Source: https://www.brixit.io/docs/crm-overview

# Find your way around Brixit CRM

These guides explain the **desktop web CRM**, from creating records to the everyday
work and settings around them. Start with a menu area or choose a specific task below.

## Browse by module

| CRM area | What is covered |
| --- | --- |
| [Sales](https://www.brixit.io/docs/crm-sales) | [Contacts](https://www.brixit.io/docs/crm-contacts), [Inquiries](https://www.brixit.io/docs/crm-inquiries), [Contact Pool](https://www.brixit.io/docs/crm-contact-pool), [Database and calling](https://www.brixit.io/docs/crm-database), [Brixit Forms](https://www.brixit.io/docs/crm-brixit-forms) |
| [Property](https://www.brixit.io/docs/crm-property) | [Listings](https://www.brixit.io/docs/crm-listings), [portal publication](https://www.brixit.io/docs/crm-listing-publication), [Off-Plan](https://www.brixit.io/docs/crm-off-plan), [Shares](https://www.brixit.io/docs/crm-shares) |
| [Finance](https://www.brixit.io/docs/crm-finance) | [Transactions and commissions](https://www.brixit.io/docs/crm-transactions), [Expenses](https://www.brixit.io/docs/crm-expenses) |
| [HR](https://www.brixit.io/docs/crm-hr) | Employees, departments, designations and employment details |
| [Daily work](https://www.brixit.io/docs/crm-daily-work) | [Follow-ups and notes](https://www.brixit.io/docs/crm-followups), [Documents](https://www.brixit.io/docs/crm-documents), [Calendar](https://www.brixit.io/docs/crm-calendar), [communications and profile tools](https://www.brixit.io/docs/crm-communications), [Approvals](https://www.brixit.io/docs/crm-approvals) |
| [Reporting](https://www.brixit.io/docs/crm-reporting) | Agent/team, contacts/inquiries, listings, transactions/commissions and marketing/outreach reports |
| [Integrations](https://www.brixit.io/docs/integrations-overview) | Apps, [portals](https://www.brixit.io/docs/portal-integrations), email, calendar, WhatsApp and automation connections |
| [Settings](https://www.brixit.io/docs/crm-settings) | All ten settings menus, including the six Contacts & Inquiries tabs and four Listings tabs |

## Find a task

| I want to… | Start here |
| --- | --- |
| Add a lead manually | [Create a contact](https://www.brixit.io/docs/crm-contacts#1-open-the-contact-form) |
| Import a prospect list and record calls | [Database and calling](https://www.brixit.io/docs/crm-database) |
| Claim an available contact | [Contact Pool](https://www.brixit.io/docs/crm-contact-pool#find-and-claim-a-contact) |
| Capture prospects from a public form | [Brixit Forms](https://www.brixit.io/docs/crm-brixit-forms) |
| Publish a property on a portal | [Publish a listing](https://www.brixit.io/docs/crm-listing-publication) |
| Add documents to a record | [Upload documents](https://www.brixit.io/docs/crm-documents) |
| Schedule a call or viewing and record its outcome | [Follow-ups](https://www.brixit.io/docs/crm-followups) |
| Share a property shortlist | [Listing shares](https://www.brixit.io/docs/crm-shares) |
| Record a deal and commission payment | [Transactions](https://www.brixit.io/docs/crm-transactions) |
| Configure who receives new leads or idle contacts | [Assignment and rotation](https://www.brixit.io/docs/crm-assignment-rotation) |
| Build a follow-up sequence | [Automated workflows](https://www.brixit.io/docs/crm-workflows) |
| Configure or review approval | [Approval settings](https://www.brixit.io/docs/crm-approval-settings) and [approval requests](https://www.brixit.io/docs/crm-approvals) |

## Messaging and campaigns

- [WhatsApp conversations and templates](https://www.brixit.io/docs/crm-whatsapp)
- [WhatsApp campaigns](https://www.brixit.io/docs/crm-whatsapp-campaigns)
- [Email campaigns](https://www.brixit.io/docs/crm-email-campaigns)

## How the records fit together

A **contact** is a person. An **inquiry** records a specific property requirement.
A **listing** is a property your brokerage markets. A **share** presents selected
properties through a client-facing link. A **transaction** records a sale or rental
and its financial details.

For example, capture a person through a form, assign the contact, create an inquiry,
schedule a call, review matching listings and share a shortlist. When the deal needs a
financial record, create it in **Finance → Transactions**. Sales and Finance have distinct
menus and guides.

## Before you begin

Sign in to your company's Brixit address. Expand the left navigation group to see its
modules. The Dashboard provides the landing overview; open the relevant module or report
to investigate a record or total.

Your role controls menus, actions and record visibility. Connected services can also
control availability, such as Off-Plan or Inbox. If an item is missing, check permissions,
connection state, filters and assignment before concluding that the record does not exist.

## Using the screenshots

Screenshots were captured from Brixit's desktop interface on **21 October 2026**. They
show unsaved forms, configuration screens, selected property views and empty workspaces.
Forms may display required-field messages before saving. Screenshot prices, dates and
configuration values are examples of the captured state, not recommended business values.

Select an image to open it at full size. Scroll inside a form or dialog for controls
below the visible area. Your workspace may have different stages, sources, custom fields,
approval rules and permissions. Follow the required-field messages in your CRM.