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BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
Our Knowledge Base & Help Centre.
Need help using our software? You’re in the right place. Our step-by-step guides, how-to articles, and video walkthroughs cover everything from getting started and adding clients to advanced features, automations, integrations, and industry-specific modules.
Getting Started:
- How To Enable Google 2FA Authentication In Britixo Practice Management Software.
- Basic Configuration, branding and settings of the software
- How to login to Britixo cloud based software
- How to Invite Your Team Members to Britixo
- How to Customise Your Dashboard of Industry Specific PMS or CRM?
- How to Configure General Settings in Britixo Software?
- How to Set Up Email Templates & Email Branding in Britixo
- How to Add Your First Client in Britixo?
- How to Import Clients in Bulk via CSV in Britixo
- How to Add and Manage Notes, Files and Tags for Clients
- How to Set Up Your Branding and PDF Templates in Britixo
- How to Set Up Currencies, Languages & Timezones in Britixo
- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Set Up Notifications Email, In-App, Slack in Britixo.
- How to Configure Client Portal and Login Access in Britixo
- How to Set Up and Use Reminders in Britixo
- How to Use the “Activity Log” and Track System Events
- How to Customise Email Templates in Britixo Software
- How to Use the Calendar and Schedule Events in Britixo
- How to Add and Use Announcements in Britixo
- How to Create and Manage To-Do Lists in Britixo Software
- How to Install and Configure Payment Gateways in Britixo
Support Tickets System:
- Using the Support & Tickets System in Britixo CRM UK
- Managing Communication & File Attachments in Support Tickets
- Closing, Archiving, and Reporting on Support Tickets Britixo
- Customer Support Tickets Module | Britixo Practice Management
Team users & permissions:
- Adding New Team Members in Britixo CRM UK
- Managing Roles and Permissions in Britixo
- Deactivating and Removing Staff in Britixo CRM UK
- Viewing and Managing Staff Activity in Britixo
- Restricting Staff Access by IP Address in Britixo
Estimate, Proposals & Contracts:
- Creating and Sending Proposals in Britixo CRM
- Convert Accepted Proposals to Invoices or Projects
- Creating Custom Proposal Templates in Britixo CRM
- Tracking Proposal Views and Activity Logs in Britixo
- Enabling Client Comments on Proposals in Britixo
- Setting Proposal Expiry and Validity Dates in Britixo
- Viewing and Managing All Proposals in Britixo CRM
- Configuring Proposal Settings Globally in Britixo CRM
- Understanding Proposal Statuses in Britixo CRM
- Convert Proposals to Invoices or Projects in Britixo
- Using Digital Signatures on Proposals in Britixo CRM
- Using Proposal Templates or Manual Entry in Britixo
- Duplicating or Cloning Proposals in Britixo CRM
- Sending Proposal Reminders to Clients in Britixo
- Handling Expired Proposals and Extensions in Britixo
- Tracking Proposal Activity and Audit Logs in Britixo
- How Clients Accept or Decline a Proposal in Britixo
- Download or Print Proposals as PDF in Britixo
Projects & Tasks:
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
- Uploading and Sharing Project Files in Britixo CRM
- Using Project Discussions to Collaborate in Britixo
- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Filter Projects by Status or Assignee
- How to Change the Status of a Project
- How to Track the Activity of a User in Britixo
Guide For Accountants:
- Income Statement Modification
- General Accounting Settings
- Change Accounting Method on a Report
- Account Detail Types
- Banking Rules & Import Bank Transactions
- Plaid Environment & Bank Account Setup
- Chart of Accounts
- UK Bank Accounts
- AI Based Mapping Setup
- Create Item Mapping Setup
- Create Tax Mapping Setup
- Invoice Mapping
- Create Payment Mode Mapping
- Payment Mapping from Sales Invoice
- Create Expense Category Mapping
- Automatic Expense Mapping
- Tax of Expense Mapping
- Credit Note Mapping
- Credit Note Refund Mapping
- Inventory Receiving Voucher Mapping
- Inventory Delivery Voucher Mapping
- Loss & Adjustment Mapping
- Opening Stock Mapping
- Employee Payslip Mapping
- Purchase Order Mapping
- Purchase Invoice Mapping
- Purchase Payment & Refund Mapping
- Purchase Order Return Mapping
- Manufacturing Order Mapping
- Sales Order Return & Refund Mapping
- Assets Mapping
- Licenses Mapping
- Component & Consumable Mapping
- Maintenance & Depreciation Mapping
- Create a Journal Entry
- Record a Transfer & Add a Vendor
- Create a Budget
- Bank Transaction Matching & Reconciliation
- Configure, Void, and Reprint Cheques
- Add, Approve, and Pay Bills with Cheques
- Calculate Gross Profit by Product
- Opening Balance for Customer and Vendor
- Pay Bill With Bank Payment or Credit Card
Setting & Customisation:
Client & Contacts:
- How to Add a New Client and Enter Full Details in Britixo
- How to Assign and Use Client Groups in Britixo
- How to View and Edit Client Profiles in Britixo
- How to Upload and Manage Client Files in Britixo
- How to View Client Activity Logs in Britixo
- How to Add Internal Notes to a Client in Britixo
- How to Disable or Delete a Client in Britixo
- How to Reset a Client’s Portal Password in Britixo
- How to View and Manage Client Invoices in Britixo?
- How to View and Manage Client Projects in Britixo Software
- How to View and Manage Client Support Tickets in Britixo
- Adding and Managing Clients in Britixo Practice Management
Reports & KPIs:
- Accessing Reports in Britixo Practice Management
- Tracking Key Performance Indicators in Britixo
- Generating Sales Reports in Britixo Practice Management
- Analysing Expense Reports in Britixo
- Monitoring Project Progress Reports in Britixo
- Evaluating Support Performance Reports in Britixo
- Using Financial Summary Reports in Britixo
- Tracking Marketing Campaign Reports in Britixo
Invoicing & Billing:
- How to Create and Send Invoices in Britixo
- Recording Invoice Payments in Britixo CRM
- Creating and Managing Recurring Invoices in Britixo CRM
- Setting Up Invoice Reminders in Britixo CRM UK
- How Clients Pay Invoices Online in Britixo CRM UK
- Issuing Refunds and Credit Notes in Britixo CRM UK
- Managing Invoice Statuses and Overdue Invoices in Britixo
- Customising Invoice Templates and Branding in Britixo CRM
- Handling Multi-Currency Invoicing in Britixo CRM UK
- Generating Financial Reports & Analytics in Britixo CRM UK
- Integrating Payment Gateways in Britixo CRM UK
- Managing Invoice Taxes and Discounts in Britixo CRM UK
- Voiding or Deleting Invoices in Britixo CRM UK
- Client Access to Invoices & Payments in Britixo CRM UK
- How to Enable and Disable the Existing Britixo Modules
Leads & Sales:
- How to Add and Capture Leads Automatically in Britixo
- How to Qualify, Convert, and Move Leads Through Stages – CRM
- How to Edit or Delete Existing Leads in Britixo
Real Estate & Property Management:
- Dashboard Overview in Britixo for Real Estate Businesses
- Managing Property Listings in Britixo for Real Estate
- Owner and Broker Management Real Estate Management Module
- Tenant and Rental Management | Britixo Real Estate Module
- Sale and Lease Management | Britixo Real Estate Module
- Expense & Income of Properties | Britixo Real Estate Module
- Reports, KPIs and Operations | Britixo Real Estate Module
- Customising and Branding | Britixo Real Estate Module
- Property Maintenance Management Software UK
- Managing Agents and Business Brokers
- Configuring Real Estate Settings
- Managing Plans and Plan Details in Britixo Real Estate
- Creating, Assigning, and Approving Properties
- Searching and Viewing Property Information in Britixo
- Creating and Managing Property Owners in Britixo
- Managing Buy and Rental Requests
- Managing Renter Profiles in Britixo Client Portal
- What Clients Can View in the Britixo Client Portal
- Using the Company Dashboard, Roles, and Reports
- Roles and Permissions for Agents and Business Brokers
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
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Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
