# Pixie CRM Help Centre > Official product guidance for Pixie CRM, published by Pixie Technologies LLC. ## Start here - [Help Centre](https://pixiecrm.com/help-centre/) - [Directory](https://pixiecrm.com/help-centre/directory) - [Module guides](https://pixiecrm.com/help-centre/modules): 34 operational module references plus the wider Pixie capability catalogue. - [Integration guides](https://pixiecrm.com/help-centre/integrations): 60 operational integration references plus the wider Pixie integration catalogue. ## Operational module guides - [Accounting & Bookkeeping](https://pixiecrm.com/help-centre/modules/accounting-bookkeeping): Use Accounting & Bookkeeping as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Appointment Scheduling](https://pixiecrm.com/help-centre/modules/appointment-scheduling): Use Appointment Scheduling as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Business Letter Management](https://pixiecrm.com/help-centre/modules/business-letter-management): Use Business Letter Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Business VoIP & Internal Calling](https://pixiecrm.com/help-centre/modules/business-voip-calling): Use Business VoIP & Internal Calling as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Client Discovery & Project Briefing Portal](https://pixiecrm.com/help-centre/modules/client-discovery-portal): Use Client Discovery & Project Briefing Portal as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Companies House Lead Generation](https://pixiecrm.com/help-centre/modules/companies-house-lead-generation): Use Companies House Lead Generation as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM CSV Export Manager](https://pixiecrm.com/help-centre/modules/crm-csv-export): Use CRM CSV Export Manager as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM Goal Tracking](https://pixiecrm.com/help-centre/modules/crm-goal-tracking): Use CRM Goal Tracking as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM Menu Builder](https://pixiecrm.com/help-centre/modules/crm-menu-builder): Use CRM Menu Builder as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM Theme & Brand Customisation](https://pixiecrm.com/help-centre/modules/crm-theme-customisation): Use CRM Theme & Brand Customisation as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Customer Survey & Feedback](https://pixiecrm.com/help-centre/modules/customer-surveys-feedback): Use Customer Survey & Feedback as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Delivery Note Management](https://pixiecrm.com/help-centre/modules/delivery-note-management): Use Delivery Note Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Electronic Invoicing](https://pixiecrm.com/help-centre/modules/electronic-invoicing): Use Electronic Invoicing as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Email Marketing & Newsletter](https://pixiecrm.com/help-centre/modules/email-marketing-newsletters): Use Email Marketing & Newsletter as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Enterprise CRM Integrations](https://pixiecrm.com/help-centre/modules/enterprise-integrations): Use Enterprise CRM Integrations as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [HMO Property Management](https://pixiecrm.com/help-centre/modules/hmo-property-management): Use HMO Property Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [HR Management](https://pixiecrm.com/help-centre/modules/hr-management): Use HR Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Inventory & Warehouse Management](https://pixiecrm.com/help-centre/modules/inventory-warehouse-management): Use Inventory & Warehouse Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM Lead Management Filters](https://pixiecrm.com/help-centre/modules/lead-management-filters): Use CRM Lead Management Filters as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [OpenAI CRM Integration](https://pixiecrm.com/help-centre/modules/openai-crm-integration): Use OpenAI CRM Integration as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Property Compliance Application Management](https://pixiecrm.com/help-centre/modules/property-compliance-applications): Use Property Compliance Application Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Property Compliance Management](https://pixiecrm.com/help-centre/modules/property-compliance-management): Use Property Compliance Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Property Licence Application](https://pixiecrm.com/help-centre/modules/property-licence-applications): Use Property Licence Application as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Purchase Order Management](https://pixiecrm.com/help-centre/modules/purchase-order-management): Use Purchase Order Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [QR Code Compliance & Document Verification](https://pixiecrm.com/help-centre/modules/qr-code-compliance): Use QR Code Compliance & Document Verification as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Real Estate Management](https://pixiecrm.com/help-centre/modules/real-estate-management): Use Real Estate Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Secure API Gateway](https://pixiecrm.com/help-centre/modules/secure-api-gateway): Use Secure API Gateway as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Service Workflow Management](https://pixiecrm.com/help-centre/modules/service-workflow-management): Use Service Workflow Management as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Shared Email Inbox & CRM Integration](https://pixiecrm.com/help-centre/modules/shared-email-inbox): Use Shared Email Inbox & CRM Integration as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Stripe iDEAL Payment Gateway for CRM](https://pixiecrm.com/help-centre/modules/stripe-ideal-payments): Use Stripe iDEAL Payment Gateway for CRM as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [CRM Task Management Filters](https://pixiecrm.com/help-centre/modules/task-management-filters): Use CRM Task Management Filters as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [UAE E-Invoicing & EmaraTax Readiness](https://pixiecrm.com/help-centre/modules/uae-e-invoicing): Use UAE E-Invoicing & EmaraTax Readiness as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [Website Visitor Tracking & Live Chat](https://pixiecrm.com/help-centre/modules/website-visitor-tracking-live-chat): Use Website Visitor Tracking & Live Chat as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. - [WhatsApp Business API](https://pixiecrm.com/help-centre/modules/whatsapp-business-api): Use WhatsApp Business API as part of a Pixie CRM workflow. This reference explains how to confirm availability, open the capability safely and verify the result before wider use. ## Integration guides - [Accounting & ERP Integrations](https://pixiecrm.com/help-centre/integrations/accounting-erp): Connect Pixie CRM with Accounting & ERP Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [BambooHR HR & Business System](https://pixiecrm.com/help-centre/integrations/bamboohr): Connect Pixie CRM with BambooHR HR & Business System through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Banking & Open Banking Integrations](https://pixiecrm.com/help-centre/integrations/banking-open-banking): Connect Pixie CRM with Banking & Open Banking Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Workplace Collaboration & Productivity Integrations](https://pixiecrm.com/help-centre/integrations/collaboration-productivity): Connect Pixie CRM with Workplace Collaboration & Productivity Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [CRM & Sales Platform Integrations](https://pixiecrm.com/help-centre/integrations/crm-sales): Connect Pixie CRM with CRM & Sales Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Customer Service & ITSM Integrations](https://pixiecrm.com/help-centre/integrations/customer-service-itsm): Connect Pixie CRM with Customer Service & ITSM Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Data, Business Intelligence & Analytics Integrations](https://pixiecrm.com/help-centre/integrations/data-bi-analytics): Connect Pixie CRM with Data, Business Intelligence & Analytics Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Developer, API & DevOps Integrations](https://pixiecrm.com/help-centre/integrations/developer-api-devops): Connect Pixie CRM with Developer, API & DevOps Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [DHL Express Shipping API](https://pixiecrm.com/help-centre/integrations/dhl-express): Connect Pixie CRM with DHL Express Shipping API through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Document, Cloud Storage & E-Signature Integrations](https://pixiecrm.com/help-centre/integrations/documents-storage-esignature): Connect Pixie CRM with Document, Cloud Storage & E-Signature Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Docusign & E-Signature](https://pixiecrm.com/help-centre/integrations/docusign): Connect Pixie CRM with Docusign & E-Signature through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Dropbox Document &](https://pixiecrm.com/help-centre/integrations/dropbox): Connect Pixie CRM with Dropbox Document & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [E-Commerce & Marketplace Integrations](https://pixiecrm.com/help-centre/integrations/ecommerce-marketplaces): Connect Pixie CRM with E-Commerce & Marketplace Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Email, SMS & Business Messaging Integrations](https://pixiecrm.com/help-centre/integrations/email-sms-messaging): Connect Pixie CRM with Email, SMS & Business Messaging Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [FedEx Shipping & Tracking](https://pixiecrm.com/help-centre/integrations/fedex): Connect Pixie CRM with FedEx Shipping & Tracking through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Freshdesk & Helpdesk](https://pixiecrm.com/help-centre/integrations/freshdesk): Connect Pixie CRM with Freshdesk & Helpdesk through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [GitHub Workflow &](https://pixiecrm.com/help-centre/integrations/github): Connect Pixie CRM with GitHub Workflow & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [GitLab DevOps & Workflow](https://pixiecrm.com/help-centre/integrations/gitlab): Connect Pixie CRM with GitLab DevOps & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [GoCardless Direct Debit](https://pixiecrm.com/help-centre/integrations/gocardless): Connect Pixie CRM with GoCardless Direct Debit through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Google Analytics 4](https://pixiecrm.com/help-centre/integrations/google-analytics-4): Connect Pixie CRM with Google Analytics 4 through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Google Workspace](https://pixiecrm.com/help-centre/integrations/google-workspace): Connect Pixie CRM with Google Workspace through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Government, Verification & Public Data Integrations](https://pixiecrm.com/help-centre/integrations/government-verification-public-data): Connect Pixie CRM with Government, Verification & Public Data Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [HR, Payroll & Recruitment Integrations](https://pixiecrm.com/help-centre/integrations/hr-payroll-recruitment): Connect Pixie CRM with HR, Payroll & Recruitment Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [HubSpot CRM](https://pixiecrm.com/help-centre/integrations/hubspot-crm): Connect Pixie CRM with HubSpot CRM through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Identity, SSO & Directory Integrations](https://pixiecrm.com/help-centre/integrations/identity-sso-directory): Connect Pixie CRM with Identity, SSO & Directory Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Jira & Project](https://pixiecrm.com/help-centre/integrations/jira): Connect Pixie CRM with Jira & Project through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Klaviyo & Ecommerce](https://pixiecrm.com/help-centre/integrations/klaviyo): Connect Pixie CRM with Klaviyo & Ecommerce through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Adobe Commerce & Magento](https://pixiecrm.com/help-centre/integrations/magento-adobe-commerce): Connect Pixie CRM with Adobe Commerce & Magento through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Mailchimp & Marketing](https://pixiecrm.com/help-centre/integrations/mailchimp): Connect Pixie CRM with Mailchimp & Marketing through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Marketing & Customer Engagement Integrations](https://pixiecrm.com/help-centre/integrations/marketing-customer-engagement): Connect Pixie CRM with Marketing & Customer Engagement Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Microsoft 365](https://pixiecrm.com/help-centre/integrations/microsoft-365): Connect Pixie CRM with Microsoft 365 through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Dynamics 365 Sales](https://pixiecrm.com/help-centre/integrations/microsoft-dynamics-365-sales): Connect Pixie CRM with Dynamics 365 Sales through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Power BI & Business Data](https://pixiecrm.com/help-centre/integrations/microsoft-power-bi): Connect Pixie CRM with Power BI & Business Data through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Microsoft Teams](https://pixiecrm.com/help-centre/integrations/microsoft-teams): Connect Pixie CRM with Microsoft Teams through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Notion & Workflow](https://pixiecrm.com/help-centre/integrations/notion): Connect Pixie CRM with Notion & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Okta SSO & Identity](https://pixiecrm.com/help-centre/integrations/okta): Connect Pixie CRM with Okta SSO & Identity through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [OneDrive & Document](https://pixiecrm.com/help-centre/integrations/onedrive): Connect Pixie CRM with OneDrive & Document through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Payment Gateway & Billing Integrations](https://pixiecrm.com/help-centre/integrations/payments-billing): Connect Pixie CRM with Payment Gateway & Billing Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [PayPal Payment &](https://pixiecrm.com/help-centre/integrations/paypal): Connect Pixie CRM with PayPal Payment & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Property & Construction Platform Integrations](https://pixiecrm.com/help-centre/integrations/property-construction): Connect Pixie CRM with Property & Construction Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [QuickBooks Online](https://pixiecrm.com/help-centre/integrations/quickbooks-online): Connect Pixie CRM with QuickBooks Online through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Sage Accounting](https://pixiecrm.com/help-centre/integrations/sage-business-cloud-accounting): Connect Pixie CRM with Sage Accounting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Salesforce CRM](https://pixiecrm.com/help-centre/integrations/salesforce): Connect Pixie CRM with Salesforce CRM through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [SAP S/4HANA ERP](https://pixiecrm.com/help-centre/integrations/sap-s-4hana): Connect Pixie CRM with SAP S/4HANA ERP through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Security & Compliance Platform Integrations](https://pixiecrm.com/help-centre/integrations/security-compliance): Connect Pixie CRM with Security & Compliance Platform Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Shipping, Fleet & Logistics Integrations](https://pixiecrm.com/help-centre/integrations/shipping-fleet-logistics): Connect Pixie CRM with Shipping, Fleet & Logistics Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Shopify & ERP](https://pixiecrm.com/help-centre/integrations/shopify): Connect Pixie CRM with Shopify & ERP through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Slack & Workflow](https://pixiecrm.com/help-centre/integrations/slack): Connect Pixie CRM with Slack & Workflow through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Social, Advertising & Content Integrations](https://pixiecrm.com/help-centre/integrations/social-advertising-content): Connect Pixie CRM with Social, Advertising & Content Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Stripe Payment & Billing](https://pixiecrm.com/help-centre/integrations/stripe): Connect Pixie CRM with Stripe Payment & Billing through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Tableau & Analytics](https://pixiecrm.com/help-centre/integrations/tableau): Connect Pixie CRM with Tableau & Analytics through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Telephony & Contact Centre Integrations](https://pixiecrm.com/help-centre/integrations/telephony-contact-centre): Connect Pixie CRM with Telephony & Contact Centre Integrations through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Twilio Messaging &](https://pixiecrm.com/help-centre/integrations/twilio): Connect Pixie CRM with Twilio Messaging & through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [WhatsApp Business Platform](https://pixiecrm.com/help-centre/integrations/whatsapp-business-platform): Connect Pixie CRM with WhatsApp Business Platform through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [WooCommerce & Inventory](https://pixiecrm.com/help-centre/integrations/woocommerce): Connect Pixie CRM with WooCommerce & Inventory through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Workday HCM System](https://pixiecrm.com/help-centre/integrations/workday-hcm): Connect Pixie CRM with Workday HCM System through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Xero & Accounting](https://pixiecrm.com/help-centre/integrations/xero): Connect Pixie CRM with Xero & Accounting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Zendesk & Support](https://pixiecrm.com/help-centre/integrations/zendesk): Connect Pixie CRM with Zendesk & Support through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Zoho CRM API](https://pixiecrm.com/help-centre/integrations/zoho-crm): Connect Pixie CRM with Zoho CRM API through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. - [Zoom Meeting](https://pixiecrm.com/help-centre/integrations/zoom): Connect Pixie CRM with Zoom Meeting through a controlled integration workflow. Review authentication, data scope and test behaviour before enabling live synchronisation. ## Task-guide areas - [Getting started](https://pixiecrm.com/help-centre/category/getting-started): Start confidently with workspace basics, sign-in, initial setup and the core Pixie CRM working pattern. - [Dashboard and navigation](https://pixiecrm.com/help-centre/category/dashboard-navigation): Find records quickly, use dashboard tools and move around Pixie CRM without losing context. - [Customers and contacts](https://pixiecrm.com/help-centre/category/customers-contacts): Create and maintain accurate customer records, contacts, addresses, ownership and portal access. - [Leads and sales pipeline](https://pixiecrm.com/help-centre/category/leads-pipeline): Capture enquiries, qualify opportunities, organise follow-up and move good leads into customer relationships. - [Proposals, estimates and requests](https://pixiecrm.com/help-centre/category/proposals-estimates): Prepare commercial documents, collect requests and move accepted work into the next sales stage. - [Invoices, payments and credit notes](https://pixiecrm.com/help-centre/category/invoices-payments): Create billing records, record money received and keep credits, refunds and customer balances understandable. - [Subscriptions and recurring revenue](https://pixiecrm.com/help-centre/category/subscriptions): Set up repeat billing carefully, including plans, dates, payment routes and subscription status. - [Expenses, items and finance setup](https://pixiecrm.com/help-centre/category/expenses-finance): Keep spend, items, tax, currencies and supporting finance settings organised and reviewable. - [Projects, tasks and time tracking](https://pixiecrm.com/help-centre/category/projects-tasks): Plan delivery, assign work, track progress and connect time, files and milestones to the right customer. - [Support and knowledge base](https://pixiecrm.com/help-centre/category/support-knowledge): Handle customer questions consistently, route tickets well and maintain useful self-service guidance. - [Contracts and documents](https://pixiecrm.com/help-centre/category/contracts-documents): Prepare, send, sign and manage business documents while keeping dates and evidence easy to verify. - [Staff, roles and organisation](https://pixiecrm.com/help-centre/category/staff-organisation): Manage people, teams and permissions with clear ownership and least-privilege access. - [Email and communications](https://pixiecrm.com/help-centre/category/email-communications): Send, organise and troubleshoot customer communications while protecting recipients and message context. - [Reports, goals and surveys](https://pixiecrm.com/help-centre/category/reports-goals-surveys): Turn CRM activity into useful reporting, targets and feedback without losing the filters behind the result. - [Data, privacy and security](https://pixiecrm.com/help-centre/category/data-privacy-security): Work safely with permissions, audit history, privacy controls, exports and sensitive CRM information. - [Client portal](https://pixiecrm.com/help-centre/category/client-portal): Control what customer contacts can see and do, then verify the experience from the correct contact context. - [System settings and customisation](https://pixiecrm.com/help-centre/category/system-customisation): Adjust Pixie CRM settings, menus and behaviour carefully, with validation before wider rollout. ## Pixie Accounting & Practice Management - [Pixie Accounting & Practice Management](https://pixiecrm.com/pixie-accounting-practice-management): Compare practice CRM, connected bookkeeping and a bespoke client accounting platform. - [Pixie Accounting & Practice Management: choose your setup](https://pixiecrm.com/help-centre/pixie-accounting-practice-management): Compare three ways to use Pixie for accountancy: practice CRM, connected bookkeeping, or a bespoke client platform with controlled HMRC submission workflows. - [Use Pixie CRM for accounting practice management](https://pixiecrm.com/help-centre/pixie-practice-management-crm): Organise client onboarding, recurring work, documents, responsibilities and billing with Pixie CRM while keeping your accounting software. - [Combine Pixie practice management with accounting and bookkeeping](https://pixiecrm.com/help-centre/pixie-practice-management-accounting): Connect Pixie CRM, practice management and bookkeeping, from ledger setup and transaction mapping to bank reconciliation and financial review. - [Plan a bespoke Pixie accounting platform for your firm's clients](https://pixiecrm.com/help-centre/pixie-accounting-firm-client-platform): Plan a bespoke client accounting and CRM platform with practice oversight, controlled HMRC workflows and a customised demonstration for your firm. - [HMRC submission requirements for Pixie Accounting](https://pixiecrm.com/help-centre/pixie-accounting-hmrc-submission-requirements): Understand HMRC submission requirements for Pixie Accounting: VAT, Income Tax, client approval, authorisation, digital records and production checks. The standard demo covers CRM, practice-management workflows and accounting. Client platforms require a customised demonstration and quotation. HMRC submission scope, production access, authority and approval requirements must be agreed and verified; no universal compliance or endorsement claim is made. ## Sales CRM feature guides - [Understand the Sales CRM workspace](https://pixiecrm.com/help-centre/sales-crm-deals-overview) - [Create and edit sales deals](https://pixiecrm.com/help-centre/sales-crm-create-edit-deals) - [Use the deal board, list and filters](https://pixiecrm.com/help-centre/sales-crm-board-list-filters) - [Save and reuse personal deal views](https://pixiecrm.com/help-centre/sales-crm-personal-saved-views) - [Link deals to customers, contacts and leads](https://pixiecrm.com/help-centre/sales-crm-link-customer-contact-lead) - [Configure multiple sales pipelines and stages](https://pixiecrm.com/help-centre/sales-crm-configure-pipelines-stages) - [Require information before a deal enters a stage](https://pixiecrm.com/help-centre/sales-crm-stage-required-fields) - [Request and review controlled stage changes](https://pixiecrm.com/help-centre/sales-crm-stage-approval-requests) - [Plan activities and record sales outcomes](https://pixiecrm.com/help-centre/sales-crm-activities-outcomes) - [Review deal health signals and history](https://pixiecrm.com/help-centre/sales-crm-health-and-history) - [Read currency-separated sales forecasts](https://pixiecrm.com/help-centre/sales-crm-forecast-periods-currencies) - [Set and review sales targets](https://pixiecrm.com/help-centre/sales-crm-set-owner-targets) - [Configure custom deal fields and visibility](https://pixiecrm.com/help-centre/sales-crm-custom-deal-fields) - [Configure Sales CRM staff access](https://pixiecrm.com/help-centre/sales-crm-staff-access) - [Archive and restore opportunities](https://pixiecrm.com/help-centre/sales-crm-archive-restore-deals) - [Understand deal values, probabilities and forecast categories](https://pixiecrm.com/help-centre/sales-crm-probabilities-forecast-categories) - [Resolve Sales CRM validation and save conflicts](https://pixiecrm.com/help-centre/sales-crm-resolve-save-errors) - [Sales CRM Guides](https://pixiecrm.com/help-centre/category/sales-crm) ## Sales CRM feature guides - [Configure deal scoring rules](https://pixiecrm.com/help-centre/sales-crm-configure-scoring) - [Understand a deal’s fit score](https://pixiecrm.com/help-centre/sales-crm-understand-deal-scores) - [Build matching conditions for scores and territories](https://pixiecrm.com/help-centre/sales-crm-matching-conditions) - [Configure sales territories and members](https://pixiecrm.com/help-centre/sales-crm-configure-territories) - [Route a deal by territory and round robin](https://pixiecrm.com/help-centre/sales-crm-route-deals) - [Read sales conversion, stage-age and activity reports](https://pixiecrm.com/help-centre/sales-crm-performance-reports) - [Export the loaded sales reports to CSV](https://pixiecrm.com/help-centre/sales-crm-export-reports) ## Sales CRM feature guides - [Create a follow-up activity cadence](https://pixiecrm.com/help-centre/sales-crm-configure-cadences) - [Configure outcome branches in a cadence](https://pixiecrm.com/help-centre/sales-crm-cadence-outcome-branches) - [Start a cadence on an opportunity](https://pixiecrm.com/help-centre/sales-crm-start-cadence) - [Pause, resume or stop a cadence](https://pixiecrm.com/help-centre/sales-crm-pause-resume-stop-cadence) - [Complete and review cadence activities](https://pixiecrm.com/help-centre/sales-crm-complete-cadence-activities) - [Configure event automation rules](https://pixiecrm.com/help-centre/sales-crm-configure-event-automation) - [Choose and order automation actions](https://pixiecrm.com/help-centre/sales-crm-automation-actions) - [Review automation results and resolve skipped actions](https://pixiecrm.com/help-centre/sales-crm-automation-history-troubleshooting) ## Sales CRM feature guides - [Import new opportunities from CSV](https://pixiecrm.com/help-centre/sales-crm-import-deals) - [Prepare import columns and custom fields](https://pixiecrm.com/help-centre/sales-crm-import-column-reference) - [Resolve import errors and retry safely](https://pixiecrm.com/help-centre/sales-crm-import-retries-results) - [Export filtered opportunities to CSV](https://pixiecrm.com/help-centre/sales-crm-export-deals) ## Sales CRM feature guides - [Create and retire currency-specific price books](https://pixiecrm.com/help-centre/sales-crm-price-books) - [Configure quantity tiers and volume prices](https://pixiecrm.com/help-centre/sales-crm-quantity-pricing) - [Set required, incompatible and suggested products](https://pixiecrm.com/help-centre/sales-crm-product-rules) - [Prepare and save an opportunity quotation](https://pixiecrm.com/help-centre/sales-crm-prepare-quotes) - [Understand quotation discounts, taxes and rounding](https://pixiecrm.com/help-centre/sales-crm-quote-calculation) - [Configure quotation approval limits and reviewer access](https://pixiecrm.com/help-centre/sales-crm-quote-approval-policy) - [Review pending quotations and request changes](https://pixiecrm.com/help-centre/sales-crm-review-quotes) - [Refresh, revise or cancel quotation terms](https://pixiecrm.com/help-centre/sales-crm-reprice-revise-quotes) - [Export quote details and prepare a native estimate](https://pixiecrm.com/help-centre/sales-crm-export-quote-details) - [Resolve quotation access and validation problems](https://pixiecrm.com/help-centre/sales-crm-quote-troubleshooting) ## Sales CRM feature guides - [Select opportunities and review a bulk change](https://pixiecrm.com/help-centre/sales-crm-select-bulk) - [Update opportunity fields and owners in bulk](https://pixiecrm.com/help-centre/sales-crm-bulk-fields-owner) - [Move stages, archive and restore selected opportunities](https://pixiecrm.com/help-centre/sales-crm-bulk-stages-archive) - [Schedule activities for selected opportunities](https://pixiecrm.com/help-centre/sales-crm-bulk-activities) - [Read bulk results and resume interrupted jobs](https://pixiecrm.com/help-centre/sales-crm-bulk-results-recovery) - [Configure and troubleshoot bulk editing permissions](https://pixiecrm.com/help-centre/sales-crm-bulk-permissions) ## Sales CRM feature guides - [Create and preview saved CRM reports](https://pixiecrm.com/help-centre/sales-crm-create-saved-reports) - [Choose report measures and date periods correctly](https://pixiecrm.com/help-centre/sales-crm-report-measures-periods) - [Filter reports with opportunity fields and conditions](https://pixiecrm.com/help-centre/sales-crm-report-filters-conditions) - [Read report charts and inspect underlying records](https://pixiecrm.com/help-centre/sales-crm-report-charts-drill) - [Report on scheduled activities and outcomes](https://pixiecrm.com/help-centre/sales-crm-report-activities) - [Share report definitions without widening record access](https://pixiecrm.com/help-centre/sales-crm-report-sharing-access) - [Create and arrange CRM dashboards](https://pixiecrm.com/help-centre/sales-crm-create-dashboards) - [Edit, retire and restore reports and dashboards](https://pixiecrm.com/help-centre/sales-crm-manage-report-definitions) - [Export saved reports and resolve reporting problems](https://pixiecrm.com/help-centre/sales-crm-report-export-troubleshooting) ## Sales CRM feature guides - [Open a forecast submission period](https://pixiecrm.com/help-centre/sales-crm-forecast-periods) - [Submit and revise your revenue forecast](https://pixiecrm.com/help-centre/sales-crm-forecast-submissions) - [Review, adjust or reject forecast submissions](https://pixiecrm.com/help-centre/sales-crm-forecast-review) - [Understand forecast evidence and totals](https://pixiecrm.com/help-centre/sales-crm-forecast-evidence) - [Use pipeline and territory scopes in forecasts](https://pixiecrm.com/help-centre/sales-crm-forecast-territory-scope) - [Control forecast access, locking and reopening](https://pixiecrm.com/help-centre/sales-crm-forecast-period-controls) - [Read forecast history, export results and resolve errors](https://pixiecrm.com/help-centre/sales-crm-forecast-history-export) ## Sales CRM feature guides - [Configure opportunity contact roles](https://pixiecrm.com/help-centre/sales-crm-configure-contact-roles) - [Manage an opportunity buying team](https://pixiecrm.com/help-centre/sales-crm-contact-roles) - [Record contact influence and position](https://pixiecrm.com/help-centre/sales-crm-contact-influence-position) - [Retire and restore contact associations](https://pixiecrm.com/help-centre/sales-crm-retire-contact-associations) - [Understand buying-team permissions and history](https://pixiecrm.com/help-centre/sales-crm-buying-team-access-history) ## Sales CRM feature guides - [Use the opportunity relationship timeline](https://pixiecrm.com/help-centre/sales-crm-relationship-timeline) - [Create and maintain internal opportunity notes](https://pixiecrm.com/help-centre/sales-crm-timeline-notes) - [Link existing emails to an opportunity](https://pixiecrm.com/help-centre/sales-crm-link-emails) - [Read linked email previews safely](https://pixiecrm.com/help-centre/sales-crm-read-linked-emails) - [Retire and restore opportunity email links](https://pixiecrm.com/help-centre/sales-crm-retire-email-links) - [Resolve timeline and email-access issues](https://pixiecrm.com/help-centre/sales-crm-timeline-access-troubleshooting) ## Sales CRM feature guides - [Use reusable sales macros](https://pixiecrm.com/help-centre/sales-crm-macros) - [Create and edit a sales macro](https://pixiecrm.com/help-centre/sales-crm-create-macros) - [Preview and run a macro on selected opportunities](https://pixiecrm.com/help-centre/sales-crm-run-macros) - [Set macro dates and reminder timing](https://pixiecrm.com/help-centre/sales-crm-macro-dates) - [Review macro results and resume interrupted runs](https://pixiecrm.com/help-centre/sales-crm-macro-history) - [Share, retire and restore macro definitions](https://pixiecrm.com/help-centre/sales-crm-share-retire-macros) ## Sales CRM feature guides - [Access Sales CRM in your workspace](https://pixiecrm.com/help-centre/sales-crm-workspace-availability) ## Sales CRM feature guides - [Find suitable products with guided selling](https://pixiecrm.com/help-centre/sales-crm-guided-selling) - [Create and edit a guided selling flow](https://pixiecrm.com/help-centre/sales-crm-create-guided-flows) - [Map answers to eligible products](https://pixiecrm.com/help-centre/sales-crm-guided-product-mapping) - [Add guided products to a quotation](https://pixiecrm.com/help-centre/sales-crm-guided-quote-selection) - [Retire, repair and restore guided flows](https://pixiecrm.com/help-centre/sales-crm-retire-repair-guided-flows) ## Sales CRM feature guides - [Track revenue contributions on an opportunity](https://pixiecrm.com/help-centre/sales-crm-revenue-contributions) - [Create and edit a revenue allocation](https://pixiecrm.com/help-centre/sales-crm-configure-revenue-contributions) - [Understand contribution percentages and rounding](https://pixiecrm.com/help-centre/sales-crm-contribution-rounding) - [Report and export revenue contributions](https://pixiecrm.com/help-centre/sales-crm-contribution-reports) - [Retire, repair and restore a revenue allocation](https://pixiecrm.com/help-centre/sales-crm-contribution-retire-restore) ## Sales CRM feature guides - [Explore customer contact reporting maps](https://pixiecrm.com/help-centre/sales-crm-contact-reporting-maps) - [Create and edit a contact reporting map](https://pixiecrm.com/help-centre/sales-crm-configure-contact-reporting-map) - [Read and export a customer reporting map](https://pixiecrm.com/help-centre/sales-crm-read-export-contact-map) - [Retire, repair and restore contact reporting maps](https://pixiecrm.com/help-centre/sales-crm-retire-repair-contact-map) - [Understand contact-map access and resolve problems](https://pixiecrm.com/help-centre/sales-crm-contact-map-access-troubleshooting) ## Sales CRM feature guides - [Explore parent and subsidiary customer accounts](https://pixiecrm.com/help-centre/sales-crm-account-hierarchy) - [Set, change or remove a customer’s parent](https://pixiecrm.com/help-centre/sales-crm-change-account-parent) - [Read and export visible account relationships](https://pixiecrm.com/help-centre/sales-crm-read-export-account-hierarchy) - [Resolve account hierarchy access and structure issues](https://pixiecrm.com/help-centre/sales-crm-account-hierarchy-troubleshooting) ## Sales CRM feature guides - [Run a customer or subsidiary-branch sales overview](https://pixiecrm.com/help-centre/sales-crm-account-sales-overview) - [Understand account sales dates, totals and win rate](https://pixiecrm.com/help-centre/sales-crm-account-sales-metrics) - [Inspect and export account sales records](https://pixiecrm.com/help-centre/sales-crm-export-account-sales) ## Sales CRM feature guides - [Compare opportunity win cohorts](https://pixiecrm.com/help-centre/sales-crm-win-cohorts) - [Understand cohort rates and observation windows](https://pixiecrm.com/help-centre/sales-crm-cohort-calculations) - [Inspect and export win cohort records](https://pixiecrm.com/help-centre/sales-crm-export-cohorts) ## Sales CRM feature guides - [Read recorded opportunity stage transitions](https://pixiecrm.com/help-centre/sales-crm-stage-history) - [Build an observed stage funnel](https://pixiecrm.com/help-centre/sales-crm-stage-funnels) - [Understand observed funnel progression and conversion](https://pixiecrm.com/help-centre/sales-crm-funnel-calculations) - [Inspect and export observed stage funnels](https://pixiecrm.com/help-centre/sales-crm-export-funnels) ## Sales CRM feature guides - [Configure territory capacity, availability and skills](https://pixiecrm.com/help-centre/sales-crm-capacity-routing-setup) - [Review and apply an opportunity capacity assignment](https://pixiecrm.com/help-centre/sales-crm-reviewed-capacity-assignment) - [Understand routing workload, capacity and skill matching](https://pixiecrm.com/help-centre/sales-crm-routing-calculations) - [Export routing assessments and inspect assignment history](https://pixiecrm.com/help-centre/sales-crm-routing-history-export) ## Sales CRM feature guides - [Find Sales CRM from the Sales menu](https://pixiecrm.com/help-centre/sales-crm-navigation) - [Read and open Sales CRM dashboard KPIs](https://pixiecrm.com/help-centre/sales-crm-dashboard-kpis) ## UK and US tax module guides Public product instructions; availability and live filing remain subject to each authority capability and workspace permissions. - [How to check UK tax readiness](https://pixiecrm.com/help-centre/modules/uk-tax/start): How to check UK tax readiness in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to configure taxpayer profiles and HMRC access](https://pixiecrm.com/help-centre/modules/uk-tax/profiles): How to configure taxpayer profiles and HMRC access in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to set approvals, alerts and customer access](https://pixiecrm.com/help-centre/modules/uk-tax/governance): How to set approvals, alerts and customer access in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to confirm your identity for a protected action](https://pixiecrm.com/help-centre/modules/uk-tax/identity): How to confirm your identity for a protected action in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to prepare and submit a VAT return](https://pixiecrm.com/help-centre/modules/uk-tax/vat): How to prepare and submit a VAT return in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to record VAT adjustments and inspect filed returns](https://pixiecrm.com/help-centre/modules/uk-tax/vat-adjustments): How to record VAT adjustments and inspect filed returns in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to synchronise VAT account information and penalties](https://pixiecrm.com/help-centre/modules/uk-tax/vat-financials): How to synchronise VAT account information and penalties in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to prepare Income Tax business updates](https://pixiecrm.com/help-centre/modules/uk-tax/income-tax): How to prepare Income Tax business updates in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to request HMRC calculations and read Assist feedback](https://pixiecrm.com/help-centre/modules/uk-tax/calculations-assist): How to request HMRC calculations and read Assist feedback in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to complete year-end checks and a final declaration](https://pixiecrm.com/help-centre/modules/uk-tax/year-end): How to complete year-end checks and a final declaration in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to prepare a Business Source Adjustable Summary adjustment](https://pixiecrm.com/help-centre/modules/uk-tax/business-adjustments): How to prepare a Business Source Adjustable Summary adjustment in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to prepare supplementary Self Assessment data](https://pixiecrm.com/help-centre/modules/uk-tax/supplementary): How to prepare supplementary Self Assessment data in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to map Accounting data to tax fields](https://pixiecrm.com/help-centre/modules/uk-tax/mappings): How to map Accounting data to tax fields in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to preview, validate and commit tax record imports](https://pixiecrm.com/help-centre/modules/uk-tax/imports): How to preview, validate and commit tax record imports in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to validate an official XML document structure](https://pixiecrm.com/help-centre/modules/uk-tax/xml-validation): How to validate an official XML document structure in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage HMRC agent authority](https://pixiecrm.com/help-centre/modules/uk-tax/agents): How to manage HMRC agent authority in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to review, approve and inspect frozen filings](https://pixiecrm.com/help-centre/modules/uk-tax/approvals): How to review, approve and inspect frozen filings in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to start an official HMRC payment journey](https://pixiecrm.com/help-centre/modules/uk-tax/payments): How to start an official HMRC payment journey in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to monitor portfolio risk and tax deadlines](https://pixiecrm.com/help-centre/modules/uk-tax/portfolio-obligations): How to monitor portfolio risk and tax deadlines in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to investigate HMRC messages and export evidence](https://pixiecrm.com/help-centre/modules/uk-tax/messages-evidence): How to investigate HMRC messages and export evidence in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How clients review filings in their Tax Centre](https://pixiecrm.com/help-centre/modules/uk-tax/client-centre): How clients review filings in their Tax Centre in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How platform administrators release statutory tax rules](https://pixiecrm.com/help-centre/modules/uk-tax/statutory-rules): How platform administrators release statutory tax rules in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage Corporation Tax compliance](https://pixiecrm.com/help-centre/modules/uk-tax/corporation-tax): How to manage Corporation Tax compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage PAYE / RTI compliance](https://pixiecrm.com/help-centre/modules/uk-tax/paye-rti): How to manage PAYE / RTI compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage CIS compliance](https://pixiecrm.com/help-centre/modules/uk-tax/cis): How to manage CIS compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage SDLT compliance](https://pixiecrm.com/help-centre/modules/uk-tax/sdlt): How to manage SDLT compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage Interest Restriction compliance](https://pixiecrm.com/help-centre/modules/uk-tax/interest-restriction): How to manage Interest Restriction compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to manage Pillar 2 compliance](https://pixiecrm.com/help-centre/modules/uk-tax/pillar-2): How to manage Pillar 2 compliance in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the UK tax module. - [How to check US tax capability and system readiness](https://pixiecrm.com/help-centre/modules/us-tax/start): How to check US tax capability and system readiness in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to create a US taxpayer profile](https://pixiecrm.com/help-centre/modules/us-tax/taxpayers): How to create a US taxpayer profile in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to search and import public business records](https://pixiecrm.com/help-centre/modules/us-tax/public-search): How to search and import public business records in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to isolate a taxpayer’s source records](https://pixiecrm.com/help-centre/modules/us-tax/source-scopes): How to isolate a taxpayer’s source records in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to record tax registrations](https://pixiecrm.com/help-centre/modules/us-tax/registrations): How to record tax registrations in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to map ledger accounts and generate a tax projection](https://pixiecrm.com/help-centre/modules/us-tax/accounting): How to map ledger accounts and generate a tax projection in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to discover and record US tax obligations](https://pixiecrm.com/help-centre/modules/us-tax/obligations): How to discover and record US tax obligations in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to create, calculate, validate and authorise a return](https://pixiecrm.com/help-centre/modules/us-tax/returns): How to create, calculate, validate and authorise a return in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to queue an authorised filing and create an amendment](https://pixiecrm.com/help-centre/modules/us-tax/filing-amendments): How to queue an authorised filing and create an amendment in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to prepare and track an extension](https://pixiecrm.com/help-centre/modules/us-tax/extensions): How to prepare and track an extension in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to assess nexus and record apportionment evidence](https://pixiecrm.com/help-centre/modules/us-tax/nexus): How to assess nexus and record apportionment evidence in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to classify sales and calculate sales tax](https://pixiecrm.com/help-centre/modules/us-tax/sales-tax): How to classify sales and calculate sales tax in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to configure and calculate US payroll tax](https://pixiecrm.com/help-centre/modules/us-tax/payroll): How to configure and calculate US payroll tax in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to prepare information-return batches and corrections](https://pixiecrm.com/help-centre/modules/us-tax/information-returns): How to prepare information-return batches and corrections in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to record payments, reconcile balances and track refunds](https://pixiecrm.com/help-centre/modules/us-tax/payments-refunds): How to record payments, reconcile balances and track refunds in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to track tax notices and response tasks](https://pixiecrm.com/help-centre/modules/us-tax/notices): How to track tax notices and response tasks in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to record preparers and authorised signers](https://pixiecrm.com/help-centre/modules/us-tax/agents-signers): How to record preparers and authorised signers in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How to store tax documents and inspect audit evidence](https://pixiecrm.com/help-centre/modules/us-tax/documents-audit): How to store tax documents and inspect audit evidence in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [How platform administrators manage rules, schemas and connectors](https://pixiecrm.com/help-centre/modules/us-tax/compliance-admin): How platform administrators manage rules, schemas and connectors in Pixie CRM: exact navigation, required access, step-by-step actions and checks for the US tax module. - [Uk Tax Submission Guides](https://pixiecrm.com/help-centre/modules/uk-tax): Find the next task for your Pixie CRM tax workspace. Prepare and review UK tax work with clear HMRC authority, evidence and approval checks. - [Us Tax Submission Guides](https://pixiecrm.com/help-centre/modules/us-tax): Find the next task for your Pixie CRM tax workspace. Organise US taxpayer records, source evidence, returns and authority-specific filing readiness. ## Zapier Ready Integration Pixie CRM guidance reviewed 5 November 2026. Open Zapier Ready Integration in the CRM and choose Continue to Zapier for automatic workspace selection. The shared Britixo app supports New Lead, Updated Lead, Create Lead and Find Lead. It is private until Zapier approves public publication. - [Zapier Ready Integration](https://pixiecrm.com/help-centre/category/zapier-ready-integration): 21 guides and 161 client questions for connector 1.1.2. - [Zapier Ready Integration: start here](https://pixiecrm.com/help-centre/zapier-ready-integration-overview): Understand Zapier Ready Integration in Pixie CRM: supported lead workflows, workspace access, connection requirements and checks before live use. - [Find the Zapier integration screen](https://pixiecrm.com/help-centre/zapier-ready-integration-open-module): Find Pixie CRM Zapier Ready Integration, connect the selected workspace and review connection, webhook and delivery controls. - [Prepare accounts and access for Zapier](https://pixiecrm.com/help-centre/zapier-ready-integration-requirements-access): Check the accounts, permissions, lead settings and rollout responsibilities needed before connecting Pixie CRM to Zapier. - [Let the CRM select your workspace automatically](https://pixiecrm.com/help-centre/zapier-ready-integration-workspace-url): Connect the correct Pixie CRM company without copying a workspace URL, and understand custom domains and separate company connections. - [Connect a workspace to Zapier](https://pixiecrm.com/help-centre/zapier-ready-integration-connect-workspace): Follow the approved Pixie CRM Zapier connection flow, review consent and verify the selected workspace before creating live automations. - [Understand Zapier permissions and consent](https://pixiecrm.com/help-centre/zapier-ready-integration-permissions-scopes): Understand identity, lead and webhook permissions in Pixie CRM and what happens when staff access or connection authorisation changes. - [Send new and updated lead events to Zapier](https://pixiecrm.com/help-centre/zapier-ready-integration-new-lead-trigger): Configure New Lead and Updated Lead triggers for Pixie CRM, verify live events and understand scheduler and change-detection behaviour. - [Create a CRM lead from a Zap](https://pixiecrm.com/help-centre/zapier-ready-integration-create-lead-action): Map a Zapier action into a Pixie CRM lead, choose valid source and status values and verify the saved record before enabling live intake. - [Find a lead before taking action](https://pixiecrm.com/help-centre/zapier-ready-integration-find-lead-search): Search Pixie CRM leads by email, phone or text from an approved Zapier workflow and handle missing or multiple matches deliberately. - [Map lead fields, sources and staff correctly](https://pixiecrm.com/help-centre/zapier-ready-integration-lead-fields-mapping): Check the lead fields supported by the Pixie CRM connector, workspace-local IDs, value lengths and mapping choices before publishing a Zap. - [Test and publish a Zap safely](https://pixiecrm.com/help-centre/zapier-ready-integration-test-publish): Run a controlled Pixie CRM Zapier pilot, check both ends of the workflow and establish monitoring and a pause procedure before live use. - [Understand queued events, retries and delays](https://pixiecrm.com/help-centre/zapier-ready-integration-delivery-retries): Read Pixie CRM webhook delivery statistics, understand retry behaviour and investigate delayed or failed events without blindly repeating writes. - [Prevent duplicate leads and automation loops](https://pixiecrm.com/help-centre/zapier-ready-integration-duplicates-loops): Design Pixie CRM Zapier workflows that check existing records, avoid uncertain replays and do not feed new leads back into an endless loop. - [Refresh or reconnect an expired connection](https://pixiecrm.com/help-centre/zapier-ready-integration-token-refresh-reconnect): Understand Pixie CRM connection expiry, rotating refresh credentials and when to retest or reconnect an approved Zapier app. - [Pause, disconnect or hand over a Zapier workflow](https://pixiecrm.com/help-centre/zapier-ready-integration-disconnect-handover): Pause Pixie CRM automations, arrange connection revocation and transfer ownership without confusing Zap deletion with CRM data deletion. - [Resolve Zapier connection and lead errors](https://pixiecrm.com/help-centre/zapier-ready-integration-errors-troubleshooting): Work through Pixie CRM Zapier workspace, authorisation, validation, rate-limit and delivery errors using safe checks and useful support evidence. - [Control the data shared through Zapier](https://pixiecrm.com/help-centre/zapier-ready-integration-data-privacy-security): Review what the Pixie CRM Zapier connector reads and sends, limit destination data and manage access, credentials and retention responsibly. - [Check supported actions and operating limits](https://pixiecrm.com/help-centre/zapier-ready-integration-supported-features-limits): Check the current Pixie CRM Zapier connector scope, action boundaries, search limits, delivery behaviour and features that need separate integration work. - [Prepare a useful Zapier support request](https://pixiecrm.com/help-centre/zapier-ready-integration-support-checklist): Give Pixie CRM support the right workspace, run references and verification details while keeping customer data and credentials out of the request. - [Zapier connector API reference for integrators](https://pixiecrm.com/help-centre/zapier-ready-integration-developer-reference): Use the current Pixie CRM lead API, OAuth and REST Hook contracts through an approved integration, with the correct methods, scopes and boundaries. - [Zapier Ready Integration: common client questions](https://pixiecrm.com/help-centre/zapier-ready-integration-frequently-asked-questions): Find practical answers about Pixie CRM Zapier availability, setup, costs, lead workflows, ownership, privacy, delays and support. ## Current Pixie Help Centre - [Help Centre](https://pixiecrm.com/help-centre/): Persistent live search, written task guides and video tutorials. - [Search all guidance](https://pixiecrm.com/help-centre/search): Guides and videos first, followed by documentation areas, modules and integrations. Search results have a noindex policy. - [Live public guide and video index](https://pixiecrm.com/help-centre/workspace-guide-index.php): Complete canonical metadata, including the current video-sync catalogue. Also supplies the Pixie workspace dashboard search. - [Current subscription steps](https://pixiecrm.com/help-centre/my-account-subscriptions). - [GBP and USD billing rules](https://pixiecrm.com/help-centre/my-account-billing-currency). - [After trial installation](https://pixiecrm.com/help-centre/my-account-trial-ready). - [Plain-text guide example](https://pixiecrm.com/help-centre/reference.php?guide=my-account-subscriptions): Public written articles are also available through reference.php?guide=CANONICAL-GUIDE-ROUTE. The HTML article remains canonical. - [Video library](https://pixiecrm.com/help-centre/videos/): Current Pixie YouTube videos, transcripts and written-guide links. - [Documentation sitemap](https://pixiecrm.com/help-centre/sitemap.xml). Public HTML pages govern current instructions. These discovery files do not grant access to private accounts or CRM data, and do not guarantee search-engine indexing or AI citations.