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.

2:25 · English captions

Create a customer project

Create a customer project in Pixie CRM with live clicks. Link the customer, choose billing type and status, set dates, review members and notification choices, then save and confirm the project overview.

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2:11 · English captions

Create and assign a project task

Create a project task in Pixie CRM with live clicks. Link its project, set the dates and priority, review the assignee, billing and visibility, then save and verify the task.

Matching written guide ↗

1:50 · English captions

Create a project milestone

Create a project milestone in Pixie CRM with live clicks. Set its name, dates, description, customer visibility and order, then save and confirm it in the project.

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1:28 · English captions

Assign a task to a project milestone

Organise a project task into a milestone in Pixie CRM. Follow the live drag-and-drop workflow, then reopen the board to confirm the assignment was saved.

Matching written guide ↗