Britixo learning library
Explore Britixo software, connected business tools and technology services. Find a focused tutorial, follow a product walkthrough or understand the service you need.
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Services & technology
Manage customer contracts in Britixo CRM with live clicks: create and review agreements, edit content and merge fields, reuse templates, check signature requirements, manage supporting records, renew contracts and link follow-up tasks.
Matching written guideFinance & accounting
Learn Britixo CRM proposals, estimates and requests with live clicks: enquiry forms, qualification, priced scope, optional services, customer previews, reusable templates and native invoice/project handoffs.
Matching written guideFinance & accounting
Learn invoicing in Britixo CRM with real clicks through drafts, recurring settings, receipts, credit notes, refunds, batch payments, merging, reminders, files, saved filters and exports. Use the chapters to revisit each workflow.
Matching written guideProjects & tasks
Manage projects, tasks and time tracking in Britixo. Follow real clicks through project settings, milestones, checklist handovers, saved workflows, timers, draft billing, files, discussions, delivery drafts, customer access, reporting and PDF export.
Matching written guideSales & customers
Manage leads and your sales pipeline in Britixo with a complete walkthrough recorded in the live application. Follow real cursor movement, clicks and typing through stages, sources, ownership, notes, files, reminders, follow-up, qualification, duplicate review, Kanban, import, bulk actions, web-form capture, customer conversion and reporting. Private mailbox setup requirements are explained without claiming a connected…
Matching written guideSales & customers
Learn how to manage customers and contacts in Britixo with a complete, chaptered walkthrough recorded in the live application. Follow real cursor movement, clicks and typing through customer setup, contact permissions, custom fields, addresses, groups, staff assignments, files, notes, reminders, import, filters, export, status and reviewed deletion.
Matching written guideServices & technology
Explore Bespoke vs Off-the-Shelf Software with Britixo. This animated service overview follows requirements, scope, start with the workflow, not a preferred product, when a ready-made application is a good starting point, when configuration or integration is enough, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Managed IT Services with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideCommunication & support
Explore IT Helpdesk Support Services with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideAdministration & integrations
Explore Managed Cybersecurity with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore IT Consultancy and Strategy with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Managed Custom Software Development with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideProperty & compliance
Explore Compliance and Data Protection Support with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideSales & customers
Explore CRM Setup and Automation with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Cloud and Microsoft 365 Management with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Backup and Disaster Recovery with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideAdministration & integrations
Explore Client, Staff and Supplier Portal Development with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI and Workflow Automation with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI Audit Trails and Evidence with Britixo. This animated service overview follows requirements, scope, record the decision as well as the event, protect the evidence without over-collecting, make review repeatable, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI Telemetry and Monitoring Software with Britixo. This animated service overview follows requirements, scope, choose signals that answer an operating question, design for privacy and interpretation, make alerts actionable, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI Risk Management Software with Britixo. This animated service overview follows requirements, scope, start with the use case, connect controls to the actual risk, review when the system changes, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore SSH Shared Hosting Services with Britixo. This animated service overview follows requirements, scope, workload and dependency assessment, hosting architecture and responsibility matrix, backup, recovery and monitoring design, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Dedicated Server Hardware Guide with Britixo. This animated service overview follows requirements, scope, amd epyc 9005 series, intel xeon 6, intel xeon 6+, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Managed vs Unmanaged VPS with Britixo. This animated service overview follows requirements, scope, britixo managed vps, managed server support, server migration, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore VPS vs Dedicated Server with Britixo. This animated service overview follows requirements, scope, efficient virtual infrastructure, dedicated physical resources, management changes the comparison, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Server Migration Services with Britixo. This animated service overview follows requirements, scope, dependency discovery, defined acceptance, rollback planning, implementation, validation and ongoing support.
Matching written guideCommunication & support
Explore Managed Server Support with Britixo. This animated service overview follows requirements, scope, operating-system administration, monitoring and response, security maintenance, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore UK Dedicated Servers with Britixo. This animated service overview follows requirements, scope, physical resource control, uk-based server options, current enterprise hardware, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Managed VPS Hosting with Britixo. This animated service overview follows requirements, scope, managed vps essential, managed vps growth, managed vps performance, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Cloud Hosting Services with Britixo. This animated service overview follows requirements, scope, workload and dependency assessment, hosting architecture and responsibility matrix, backup, recovery and monitoring design, implementation, validation and ongoing support.
Matching written guideProjects & tasks
Explore Software Delivery Milestones and Acceptance with Britixo. This animated service overview follows requirements, scope, agree what each milestone means, requirements and design: establish a reviewable baseline, build and integrate: demonstrate complete working increments, implementation, validation and ongoing support.
Matching written guideSales & customers
Explore CRM, VoIP and Custom Software Integration with Britixo. This animated service overview follows requirements, scope, define the customer or staff journey first, give each system clear ownership of information, connect voip and pbx to the application where useful, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Hosting Solutions Services with Britixo. This animated service overview follows requirements, scope, workload and dependency assessment, hosting architecture and responsibility matrix, backup, recovery and monitoring design, implementation, validation and ongoing support.
Matching written guideProperty & compliance
Explore Software Maintenance and Support with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Software Development Process with Britixo. This animated service overview follows requirements, scope, a clear engagement scope and named decision owners, an evidence-led discovery and delivery plan, concise architecture, risk and operating records, implementation, validation and ongoing support.
Matching written guideAdministration & integrations
Explore Security, Data Protection & Service Assurance with Britixo. This animated service overview follows requirements, scope, uk infrastructure and in-house platforms, access and account protection, secure software and change management, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore SaaS Product Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Quality Assurance Services with Britixo. This animated service overview follows requirements, scope, a clear engagement scope and named decision owners, an evidence-led discovery and delivery plan, concise architecture, risk and operating records, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Practice Management Software Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore MVP Development Services with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Mobile App Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore How We Work with Britixo. This animated service overview follows requirements, scope, decision records, delivery and risk view, service definition, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Website Design for UK Businesses with Britixo. This animated service overview follows requirements, scope, plan the content and the visitor’s task, design a consistent experience, prepare for launch and upkeep, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Other Technology Services with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI and Automation Services with Britixo. This animated service overview follows requirements, scope, an ai and automation suitability and architecture decision record, ai and automation engineering, testing and code-quality standards, a secure ai and automation build, release and monitoring route, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Connected IT Services for UK Organisations with Britixo. This animated service overview follows requirements, scope, focused assessment, defined implementation, co-managed capability, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Technologies with Britixo. This animated service overview follows requirements, scope, a technologies suitability and architecture decision record, technologies engineering, testing and code-quality standards, a secure technologies build, release and monitoring route, implementation, validation and ongoing support.
Matching written guideGetting started
Explore Britixo’s UK trade mark application service: owner and brand research, mark representation, goods and services classification, client approval, filing, UKIPO examination, publication and registration records.
Matching written guideSales & customers
Explore Britixo’s free WhatsApp platform access, integrations and setup: connect conversations with CRM, service records and controlled business workflows. Applicable Meta message charges and usage rules are separate.
Matching written guideServices & technology
Explore Technology Engagement Models with Britixo. This animated service overview follows requirements, scope, a clear engagement scope and named decision owners, an evidence-led discovery and delivery plan, concise architecture, risk and operating records, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Global Delivery Model with Britixo. This animated service overview follows requirements, scope, a clear engagement scope and named decision owners, an evidence-led discovery and delivery plan, concise architecture, risk and operating records, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Software Consulting Services with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Cloud Application Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideProperty & compliance
Explore AI Compliance and Governance Software with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore AI Software Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideAdministration & integrations
Explore API Development and Integration with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideSales & customers
Explore CRM Software Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore ERP Software Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Enterprise Software Development with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore UK Hosting & Servers with Britixo. This animated service overview follows requirements, scope, uk-based technology provider, fully managed vps, dedicated physical resources, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore DevOps and Infrastructure Automation with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Dedicated Development Teams with Britixo. This animated service overview follows requirements, scope, workflow and requirement discovery, solution architecture and prioritised delivery plan, tested implementation with migration and integration controls, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Managed IT and Outsourced IT Department with Britixo. This animated service overview follows requirements, scope, documented service scope and escalation routes, asset, account and supplier visibility, support, security and recovery operating routines, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Custom Software Architecture and Technologies with Britixo. This animated service overview follows requirements, scope, begin with architecture decisions that affect the service, web interfaces and application back ends, data, apis and mobile access, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Legacy Software Modernisation and Migration with Britixo. This animated service overview follows requirements, scope, decide what needs to change and what must stay, map dependencies around the existing application, choose a migration path the business can operate, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Custom & Tailored Software Development with Britixo. This animated service overview follows requirements, scope, complete work with fewer handovers, give information a clear home, create a useful customer experience, implementation, validation and ongoing support.
Matching written guideCommunication & support
Explore UK VoIP Services for Business & Home with Britixo. This animated service overview follows requirements, scope, browser calling & everyday controls, sip handsets & softphones, numbers & call handling, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Digital Transformation with Britixo. This animated service overview follows requirements, scope, service & process discovery, target operating design, platform & vendor selection, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Data Centre and Hosting with Britixo. This animated service overview follows requirements, scope, hosting strategy, private & dedicated environments, colocation & connectivity, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Web and Software Development with Britixo. This animated service overview follows requirements, scope, product discovery, ux & service design, web & application engineering, implementation, validation and ongoing support.
Matching written guideAdministration & integrations
Explore Cyber Security with Britixo. This animated service overview follows requirements, scope, risk & control baseline, identity & access security, endpoint & vulnerability management, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Cloud and Infrastructure with Britixo. This animated service overview follows requirements, scope, cloud strategy & landing zones, migration & modernisation, networks & connectivity, implementation, validation and ongoing support.
Matching written guideCommunication & support
Explore Managed IT Support with Britixo. This animated service overview follows requirements, scope, service desk & user support, proactive monitoring, endpoint management, implementation, validation and ongoing support.
Matching written guideServices & technology
Explore Britixo IT consulting: frame the business decision, assess the technology estate, compare options and build an accountable roadmap for investment, architecture, governance and delivery.
Matching written guideSales & customers
See how Britixo delivers UK call centre services, from agreeing the brief and preparing agents to handling inbound enquiries, coordinating outbound activity, connecting CRM records and reviewing service quality.
Matching written guideSales & customers
See how Britixo plans, configures and supports a call centre VoIP service, from discovery and call-flow design to CRM integration, testing, launch and ongoing improvement.
Matching written guideFinance & accounting
Explore finance setup: taxes, currencies and payment modes in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Explore lead sources, statuses and capture settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Explore workspace settings, integrations and automation in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Explore main menu and setup menu configuration in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore sales, expense, timesheet and knowledge base reports in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Explore staff, custom fields, gdpr, roles and theme setup in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideProperty & compliance
Explore qr compliance records and verification controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideProjects & tasks
Explore utilities: calendar, exports, goals and surveys in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Explore contracts and contract-type settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideGetting started
Explore expense registers and customer links in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore estimate requests, enquiry forms and status settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Explore delivery notes and linked sales documents in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore knowledge base articles and publication controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore mailboxai inbox, synchronisation and ai controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore whatsapp inbox, private linking and account controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore xero: sync, reconciliation, mappings and exceptions in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore quickbooks: sync, reconciliation and exceptions in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore appointments, services and staff availability in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore support tickets and support configuration in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Explore solution catalogue and integration requests in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideServices & technology
Explore google workspace tools and private authorisation in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore sage: sync, reconciliation, mappings and exceptions in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideCommunication & support
Explore native voip readiness and browser calling controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Explore sales crm: pipelines, forecasts and reports in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Follow create and review an unsent draft invoice in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Explore accounting, banking, transactions and settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Explore customer records and customer setup in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Follow capture crm leads, assign owners and use filters in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideServices & technology
Follow company details and localisation in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideGetting started
Explore 14-day trial tools and workspace overview in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideProjects & tasks
Follow create assigned tasks and review task filters in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideAdministration & integrations
Follow add staff, roles and permissions in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideGetting started
Follow account registration and private verification in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideServices & technology
Explore letter manager, templates and evidence in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideServices & technology
Explore subscriptions and recurring billing controls in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.
Matching written guideSales & customers
Follow convert a qualified lead to a customer in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideFinance & accounting
Follow set the workspace currency in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideProjects & tasks
Follow customer projects, linked records and workspace tabs in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules.
Matching written guideGetting started
Explore Britixo through real screen recordings and moving cursor actions. Follow company setup and staff access, convert an enquiry into a customer, create a project and assigned task, then prepare an unsent draft invoice. Tour the menus, internal tabs and settings enabled in the default 14-day trial.
Matching written guideServices & technology
Britixo Workspace Guide: Service Readiness and Help Centre. Follow the live application screens with clear instructions and English captions.
Matching written guideAdministration & integrations
Britixo Customisation: Custom Fields, Menus, Themes & Modules. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Privacy Controls: Consent, Removal Requests & Audit Log. Follow the live application screens with clear instructions and English captions.
Matching written guideAdministration & integrations
Britixo Portal API Setup: Access Scope and Integration Security. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo AI Assistant: Connection Status, Drafts & Record Checks. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Reporting: Sales Filters, Performance Reports & Goals. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Automation: Sales Triggers and Ordered Task Workflows. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Inventory: Delivery Vouchers and Stock History. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Inventory: Products, Warehouses and Goods Receipts. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Purchase Orders: Create a Draft and Review Approval. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Purchasing: Add Vendors and Raise Purchase Requests. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo HR Guide: Leave, Attendance, Rota and Draft Payroll. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo HR: Start a Protected Employee Onboarding Draft. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Client Discovery: Create Briefs and Review Service Intake. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Client Portal Tutorial: Invoices, Projects and Support. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
How to Publish a Customer Knowledge Base Article in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Project Planning: Milestones and Gantt Timeline. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
Britixo Support Tickets: Add Replies, Update Status & View History. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
How to Create and Assign a Customer Support Ticket in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
How to Create a Survey and Review Recipients in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
How to Book an Appointment and Review Billing Links in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
Britixo Appointments Setup: Services, Providers & Working Hours. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
Britixo VoIP Guide: Extensions, Readiness and Browser Calling. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
Britixo WhatsApp Guide: Inbox, Connections and Account Controls. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Letter Manager: Create PDF Letters and Review Delivery. Follow the live application screens with clear instructions and English captions.
Matching written guideCommunication & support
Britixo Mailbox Setup: IMAP, SMTP and Shared Inbox Access. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Practice Management: Project Progress & Accounting Firm OS. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Projects: Shared Files, Discussions & Client Submissions. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Time Tracking: Task Timers, Timesheets & Billable Work. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
Britixo Task Management: Checklists, Files and Status Updates. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
How to Create and Assign Project Tasks in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
How to Create a Customer or Lead Proposal in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideProjects & tasks
How to Create a Customer Project and Set Billing in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Integrations: Accounting Connections & Payment Gateways. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Accounting: Bookkeeping, Banking and Reconciliation. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Expenses Tutorial: Receipts, Items and Tax Settings. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Credit Notes: Create a Note and Preview Invoice Credit. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Invoices: Review Overdue Balances and Set Reminders. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Recurring Invoices and Subscription Setup Guide. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
How to Record an Invoice Payment and Check Receipts in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
How to Create and Review a Customer Invoice in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Documents: Contract Renewals, Delivery Notes & Evidence. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Contract Signatures: Review the Form and Signing Status. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
How to Create a Contract and Add Agreement Content in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Estimates: Record Acceptance and Convert to an Invoice. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
How to Create an Estimate with Items and Terms in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo Lead Capture: Client Briefs and Companies House Search. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo CSV Imports: Customers, Leads and Sales Opportunities. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
How to Convert a Lead to a Customer in Britixo CRM. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo Sales CRM Tutorial: Create Deals and Manage Pipelines. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo Lead Qualification: Checks, Next Actions & Follow-Up. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
How to Create a Lead and Assign Its Owner in Britixo CRM. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo CRM: Customer Billing Details and Contact Permissions. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
How to Add a Customer and Primary Contact in Britixo CRM. Follow the live application screens with clear instructions and English captions.
Matching written guideAdministration & integrations
Britixo Guide: Global Search, Calendar and Your Staff Profile. Follow the live application screens with clear instructions and English captions.
Matching written guideSales & customers
Britixo Email Setup: Delivery Methods and Contact Notifications. Follow the live application screens with clear instructions and English captions.
Matching written guideAdministration & integrations
How to Add Staff, Roles and Permissions in Britixo. Follow the live application screens with clear instructions and English captions.
Matching written guideFinance & accounting
Britixo Setup: Company Details, Branding, Timezone & Currency. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
Britixo Dashboard Tutorial: Navigate Your Business Workspace. Follow the live application screens with clear instructions and English captions.
Matching written guideServices & technology
How to Create a Britixo Account and Sign In Securely. Follow the live application screens with clear instructions and English captions.
Matching written guideGetting started
See how Britixo connects CRM, sales, finance, projects and business operations in one workspace.
Matching written guideGetting started
🏡 PROPERTY MANAGEMENT SOFTWARE UK | PROPLIX
Sales & customers
Get Started: https://britixo.com/tailored-business-software/
Matching written guideServices & technology
A Simpler Way to Run a Courier Business
Services & technology
A Simpler Way to Run a Courier Business
Property & compliance
Get started for free with britixo property management software: https://britixo.com/pms/real-estate-property-management-software-with-crm-uk/
Matching written guideProperty & compliance
Learn how to allocate a job to a supplier in the Britixo Real Estate Management System step-by-step. In this tutorial, we demonstrate how property managers and real estate professionals can easily assign maintenance jobs to suppliers, track tasks, and record supplier payments within Britixo Real Estate Management Software.
Matching written guideProperty & compliance
Learn how to quickly and efficiently add a new tenant to your Britixo Real Estate Management system.
Matching written guideSales & customers
Britixo – Practice Management & CRM Software UK
Property & compliance
Britixo – Practice Management & CRM Software UK
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