Practice Management Software with Built-In CRM | UK
Running a practice in the UK today means managing more than just clients. Whether you’re an accountant, real estate professional, solicitor, healthcare provider, or consultant, you’re handling contracts, deadlines, compliance, billing, and communications — often across multiple disconnected systems. The result is inefficiency, wasted time, and increased compliance risk.Britixo changes that. As a UK-native Practice Management Software (PMS) with a built-in CRM, Britixo gives firms a single, modular platform that can be shaped to fit any industry. Its design is flexible and modular: simply activate the features you need, and deactivate those you don’t. For an accountant, that means billing, invoicing, tax workflows, and reporting. For a real estate firm, it means landlord/tenant portals, listings, and rental management. For consultants, it means CRM, scheduling, task automation, and client dashboards. Instead of buying separate tools for each department, Britixo gives you an all-in-one hub that adapts to your industry — with flat, predictable pricing and UK compliance built-in.
Why UK Firms Need PMS with CRM?
The UK market is competitive and regulated. Firms that rely on spreadsheets, generic CRMs, or single-purpose apps face challenges such as:
One System, Endless Client Relationships.
For many UK firms, the CRM (Customer Relationship Management) system sits separately from practice management, forcing teams to juggle two platforms. This creates duplication, missed opportunities, and fragmented data. When client details, proposals, invoices, and communications aren’t connected, relationships weaken, admin piles up, and valuable insights are lost. In modern UK business, where client loyalty depends on seamless experiences, firms need more than a bolt-on CRM — they need it built directly into their operations.
That’s why Britixo includes a fully integrated CRM, designed from the ground up to work hand-in-hand with your practice management workflows. Leads can be captured from forms or emails, nurtured through pipelines, and converted into active clients — all without leaving the system. Every proposal, invoice, document, and email is linked back to the client’s profile, creating a single timeline of interactions. This ensures your team always has the context they need, whether they’re closing a new deal, delivering ongoing work, or chasing overdue payments.
Why Britixo? Because unlike third-party CRMs that require complex integrations, Britixo’s CRM is native to your Practice Management Software. That means fewer systems, fewer errors, and more time for what matters: building strong, lasting client relationships. For UK firms that want to impress clients, reduce admin, and grow smarter, Britixo is the all-in-one solution. With Britixo, your CRM isn’t an extra tool — it’s the beating heart of your practice.
All Your Clients in One Secure Hub
Client relationships are the foundation of every UK practice. Yet too often, critical client information is spread across spreadsheets, emails, or even filing cabinets. This not only wastes time but also risks errors, duplicated effort, and frustrated clients. In today’s competitive market, firms need more than a basic address book — they need a central, secure, and intelligent system that puts every client detail at their fingertips.
Britixo delivers this with its built-in Client & Contact Management module, giving you a single source of truth for every relationship. Each client profile holds their contact details, full communication history, linked invoices, documents, tasks, and project updates. Whether it’s a quick phone query or preparing for a compliance audit, your team can instantly see the full picture. Everything is GDPR-compliant, with role-based permissions ensuring only the right people can access sensitive data.
The benefits are clear: no more hunting through inboxes, no more duplicated records, and no risk of missing important details. Britixo transforms client management from a scattered process into a streamlined, professional experience that impresses clients and makes your team more productive.
Why Britixo? Because unlike generic CRMs, it’s designed for UK practice management. From GDPR compliance to integration with billing, projects, and communication tools, Britixo ensures your client data isn’t just stored — it’s actively powering your business. When every piece of client information is centralised and secure, your team can work faster, respond smarter, and build long-term trust. With Britixo, client relationships aren’t just managed — they’re elevated.
Stay Organised, Stay Ahead.
Time is one of the most valuable resources for any UK practice. Missed appointments, double-booked slots, or forgotten deadlines don’t just create inconvenience — they can damage client trust and impact revenue. Traditional calendars, often split between personal diaries, email reminders, and team notes, make coordination a headache. Firms need a smarter way to manage schedules, ensure visibility, and keep projects on track.
Britixo solves this challenge with its integrated calendar and scheduling tools. At its heart is an intuitive, drag-and-drop calendar that provides a bird’s-eye view of your entire firm’s commitments. Team members can see their own tasks, while managers gain complete oversight of resource allocation. Appointments can be created in seconds, colour-coded for clarity, and synced across staff accounts. Automated reminders reduce no-shows, while recurring appointments and deadlines ensure consistency.
The benefits go beyond organisation. With Britixo, you avoid wasted time and embarrassing mistakes. Clients receive timely communication, teams work in sync, and everyone stays accountable. Unlike standalone calendars, Britixo links appointments directly to projects, invoices, and client records. That means if a meeting is booked with a client, it appears in their history alongside related documents, proposals, or billing details.
Why Britixo? Because it’s not just a calendar — it’s a practice-wide scheduling solution built into your PMS. While generic apps may track events, they don’t integrate with your workflows or client records. Britixo makes scheduling an active part of your practice management, reducing admin while boosting professionalism. For UK firms, where reliability and punctuality matter, Britixo ensures you never miss a deadline again.
Work Smarter, Not Harder.
Every UK firm knows the frustration of chasing deadlines, sending repeated reminders, and double-checking whether tasks are complete. Manual coordination drains valuable time and often creates bottlenecks that frustrate both clients and staff. In competitive industries like accounting, consulting, property management, and legal services, firms can’t afford to lose efficiency to outdated, manual systems. That’s why workflow automation isn’t just a luxury — it’s essential.
Britixo transforms task management with its powerful workflow automation tools. You can create customised task lists tailored to your services, automate recurring jobs such as monthly reconciliations or contract renewals, and set dependencies to ensure that the right steps are completed in sequence. Automatic reminders keep your team accountable without managers needing to chase progress. Status tracking and milestone management provide clear visibility into every stage of a project, helping you spot delays before they become problems.
The benefits are immediate. Staff spend less time on repetitive admin and more time delivering value to clients. Workflows become consistent, ensuring that every client receives the same high-quality service. Clients experience smoother communication, fewer delays, and greater confidence in your firm’s professionalism.
Why Britixo? Unlike generic task apps, Britixo’s automation is built directly into its Practice Management Software with CRM. That means tasks aren’t isolated checklists — they’re linked to client records, invoices, projects, and communication threads. For UK firms under pressure to meet deadlines while maintaining compliance, Britixo provides the structure to scale operations without adding unnecessary overhead. With Britixo, you don’t just manage tasks — you orchestrate success across your entire practice.
Every Minute Counts, Every Pound Matters.
For many UK firms, time quite literally is money. Yet countless practices still rely on spreadsheets, memory, or disconnected systems to record hours worked. This inevitably leads to missed billables, undercharging, or disputes with clients who demand transparency. In competitive markets where margins are tight, even a small amount of untracked time can cost thousands of pounds over the year. Firms need a system that makes time tracking effortless, accurate, and directly connected to billing.
Britixo delivers exactly that with its integrated time tracking and billing tools. Staff can log hours in real-time using built-in timers or record them manually at the end of the day. Each entry is tied to the right project, task, or client, ensuring nothing gets lost. Non-billable time can also be tracked, helping managers see how resources are really being used. Expenses are captured alongside time, creating a complete picture of costs and productivity. With one click, approved entries can be turned into invoices, eliminating duplication and errors.
The benefits go beyond efficiency. Clients gain trust in your billing because they can see exactly what work was done, when, and by whom. Managers can review utilisation reports, track profitability, and make smarter decisions about pricing and staffing.
Why Britixo? Because unlike standalone timesheet apps, Britixo connects time tracking directly to your PMS and CRM. That means hours are not just numbers on a sheet — they’re linked to the client’s record, invoices, project timelines, and reports. For UK firms that need accuracy, compliance, and efficiency, Britixo ensures that every minute is accounted for and every pound is properly billed. With Britixo, time isn’t lost — it’s maximised.
Get Paid Faster, With Less Effort.
For UK firms, invoicing and payment collection are among the most critical processes — yet they’re also the most common cause of delays and cashflow stress. Traditional invoicing methods, like Word templates or disconnected apps, are slow, error-prone, and often fail to meet HMRC’s VAT compliance requirements. Chasing late payments becomes a time-consuming cycle, distracting teams from value-added work and frustrating clients with inconsistent reminders. What firms need is a smarter, seamless way to issue invoices and collect payments.
Britixo solves this with its fully integrated Invoicing & Payments module, designed specifically for UK practices. In just a few clicks, you can generate VAT-compliant invoices that include the correct tax treatment, professional branding, and custom terms. For recurring services, invoices can be automated on a set schedule, ensuring you never miss billing cycles. Payment collection is simplified with built-in gateways like Stripe, GoCardless, and bank transfer support, giving clients flexible ways to pay quickly and securely. Automated reminders for overdue invoices reduce awkward conversations, while partial payment and credit note handling provide complete flexibility.
The benefits are clear: faster cashflow, fewer errors, and less time spent chasing payments. Your finance team gains peace of mind knowing every invoice is compliant, traceable, and logged within the client’s record. Clients, on the other hand, appreciate the convenience of simple, professional invoices and multiple payment options.
Why Britixo? Because it’s not just an invoicing tool — it’s part of a complete Practice Management Software with CRM. Every invoice is automatically linked to the relevant client profile, project, and time tracking entry. That means no duplication, no mismatches, and complete visibility across your business. For UK firms who want to stay compliant, get paid faster, and strengthen client trust, Britixo makes invoicing effortless and professional. With Britixo, your cashflow finally works for you, not against you.
Secure, Simple, and Always Accessible.
Managing documents has always been a challenge for UK firms. Important files are often buried in email attachments, stored on local drives, or passed around in outdated formats. This not only slows down teams but also creates compliance risks under GDPR and industry-specific regulations. Losing track of versions, sending documents to the wrong recipient, or failing to control access can quickly lead to errors, delays, and potential reputational damage. What firms need is a secure, streamlined, and compliant way to manage every document in one place.
Britixo provides exactly that with its robust Document Management system. Files can be uploaded directly into the platform, securely stored, and instantly shared with team members or clients through the portal. Each document is linked to the relevant client or project, so you always know where to find it. Version history ensures you never lose track of edits, while access permissions let you control who can view, download, or modify files. For practices that require faster approvals, e-signature integration allows documents to be signed digitally, making processes legally binding while saving time.
The benefits are huge. Teams spend less time searching for files and more time using them productively. Clients experience a smoother process, with instant access to the documents they need. Compliance risks are reduced because Britixo maintains audit trails and permissions automatically.
Why Britixo? Because unlike basic file storage solutions, Britixo’s document management is fully embedded into your Practice Management Software. That means every file sits alongside the invoices, tasks, messages, and timelines it relates to. No more silos, no more confusion. For UK firms where compliance and professionalism are non-negotiable, Britixo ensures documents are always secure, always accessible, and always connected to the bigger picture. With Britixo, document management becomes a competitive advantage, not a liability.
One Inbox, Every Conversation.
Communication is at the heart of every client relationship. Yet many UK firms still rely on scattered email accounts, personal inboxes, or external messaging tools that fragment conversations and make it hard to maintain a full picture of client interactions. Important updates get buried in threads, team members lose visibility, and clients are left frustrated by delays or repeated questions. In a service-driven economy, clear and consistent communication isn’t optional — it’s essential for trust and long-term success.
Britixo brings everything together with its Email & Communication Tools, built directly into the platform. By connecting Gmail, Outlook, or your preferred provider, Britixo centralises all client correspondence. Messages, attachments, and notes are automatically linked to the correct client profile and project, ensuring nothing slips through the cracks. Pre-built templates make it easy to send professional, branded emails, while bulk messaging options let you communicate with groups of clients efficiently. Beyond email, Britixo supports activity logs, internal notes, and even bulk SMS for urgent updates.
The benefits are immediate. Teams no longer waste time forwarding chains or searching inboxes — every conversation is in one place, visible to everyone who needs it. Clients experience faster, more personalised responses, building confidence in your professionalism. With activity history linked directly to billing, documents, and tasks, communication becomes part of a seamless workflow rather than a disconnected afterthought.
Why Britixo? Because it doesn’t just store messages — it turns them into structured, actionable data within your Practice Management Software with CRM. Unlike standalone email clients, Britixo ensures communication is tied to the wider client journey, from lead generation through invoicing. For UK firms facing increasing client demands, Britixo makes communication clear, consistent, and complete. With Britixo, you never lose the thread — because every conversation matters.
Getting Started with PMS.
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Your Brand, Your Practice, Your Way.
For UK firms, branding isn’t just about logos and colours — it’s about building trust, consistency, and professionalism in every client interaction. Too many practice management systems force firms to operate under a generic look, making communications and portals feel impersonal.
Britixo changes the game with full White Labelling & Branding capabilities. From day one, you can customise the platform with your firm’s logo, brand colours, and even your own subdomain (e.g. portal.yourfirm.co.uk). Client-facing emails, notifications, and system-generated PDFs all carry your branding automatically, giving clients a seamless, professional experience. Even proposals, invoices, and contracts can be sent as branded PDFs, created automatically within Britixo — ensuring every document reflects your identity.
Why Britixo? Because unlike generic PMS platforms, It is designed to be your system, not ours. White labelling isn’t a premium add-on — it’s built in, because we understand how much reputation matters in the UK market. You get all the power of advanced practice management software while keeping your firm front and centre. Clients don’t just see efficiency; they see your brand delivering it.
Tailored to Fit Your Practice.
Every UK industry operates differently. Accountants juggle VAT returns and financial compliance. Legal firms manage case files, contracts, and sensitive client records. Real estate businesses need property listings, owner ledgers, and tenancy management. Healthcare practices handle patient appointments, records, and regulatory standards. Consultants track time, projects, and client deliverables. The challenge? Generic software doesn’t speak the language of your industry — leaving firms to force-fit workflows, customise endlessly, or rely on multiple disconnected apps.
Britixo solves this with its Industry-Specific Modules, designed to adapt to the unique needs of sectors like accounting, legal, real estate, healthcare, and consulting. Each module comes pre-configured with the fields, workflows, and reporting your industry demands. For example: accountants benefit from VAT-ready invoicing and expense tracking; property managers get property portfolios, tenancy dashboards, and owner reports; legal firms can manage proposals, contracts, and compliance documents in a secure, centralised hub. These modules aren’t separate systems — they integrate seamlessly with Britixo’s core PMS and CRM.
The benefits are powerful. You don’t waste time bending generic software to fit your needs. Instead, you activate the modules that match your industry and instantly work in a system that feels built for you. Staff get familiar, industry-relevant tools from day one, reducing training time. Clients see smoother workflows, faster turnaround, and a firm that clearly understands their sector.
Why Britixo? Because unlike “one-size-fits-all” CRMs, Britixo recognises that every industry is different. Its modular design means you don’t pay for or deal with features you don’t need. Activate what’s relevant, disable what’s not — and scale as your firm grows or diversifies. With Britixo, your software doesn’t just support your industry; it’s tailored to it.
Switch On. Switch Off. Scale Effortlessly.
As UK firms grow, their needs evolve. What starts as a small team using core features soon expands into a larger practice requiring advanced modules for invoicing, HR, real estate, or industry-specific workflows. The problem with most software is that adding or removing features requires complicated configurations, third-party add-ons, or even costly migrations. This makes scaling painful and leaves firms stuck with tools they don’t use — cluttering the system and confusing staff.
Britixo changes that with its One-Click Module Control. Every feature in Britixo — from invoicing and proposals to HR & Payroll, Real Estate, or sector-specific modules — can be enabled or disabled instantly from the admin panel. The best part? Turning a module off doesn’t delete your data; it simply hides it until you’re ready to use it again. This gives you complete flexibility without losing valuable records or starting from scratch.
The benefits are obvious. Small firms can start lean, using only the essentials, while larger practices can activate the full suite of modules to meet complex demands. If your business shifts focus — say, from consulting into property management — Britixo adapts in minutes. Staff enjoy a cleaner interface without unnecessary clutter, and managers maintain full control over how the software evolves with the practice.
Why Britixo? Because unlike rigid, all-or-nothing platforms, Britixo’s modular design is built for scalability and flexibility. You’re never locked into features you don’t need, and you’re never limited when you want to grow. With one click, Britixo adjusts to your practice — not the other way around. For UK firms that want software that evolves with them, Britixo ensures you always have the right tools, at the right time.
Transparency Clients Trust.
Modern UK clients expect more than emails and phone calls — they want secure, on-demand access to their documents, invoices, project updates, and communications. Yet many firms still rely on scattered email attachments or physical paperwork, which often results in delays, miscommunication, and even lost files. In a competitive, service-driven market, failing to provide transparency can weaken client confidence and push them toward firms that offer smoother digital experiences.
Britixo answers this with its fully integrated Client Portal. Each client gets a secure login where they can access everything relevant to them: invoices, payment history, contracts, project timelines, uploaded documents, and messages. Updates are real-time, meaning clients no longer need to wait for responses or chase your team for progress reports. With e-signature support, approvals are quick, compliant, and convenient — clients can review and sign documents without the need for printing or scanning.
The benefits extend beyond convenience. A client portal reduces inbox clutter, cuts down on repetitive queries, and ensures your team spends less time on admin and more on delivering value. Clients feel empowered and informed, improving satisfaction and retention. Security is also stronger, as sensitive data is exchanged inside Britixo’s GDPR-compliant system rather than unsecured email threads.
Why Britixo? Because unlike generic portals or external apps, Britixo’s portal is directly connected to your PMS and CRM. That means invoices, tasks, and communications aren’t duplicated or delayed — they flow seamlessly into the client’s portal in real time. For UK firms under pressure to deliver modern, transparent service, Britixo turns your client experience into a competitive advantage. With Britixo, transparency isn’t optional — it’s built in.
Protecting Your Firm, Safeguarding Your Clients.
In the UK, compliance and security are not just checkboxes — they are critical obligations. With regulations like GDPR and HMRC’s Making Tax Digital (MTD), along with industry-specific standards in sectors such as legal, accounting, and healthcare, firms face increasing pressure to safeguard client data while maintaining accurate audit trails. Relying on unsecured email, shared drives, or outdated systems leaves businesses vulnerable to data breaches, fines, and reputational damage. Clients trust you with their most sensitive information — losing that trust can be devastating.
Britixo is built with compliance and security at its core. Its GDPR-ready workflows ensure personal data is processed, stored, and shared in line with strict UK requirements. Access control features let you define user roles and permissions, so only authorised staff can view or edit sensitive information. Two-factor authentication adds an extra layer of login protection, while full audit logs record every action taken in the system — providing the accountability regulators demand. Data is encrypted both in transit and at rest, meaning documents, emails, and client records remain secure at all times.
The benefits are significant. Firms can demonstrate compliance with confidence, reduce the risk of breaches, and reassure clients that their information is handled responsibly. Staff also benefit from clear, structured processes that make secure work practices the default, not the exception.
Why Britixo? Because unlike generic PMS tools that treat compliance as an afterthought, Britixo is designed for UK firms where regulatory and security pressures are highest. From VAT-compliant invoicing to GDPR auditability, every feature is built to keep you safe, compliant, and trusted. With Britixo, compliance isn’t a burden — it’s built into the way you work.
Your Practice in Your Pocket.
Business today doesn’t stop at the office door. UK firms are increasingly working on the go — meeting clients, travelling between sites, or managing hybrid teams. Yet too many practice management systems tie staff to their desks, leaving them unable to check schedules, update tasks, or respond to client queries in real time. This lack of flexibility slows workflows, frustrates clients, and creates missed opportunities. In a fast-moving market, firms need their practice management tools to be as mobile as they are.
Britixo delivers exactly that with full mobile access on iOS and Android. Whether you’re using a smartphone or tablet, you can log in securely to manage clients, view projects, track time, send emails, or approve invoices — all with the same ease as on desktop. Calendar events, reminders, and notifications sync instantly, ensuring you never miss a deadline, even when away from your desk. Mobile-friendly dashboards give you visibility into performance at a glance, while push notifications keep you updated on urgent messages, approvals, or overdue tasks.
The benefits are clear. Staff gain the freedom to work productively from anywhere, reducing delays and bottlenecks. Clients experience faster responses and improved service because your team isn’t waiting until they’re “back in the office” to act. For managers, mobile access means tighter control and visibility over operations, even on the move.
Why Britixo? Because unlike clunky systems with limited mobile apps, Britixo’s mobile access is built to mirror the full PMS and CRM experience. It’s not a watered-down version — it’s the same powerful system in your pocket. For UK firms balancing client demands, flexible working, and compliance, Britixo ensures your practice is always connected, always accessible, and always professional. With Britixo, your business travels with you.
Connect Everything, Work Smarter.
UK firms today use a variety of tools — from accounting software like Xero and QuickBooks to communication platforms, marketing systems, and specialist apps. The problem is that most practices spend hours re-entering data between these systems or struggle with errors caused by disconnected workflows. The result? Wasted time, duplicated effort, and frustration for both staff and clients. In a digital-first economy, firms need software that connects seamlessly with the rest of their toolkit.
Britixo makes this simple with its robust API & Integrations. Out of the box, Britixo integrates with popular platforms such as Xero, QuickBooks, and Zapier — instantly opening the door to 3,000+ other apps. That means whether you need to sync invoices with your accounting system, connect with a marketing automation platform, or link to your project management tools, Britixo can do it. Its open API also allows developers to create custom integrations, tailoring Britixo to your firm’s specific needs.
The benefits are clear. No more double data entry, no more manual imports and exports, and no more working in silos. Information flows automatically between systems, reducing errors and freeing your team to focus on clients. For example, when you raise an invoice in Britixo, it can automatically appear in Xero. Or when a lead comes in via a form, Zapier can push it straight into your CRM — all without human input.
Why Britixo? Because unlike closed systems that lock you into their ecosystem, Britixo is designed to work with the tools UK firms already use. With modular flexibility and powerful integration options, it becomes the hub of your practice — connecting finance, communication, marketing, and compliance into one seamless workflow. With Britixo, you don’t adapt to software — the software adapts to you.
Let Smart Technology Do the Heavy Lifting.
Repetitive admin tasks can drain hours from UK firms every week — chasing clients for documents, sending payment reminders, updating records, or following up on overdue tasks. While necessary, these processes distract your team from high-value work and slow down client delivery. In a competitive, compliance-driven environment, firms need automation that doesn’t just reduce workload but actively improves service quality.
Britixo delivers this with its cutting-edge AI-Based Automation tools. From automated reminders and intelligent alerts to email piping via IMAP or POP, Britixo ensures no message or client request goes unnoticed. For example, when a client sends an email, the system can automatically create a task or ticket, assign it to the right staff member, and log the conversation in the client’s profile. Similarly, AI monitors deadlines and sends reminders to clients and staff before they become an issue. Automated workflows can even trigger next steps — such as generating an invoice after time is logged or sending a branded welcome pack when a proposal is signed.
The benefits are transformative. Firms save countless hours by eliminating repetitive admin, while staff can focus on meaningful, billable work. Clients experience smoother, faster service, with no waiting for manual updates. With intelligent automation running in the background, your practice becomes more efficient, proactive, and consistent.
Why Britixo? Because unlike basic PMS tools that only handle simple reminders, Britixo’s AI is built into the entire practice management ecosystem. Every email, task, invoice, and document can be automated, linked, and tracked in one seamless flow. For UK firms striving to grow without overwhelming staff, Britixo acts as a digital assistant that never sleeps. With Britixo, smart automation isn’t an add-on — it’s the future of your practice.
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