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 https://britixo.com/help-centre/category/expenses-finance/https://britixo.com/help-centre/assets/module-walkthroughs/expenses-finance.jpgBritixo CRM Expenses, Items & Finance Setup | Complete WalkthroughKeep business costs, receipts and billable follow-up connected. Follow live clicks through recurring schedules, imports, private filters, linked tasks and reminders, reusable items, classifications, finance setup and expense reporting.https://britixo.com/help-centre/assets/module-walkthroughs/expenses-finance.mp425572026-11-07T02:30:43.937091+00:00 https://britixo.com/help-centre/category/support-knowledge/https://britixo.com/help-centre/assets/module-walkthroughs/support-knowledge.jpgBritixo CRM Support Tickets & Knowledge Base | Complete WalkthroughFollow live clicks through support requests, routing, staff replies, private notes, customer-portal follow-up, reviewed closure, reusable guidance, knowledge-base visibility, filters, reporting and evidence review.https://britixo.com/help-centre/assets/module-walkthroughs/support-knowledge.mp441012026-11-07T09:15:37.154978+00:00 https://britixo.com/help-centre/category/staff-organisation/https://britixo.com/help-centre/assets/module-walkthroughs/staff-organisation.jpgBritixo CRM Staff, Roles & Organisation | Complete Module WalkthroughFollow live clicks through staff profiles, reusable roles, individual permissions, departments, project membership, task assignment, account status, internal notes and timesheets. Review working hours and private authentication setup.https://britixo.com/help-centre/assets/module-walkthroughs/staff-organisation.mp412572026-11-07T14:59:48.462926+00:00 https://britixo.com/help-centre/category/reports-goals-surveys/https://britixo.com/help-centre/assets/module-walkthroughs/reports-goals-surveys.jpgBritixo CRM Reports, Goals & Surveys | Complete Module WalkthroughFollow live clicks through sales, receipts, expense and lead reports, staff timesheets, measurable goals, survey design, question ordering, feedback results, recipient lists and Excel import. Review invitation audiences without sending messages.https://britixo.com/help-centre/assets/module-walkthroughs/reports-goals-surveys.mp425852026-11-07T17:56:52.262298+00:00