Getting started
Set up your workspace, sign in securely and understand the core CRM workflow.
Britixo CRM workspace overview
Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.
Open guide →GuideSign in to the staff admin area
Sign in to the staff admin areaAccess the secure staff workspace and understand login, password and two-factor prompts.
Open guide →GuideComplete the initial company setup
Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.
Open guide →GuideUnderstand roles, permissions and visible menus
Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.
Open guide →GuideUse global search to find CRM records
Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.
Open guide →GuideSet your profile, language and password
Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.
Open guide →GuideUnderstand record statuses and activity history
Understand record statuses and activity historyRead status labels, timelines, notes and audit information before changing a record.
Open guide →GuidePrepare Britixo CRM for production use
Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.
Open guide →