https://britixo.com/help-centre/category/customers-contacts/https://britixo.com/help-centre/assets/module-walkthroughs/customers-contacts.jpgBritixo Customers & Contacts Tutorial | Complete Module WalkthroughKeep customer profiles, contacts, access and supporting records together. Follow creation, updates, permissions, files, notes, reminders, imports and safe removal of fictional training data.https://britixo.com/help-centre/assets/module-walkthroughs/customers-contacts.mp48512026-11-05T21:06:16.249330+00:00https://britixo.com/help-centre/category/leads-pipeline/https://britixo.com/help-centre/assets/module-walkthroughs/leads-pipeline.jpgBritixo Leads & Sales Pipeline Tutorial | Complete Module WalkthroughFollow a prospect from enquiry to customer. Review stages and sources, capture and qualify leads, organise follow-up, use list and Kanban views, import records and verify customer conversion.https://britixo.com/help-centre/assets/module-walkthroughs/leads-pipeline.mp414212026-11-05T21:06:16.249330+00:00https://britixo.com/help-centre/category/projects-tasks/https://britixo.com/help-centre/assets/module-walkthroughs/projects-tasks.jpgBritixo CRM Projects, Tasks & Time Tracking | Complete Module WalkthroughPlan and deliver customer work in one place. Follow project settings, milestones, tasks, checklist handovers, time tracking, draft billing, files, discussions, customer permissions and the native PDF export.https://britixo.com/help-centre/assets/module-walkthroughs/projects-tasks.mp436102026-11-05T23:36:15.592009+00:00https://britixo.com/help-centre/category/invoices-payments/https://britixo.com/help-centre/assets/module-walkthroughs/invoices-payments.jpgBritixo CRM Invoices, Payments & Credit Notes | Complete Module WalkthroughManage the billing lifecycle in one place. Follow live clicks through invoice drafts, recurring settings, receipts, credit notes, refunds, batch payments, reminders, files, customer previews and exports.https://britixo.com/help-centre/assets/module-walkthroughs/invoices-payments.mp427372026-11-06T06:12:47.205637+00:00https://britixo.com/help-centre/category/proposals-estimates/https://britixo.com/help-centre/assets/module-walkthroughs/proposals-estimates.jpgBritixo CRM Proposals, Estimates & Requests | Complete Module WalkthroughTurn enquiries into reviewed proposals and estimates. Follow live clicks through request forms, qualification, priced scope, optional services, reusable content, customer previews and native invoice or project handoffs.https://britixo.com/help-centre/assets/module-walkthroughs/proposals-estimates.mp435202026-11-06T22:29:18.716782+00:00 https://britixo.com/help-centre/category/contracts-documents/https://britixo.com/help-centre/assets/module-walkthroughs/contracts-documents.jpgBritixo CRM Contracts & Documents | Complete Module WalkthroughManage customer agreements from the first draft to renewal. Follow live clicks through contract types, content and merge fields, reusable templates, customer review, signature requirements, notes, files and linked follow-up tasks.https://britixo.com/help-centre/assets/module-walkthroughs/contracts-documents.mp417302026-11-06T22:29:18.716782+00:00