Pixie CRM module
CRM Goal Tracking Software.
CRM Goal Tracking Software for measurable targets, live records and progress alerts. Try Pixie CRM free for 14 days. No billing details required.
Discuss this module- 01Customer context
- 02Team action
- 03Result checked
Keep the customer context, responsible person and next step together. Start with a familiar task, agree the information the team needs and check the result with the people who will use it.
Give every target a measurable connection to the work.
Bring the records, people and next actions together in a connected CRM workflow.
Make goals part of a joined-up CRM workflow
Define measurable CRM goals, calculate achievement from live records and notify staff when targets succeed or fail.
The strongest reason to introduce Goals is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For team leaders and operational managers who need targets to reflect authoritative CRM activity rather than separate reporting sheets, the module connects a stated target with the records used to calculate progress, making performance conversations easier to evidence.
Features and benefits of the Goals module
Switch between documented features and the operational benefits they can support. Each feature route opens a current guide in the Pixie CRM Help Centre.
Use version 2.3.0 to define targets whose achievement is calculated from CRM records.
Choose the right scope for your team
We'll confirm the module, related services, user roles and any setup work in your Pixie CRM proposal. Some workflows depend on third-party accounts, permissions or usage charges. Tell us what you need to achieve so these details are clear before activation.
Put it into practice with Pixie CRM
Explore the tasks behind CRM Goal Tracking Software.. Check the guide against your enabled modules and role, then confirm the result in your workspace.