Getting started
Why Britixo? All-in-One CRM, Finance & Business Management
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See how Britixo connects CRM, sales, finance, projects and business operations in one workspace.
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See how Britixo connects CRM, sales, finance, projects and business operations in one workspace. Useful links: Written guide: https://britixo.com/help-centre/britixo-crm-workspace-overview/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/getting-started/ Use global search to find CRM records: https://britixo.com/help-centre/use-global-search-to-find-crm-records/ Understand subscriptions in Britixo CRM: https://britixo.com/help-centre/understand-subscriptions-in-britixo-crm/ Understand roles, permissions and visible menus: https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Contact and product support: https://britixo.com/contact/ Sign in to the staff admin area: https://britixo.com/help-centre/sign-in-to-the-staff-admin-area/ Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Why Britixo • Start with the customer • Turn enquiries into opportunities • Build the commercial offer • Keep billing connected • Deliver the work • Manage practice operations • Bring communication together • Coordinate appointments • Keep customers involved • Coordinate the workforce • Connect purchasing and stock • Give the next action a system • Choose the tools your business needs Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #BusinessManagement #ProjectManagement #BusinessAutomation MORE HELP https://britixo.com/help-centre/complete-the-initial-company-setup/ #CRMSoftware #CRMTutorial
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