Pixie CRM documentation directory
Find the guide area, module or integration you need.
Browse the complete Pixie CRM Help Centre from one place. Task guides are organised around real work in the app, while Pixie’s published module and integration catalogues remain searchable alongside them.
Task-led documentation
Guide areas
Choose the part of Pixie CRM you are working in. Each collection keeps the app route, important controls and post-action verification visible.
Getting started
Start confidently with workspace basics, sign-in, initial setup and the core Pixie CRM working pattern.
Browse this area →8 guidesDashboard and navigation
Find records quickly, use dashboard tools and move around Pixie CRM without losing context.
Browse this area →11 guidesCustomers and contacts
Create and maintain accurate customer records, contacts, addresses, ownership and portal access.
Browse this area →12 guidesLeads and sales pipeline
Capture enquiries, qualify opportunities, organise follow-up and move good leads into customer relationships.
Browse this area →12 guidesProposals, estimates and requests
Prepare commercial documents, collect requests and move accepted work into the next sales stage.
Browse this area →15 guidesInvoices, payments and credit notes
Create billing records, record money received and keep credits, refunds and customer balances understandable.
Browse this area →6 guidesSubscriptions and recurring revenue
Set up repeat billing carefully, including plans, dates, payment routes and subscription status.
Browse this area →11 guidesExpenses, items and finance setup
Keep spend, items, tax, currencies and supporting finance settings organised and reviewable.
Browse this area →14 guidesProjects, tasks and time tracking
Plan delivery, assign work, track progress and connect time, files and milestones to the right customer.
Browse this area →12 guidesSupport and knowledge base
Handle customer questions consistently, route tickets well and maintain useful self-service guidance.
Browse this area →7 guidesContracts and documents
Prepare, send, sign and manage business documents while keeping dates and evidence easy to verify.
Browse this area →10 guidesStaff, roles and organisation
Manage people, teams and permissions with clear ownership and least-privilege access.
Browse this area →10 guidesEmail and communications
Send, organise and troubleshoot customer communications while protecting recipients and message context.
Browse this area →11 guidesReports, goals and surveys
Turn CRM activity into useful reporting, targets and feedback without losing the filters behind the result.
Browse this area →26 guidesData, privacy and security
Work safely with permissions, audit history, privacy controls, exports and sensitive CRM information.
Browse this area →10 guidesClient portal
Control what customer contacts can see and do, then verify the experience from the correct contact context.
Browse this area →8 guidesSystem settings and customisation
Adjust Pixie CRM settings, menus and behaviour carefully, with validation before wider rollout.
Browse this area →Published Pixie catalogue
Modules and integrations
Use the searchable directories for the complete Pixie CRM capability catalogue. Product reference pages describe scope; Help Centre guides explain the task-level workflow.