Pixie CRM module
CRM Menu Builder.
CRM Menu Builder for navigation order, icons and menu visibility. 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 workspace a more useful route through the CRM.
Bring the records, people and next actions together in a connected CRM workflow.
Make crm menu builder part of a joined-up CRM workflow
Reorder administrator navigation, apply icons and hide eligible menu entries while preserving the CRM permission model.
The strongest reason to introduce CRM Menu Builder is not the number of screens it adds. It is the opportunity to make related decisions, records and responsibilities easier to follow. For CRM administrators simplifying navigation for the organisation's implemented modules and operating vocabulary, the module reduces interface noise and improves wayfinding without pretending that hiding a menu entry changes a user's underlying permission.
Features and benefits of the CRM Menu Builder 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.
Understand the global Main Menu and Setup Menu configuration workspaces.
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 Menu Builder.. Check the guide against your enabled modules and role, then confirm the result in your workspace.