Getting Started
The fastest way into Brixi is to start with the job in front of you — working your first leads, setting up a workspace, or learning the CRM. Brixi covers sales, call-center work, operations, field work, automation, and reporting, so pick the path below that matches your role rather than reading everything.
Pick Your Starting Point
| Guide | Best for | What it helps you do |
|---|---|---|
| Sales User Getting Started Guide | Sales agents and field executives | Learn your daily workflow: assigned leads, calls, tasks, deals, visits, mobile app, and reports. |
| CRM Concepts | Anyone new to Brixi CRM | Understand contacts, leads, enquiries, deals, tasks, activities, and owner assignment. |
| Using the Mobile App | Mobile-first sales users | Work contacts, deals, tasks, calendar, and assistant workflows from the phone. |
| Field Executive | Field sales and site-visit teams | Plan visits, clock in, coordinate rides, log activities, and report field progress. |
| Users and Permissions | Admins and managers | Invite users, set roles, review access, and control what each team can see. |
| Compliance Overview | Admins and compliance owners | Manage communication consent, access hygiene, data quality, and audit-ready records. |
Choose by Theme
| Theme | Start here | Good next article |
|---|---|---|
| Sales | CRM Concepts | Sales User Getting Started Guide |
| Call Center | Voice Agent | Set Up Telephony and Phone Numbers |
| Customer & Ops | Admin, Settings & Billing | Users and Permissions |
| Other Use Cases | Integrations | Workflows and Sequences |
If You Are a Sales User
Start with the sales-user guide. It's written as a day-one path: sign in, review your profile, find your assigned work, update customers, create follow-ups, move deals forward, use the mobile app, and read the reports available to you.
Open the Sales User Getting Started Guide
If You Are Setting Up a Workspace
Set up the foundation before asking the team to use Brixi every day.
- Invite users and assign roles.
- Confirm lead ownership and team reporting lines.
- Import or connect customer records.
- Configure communication channels such as email, WhatsApp, SMS, telephony, and calendar.
- Review pipeline stages, task types, follow-up rules, and field activity expectations.
- Confirm compliance rules for consent, access, and communication history.
| Setup area | Guide |
|---|---|
| Users, roles, and managers | Users and Permissions |
| Contacts and leads | Create and Update a Contact |
| Bulk contact upload | Import Contacts |
| Channels and sync | Integrations |
| Workflows and sequences | Workflows and Sequences |
| Consent and access | Compliance Overview |
Main Areas
| Product area | What you use it for |
|---|---|
| CRM: Contacts, Leads & Deals | Contacts, lead queues, deals, tasks, activities, and CRM reports |
| Integrations | WhatsApp, email, SMS, ads, calendar, telephony, and sync reports |
| Automation | Workflows, sequences, lead distribution, and automation reports |
| Voice Agent | Phone-based assistants, telephony, knowledge, flows, tools, and voice reports |
| Conversation Agent | Inbox, conversations, templates, Copilot, handoffs, and conversation reports |
| Campaigns | Audiences, templates, outbound sends, campaign automation, and campaign reports |
| Using Mobile App | Mobile contacts, tasks, deals, calendar, assistant, notifications, and reports |
| Field Executive | Attendance, visits, follow-ups, field updates, and field reports |
| Admin, Settings & Billing | Users, permissions, billing, system settings, and admin reports |
| Compliance | Consent, access hygiene, communication rules, data quality, and compliance reports |
Common First-Week Questions
| Question | Start here |
|---|---|
| Where are my assigned leads? | Lead Queues |
| How do I update a customer's information? | Create and Update a Contact |
| How do I see everything that happened with a customer? | Contact Detail Page |
| How do I log a call, WhatsApp message, SMS, or email? | Log Calls, Messages, and Emails |
| How do I create reminders for follow-up? | Tasks and Follow-Ups |
| How do I track a sales opportunity? | Create a Deal |
| How do I work from my phone? | Use the Mobile Home Dashboard |
| How do managers check my work? | CRM Reports and Analytics |
When to Contact Your Admin
In your first week, almost everything that looks broken is actually a permission. If you can't see a lead, deal, report, channel, template, task type, or mobile feature you expected, ask your Brixi admin — these are controlled by your role, team, assignment rules, and workspace settings.
If your admin confirms your access is correct and the problem survives a refresh and a re-login, contact Brixi support with the guide you were following, what you expected, and what happened instead.