Helpful Articles For Installation & Configurations - Pixie CRM

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August 27, 2023

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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