Britixo is more than just a CRM—it’s a complete practice management software built for the UK market. Every version of Britixo comes with a wide range of built-in modules and features designed to help businesses run smoothly, stay compliant, and... deliver better client experiences. Whether you are an accountant, real estate agency, consultant, or service provider, Britixo ensures that essential tools are always available, no matter which version you choose.
Below, we’ll explore the key built-in modules and features that form the foundation of Britixo.
1. Client and Contact Management
At the heart of Britixo is powerful client and contact management. Every version allows you to store detailed client information, track communication history, and manage multiple contacts under the same client record. For UK businesses, this ensures that client data remains centralised, GDPR-compliant, and easy to access whenever needed.
Store full contact details, notes, and activity logs
Manage multiple contacts for the same company
Assign tags and categories for easy segmentation
Track client interactions and communications
2. Invoicing and Billing
Britixo includes invoicing and billing tools in every version, enabling businesses to manage finances without the need for third-party software. This feature is particularly beneficial for the UK market where accurate VAT tracking and compliance are crucial.
Create and send branded invoices in seconds
Automate recurring billing for subscriptions
Track payment status and outstanding balances
Manage VAT, discounts, and multiple currencies
Generate financial reports for clients and internal use
3. Document Management
With Britixo, storing and managing important business documents is simple. Every version includes document management features that allow you to securely upload, share, and store files within client records.
Upload contracts, proposals, and client files
Store documents securely with role-based access
Attach files directly to client accounts or projects
Ensure GDPR compliance with encrypted storage
4. Task and Workflow Automation
Efficiency is key to business growth. Britixo offers task management and workflow automation to help teams stay organised and ensure nothing slips through the cracks.
Create, assign, and track tasks for team members
Set deadlines and receive reminders
Automate repetitive workflows
Track task progress and completion rates
5. Accounting and Bookkeeping
For UK accountants and bookkeepers, Britixo’s accounting module provides essential tools to manage client financials. This feature is included in every version, making it a valuable resource for both small businesses and professional firms.
Manage sales and expense entries
Track VAT in line with UK regulations
Generate financial summaries and reports
Close fiscal periods with ease
6. Real Estate and Property Management
Britixo also includes real estate management tools, making it ideal for property agencies and consultants in the UK. This module helps businesses handle properties, landlords, tenants, and related financials all in one place.
Manage property listings and details
Track landlords, tenants, and agents
Automate approval processes for listings
Manage rental agreements and commissions
7. HR and Payroll
Every version of Britixo also comes with HR and payroll tools, giving businesses the ability to manage their workforce effectively. Whether you’re handling internal staff or offering payroll services to clients, this module simplifies HR management.
Maintain detailed employee records
Track attendance and leave
Automate salary calculations and deductions
Generate payslips and payroll reports
8. Projects and Contracts
From client proposals to signed agreements, Britixo provides built-in projects, proposals, and contract management. This helps UK businesses maintain transparency and ensure compliance across engagements.
Draft and send proposals with e-signature options
Convert approved proposals into contracts
Link contracts to invoices and projects
Track project milestones and deliverables
9. Secure Email Communication
Britixo includes a built-in, encrypted email server with every package at no extra cost. This ensures businesses can send and receive client communications directly from the platform without relying on third-party providers.
Send branded emails directly from Britixo
Track email history under client records
Attach invoices, proposals, or files
Ensure GDPR-compliant, encrypted communication
10. Reporting and Insights
Finally, Britixo provides powerful reporting dashboards to help businesses make data-driven decisions. From sales performance to financial summaries, every version gives you access to actionable insights.
Generate reports on invoices, tasks, and projects
Track KPIs with visual dashboards
Export data for audits and compliance
Customise reports to focus on what matters most
Why These Modules Benefit the UK Market
The UK market requires practice management solutions that go beyond standard CRMs. Britixo’s built-in modules address common challenges faced by UK businesses:
Regulatory Compliance – Tools for GDPR, VAT, and HMRC reporting.
Industry-Specific Needs – Features tailored to accountants, consultants, and real estate firms.
All-in-One Hub – Reduces reliance on third-party tools by providing everything in one place.
Scalability – Suitable for small practices and large enterprises alike.
Conclusion
No matter which version of Britixo you choose, you’ll always have access to the same powerful built-in modules and features. From client management and invoicing to accounting, real estate, HR, and reporting, Britixo is designed to meet the needs of UK businesses across multiple industries. With compliance-ready tools and an all-in-one platform, Britixo ensures you can focus on running your business while it takes care of the operations.
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