Create a customer | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-a-customer
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create a customer

Create a customer with company details, account defaults and separate billing and shipping addresses.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
CRM workspace → Customers → New customer

Before you start

- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

- Open Customers and choose the new-customer action.

- Enter Company and the available VAT number, phone and website details. Choose customer groups where needed.

- Review Currency and Default language, then complete Address, City, State, ZIP and Country.

- Open Billing & shipping and confirm each address independently. Use the copy controls only when the addresses are the same.

- Choose Save, or Save and create contact to continue with the customer's personal contact record.

Check the result

- Reopen the customer and check the company, chosen currency and both addresses. Creating a company record does not by itself create a contact login.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance

Add and manage customer contacts (https://pixiecrm.com/help-centre/add-and-manage-customer-contacts)Manage customer billing and shipping addresses (https://pixiecrm.com/help-centre/manage-customer-billing-and-shipping-addresses)Browse Customers and contacts (https://pixiecrm.com/help-centre/category/customers-contacts)