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How to Add and Capture Leads Automatically in Britixo CRM?
Britixo offers multiple real methods for lead generation, including manual entry, importing from files, automatic capture via email (POP/IMAP), and lead web forms. Each method ensures your sales team can manage inbound prospects efficiently with no duplication or missed opportunities.
This guide explains every legitimate way to generate leads inside Britixo, strictly based on existing platform functionality.
🔹 Method 1: Add Leads Manually
Log in to Britixo at https://britixo.com/app/login .
From the left-hand menu, go to Sales → Leads .
Click the “New Lead” button at the top right.
Fill in the form:
Name – Lead’s full name or company
Email / Phone – Required for communication
Status – e.g., New, Contacted, Qualified
Source – Manual, Form, Email, Referral (customisable)
Assigned Staff – The user responsible for handling this lead
Tags / Notes – Optional for internal reference
Lead Value / Contact Date – Optional for sales tracking
Click Save to add the lead to the system.
🔹 Method 2: Generate Leads Automatically from Email (POP/IMAP)
Britixo allows automatic lead generation by connecting an email inbox (e.g. sales@yourcompany.com). When a new email arrives, Britixo scans the content and creates a lead based on the sender’s email and message.
✉️ Configure Email Integration for Lead Capture
Go to Setup → Leads → Email Integration .
Fill out the email configuration settings:
Email Protocol – Choose IMAP or POP3
Mail Server (Host) – e.g., imap.yourdomain.com
Email Address / Username – The inbox to monitor
Password – App-specific password if using Gmail/Outlook
Port – Usually 993 for IMAP / 110 for POP3
Encryption – SSL/TLS if your server supports it
Check Every X Minutes – Set how often to scan
Only Unread Emails – Recommended for clean lead capture
Choose the default Lead Source , Status , and Assigned Staff for leads generated via email.
Click Save Settings .
✅ From now on, each new incoming email will generate a lead using the sender’s name and email address. The message body becomes the lead description.
🔹 Method 3: Capture Leads via Web Forms
Britixo includes lead capture forms that can be embedded on your website to collect leads directly into the CRM.
🌐 Create a Lead Web Form
Go to Leads → Web to Lead Form .
Click Create Form , then fill out the form setup:
Form Name – Internal reference only
Assign to Staff – Default user assigned to all submitted leads
Default Lead Status / Source – e.g., New / Website
Post Submit Message – Message shown to users after form submission
Redirect URL (optional) – Redirect users to a thank you or landing page
Enable CAPTCHA – Prevent spam (recommended)
Drag and drop form fields (e.g., Name, Email, Phone, Message). You can make fields required.
Click Generate Form Code .
Copy the HTML code and embed it on your website.
✅ Submissions from the form will automatically appear as new leads in Britixo.
🔹 Method 4: Import Leads from CSV File
Go to Sales → Leads .
Click the Import button.
Download the sample CSV to view the required format.
Upload your lead list using the matching columns.
Map fields like Name, Email, Phone, and Source.
Click Import and review the results.
🔹 Method 5: Convert Existing Clients or Contacts into Leads
While Britixo is primarily designed to convert leads into clients (not the reverse), administrators can re-create a lead manually using client details if needed, especially for upselling or new product campaigns.
🧠 Tip
Use tags, statuses, and custom sources to categorise leads by campaign or entry point. This makes reporting and segmentation much easier.
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