https://pixiecrm.com/help-centre/videos2026-11-03T14:49:40+00:00 https://pixiecrm.com/help-centre/videos/start-your-free-trial2026-11-03T14:49:40+00:00https://pixiecrm.com/assets/video-walkthroughs/pixie-live-001-start-your-free-trial.pngStart Your Pixie CRM Trial | Registration & Verification GuideFollow the live Pixie CRM trial registration form: choose your user count, enter company details, review email and WhatsApp verification, and understand how to open your workspace when it is ready.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-001-start-your-free-trial.mp41552026-11-03T14:49:40+00:00yes https://pixiecrm.com/help-centre/videos/set-company-namehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-002-set-company-name.pngPixie CRM: Set Your Company Name | Live Setup TutorialLearn how to set your company name in Pixie CRM. Follow the live dashboard and General settings, enter the name, choose Save Settings and verify the saved result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-002-set-company-name.mp4912026-11-03T19:48:06+00:00 https://pixiecrm.com/help-centre/videos/company-information-invoices-documentshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-003-company-information-invoices-documents.pngPixie CRM: Set Company Information for Invoices & DocumentsSet your company name, address, country code, phone and document information in Pixie CRM. Follow the live clicks, save the settings and verify the result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-003-company-information-invoices-documents.mp41382026-11-03T20:24:45+00:00 https://pixiecrm.com/help-centre/videos/date-format-time-zone-languagehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-004-date-format-time-zone-language.pngPixie CRM: Set Date Format, Time Zone & Language | Live TutorialConfigure Pixie CRM localisation settings with live clicks. Choose the date format, time display, default time zone and language, then save and confirm the result.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-004-date-format-time-zone-language.mp41322026-11-03T20:35:46+00:00 https://pixiecrm.com/help-centre/videos/create-customer-recordhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-005-create-customer-record.pngPixie CRM: Create a Customer Record | Live CRM WalkthroughCreate a Pixie CRM customer record with live clicks. Enter the company, phone, language and address, save the record and confirm the saved customer details.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-005-create-customer-record.mp41442026-11-03T20:51:37+00:00 https://pixiecrm.com/help-centre/videos/customer-billing-shipping-addresseshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-006-customer-billing-shipping-addresses.pngPixie CRM: Set Customer Billing & Shipping Addresses | Live TutorialSet 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-006-customer-billing-shipping-addresses.mp41022026-11-03T21:02:56+00:00 https://pixiecrm.com/help-centre/videos/add-review-customer-noteshttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-007-add-review-customer-notes.pngPixie CRM: Add & Review Customer Notes | Live CRM TutorialAdd a customer note in Pixie CRM with live clicks. Open Notes, write a factual description, save it and review the saved note, author and date.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-007-add-review-customer-notes.mp4852026-11-03T21:19:12+00:00 https://pixiecrm.com/help-centre/videos/create-verify-lead-statushttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-008-create-verify-lead-status.pngPixie CRM: Create & Verify a Lead Status | Live Setup TutorialCreate a lead status from the Pixie CRM New Lead form. Add the status name, save it with the tick icon and reopen the form to confirm the saved option is available.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-008-create-verify-lead-status.mp4862026-11-03T21:50:04+00:00 https://pixiecrm.com/help-centre/videos/create-verify-lead-sourcehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-009-create-verify-lead-source.pngPixie CRM: Create & Verify a Lead Source | Live Setup TutorialAdd a lead source in Pixie CRM with live clicks. Enter Website Enquiry, save it using the tick icon and reopen New Lead to confirm the source remains available.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-009-create-verify-lead-source.mp4842026-11-03T21:50:06+00:00 https://pixiecrm.com/help-centre/videos/configure-gbp-base-currencyhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-010-configure-gbp-base-currency.pngPixie CRM: Add GBP & Set Your Base Currency | Live Setup TutorialConfigure GBP in Pixie CRM with live clicks. Add the currency code and pound symbol, review number formatting, save the currency and confirm the Base Currency label.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-010-configure-gbp-base-currency.mp41272026-11-03T22:31:25+00:00 https://pixiecrm.com/help-centre/videos/create-assign-leadhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-011-create-assign-lead.pngPixie CRM: Create & Assign a Lead | Live CRM WalkthroughCreate a lead in Pixie CRM with live clicks. Select the status, source and owner, enter the enquiry details, review visibility and contact history, then save and verify the lead in the list.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-011-create-assign-lead.mp41552026-11-03T22:46:35+00:00 https://pixiecrm.com/help-centre/videos/upload-verify-company-logohttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-012-upload-verify-company-logo.pngPixie CRM: Upload & Verify Your Company Logo | Live Setup TutorialUpload a company logo in Pixie CRM with live clicks. Open General settings, choose the image file, save the settings and confirm the logo appears in the workspace header and preview.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-012-upload-verify-company-logo.mp4952026-11-03T23:01:34+00:00 https://pixiecrm.com/help-centre/videos/create-customer-projecthttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-013-create-customer-project.pngPixie CRM: Create a Customer Project | Live Project WalkthroughCreate 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-013-create-customer-project.mp41452026-11-03T23:14:21+00:00 https://pixiecrm.com/help-centre/videos/create-assign-project-taskhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-014-create-assign-project-task.pngPixie CRM: Create & Assign a Project Task | Live Task WalkthroughCreate 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-014-create-assign-project-task.mp41312026-11-03T23:22:48+00:00 https://pixiecrm.com/help-centre/videos/manage-leads-kanban-pipelinehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-015-manage-leads-kanban-pipeline.pngPixie CRM: Manage Leads in Kanban View | Live Pipeline TutorialUse the Pixie CRM leads Kanban board with live clicks and cursor movement. Review a lead, move its card to the next stage and confirm the saved status in list view.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-015-manage-leads-kanban-pipeline.mp41272026-11-03T23:46:20+00:00 https://pixiecrm.com/help-centre/videos/create-project-milestonehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-016-create-project-milestone.pngPixie CRM: Create a Project Milestone | Live Planning TutorialCreate 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-016-create-project-milestone.mp41102026-11-04T00:21:46+00:00 https://pixiecrm.com/help-centre/videos/assign-task-project-milestonehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-017-assign-task-project-milestone.pngPixie CRM: Assign a Task to a Project Milestone | Live TutorialOrganise 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-017-assign-task-project-milestone.mp4882026-11-04T00:45:27+00:00 https://pixiecrm.com/help-centre/videos/sales-finance-module-overviewhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-019-sales-finance-module-overview.pngPixie CRM: Sales & Finance Overview | Live CRM and Accounting TourExplore the Pixie CRM sales and finance workspaces with live clicks. Find deals, forecasts, sales documents, invoices, payments, items, subscriptions, expenses, contracts and accounting tools.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-019-sales-finance-module-overview.mp42322026-11-04T01:46:51+00:00 https://pixiecrm.com/help-centre/videos/detailed-product-walkthroughhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-018-detailed-product-walkthrough.pngPixie CRM Detailed Walkthrough | Setup, CRM, Projects, Finance & CommunicationsFollow a detailed Pixie CRM walkthrough with actual application screens, live clicks and clear instructions. Start with trial registration guidance and company setup, then work through customers, leads, projects and tasks before exploring the wider business tools.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-018-detailed-product-walkthrough.mp424452026-11-04T01:50:21+00:00 https://pixiecrm.com/help-centre/videos/appointments-communications-overviewhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-020-appointments-communications-overview.pngPixie CRM: Appointments & Communications | WhatsApp, Email and CallingFind Pixie CRM scheduling and communications tools with live clicks. Explore appointment services and schedules, WhatsApp, mailbox setup, Google Workspace, calling readiness and support tickets.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-020-appointments-communications-overview.mp41982026-11-04T01:46:51+00:00 https://pixiecrm.com/help-centre/videos/operations-reporting-overviewhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-021-operations-reporting-overview.pngPixie CRM: Operational Tools & Reports | Live Workspace TourExplore Pixie CRM operational tools with actual screens and guided clicks. Locate Letter Manager, evidence records, delivery notes, QR compliance, knowledge base, calendar, advanced filters and reporting.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-021-operations-reporting-overview.mp41812026-11-04T01:46:51+00:00 https://pixiecrm.com/help-centre/videos/integrations-administration-overviewhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-022-integrations-administration-overview.pngPixie CRM: Integrations & Administration | Live Setup OverviewLocate Pixie CRM integrations and administration controls with live clicks. Review Xero, QuickBooks and Sage readiness, automation, staff, roles, custom fields, privacy settings and the solution catalogue.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-022-integrations-administration-overview.mp41802026-11-04T01:46:52+00:00 https://pixiecrm.com/help-centre/videos/create-reusable-invoice-itemhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-023-create-reusable-invoice-item.pngPixie CRM: Create a Reusable Invoice Item | Live TutorialCreate a reusable invoice item in Pixie CRM. Follow live clicks to enter the description, rate and unit, save the item and reopen it to verify the details.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-023-create-reusable-invoice-item.mp41062026-11-04T02:55:19+00:00 https://pixiecrm.com/help-centre/videos/create-save-draft-invoicehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-024-create-save-draft-invoice.pngPixie CRM: Create & Save a Draft Invoice | Live WalkthroughCreate a draft invoice in Pixie CRM with live clicks. Select the customer, review dates and GBP currency, add a reusable service item and verify the saved draft.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-024-create-save-draft-invoice.mp41682026-11-04T03:17:55+00:00 https://pixiecrm.com/help-centre/videos/edit-verify-draft-invoicehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-025-edit-verify-draft-invoice.pngPixie CRM: Edit & Verify a Draft Invoice | Live TutorialEdit a draft invoice in Pixie CRM. Follow live clicks to revise the due date and client note, save the same draft and reopen it to verify the stored changes.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-025-edit-verify-draft-invoice.mp41022026-11-04T03:32:24+00:00 https://pixiecrm.com/help-centre/videos/create-verify-expense-categoryhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-026-create-verify-expense-category.pngPixie CRM: Create & Verify an Expense Category | Live TutorialCreate an expense category in Pixie CRM. Use the plus button beside Category, enter its name and description, save and reopen the form to verify it is available.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-026-create-verify-expense-category.mp4882026-11-04T03:34:00+00:00 https://pixiecrm.com/help-centre/videos/record-verify-expensehttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-027-record-verify-expense.pngPixie CRM: Record & Verify an Expense | Live WalkthroughRecord an expense in Pixie CRM with live clicks. Add a name and reference, choose the category, check the date and currency, enter the amount and verify the saved record.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-027-record-verify-expense.mp41232026-11-04T03:39:54+00:00 https://pixiecrm.com/help-centre/videos/create-verify-customer-grouphttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-028-create-verify-customer-group.pngPixie CRM: Create & Verify a Customer Group | Live TutorialCreate 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-028-create-verify-customer-group.mp4932026-11-04T03:55:44+00:00 https://pixiecrm.com/help-centre/videos/assign-verify-customer-grouphttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-029-assign-verify-customer-group.pngPixie CRM: Assign & Verify a Customer Group | Live TutorialAssign 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.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-029-assign-verify-customer-group.mp4832026-11-04T03:55:47+00:00 https://pixiecrm.com/help-centre/videos/change-verify-task-statushttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-030-change-verify-task-status.pngPixie CRM: Change & Verify a Task Status | Live TutorialChange a task status in Pixie CRM with live clicks. Open an internal project task, select In Progress, review the result, then reopen the same task to verify the saved status.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-030-change-verify-task-status.mp4792026-11-04T04:37:02+00:00 https://pixiecrm.com/help-centre/videos/change-verify-task-priorityhttps://pixiecrm.com/assets/video-walkthroughs/pixie-live-031-change-verify-task-priority.pngPixie CRM: Change & Verify a Task Priority | Live TutorialChange a task priority in Pixie CRM with live clicks. Select Medium from Task Info, check that the separate status remains In Progress, then reopen the task to verify the saved priority.https://pixiecrm.com/assets/video-walkthroughs/pixie-live-031-change-verify-task-priority.mp4802026-11-04T04:38:53+00:00