Are all listed modules included in every Pixie CRM package?

No. Package inclusion, tenant activation, dependencies and implementation scope are confirmed separately.

Why are installed modules separated from enterprise capabilities?

The distinction prevents the catalogue from implying that every available capability is already enabled.

Can modules be added later?

Yes, where dependencies and data relationships permit. A staged rollout can start with the smallest useful workflow.

A connected CRM for every team

CRM modules.
Built around your work.

Connect customer relationships with sales, finance, projects and service. Explore practical module guides, then find the capabilities that fit the way your team works.

Explore modules Discuss your workflow

34documented modules

641enterprise capabilities

17business categories

Your work. Connected.Pixie CRM platform

Customers

Finance

Projects

People

PixieYour CRM workspace

Support

Inventory

Reporting

Automation

Shared customer contextClear team handovers

Start with the product

More capability.
One customer picture.

Explore each module’s purpose and open its dedicated setup guides. Keep the next step connected to the task you need to complete.

Documented module

Appointment scheduling

Connect services, availability, booking, reminders and the work that follows an appointment.

Explore module Setup guides

Documented module

Accounting & bookkeeping

Accounting & bookkeeping Software for connected ledgers, banking and financial reports.

Explore module Setup guides

Documented module

Enterprise integrations

Enterprise CRM Integrations for connected enterprise modules, AI and payments.

Explore module Setup guides

Documented module

HR management

HR management Software for employee records, onboarding and team coordination.

Explore module Setup guides

Documented module

Companies House lead generation

Companies House Lead Generation for UK company research, lead scoring and CRM import.

Explore module Setup guides

Documented module

Property compliance management

Property compliance management Software for property certificates, renewals and audit evidence.

Explore module Setup guides

Documented module

Shared email inbox

Shared Email Inbox & CRM Integration for shared mailboxes, email automation and CRM work.

Explore module Setup guides

Documented module

Delivery note management

Delivery note management Software for invoice-linked delivery notes and signature evidence.

Explore module Setup guides

Documented module

Email marketing & newsletters

Email marketing & newsletters Software for CRM audiences, campaign queues and delivery evidence.

Explore module Setup guides

Documented module

QR code document evidence

QR Code Compliance & Document Verification for QR-coded PDFs, signatures and locked evidence.

Explore module Setup guides

Documented module

Electronic invoicing

Electronic invoicing Software for XML and JSON invoice templates and exports.

Explore module Setup guides

Documented module

Business letter management

Business letter management Software for letter templates, branded PDFs and signatures.

Explore module Setup guides

Documented module

OpenAI CRM integration

OpenAI CRM Integration for CRM AI features, model settings and controlled jobs.

Explore module Setup guides

Documented module

Purchase order management

Purchase order management Software for vendors, purchase orders, delivery and invoices.

Explore module Setup guides

Documented module

Real estate management

Real estate management Software for property records, contracts, maintenance and portals.

Explore module Setup guides

Documented module

UAE e-invoicing

UAE E-Invoicing & EmaraTax Readiness for invoice validation, XML drafts and queue evidence.

Explore module Setup guides

Documented module

CRM goal tracking

CRM goal tracking Software for measurable targets, live records and progress alerts.

Explore module Setup guides

Documented module

HMO property management

HMO property management Software for HMO rooms, occupants, bookings and documents.

Explore module Setup guides

Documented module

CRM CSV exports

CRM CSV Export Manager for customer, lead, expense and payment exports.

Explore module Setup guides

Documented module

Stripe iDEAL payments

Stripe iDEAL Payment Gateway for CRM for EUR invoice checkout and verified payment records.

Explore module Setup guides

Documented module

Property licence applications

Property licence applications Software for landlord licensing, documents and case progression.

Explore module Setup guides

Documented module

Task management filters

CRM Task Management Filters for task reporting, saved views and controlled exports.

Explore module Setup guides

Documented module

Lead management filters

CRM Lead Management Filters for lead segmentation, saved filters and pipeline reporting.

Explore module Setup guides

Documented module

CRM menu builder

CRM Menu Builder for navigation order, icons and menu visibility.

Explore module Setup guides

Documented module

Inventory & warehouse management

Inventory & warehouse management Software for stock control, warehouses, transfers and deliveries.

Explore module Setup guides

Documented module

Customer surveys & feedback

Customer surveys & feedback Software for survey design, distribution and response analysis.

Explore module Setup guides

Documented module

Website insights & live chat

Website Visitor Tracking & Live Chat for visitor journeys, live chat and browser voice sessions.

Explore module Setup guides

Documented module

CRM theme customisation

CRM Theme & Brand Customisation for brand colours, interface styles and CRM themes.

Explore module Setup guides

Documented module

Property compliance applications

Property Compliance Application Management for property cases, supporting evidence and renewals.

Explore module Setup guides

Documented module

Business VoIP & internal calling

Business VoIP & internal calling Software for browser calling, team extensions and call history.

Explore module Setup guides

Documented module

Client discovery portal

Client Discovery & Project Briefing Portal for structured requirements, secure intake and project briefs.

Explore module Setup guides

Documented module

Service workflow management

Service workflow management Software for service intake, delivery stages and client updates.

Explore module Setup guides

Documented module

Secure API gateway

Secure API Gateway for CRM Portals for portal tokens, client sessions and controlled data access.

Explore module Setup guides

Documented module

WhatsApp Business API

Generate a free WhatsApp Business API with QR setup and customisable AI assistance.

Explore module Setup guides

Choose a useful starting point

Start with the work you want to improve.

Follow a business workflow from the capability to the connection and the practical guidance behind it.

Sales & customer relationships Keep contacts, history and responsibilities in one place.Finance & billing Create invoices and keep the customer balance clear.Projects & operations Carry agreed customer work into accountable delivery.Communication & collaboration Keep team conversations and their next actions visible.People & workforce Bring employee records and people processes together.Commerce & supply chain Keep stock, locations and movements connected.

Explore the complete directory

Find your next capability.

Search by name or choose a business area. Every option links to a dedicated page with more detail.

Search modulesBusiness area

720 of 720 optionsDedicated product pages · Practical guidance · Clear next steps

AI, Data & Analytics47 options

Explore ai, data & analytics. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

AI Anomaly Detection AI Call Transcription AI Compliance Assistant AI Contract Review AI Customer Sentiment AI Document Classification AI Document Summarisation AI Email Drafting AI Forecasting AI Fraud Risk Alerts AI Invoice Data Extraction AI Lead Scoring AI Meeting Notes AI Policy Gap Analysis AI Quality Monitoring AI Search & Semantic Retrieval AI Ticket Triage AI Workflow Recommendations Board Reporting Packs Business Intelligence Dashboards CRM CSV exports CSV Import & Export Custom Report Builder Dashboard Studio Data Catalogue Data Export Studio Data Import Studio Data Lineage Register Data Quality Management Data Warehouse Export Email & SMTP Enterprise AI Assistant ETL Workflow Manager Executive KPI Cockpit Geospatial Analytics Goals & Performance Master Data Management Pixie AI Predictive Analytics Private Knowledge Assistant Real-Time Operational Dashboard Regulatory Reporting Packs Reports & BI Scheduled Reporting Website insights & live chat WhatsApp Automation Workflow automation

Education, Training & Membership24 options

Explore education, training & membership. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Finance, Accounting & Revenue57 options

Explore finance, accounting & revenue. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Accounting & bookkeeping Accounting & MTD Accounts Payable Accounts Receivable Asset Depreciation Bank Reconciliation Board Financial Reporting Budgeting & Forecasting Cash Application Cash Flow Management Commission Calculation Corporate Cards Management Cost Centre Accounting Credit Control Credit Notes Credit Notes & Refunds Debt Collection Workflows Direct Debit Management Donor & Donation Accounting E-Invoicing Electronic invoicing Expense Management Expenses Financial Approvals Financial Consolidation Financial Planning & Analysis Fixed Asset Register Fund Accounting General Ledger Grant Accounting Invoice OCR & Data Capture Invoicing Making Tax Digital Management Accounts Month-End Close Management Multi-Currency Accounting Multi-Entity Accounting Payment Plans Payments & Gateways Payroll Journal Integration Products & Services Project Accounting Purchase Ledger Recurring Invoices Recurring Invoicing Revenue Assurance Revenue Recognition Royalty Management Sales Ledger Spend Controls Stripe iDEAL payments Subscription Billing Subscriptions Tax & VAT Management Treasury Management UAE e-invoicing Usage-Based Billing

Fleet, Transport & Logistics46 options

Explore fleet, transport & logistics. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Accident Management Airport Transfer Management Car Sharing Management Chauffeur Management Container Management Courier Management Customer Tracking Portal Defect Reporting Delivery Management Delivery Slot Booking Depot Management Dispatch Control Driver App Driver Compliance Driver Management Drivers Hours Compliance DVSA Compliance Workspace Fleet Maintenance Fleet Management Freight Forwarding Fuel Card Management Fuel Reconciliation Haulage Operations Insurance Claims Management Last-Mile Delivery Mileage Tracking MOT & Tax Tracking Pallet Management Patient Transport Management Proof of Delivery Recycling Operations Rental Fleet Management Ride-Hailing Operations Route Optimisation School Transport Management Tachograph Compliance Taxi & Private Hire Management Telematics Dashboard Transport Management System Tyre Management Vehicle Compliance Vehicle Inspection App Vehicle Register Vehicle Tracking Waste Collection Routes Yard Management

Governance, Risk & Compliance63 options

Explore governance, risk & compliance. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Anti-Bribery & Corruption Controls Audit Logs Audit Management Backup & Recovery Board Governance Portal Business Continuity Management CAPA Management Carbon Accounting & Emissions Code of Conduct Attestation Committee & Meeting Governance Compliance Calendar Compliance Document Control Compliance Management Compliance Obligations Register Configurable Compliance Frameworks Conflict of Interest Declarations Consent & Preference Management Contracts & E-Signatures Control Library & Control Testing Crisis Management Customer Due Diligence Cyber Essentials Readiness Data Protection Management Data Retention & Disposal Data Subject Request Management Delegation of Authority Matrix Disaster Recovery Planning DPIA Management Enterprise Compliance Management Enterprise Risk Register ESG & Sustainability Management Evidence Collection & Assurance Exception & Waiver Management External Audit Coordination Findings & Corrective Actions GDPR & Consent GDPR Compliance Workspace Gifts & Hospitality Register Incident & Breach Management Internal Audit Programme ISO 22301 Business Continuity ISO 27001 Readiness ISO 45001 Health & Safety ISO 9001 Quality Management KYC & AML Case Management Legal & Regulatory Register Modern Slavery Compliance Operational Risk Management PCI DSS Readiness Policy & Procedure Management Policy Acknowledgement Property compliance management QR code document evidence Records of Processing Activities Regulatory Change Management Sanctions & PEP Screening Workflow Security & 2FA Segregation of Duties Controls SOC 2 Readiness Staff, Roles & Permissions Supplier Compliance Third-Party Risk Management Whistleblowing Case Management

Healthcare, Care & Wellbeing25 options

Explore healthcare, care & wellbeing. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Human Resources & Workforce38 options

Explore human resources & workforce. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Attendance & Timesheets Benefits Administration Candidate Portal Compensation & Salary Reviews Complete HR management Suite Contractor & Temporary Worker Management Disciplinary & Grievance Cases Employee Engagement Surveys Employee Offboarding Employee Onboarding Employee Recognition & Rewards Employee Records & Digital Personnel Files Employee Self-Service Portal Equipment Allocation to Employees Expense & Mileage Claims HR Analytics & People Dashboards HR management Human Resources Hybrid Work & Desk Booking Learning Management System Leave & Absence Management Manager Self-Service Portal Objectives & OKR Management Occupational Health Records Organisation Chart & Reporting Lines Payroll Preparation Payroll Processing Performance Appraisals Recruitment & Applicant Tracking Shift & Rota Management Skills & Competency Matrix Succession Planning Training & Certification Tracking Travel Request Management Volunteer Management Wellbeing & Employee Assistance Work Permits & Visa Expiry Tracking Workforce Planning

IT, Cybersecurity & Service Management50 options

Explore it, cybersecurity & service management. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Access Request Management API & Integrations API Key & Secret Register Backup Monitoring Certificate & Domain Expiry Tracking Cloud Asset Inventory Configuration Management Database CRM menu builder CRM theme customisation Custom Fields Data Classification Data Loss Incident Register DevOps Change Approvals Disaster Recovery Testing Enterprise integrations Hardware Inventory Identity Governance Information Asset Register IP Address Management IT Asset Management IT Change Management IT Incident Management IT Problem Management IT Procurement IT Service Management Joiner Mover Leaver Automation Licence & Subscription Management Major Incident Management Menu Builder Network Inventory OpenAI CRM integration Patch Management Penetration Test Findings Phishing Simulation Management Privileged Access Requests Problem Knowledge Base Property compliance applications Release Management Secure API gateway Security Awareness Training Security Controls Assurance Security Incident Response Security Risk Register Service Desk Portal Software Asset Management SSL Certificate Management Status Page Management Theme & Brand Manager Vendor Security Assessments Vulnerability Management

Industry Solutions40 options

Explore industry solutions. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Accountancy Practice Management Agriculture & Farm Operations Architecture Practice Management Automotive Workshop Management Beauty & Wellness Management Charity & Nonprofit CRM Cleaning Company Management Construction CRM Energy Services CRM Engineering Services Management Equipment Rental Management Event Venue Management Food Manufacturing Compliance Franchise Operations Fundraising & Donor Management Government & Council Case Management Gym & Fitness Membership Hotel & Hospitality CRM Housing Association Operations Import Export Trading CRM Insurance Brokerage CRM Laboratory Sample Management Legal Practice CRM Managed Service Provider CRM Mortgage Brokerage CRM Pharmaceutical Quality Management Plant Hire Management Public Sector Grants Management Recruitment Agency CRM Renewable Energy Project Management SaaS Subscription Operations Security Company Management Sports Club Management Telecom Reseller Management Tour Operator Management Travel Agency Management Vehicle Dealership CRM Waste Management CRM Web Hosting Client Management Wholesale Distribution CRM

Legal, Contracts & Corporate Secretariat30 options

Explore legal, contracts & corporate secretariat. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Marketing, Commerce & Digital39 options

Explore marketing, commerce & digital. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Operations & Workflow37 options

Explore operations & workflow. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Procurement, Inventory & Supply Chain46 options

Explore procurement, inventory & supply chain. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Batch & Lot Tracking Bill of Materials Bilty Management Catalogue Purchasing Cold Chain Monitoring Consignment Inventory Contracted Price Management Customs & Trade Compliance Demand Planning Digital Products Drop Shipping Management E-Procurement Portal Expiry & Shelf-Life Management Freight Management Import & Export Documentation Inventory & warehouse management Inventory & Warehousing Inventory Management Logistics Management Manufacturing Work Orders Material Requirements Planning Multi-Warehouse Inventory Order Management Procurement Management Product Traceability Production Planning Purchase order management Purchase Orders Purchase Requisitions Quality Inspection Returns Management RFQ & Auction Management Sales Order Processing Serial Number Tracking Shipping & Dispatch Shop Floor Management Spend Analysis Stock Replenishment Supplier Onboarding Supplier Performance Supplier Relationship Management Supplier Tendering Supply Chain Control Tower Supply Planning Vendor Managed Inventory Warehouse Management

Projects, Portfolio & Professional Services36 options

Explore projects, portfolio & professional services. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Property, Housing & Facilities51 options

Explore property, housing & facilities. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Anti-Social Behaviour Cases Asbestos Register Asset & Estate Management Block Management Build-to-Rent Operations Care Home Property Management Commercial Property Management Contractor Management Council Housing Compliance Deposit Management Electrical Safety Compliance Energy & Utilities Management EPC Tracking Estate Inspections Facilities Management Fire Safety Compliance Gas Safety Compliance HMO Licensing HMO property management Homelessness Case Management Housing Waiting List Inventory & Check-In Reports Landlord Portal Lease Management Leasehold & Freehold Management Legionella Compliance Mortgage Case Management Neighbourhood Management Planned Preventive Maintenance Property Allocations Property Compliance Passport Property Inspections Property licence applications Property Management Property Sales Pipeline Real estate management Rent Arrears Management Rent Collection Repairs & Maintenance Residential Lettings Right to Rent Checks Room & Bed Management Service Charge Management Social Housing Management Space Management Student Accommodation Tenancy Management Tenant Portal Valuation Management Void Property Management Works Orders

Sales, CRM & Customer Success48 options

Explore sales, crm & customer success. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Account & Contact 360 Advanced Sales CRM Appointment scheduling Business Card Scanning Churn Risk Management Client discovery portal Companies House lead generation Contract Renewal Management CPQ Configuration Pricing Quoting Customer Credit Limits Customer Feedback Management Customer Health Scoring Customer Journey Mapping Customer Onboarding Customer Portal Customer Portal Plus Customer records Customer Success Management Customer Surveys Dealer Management Duplicate Detection & Merge Estimates Franchise Management Key Account Management Lead Management Lead management filters Lead Scoring Loyalty & Rewards Membership Management NPS & CSAT Management Opportunity Pipeline Partner & Channel Management Partner Portal Product & Price Book Management Proposals Quote & Proposal Management Referral Partner Management Renewal & Expansion Management RFP Response Management Sales Commission Management Sales Forecasting Sales Pipeline Sales Playbooks Sales Territory Management Team Calendar Tender & Bid Management Territory Route Planning Vendor Portal

Service, Support & Contact Centre43 options

Explore service, support & contact centre. Open a page to see the business purpose, related workflows and next steps for your Pixie workspace.

Agent Workforce Management Business letter management Business VoIP & internal calling Call Centre Management Call Recording Management Call Transcription Callback Management Change Management Chatbot Support Contact Centre Analytics Customer Complaint Management Customer Satisfaction Surveys Customer Self-Service Portal Customer support Customer surveys & feedback Email-to-Ticket Plus Enterprise Help Desk Field Support Dispatch Incident Management IVR & Call Routing Knowledge Base Knowledge Management Live Chat Maintenance Agreements Omnichannel Support Inbox Outbound Dialling Campaigns Predefined Replies Problem Management Quality Monitoring Queue Management Remote Support Sessions Returns & RMA Management Service Catalogue Service Contracts Service Level Agreement Management Shared email inbox Social Media Support Softphone & WebRTC Dialler Ticket Escalation Matrix Voice Quality Monitoring Warranty Claims WhatsApp Business API WhatsApp Support Desk

From discovery to everyday use

Make the next step a practical one.

01 / Explore the workflow

See the wider picture.

Choose the customer, sales or operational journey you want to improve and the teams involved.

Explore business solutions ↗

02 / Connect the right tools

Keep the handover clear.

Link the module to the systems your team uses, with agreed records and responsibilities.

Explore integrations ↗

03 / Put it into practice

Follow the working steps.

Use the Help Centre to find the right screen, review settings and check the outcome.

Open the Help Centre ↗

CRM modules.Built around your work.

More capability.One customer picture.

Start with the work you want to improve.

Find your next capability.

No matching modules

Make the next step a practical one.

See the wider picture.

Keep the handover clear.

Follow the working steps.

CRM modules.
Built around your work.

More capability.
One customer picture.