Start your Pixie CRM trial

Read the video transcript

Pixie CRM connects customer records, sales, projects, finance and support. In this guide, we will follow the live trial registration form and explain the private verification steps that follow. The example details are fictional and will not be submitted.

Choose the free fourteen-day trial. Review the information on this page before you begin. The trial uses the administrator-configured default modules. Optional and industry-specific modules depend on your agreed configuration.

Select Start my free trial to reach the registration form. First, enter the total number of people who will use this workspace, including its administrator. In this example, the team has five users.

Enter your full name and company name. Use accurate business details when creating your own account. Check the selected country carefully, because it controls the relevant phone format and regional information. We are using a clearly identified training company.

Provide a work email address and a WhatsApp number that you control. Pixie sends separate verification codes to these two contact channels. The demonstration contact details shown here are examples only; they are not used to request codes or create an account.

Create and confirm your secure password privately. Read the terms and privacy information, and continue only if you agree. Use Send my verification codes when your own details are ready. Enter both codes privately and follow any approval or security instructions shown for your account.

After the required verification and approval steps, Pixie prepares your workspace and applies its configured default modules. Follow the readiness status on your own screen. When the workspace is ready, use My Account or choose Open Workspace. The dedicated workspace walkthrough continues from that point.

Use the matching Pixie CRM guide in this video's description for the written account instructions. Continue with the related setup tutorials when your workspace is ready. Available options depend on your plan, enabled modules and permissions.