Pixie CRM learning library

Video tutorials and guided walkthroughs

Learn Pixie CRM with genuine screen recordings, live clicks, clear narration, English captions and matching written workflow guides.

3:52 · English captions

Sales and finance module overview

Explore the Pixie CRM sales and finance workspaces with live clicks. Find deals, forecasts, sales documents, invoices, payments, items, subscriptions, expenses, contracts and accounting tools.

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1:46 · English captions

Create a reusable invoice item

Create a reusable invoice item in Pixie CRM. Follow live clicks to enter the description, rate and unit, save the item and reopen it to verify the details.

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2:48 · English captions

Create and save a draft invoice

Create a draft invoice in Pixie CRM with live clicks. Select the customer, review dates and GBP currency, add a reusable service item and verify the saved draft.

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1:42 · English captions

Edit and verify a draft invoice

Edit a draft invoice in Pixie CRM. Follow live clicks to revise the due date and client note, save the same draft and reopen it to verify the stored changes.

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1:28 · English captions

Create and verify an expense category

Create an expense category in Pixie CRM. Use the plus button beside Category, enter its name and description, save and reopen the form to verify it is available.

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