and version-controlled, ensuring accuracy in production.
Quality control is integrated throughout the manufacturing workflow. You can set up inspection points at various stages of production to verify product standards and compliance. Any issues detected are logged, and corrective actions can be assigned and tracked within the system. This ensures that quality remains consistent and meets regulatory requirements, an essential factor for UK manufacturers especially in regulated sectors such as food, pharmaceuticals, and engineering.
The module also offers real-time production reporting and analytics. Managers can monitor key performance indicators (KPIs) like production throughput, machine downtime, and defect rates via intuitive dashboards. These insights enable proactive decision-making to optimise processes and enhance productivity. Integration with sales and customer management modules means that production schedules are aligned with customer demand, improving order accuracy and delivery times.
Britixo’s Manufacturing Management Module is designed with flexibility and scalability in mind. Whether you run a small workshop or a large factory, the system adapts to your operational complexity and grows with your business. It supports custom workflows and can integrate with external systems like ERP or supply chain platforms if needed, providing a seamless flow of information across your organisation.
Security and compliance are critical components of the module. Employee access is managed through role-based permissions, protecting sensitive production data and intellectual property. The system also maintains audit trails for all changes and activities, supporting compliance with UK manufacturing standards and traceability requirements.
In conclusion, the Manufacturing Management Module of Britixo CRM equips UK manufacturers with a powerful, all-in-one solution to optimise production, ensure quality, and meet customer expectations. By centralising manufacturing operations and providing real-time visibility, it helps businesses reduce costs, improve efficiency, and drive sustainable growth in a competitive market.
HR Recruitment Module

The HR Recruitment Module in Britixo CRM is a comprehensive solution designed to simplify and streamline the hiring process for UK businesses across all sectors. This module centralises candidate sourcing, application tracking, interview scheduling, and onboarding workflows into one powerful platform, enabling HR teams to attract, evaluate, and secure top talent efficiently.
At the heart of the module is an applicant tracking system (ATS) that manages the entire recruitment lifecycle. Businesses can post job vacancies to multiple channels—including company websites, job boards, and social media—from within Britixo. Applications flow directly into the CRM, where candidates’ profiles are created and updated automatically. This centralisation removes the need for disparate spreadsheets or manual data entry, reducing errors and saving time.
The module offers powerful filtering and search tools that help HR teams shortlist candidates based on skills, experience, qualifications, and other criteria. Automated scoring and ranking features provide objective assessments, ensuring the best-fit candidates progress through the pipeline. Collaborative tools enable hiring managers and interviewers to share notes, feedback, and ratings, facilitating informed decision-making.
Interview scheduling is integrated and automated, allowing candidates to book available slots through self-service portals or direct invitations. Automated reminders and notifications keep candidates and interviewers informed, minimising no-shows and rescheduling headaches. Communication templates ensure consistent messaging across every stage, enhancing the candidate experience.
The HR Recruitment Module supports compliance with UK employment laws and GDPR by securely handling personal data and obtaining necessary consents. Role-based access controls limit sensitive recruitment data to authorised personnel only, safeguarding confidentiality throughout the hiring process.
Onboarding tools help transition new hires smoothly into the organisation. The module manages document collection, training schedules, and task assignments, ensuring all pre-employment and induction requirements are met efficiently. Integration with payroll and HR management modules means new employee information flows seamlessly into broader HR systems, reducing duplication and accelerating productivity.
Reporting and analytics provide valuable insights into recruitment performance. Key metrics such as time-to-hire, source effectiveness, and candidate diversity help HR teams refine strategies and optimise resource allocation. Custom reports can be generated for senior management, supporting strategic workforce planning.
The module’s user-friendly interface and mobile responsiveness empower HR teams to manage recruitment anytime, anywhere—essential for today’s fast-paced hiring environments. It is also fully customisable to fit specific organisational needs, whether hiring for entry-level roles or senior executives.
In summary, Britixo’s HR Recruitment Module delivers UK businesses a robust, efficient, and compliant tool to manage hiring from start to finish. By centralising recruitment activities, automating workflows, and enhancing communication, it helps companies attract quality candidates and build strong teams that drive business success.
WooCommerce Module

The WooCommerce Module in Britixo CRM offers UK businesses a seamless integration between their WooCommerce online stores and the comprehensive CRM platform of Britixo. This powerful module connects your eCommerce operations directly with customer relationship management, enabling a unified view of sales, customers, and marketing activities—all in one place.
At its core, the module synchronises WooCommerce data such as customer profiles, orders, products, and inventory with Britixo CRM in real-time. This automated syncing eliminates manual data entry, reducing errors and saving time for busy online retailers. Every new order, customer registration, or product update is instantly reflected within the CRM, enabling sales and support teams to respond faster and more effectively.
The WooCommerce Module enables detailed customer insights by linking online purchase history with Britixo’s contact management features. Businesses can segment customers based on buying behaviour, preferences, and demographics, allowing targeted marketing campaigns and personalised communications that increase conversion rates and customer loyalty.
Marketing automation is enhanced through this integration, as users can trigger automated workflows based on WooCommerce activity. For example, abandoned cart reminders, post-purchase follow-ups, and special offers can be automatically sent via email or SMS using Britixo’s communication tools. This not only drives sales but also improves customer retention by fostering ongoing engagement.
Inventory management is streamlined as stock levels are updated automatically across both platforms, helping prevent overselling and stockouts. Integration with Britixo’s product management module ensures that product details, pricing, and promotions remain consistent across your eCommerce store and CRM system.
Support teams benefit from having access to full customer and order histories when handling inquiries or returns, enabling faster resolutions and more personalised service. Tickets and support requests can be linked to WooCommerce orders, creating a smooth service experience that enhances customer satisfaction.
The module also supports detailed reporting and analytics, offering insights into sales trends, customer behaviour, and marketing campaign effectiveness. Businesses can monitor key performance indicators such as average order value, repeat purchase rates, and product popularity, empowering data-driven decisions to grow the online store.
Security and compliance are paramount; the integration respects UK GDPR and PCI DSS standards, ensuring that customer data and payment information are handled safely and confidentially. Role-based access controls limit sensitive eCommerce data visibility to authorised personnel only.
With its user-friendly interface and mobile compatibility, the WooCommerce Module enables business owners, marketing teams, and customer support agents to manage eCommerce and CRM tasks efficiently from any device, whether in the office or on the go.
In summary, Britixo’s WooCommerce Module provides UK online retailers with a comprehensive solution to unify their eCommerce operations and customer management. By automating data syncing, enhancing marketing efforts, and improving customer service, it drives higher sales, better retention, and streamlined workflows—key factors in a competitive digital marketplace.
Real Estate Management Module

The Real Estate Management Module in Britixo CRM is specifically designed to meet the unique needs of UK property professionals, including estate agents, property managers, and developers. This comprehensive module streamlines the entire property lifecycle—from listing and lead management to tenant communications and maintenance tracking—within a single, easy-to-use platform.
At its core, the module offers a powerful property database where users can manage detailed listings with descriptions, photos, floor plans, pricing, and availability status. This central repository helps agents quickly access and update property information, ensuring prospects receive accurate and up-to-date details. Integration with your website enables seamless lead capture, with inquiries automatically converted into qualified leads within the CRM.
Lead management tools within the module allow estate agents to track communications, schedule viewings, and manage follow-ups efficiently. Automated workflows help assign leads to appropriate agents based on location, expertise, or availability, improving responsiveness and customer satisfaction. The module supports multi-channel communications, including email, SMS, and phone logs, keeping all interactions recorded and accessible.
For property managers, the module includes tenant management features that handle lease agreements, rent collection schedules, and maintenance requests. Alerts and reminders help ensure timely rent payments and contract renewals, reducing arrears and administrative burdens. Maintenance requests can be logged, tracked, and assigned to contractors with full visibility into progress, helping maintain property standards and tenant satisfaction.
Financial management capabilities within the Real Estate Management Module enable tracking of rental income, expenses, and budgets per property or portfolio. Detailed reporting provides insights into occupancy rates, cash flow, and profitability, supporting strategic decision-making. Integration with accounting modules or external software such as QuickBooks® further simplifies financial administration.
The module is designed with UK property regulations and compliance in mind, helping businesses adhere to data protection laws, tenancy deposit schemes, and health and safety requirements. Secure role-based access controls ensure sensitive tenant and property data is protected and accessible only to authorised staff.
The Real Estate Management Module is highly customisable to accommodate different property types, including residential, commercial, and mixed-use developments. Its user-friendly interface ensures agents and managers can adopt the system quickly without extensive training.
Mobile responsiveness means users can manage properties, leads, and tenants on the go, providing flexibility and timely responses in a fast-moving market. This adaptability is vital for estate agents and property managers who often work offsite.
In summary, Britixo’s Real Estate Management Module offers UK property businesses a complete, integrated solution to manage listings, leads, tenants, and finances efficiently. By centralising key processes, enhancing communication, and ensuring compliance, it empowers businesses to improve operational efficiency, increase client satisfaction, and grow their property portfolios successfully.
Supplier Management Module

The Supplier Management Module in Britixo CRM is a comprehensive tool built to help UK businesses effectively manage their relationships with suppliers and streamline procurement processes. This module centralises supplier information, purchase orders, contracts, and communication in one place, enabling organisations to maintain strong vendor partnerships and optimise supply chain efficiency.
At its core, the module allows businesses to create detailed supplier profiles, capturing essential data such as contact details, payment terms, delivery schedules, product or service offerings, certifications, and compliance documentation. This centralised database ensures that procurement teams always have up-to-date and accurate information, reducing errors and enhancing decision-making.
The module supports efficient purchase order management, allowing users to create, approve, track, and reconcile orders directly within Britixo CRM. Automated alerts notify teams of order statuses, delivery timelines, and payment due dates, improving workflow transparency and reducing the risk of delays or missed payments.
Communication tools embedded in the module facilitate seamless interaction with suppliers via email or messaging, with all correspondence logged for audit trails and easy reference. Integration with inventory and accounting systems helps businesses maintain optimal stock levels and ensures financial accuracy by syncing supplier invoices and payments.
Supplier performance monitoring features allow businesses to evaluate vendor reliability, quality, and compliance through customisable metrics and reporting. These insights enable procurement managers to identify high-performing suppliers, negotiate better terms, and address issues proactively, strengthening overall supply chain resilience.
The module is designed with compliance and security in mind, supporting GDPR adherence and secure handling of sensitive vendor information. Role-based access controls limit data visibility to authorised personnel, protecting confidential agreements and payment information.
With its user-friendly interface and mobile accessibility, the Supplier Management Module empowers procurement teams to manage supplier relationships and procurement activities efficiently, whether in the office or on the move. Customisable workflows ensure the module adapts to diverse industry needs, from manufacturing and retail to services and construction.
In summary, Britixo’s Supplier Management Module equips UK businesses with a robust, centralised platform to optimise vendor relationships, streamline purchasing processes, and enhance supply chain transparency. By improving communication, automating workflows, and providing actionable insights, it supports better procurement decisions that drive operational efficiency and business growth.
Inventory Management Module

The Inventory Management Module within Britixo CRM is a robust and flexible solution designed to help UK businesses streamline stock control, optimise supply chains, and improve overall inventory accuracy. Whether you operate in retail, manufacturing, or distribution, this module provides the tools necessary to track products, manage warehouses, and maintain optimal stock levels—all from a centralised platform.
At its core, the module offers comprehensive inventory tracking capabilities. Businesses can monitor stock quantities in real-time across multiple locations, including warehouses, retail outlets, and distribution centres. Detailed product records store essential information such as SKU, batch numbers, expiry dates, supplier details, and reorder thresholds. This ensures inventory visibility at every stage, reducing the risk of stockouts or overstocking.
The module supports automated stock alerts and reorder notifications, enabling procurement teams to replenish inventory proactively. Users can configure custom reorder points based on sales velocity, seasonal trends, or safety stock requirements. This proactive approach minimises disruptions to operations and improves customer satisfaction through consistent product availability.
Inventory transactions—such as stock receipts, transfers, adjustments, and dispatches—are logged automatically, providing a complete audit trail for accountability and compliance purposes. Integration with barcode scanning and RFID technologies accelerates stock handling processes and reduces human error during inventory counts and movements.
Britixo’s Inventory Management Module also features batch and serial number tracking, which is crucial for industries requiring traceability, such as pharmaceuticals, food and beverage, and electronics. This capability ensures compliance with UK regulatory standards and supports effective recall management if necessary.
Multi-warehouse support allows businesses to manage stock levels independently or collectively across locations. Transfer orders and inter-warehouse stock movements are simplified, improving logistics coordination and reducing carrying costs.
The module integrates seamlessly with purchasing, sales, and accounting modules within Britixo CRM, creating an end-to-end inventory and financial management ecosystem. For example, sales orders automatically adjust inventory levels, while purchase orders trigger stock replenishment. Integration with suppliers and payment gateways streamlines procurement and financial reconciliation.
Reporting and analytics provide detailed insights into inventory turnover rates, ageing stock, valuation, and demand forecasting. These insights enable smarter purchasing decisions, reduce waste, and enhance profitability. Custom dashboards offer a quick overview of key inventory metrics tailored to managerial needs.
Security and compliance are integral features, with role-based access controls protecting sensitive inventory and financial data. The module complies with UK GDPR standards to safeguard business and customer information.
User experience is a priority, with an intuitive interface accessible on desktop and mobile devices. This accessibility empowers warehouse managers and sales staff to update inventory data in real-time, regardless of location.
In summary, Britixo’s Inventory Management Module offers UK businesses a comprehensive, scalable solution to optimise stock control, enhance supply chain efficiency, and improve customer satisfaction. By automating inventory processes and providing actionable insights, it supports operational excellence and sustainable growth.

Britixo Integrations

Does Britixo can be integrate with other applications?

Britixo Unlimited Integrations
Connect Britixo with thousands of apps, tools, and platforms to create a fully automated, customised business management system.
Introduction: Connecting Everything, Managing from One Place.
In today’s fast-paced business environment, no system can stand alone. Your team uses a mix of tools—email, accounting software, marketing platforms, e-commerce stores, scheduling apps—and keeping them all in sync can be exhausting. Switching between systems wastes time, causes data errors, and slows down decision-making.
Britixo’s Unlimited Integrations remove those barriers. With direct API connectivity, pre-built app integrations, and compatibility with platforms like Zapier, Make (formerly Integromat), and 3,000+ popular tools, Britixo becomes the central hub for your entire business. From financial management and CRM to project tracking and customer support, you can bring everything together into one connected ecosystem.
Whether you’re a small UK startup or a growing multi-location enterprise, Britixo adapts to your tech stack—so you can work faster, smarter, and with fewer manual tasks.
1. What Unlimited Integrations Mean for Your Business
Britixo Unlimited Integrations allow you to:
Connect with thousands of apps across every business function.
Automate repetitive workflows without coding knowledge.
Share date in real time between systems to avoid duplication.
Customise your tech stack to match your exact processes.
Instead of being locked into one rigid system, you can keep the tools you love while uniting them through Britixo. This gives you the flexibility to evolve as your business grows, without constantly switching software.
2. Direct and Native Integrations
Britixo offers direct integrations with popular platforms used by UK businesses, including:
Accounting: Xero, QuickBooks Online.
Payments: Stripe, GoCardless, PayPal.
Email & Communication: Outlook, Gmail, Twilio, Mailchimp.
Productivity & Collaboration: Google Workspace, Microsoft 365, Slack.
These direct integrations mean you can sync invoices, customer details, email threads, calendar events, and more—without exporting or importing manually.
Example: When you issue an invoice in Britixo, it can automatically sync to Xero or QuickBooks, mark it as paid when Stripe processes payment, and update the client’s record instantly.
3. Integrations via Zapier and Make
With Zapier and Make, Britixo can connect with over 3,000 other applications—from marketing automation tools to HR systems.
Examples of automated workflows:
When a lead fills in a web form, create a new record in Britixo, add them to your email marketing list, and notify your sales team on Slack.
When a property is marked as sold in Britixo, generate a document in Google Docs, store it in Dropbox, and send a confirmation email to the client.
When a payment is received, automatically update the customer’s subscription status and send them a thank-you SMS.
This no-code automation removes repetitive admin, so your team can focus on higher-value work.
4. API for Custom Integrations
For businesses with specific needs, Britixo’s open API lets developers build custom integrations with in-house systems or industry-specific software.
Benefits of API connectivity:
Full control over data flows.
Integration with niche or proprietary tools.
Ability to build custom dashboards, apps, or reporting systems using Britixo data.
Example for UK businesses: A legal firm could integrate Britixo with a case management platform, ensuring client records, case notes, and invoices stay synchronised automatically.
5. Real-World Use Cases in the UK Market
A. Accountancy Practice:
Connects Britixo to Xero for instant invoice syncing.
Automates client onboarding with document requests sent via email.
Integrates with Calendly for client booking directly into Britixo’s calendar.
B. Real Estate Agency:
Syncs property listings with marketing platforms.
Connects with DocuSign for fast digital contract signing.
Links with WhatsApp Business for client communications.
C. eCommerce Business:
Integrates Shopify orders into Britixo for order tracking.
Connects PayPal and Stripe for instant payment updates.
Sends shipping updates automatically through email and SMS.
D. Healthcare Provider:
Syncs patient appointments from Britixo with Google Calendar.
Connects payment systems for fast billing.
Automates aftercare emails through Mailchimp.
6. Key Benefits of Britixo Unlimited Integrations
Efficiency: No more double entry—data flows seamlessly.
Speed: Workflows are automated from start to finish.
Accuracy: Reduced risk of manual errors.
Scalability: Add or change integrations as your business grows.
Flexibility: Keep the tools your team knows and loves.
Punchy Highlights:
🔗 Connect 3,000+ apps instantly.
⚡ Automate tasks and save hours each week.
🔒 Keep data secure with encrypted transfers.
📊 Get real-time business updates across systems.
🛠 Customise integrations to fit your workflow.
7. Security and Compliance
Britixo integrations are built with data protection in mind. All transfers use encrypted protocols, and access is controlled via permissions. For UK businesses, this means integrations comply with GDPR requirements—protecting customer data while enabling flexibility.
8. Getting Started with Unlimited Integrations
Britixo makes integration simple, even for non-technical users:
Identify your connected tools – Decide which apps you want to integrate.
Set up direct integrations – Use Britixo’s built-in connection settings for supported platforms.
Create workflows in Zapier or Make – Choose triggers, actions, and conditions for automation.
Test and monitor – Ensure data is flowing correctly before going live.
Scale and adapt – Add more integrations as your business grows.
Britixo’s support team can guide you through the process, and for advanced setups, our API documentation is available for developers.
Conclusion: One Platform, Infinite Possibilities
Britixo Unlimited Integrations turn your business into a fully connected, automated ecosystem. Instead of operating in silos, your tools and data work together—saving time, reducing errors, and giving you the agility to adapt quickly to new opportunities.
Whether you’re running a small UK clinic, a busy real estate agency, or a multi-branch retail operation, Britixo’s integration capabilities mean you can keep your existing tools while uniting them in a single, powerful platform.
No limits. No lock-ins. Just total connectivity.

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BRITIXO
Core CRM Software

Industry Specific
Practice Management

Core
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Built-In
Modules

Resources &
Help Centre

How to Add Custom Fields for Clients, Projects, Invoices & More in Britixo?

Step-by-Step Instructions:

A. Create a Custom Field.

B. Manage Existing Custom Fields.

Examples of Useful Custom Fields:

Tips:

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Britixo Cloud-based Software Solutions

Britixo Specifications & Features.

Britixo Unlimited Integrations

Introduction: Connecting Everything, Managing from One Place.

1. What Unlimited Integrations Mean for Your Business

2. Direct and Native Integrations

3. Integrations via Zapier and Make

4. API for Custom Integrations

5. Real-World Use Cases in the UK Market

6. Key Benefits of Britixo Unlimited Integrations

7. Security and Compliance

8. Getting Started with Unlimited Integrations

Conclusion: One Platform, Infinite Possibilities

Britixo

Secure, Compliant
Built For UK Businesses!

Please note that instant 24/7 support is only available for existing clients, for all other queries send email at sales @ britixo.com.

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