Leading Practice Management Software UK.
Britixo PMS
Client & Contact Management Module for
UK Practice Professionals.
Securely manage client data, communication, and GDPR compliance—built for UK practices with smart, centralised contact management. Britixo delivers powerful tools with no hidden fees. Start your 14-day free trial – no credit card required.
Free 14-Day Trial - NO CC REQUIRED*
britixo The Leading
Industry Specific Practice Management Software UK.
Britixo CRM UK makes client and contact management simple, secure, and fully compliant—designed specifically for UK businesses in sectors like law, accounting, healthcare, and consultancy. By centralising every client detail in one encrypted system, Britixo gives you total control over your relationships, communications, and compliance, all while staying aligned with UK data protection laws.
Whether you're onboarding new clients, storing legal files, or tracking communication history, Britixo’s practice management software keeps everything organised, accessible, and GDPR-ready. No more siloed records or missed follow-ups—just a reliable, professional way to manage every client touchpoint from one place.
One of the biggest challenges UK firms face is managing client data across fragmented systems—and doing so in a way that’s fully compliant with GDPR. Britixo solves this by offering a central client database that brings everything together under one roof.
Each client profile includes detailed contact information, company details (if applicable), billing preferences, communication preferences, and even custom fields tailored to your industry—whether that’s UTR numbers for accountants or NHS numbers for healthcare providers.
All data is stored in the UK or GDPR-approved locations, with role-based access, audit trails, and encryption in place. You can track who accessed or edited records, restrict sensitive fields to specific team members, and ensure every action is logged—essential for industries where client confidentiality and audit readiness are non-negotiable.
With one login, your team can access a complete view of each client’s record without having to jump between systems, spreadsheets, or outdated filing cabinets. It’s about working smarter and staying compliant.
Communication is at the heart of every client relationship—but it’s easy to lose track of what was said, when, and by whom. Britixo keeps your entire communication history linked directly to each client record, giving your team full context before every call, email, or meeting.
Integrated with Outlook, Gmail, and your company’s email servers, Britixo automatically logs incoming and outgoing emails with the correct contact—even if a different staff member sends them. You can view SMS and email logs, send templated messages, or reply directly from within the system.
Phone call logs and meeting notes can also be added to the client’s timeline, making it easy to review the last discussion before following up. You’ll never have to dig through a team member’s inbox again to understand what’s going on with a client—it’s all right there, neatly organised.
This level of transparency is crucial in sectors like legal and financial services, where accurate records of client correspondence can protect both your business and your clients.
Every industry handles specific client data differently—and Britixo adapts to those needs with full customisability.
You can add custom fields to capture industry-specific details: like VAT schemes for accounting clients, case IDs for solicitors, or treatment history for private clinics. These fields appear in every contact record and can be filtered, exported, or displayed in reports.
Client notes allow team members to document updates, queries, or important points without overwriting previous entries. Everything is time-stamped, ensuring nothing gets lost over time. This is especially useful for handovers, audits, or managing long-term engagements with multiple touchpoints.
Secure document upload and versioning make Britixo an ideal alternative to juggling email attachments and cloud folders. Upload contracts, scanned IDs, policy documents, or legal forms and tag them accordingly. Every file is stored securely with encryption and version history, so you can review past uploads or changes as needed.
In addition, Britixo supports e-signature integration—meaning your clients can sign onboarding documents, contracts, or approvals directly from their client portal.
It’s not enough to store client information—you need to find it fast. Britixo makes that effortless with advanced search filters and smart views that help you drill into your data in seconds.
Use multi-layered filters to find clients by name, company, sector, status, or even custom field values like “Self-Assessment Due” or “Pending ID Check.” Search results load instantly, and you can save frequent filters as Smart Views for one-click access anytime.
For example, a legal firm might set up views like:
Active Conveyancing Clients
Clients Missing ID Verification
Signed Contract – Awaiting Payment
CIS Clients with Monthly Filing
Clients with Overdue VAT Returns
🧠 How Britixo Stands Out for UK Businesses
What makes Britixo truly different is its focus on UK market needs. While many CRMs are built for US compliance or general use, Britixo was developed with British practices in mind—from VAT invoicing and HMRC-ready reporting to GDPR compliance and UK-specific terminology.
Here’s why it’s better suited than global alternatives for local firms:
Built-In GDPR Frameworks
Every part of Britixo respects UK data laws by default—no plugins or workarounds required.Terminology that Makes Sense
You’ll see fields labelled as Clients, VAT, UTR, Postcode—not Zip Code or Sales Tax.Industry-Specific Adaptability
From legal to consulting, Britixo offers tailored fields, modules, and automation templates that match how UK firms actually work.UK Hosting & Support
Data hosting options include GDPR-compliant UK servers, and you get localised support teams who understand your regulatory environment.Client Portals for UK Expectations
With branded portals and secure uploads, clients feel more trust and control over their data—key to service in regulated sectors.
Accountancy & Tax Firms:
Keep records of all Self-Assessment clients, attach documents like P60s or UTRs, and track correspondence regarding VAT filings or tax planning reviews.
Legal Practices:
Manage case files, tag documents like contracts or NDAs, and track client communication logs for future reference or evidence.
Private Clinics & Healthcare:
Maintain confidential health records, store treatment plans, and automate consent form handling—securely and compliantly.
Consultants & Agencies:
Store client project histories, scope documents, contract sign-offs, and track all email trails from proposal to final invoice.
Client data is often the most sensitive part of your business. Britixo protects that data with:
Bank-grade AES-256 encryption
Role-based access controls
Encrypted backups
Detailed audit logs
Secure login with optional 2FA
IP restrictions and inactivity timeouts
Whether you’re running a solo consultancy or managing a large team across regions, you can rest assured that your clients’ data is protected and always in your control.
Client and contact management isn’t just admin—it’s the foundation of your business relationships. With Britixo, you’re not just storing client data; you’re turning it into a centralised, secure, and powerful tool that supports every part of your business growth.
Designed specifically for UK practices, Britixo’s client management system helps you:
Work faster with smarter access to client data
Improve client service through visibility and context
Stay 100% GDPR compliant without extra effort
Scale without losing control over information
This isn’t just contact storage. It’s intelligent client management for ambitious UK firms.
Britixo.
Secure. Compliant.
Built for British businesses.
Free 14-Day Trial - NO CC REQUIRED*