Keep daily work connected in Brixit CRM
Start from the record when an activity or file belongs to a particular person, requirement or property. Use the broader workspaces to review your day and team activity.
| Task | Where to go | Guide |
|---|---|---|
| Write a note, schedule a call or record a viewing outcome | A record’s Followup area | Follow-ups and notes |
| Attach a supporting file | A record’s Documents tab | Upload and manage documents |
| Review the schedule or add an event | Calendar | Calendar and events |
| Reply to clients or coordinate internally | Inbox, WhatsApp or Messages | Communications and personal tools |
| Review an action awaiting approval | Approvals | Review approval requests |
| Inspect team, pipeline, listing or financial results | Reporting | Reporting |
The Dashboard is the landing overview. Open the relevant module or report to investigate an item, and check filters and your role’s visibility when comparing counts.
Campaign guides
Use WhatsApp conversations for individual messages, WhatsApp campaigns for approved-template outreach, and email campaigns for bulk email.