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How to Add Your First Client in Britixo Software?
Managing clients starts with adding them to your CRM. Britixo allows you to store detailed client profiles, contact persons, files, invoices, and more — all in one place.
Log in to Britixo Visit https://britixo.com/app/login and sign in with your admin or staff credentials.
Go to Clients Section From the left-hand menu, click on: Customers → Clients
Click “New Client” In the top-right corner, click the “+ New Client” button to start the entry.
Fill in the Client Details
Company Name (or full name if individual)
Email Address
Phone Number
Address, City, Postcode
VAT Number / Company Number (optional)
Select a Group/Tag (if applicable)
Add Primary Contact (Optional but Recommended)
Scroll down to the "Contact" section
Enter First Name, Last Name, Email, Phone
Set a password (or auto-generate / send an email to client with link to create a password for newly created account) if client needs portal access
Enable login if you want them to access their client area
Assign Currency & Language Set the preferred currency and language for this client if it differs from the system default.
Click “Save” Once all fields are complete, click the “Save” button to add the client to your database.
After Adding a Client:
You can now create invoices, estimates, tasks, and notes for them
View their full history by clicking their name in the client list
Assign them to projects or support tickets
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- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
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Britixo
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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
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