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admin_pixiecrm
August 27, 2023
Business Solutions
CRM
Invoicing app
Pixie
Pixie Accounting Software UK
PixieCRM
Getting Started
Getting started with Pixie CRM Software & Applications.
Registration & Packages
(5)
Types of Registrations
Pricing
How to Sign Up
Basic Steps Should Be Taken
What is Pixie CRM?
Basic Configurations
(6)
Admin & Client's Access Links
Add Company Information
SMTP Email Server
Payment Gateways Integration
Email Signature Templates
Payment Gateways
(6)
Stripe Payment Gateway Integration
PayPal Payment Gateway Integration
2Checkout Payment Gateway Integration
Mollie Payment Gateway Integration
Authorize.Net Payment Gateway Integration
CRM - Built-in Modules Configuration
How to configure built-in modules of CRM
CRM Misc Configuration
(18)
SMS Alerts or Intimations On Selected Moves
Country Specific Configuration
Google reCAPTCHA Configuration
Setup Support Ticket Form
How To Create Staff Member
Customers Module
(9)
How to add new customer in CRM
New Customers Registartion
Customer's Overview In Dashboard
Exporting Customers Invoices/Estimates/Payment To ZIP
Customer Reminders
Leads Management Module
(13)
How To Create New Lead
Lead Sources
Lead Statuses
Using leads kan ban
Assign Lead To Staff Member
Sales Module of Pixie CRM
(17)
How To Create Proposal For Your Customer
Converting Proposal Into Estimate or Invoice
How To Send Proposal To Your Customer Or Lead
Proposal Expiration Reminders
How To Create Invoice Manually
Expenses Module
(5)
How To Record Expense
How To Record Billable Expense
Converting Billable Expense To Invoice
Creating Recurring Expense
How To Generate Expense Reports
Survey Module
(7)
Sending Survey To Mail Lists
Including Mail List Custom Fields
Create New Survey
New Survey Questions
Viewing Survey Results
Projects Module of CRM
(6)
Manually Linking Invoice To Project
Project Timesheets Management
How To Create A New Project
Project's Finance Overview
Project's Invoicing & Billing
Tasks Module
(6)
Bill Tasks
Task Timesheets
Add Task Assignees
Recurring Tasks
Linking Task To Features
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