Britixo Complete 14-Day Trial Walkthrough | CRM, Projects, Finance & Automation

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. All names and business records are fictional training examples. The £750 invoice remains a draft and has not been emailed. Available features depend on your plan, permissions and provider connections. Passwords, verification codes, QR scans and provider authorisations stay private. A prepared training account is used after the registration cutaway. CHAPTERS 00:00 Britixo complete trial walkthrough 00:58 Start your Britixo account 01:48 Set the company name 03:11 Set the workspace currency 04:17 Add a colleague 05:15 Prepare the enquiry stage 08:01 Create connected customer work 13:18 Prepare a customer invoice as a draft 14:44 Explore the default trial tools 15:07 Default trial: Customers 15:24 Default trial: Accounting 18:54 Default trial: Sales 21:22 Default trial: Letter Manager 22:21 Default trial: Subscriptions 22:43 Default trial: Expenses 23:04 Default trial: Appointments 24:42 Default trial: Xero Accounting 26:46 Default trial: QuickBooks Accounting 28:48 Default trial: Sage Accounting 31:48 Default trial: Contracts 32:04 Default trial: Projects 32:23 Default trial: Britixo Whatsapp Enterprise 33:43 Default trial: Britixo Google Workspace 34:13 Default trial: Britixo Native VoIP 34:40 Default trial: Tasks 34:58 Default trial: Task Filters 35:26 Default trial: Lead Filters 36:04 Default trial: MailboxAI 38:04 Default trial: Solution Catalogue 39:05 Default trial: Support 39:47 Default trial: Leads 40:11 Default trial: Estimate Request 40:46 Default trial: Delivery Note 41:05 Default trial: Knowledge Base 41:24 Default trial: Utilities 44:43 Default trial: Reports 46:32 Default trial: QR Compliance Records 46:49 Default trial: Setup - Setup 48:44 Default trial: Setup - Customers 49:06 Default trial: Setup - Support 50:21 Default trial: Setup - Leads 51:11 Default trial: Setup - Finance 52:01 Default trial: Setup - Contracts 52:26 Default trial: Setup - Estimate Request 53:06 Default trial: Setup - Menu Setup 53:49 Google Workspace tools 56:05 Xero contacts, mappings and exceptions 56:39 QuickBooks contacts, mappings and exceptions 57:13 Sage contacts, mappings and exceptions 57:47 Workspace settings: finance, integrations and automation 1:02:59 Accounting: banking, transactions and settings 1:06:11 Mailbox sync and AI controls 1:06:56 Build your working routine in Britixo OFFICIAL GUIDES Official Britixo website https://britixo.com/ Help centre https://britixo.com/help-centre/ Workspace overview https://britixo.com/help-centre/britixo-crm-workspace-overview/ Account access https://britixo.com/help-centre/my-account-sign-in/ Staff accounts and access https://britixo.com/help-centre/create-a-staff-account/ Create a customer https://britixo.com/help-centre/create-a-customer/ Create a proposal https://britixo.com/help-centre/create-a-proposal/ Create an invoice https://britixo.com/help-centre/create-an-invoice/ Create a project https://britixo.com/help-centre/create-a-project/ Shared mailbox setup https://britixo.com/help-centre/create-a-shared-mailbox-exchange-account/ Genuine application recordings with a narrated voiceover. #Britixo #CRMTutorial #BusinessAutomation #CRMSoftware #ProjectManagement #SmallBusinessUK #BusinessSoftware