Imagine you have 5 websites, you can embed the form in all 5 websites and in this case all the form submits will be created as a ticket in your Pixie AI-Based CRM installation, in this case all your staff members/sales agents will...

To create new staff member/agent in your Pixie CRM installation navigate to Setup->Staff and click on the button New Staff Member Not Staff Member Firstname Lastname Ema...

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

Email Piping is a feature in Pixie CRM to auto open or reply to ticket from email. You can’t use both methods for auto importing tickets. You...

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

To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature...

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...

Follow the steps if you want to send set password link to your contact. 1. When creating a new contact When you are adding new contact only check the field Sent SET password link and not fill the password field.A...

Click Customers in Menu tab and select Contracts. To create new contact click on the New Contact button....

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...

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...

You can change the ticket status without making the reply. Open the ticket you want to change the status and on the top right side select the desired status.Status will be updated automatically after change you dont need to save...

For the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Tickets-> All...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal....

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...

If you want to include custom fields in your email template from particular mail list you will need to add manually to the email template content....

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....

After you added the survey a new column will be shown. This is the part where you can send the survey. You need to select particular mail list for this survey. You can also select multiple mail lists....

To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be dropdown to select assignees....

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...

Sales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th...

Accounts Aging Reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the Pixie CRM system that provide insights into the age of outstanding customer invoices and accounts receivable...

Pixie AI-based Customer Relationship Management (CRM) systems offer several benefits to service providers. These software solutions combine the power of cloud computing and artificial intelligence to streamline and enhance customer relationship ma...

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....

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...