In this article, we will cover some country-specific available configurations in Pixie AI-Based CRM, feel free to apply them in your Pixie AI-Based CRM installation if they fit your needs. Date Format and Time Format...

Custom fields is feature in our CRM which allows you to add field based on your needs. With this ability Pixie can fit easily for your company requirements.Follow the steps to add new custom field. Go to ...

To configure your support system departments, navigate to Setup-> Support -> Departments and click New Department. Department n...

How to enable Google 2FA Authentication: STEP#1- Log in to your CRM Admin Panel. (your clients can create this security layer as well, through the same procedure but from their respective client's accounts....

Login to the dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the custo...

You can enable/disable customer registration from Setup -> Settings -> Clients -> Allow clients to register. Your customers will be able to register at your base...

You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the customer edit button, and on the right side you can view all customer activity to your company, also there is an option Login as a...

Customer report can be generated from the Reports feature.Select Report type Customer and the necessary report time you want to see about clie...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

You can easily customize leads statuses. To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status. To setup default lead status navigate to...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

You can read more about this feature on the following knowledge base article: Leads email integration is powerful Pixie CRM feature who allow you to integrate leads from your email address. You can set up email forwarder...

Click on the aside menu Contracts link and on the left side there is a button New Contract. Set contracts subject but have in mind that subject is only vissible to client.File upload is optional.If you upload file also this fil...

Set how many days before contract expiry to get notification. The notification is only visible to staff members that have permissions Manage Contracts or is Admin.Notifications wont be shown on client...

To open new ticket click on the sidebar menu item Support -> New Ticket Select assignee. (Default is you and also you can set it to none) Select customer Select Department Select desired priorit...

You can easely customize all ticket email templates by going to Setup -> Email Templates -> Tickets Here is a list for all ticket email templates: New Ticket Opened (Opened by st...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...

To create new invoice go to Sales -> Invoices and click on the button Create new invoice...

Settings Navigate to Settings Menu -> Settings -> Cron Job Cr...

Pixie have option to send this invoice to client which is related. Also the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...

While viewing the invoice click on the Record payment button and new view will be opened. Payment records can be added only from in...

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate...

Create all questions, fill the email template and description save the data and navigate to the bottom area where Send Survey column is located. Select the desired mail lists and click send....

1. To invoice non project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer th...

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The banking transactions module in Pixie CRM (Customer Relationship Management) system for accountants is designed to streamline and manage financial transactions between the CRM and the associated bank accounts. It provides a centralized platform...

Item mapping setup in Pixie CRM (Customer Relationship Management) system for accountants refers to the process of associating products or services offered by the accountant's clients with corresponding items in the CRM. It allows for consistent a...

Accounting software designed specifically for Certified Public Accountants (CPAs) can bring numerous benefits to accounting firms. These software solutions are tailored to meet the unique needs and challenges faced by accounting professionals, and...

The basic core features of a Customer Relationship Management (Pixie CRM) system typically include: Contact Management: Pixie CRM systems allow businesses to store and manage customer contact information in a centralized database....

A client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...

1- You need to log in to your CRM admin panel. 2- Search for the client through the top search bar, you can search for the client through email or name or even company name, (you want to send a proposal). 3- Proposal ---> create p...