Continue after your Pixie CRM trial installation | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/my-account-trial-ready
Publisher: Pixie Technologies LLC

Pixie My Account
Continue after your Pixie CRM trial installation

Use My Account after a successful trial installation, follow the new-client walkthrough and open the correct CRM workspace.

Reviewed 8 November 2026; Current account interface; 

Where to go
Get started → Successful installation → My Account

Before you start

- Wait until the trial installation reports that the workspace is ready.

Follow the steps

- On the successful installation screen, check the organisation name and trial status.

- Choose My Account beneath the ready message. The account area opens in a new window or tab.

- Follow the new-client walkthrough video beneath the button if you want an introduction to the installed CRM.

- In My Account, choose My Apps / Software and open your Pixie CRM workspace.

- Verify the organisation shown in the CRM before adding customer or business records.

Check the result

- You can return to My Account for invoices, subscriptions, support and account security, and use the CRM workspace for day-to-day business records.

If something is different

A window does not open

Check the browser's blocked-window notice for the My Account action.

My Account opens but the workspace is unavailable

Review My Apps / Software and Subscriptions. Use the displayed status and available retry action; contact support if the same message persists.

Continue with related guidance

Open your Pixie CRM workspace from My Account (https://pixiecrm.com/help-centre/my-account-installed-apps)Choose a Pixie CRM subscription and check renewals (https://pixiecrm.com/help-centre/my-account-subscriptions)Resolve missing menus or an account section that will not load (https://pixiecrm.com/help-centre/my-account-missing-data-help)Browse My Account (https://pixiecrm.com/help-centre/category/my-account)