To create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead...

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 ...

Navigate to Setup->Settings->Localization to setup your default system timezone. All dates will be saved in the database based on your timezone....

Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

Click on the lead and wait the modal to be opened, on the top button click Convert to customer. The convert to customer modal will be shown and the system will try to auto populate some fields like firstname,lastname.. If c...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...

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...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...

Ticket priorities and ticket statuses are stored in database, however with Pixie CRM you have the ability to translate them based on their ID. Note that changing the name from the admin area wont affect how will be shown to the cust...

With Pixie you can add new questions in a very simple way. After creating the survey on the right side you will be able to add questions. Click on the button Insert Field and a dropdown will be opened you need simply to click on the desired...

Finance Overview is showcase of all logged project timesheets together including project expenses. Logged Hours –...

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The Business Overview Reports module in Pixie CRM (Customer Relationship Management) for accountants provides a comprehensive view of key financial and operational metrics, enabling accountants to analyze and monitor the overall performance of the...

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....