Customer work, connected.
Pixie CRM learning library
Learn Pixie CRM with genuine screen recordings, live clicks, clear narration, English captions and matching written workflow guides.
2:43 · English captions
Create a draft estimate in Pixie CRM with live clicks. Select the customer, review dates, GBP and status, add a reusable service item, save and verify the stored draft.
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2:33 · English captions
Create a draft proposal in Pixie CRM with live clicks. Enter its subject, link a customer, review recipient details and dates, add a service item, save and verify the draft.
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1:49 · English captions
Open a saved Pixie CRM proposal in its customer-facing preview with live clicks. Review its header, service line, total, recipient details, dates and discussion controls.
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1:49 · English captions
Edit a saved Pixie CRM draft proposal with live clicks. Change its expiry date and service description, save the draft, then reopen it to verify both changes.
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