Pixie CRM guide collection
Client portal
Control what customer contacts can see and do, then verify the experience from the correct contact context.
Client portal overview
Client portal overview in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideInvite a contact to the client portal
Invite a contact to the client portal in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideHelp a client view and pay invoices
Help a client view and pay invoices in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideHelp a client review estimates and proposals
Use this Pixie CRM guide to help a client review estimates and proposals. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideHelp a client sign a contract
Use this Pixie CRM guide to help a client sign a contract. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideHelp a client follow projects and tasks
Use this Pixie CRM guide to help a client follow projects and tasks. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideHelp a client create and follow support tickets
Practical Pixie CRM instructions for help a client create and follow support tickets, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideTroubleshoot missing client portal sections
Practical Pixie CRM instructions for troubleshoot missing client portal sections, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate or update employee portal access
Practical Pixie CRM instructions for create or update employee portal access, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuidePreview the manager portal
Use this Pixie CRM guide to preview the manager portal. It covers the navigation path, key controls and the checks that confirm completion.
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