Britixo Enterprise CRM
Explore 34 documented CRM modules that connect finance, people, property, communication, compliance, service delivery and operational reporting. Every module has a dedicated page explaining practical capability, business value, implementation controls and its live Help Centre route.
Choose with context
A ready module can shorten delivery, but readiness is more than installation. The right choice should fit the organisation's users, authoritative records, permission model, reporting obligations and support capability. Britixo helps teams distinguish standard module behaviour from configuration, migration, integration and any justified custom work.
The directory below follows the 34 modules documented in the current Britixo Help Centre. It spans appointment booking, accounting, HR, property operations, procurement, communication, compliance, portals and secure integration. Each module page links into real Help Centre guides so readers can move from a commercial overview to detailed operating instructions.
Use the Modules and SaaS Products / Software links in the Solutions menu or footer to compare capabilities without losing the wider site structure. The two directories are interlinked so readers can move from a documented module into the dedicated software solutions that use it.
For a useful first conversation, bring the business outcome, affected roles, current systems, required records and known constraints. Britixo can then recommend a proportionate fit assessment and identify dependencies that need evidence before a live rollout.
34 connected capabilities
Open a module for its dedicated hero, features, benefits, implementation route, governance notes, related capabilities and Help Centre documentation.
Manage services, providers, availability, public and client booking, reminders, calendars, meetings, recurrence, invoices, feedback and reports.
124 Help Centre guidesExplore module 02Run double-entry bookkeeping, banking, reconciliation, bills, checks, budgets, approvals and financial reports.
124 Help Centre guidesExplore module 03Use the enterprise catalogue, e-invoicing, approved AI assistance and payment integration capabilities from a connected workspace.
4 Help Centre guidesExplore module 04Manage employee records, onboarding, protected documents, time, rota coordination, draft payroll, portals, governance, reporting and automation.
275 Help Centre guidesExplore module 05Search fresh UK companies, enrich public evidence, score opportunities, import native leads and manage letter outreach.
57 Help Centre guidesExplore module 06Manage property and tenancy compliance, safety certificates, licensing, renewals, notifications, GDPR retention and audit evidence.
245 Help Centre guidesExplore module 07Connect personal and shared mailboxes, manage messages and automation, use approved AI assistance and convert email into CRM work.
190 Help Centre guidesExplore module 08Create invoice-linked delivery evidence, send secure recipient links, capture one-time e-signatures and generate auditable PDFs.
70 Help Centre guidesExplore module 09Create controlled bulk-email campaigns, select valid CRM audiences, process the delivery queue and review delivery and open evidence.
49 Help Centre guidesExplore module 10Place configurable QR codes on supported sales PDFs, create immutable compliance evidence, collect a one-time public signature and render a verified locked stamp.
68 Help Centre guidesExplore module 11Create validated XML or JSON templates, generate invoice and credit-note electronic files, attach configured output and export eligible records.
44 Help Centre guidesExplore module 12Create correspondence, reuse templates, generate branded PDFs, send enclosures, request e-signatures, record read evidence and track post.
135 Help Centre guidesExplore module 13Connect core CRM AI features to OpenAI, configure standard models and controlled fine-tuning, and understand privacy, model and job behaviour.
70 Help Centre guidesExplore module 14Manage vendors, requests, quotations, purchase orders, delivery, contracts, invoices, debit notes, returns, payments, automation and reports.
483 Help Centre guidesExplore module 15Manage properties, owners, agents, brokers, buyers, renters, onboarding, contracts, invoices, maintenance, portals, payouts, reports and compliance workflows.
525 Help Centre guidesExplore module 16Prepare UAE invoice and credit-note records for EmaraTax and PINT-AE readiness with validation, QR payloads, XML drafts, queue states and audit evidence.
79 Help Centre guidesExplore module 17Define measurable CRM goals, calculate achievement from live records and notify staff when targets succeed or fail.
43 Help Centre guidesExplore module 18Manage HMO properties, rooms, occupants, bookings, public enquiries, KYC, compliance documents, inspections, agreements, terminations and audit evidence.
141 Help Centre guidesExplore module 19Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
47 Help Centre guidesExplore module 20Configure EUR invoice payments through Stripe embedded iDEAL Checkout, signed success webhooks and idempotent CRM payment recording.
73 Help Centre guidesExplore module 21Manage consultant-led landlord licence applications from authenticated submission through documents, authority workflow, inspection, issue, portal updates and audit evidence.
171 Help Centre guidesExplore module 22Build precise task reports, control visible and exported columns, group operational work and save reusable personal filter templates.
64 Help Centre guidesExplore module 23Analyse leads by ownership, status, source, geography, tags, lead type and reporting period with reusable personal filter templates.
62 Help Centre guidesExplore module 24Reorder administrator navigation, apply icons and hide eligible menu entries while preserving the CRM permission model.
47 Help Centre guidesExplore module 25Control products, warehouses, stock receipts, deliveries, packing, transfers, returns, serial numbers, reports and connected CRM operations.
248 Help Centre guidesExplore module 26Design surveys, distribute them to CRM audiences or imported mailing lists, collect public responses and analyse results.
101 Help Centre guidesExplore module 27Monitor website visitors, inspect journeys, deploy a portable tracking snippet, chat with visitors and conduct browser-based voice sessions.
130 Help Centre guidesExplore module 28Apply controlled colour, button, modal, table, tag, login and custom-CSS styling to administrator, client and external CRM interfaces.
75 Help Centre guidesExplore module 29Manage complete landlord and property compliance cases from intake through consultation, proposals, evidence, authority progression, approval, completion and renewal.
210 Help Centre guidesExplore module 30Provide secure browser-based internal calling, global extensions, account IVR, live presence, call history, website calling and controlled voice-gateway synchronisation.
270 Help Centre guidesExplore module 31Collect structured website and custom-software requirements through secure invitations, public intake, autosave, uploads, e-signatures, templates and professional project briefs.
246 Help Centre guidesExplore module 32Manage Full Compliance, One-Off Service and Property Licensing journeys with intake, six-stage delivery, tasks, messages, documents, client visibility and notifications.
190 Help Centre guidesExplore module 33Issue one-way secure portal tokens, short-lived client sessions and controlled data APIs for external portals, module workspaces, property compliance and protected documents.
222 Help Centre guidesExplore module 34Operate a multi-account WhatsApp Web linked-device service with permission-scoped inboxes, customer verification, guided CRM automation, protected history and compliance evidence.
369 Help Centre guidesExplore moduleBegin with a workflow walkthrough and a representative set of records. Confirm what users do today, where decisions wait, which data is trusted and which exceptions cause rework. A module should simplify that operating picture rather than merely add a menu.
Separate viewing, everyday action, approval and administration. Test least-privilege roles with real scenarios, including denied actions and recovery. For regulated, financial or personal records, identify the evidence required to explain material changes later.
Map field ownership, direction, timing, duplicates, retries and rejected records. Clean and reconcile source data before cutover. Where a third party controls an API or gateway, record the dependency and support route rather than assuming the connection will always be available.
Launch to a defined group with role-specific guidance, an accountable administrator and a safe escalation path. Review usage, data quality and support evidence after launch, then extend configuration only where a measured need justifies the change.
A useful first conversation
Use the secure contact page to explain the business problem, users, records, current platform and desired outcome. Britixo can help identify the appropriate module and a controlled integration path.
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