Clients & CRM

A client portal that keeps the next step clear.

Customers often need a document, an update or a way to raise a question outside a scheduled call. The Pixie CRM customer portal brings selected parts of that relationship into a branded self-service area. It gives customers a useful route to information while your team controls what is shared.

Discuss your requirements

Customer Portal · an example workflow

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.

Learn with Pixie CRM

Prepare customer records for your portal

Follow real application screens at your own pace, with English captions and a matching written guide.

All video tutorials

Play tutorial

2:24 English captions

Create a customer record in Pixie CRM

Create a Pixie CRM customer record with live clicks. Enter the company, phone, language and address, save the record and confirm the saved customer details.

Chapters & transcript Watch on YouTube

Play tutorial

1:43 English captions

Set customer billing and shipping addresses

Set separate customer billing and shipping addresses in Pixie CRM. Follow live clicks to copy the customer address, copy billing to shipping, save and verify both sets of fields.

Chapters & transcript Watch on YouTube

Play tutorial

1:33 English captions

Create and verify a customer group

Create a customer group in Pixie CRM with live clicks. Open the group creator from a customer profile, enter a clear name, save and verify that the group remains available after reopening.

Chapters & transcript Watch on YouTube

Explore 1 more tutorial for this workflow

Play tutorial

1:23 English captions

Assign and verify a customer group

Assign an existing group to a customer in Pixie CRM. Select the group, save the customer profile and reopen it to verify the retained membership with live clicks.

Chapters & transcript Watch on YouTube

Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Design the portal around common customer tasks

Begin with the activities clients ask about most: finding an invoice, checking a project document, responding to a proposal or following a support request. Make the status and next action clear for each one. Link files to the right customer and project, and use recognisable names instead of internal shorthand. A customer contact who handles payments may need different access from a project reviewer, so portal roles should follow actual responsibilities.

Keep internal and shared information distinct

Decide which notes, attachments and discussions belong in the client view before making them available. Test access using representative customer roles, including a contact with limited permissions. When people leave a customer organisation, review their access promptly. Document sharing should use the configured portal controls, with access granted to the intended recipients. Review the information's sensitivity, retention needs and any contractual requirements when choosing how it is shared. The right setup depends on the information and the recipient.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can customers see every internal note?

The portal should expose only the information intended for that customer and role. Review visibility during configuration and test it with sample customer accounts before inviting real contacts.

Can our branding appear in the portal?

Portal branding can be scoped using the brand and theme capabilities. Confirm the logo, colours, documents and communication touchpoints included in your implementation, then check them together for a consistent customer experience.

Continue exploring

Connect the next part of the work.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

Discuss your requirements Already a customer? Open MyAccount

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Keep your ticket reference.

Put it into practice with Pixie CRM

Explore the tasks behind Customer Portal. Check the guide against your enabled modules and role, then confirm the result in your workspace.

A client portal that keeps the next step clear.

Prepare customer records for your portal

Create a customer record in Pixie CRM

Set customer billing and shipping addresses

Create and verify a customer group

Assign and verify a customer group

Design the portal around common customer tasks

Keep internal and shared information distinct

What you mightbe wondering.

Connect the next part of the work.

Support Desk

Theme & Brand Manager

Invoicing

Tell us what a better working day looks like.

Put it into practice with Pixie CRM

Explore the next part of the work.

Customer & contact guides

Customer management

WhatsApp Business integration

CRM for sales teams

What you might
be wondering.