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...

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...

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...

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

Merging invoices is feature in Pixie CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to crea...

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 ...

There is 3 types of reports for expenses. Yearly report for all expenses including categories. To view full expense report navigate to Reports -> Expenses Detailed Report....

Module Features Dashboard: Profit & Loss Chart, Income Chart, Expense Chart, Cashflow Chart and Bank Accounts Overvie...

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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...

In Pixie CRM for Accountants, the purchasing mapping setup refers to the configuration and integration of the CRM system with the purchasing or procurement processes within an organization. It involves establishing a structured framework that allo...

Inventory mapping setup in Pixie CRM (Customer Relationship Management) refers to the configuration and integration of the CRM system with the inventory management processes of an organization. It involves establishing a structured framework that ...

In Pixie CRM (Customer Relationship Management) systems, a journal entry refers to a financial transaction record created by accountants to capture and document accounting entries related to customer interactions and financial activities. I...

In Pixie CRM (Customer Relationship Management) systems for accountants, the chart of accounts refers to a structured list or framework that categorizes and organizes financial transactions and accounts within the CRM system. It serves as a founda...

In Pixie CRM (Customer Relationship Management) systems for accountants, reconciliation refers to the process of comparing and matching financial data between the CRM system and other financial records, such as the general ledger or bank statement...

Budgets management in Pixie CRM (Customer Relationship Management) for accountants refers to the functionality and processes within the CRM system that enable the planning, tracking, and management of financial budgets for various aspects of the o...

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...

Bookkeeping reports in Pixie CRM (Customer Relationship Management) for accountants refer to the specific reports and functionalities within the CRM system that facilitate bookkeeping tasks and provide insights into the financial transactions and ...

Sales tax reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that facilitate the tracking, calculation, and reporting of sales taxes. These reports help accountant...

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...

Expenses and Suppliers reports in Pixie CRM (Customer Relationship Management) for accounting and bookkeeping provide functionalities and insights related to tracking and managing expenses and suppliers within the CRM system. These reports assist ...

Budgets Reports in Pixie CRM (Customer Relationship Management) provide functionalities and insights related to budget management and analysis. These reports allow organizations to track and analyze their financial performance against established ...

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...

The Banking Reports module in Pixie CRM (Customer Relationship Management) for accountants provides functionalities and insights related to banking transactions and financial records. This module allows accountants to track and analyze banking act...

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...

Pixie accounting and bookkeeping software offers numerous advantages to businesses of all sizes. These software solutions are hosted on the cloud, allowing users to access their financial data and perform accounting tasks from anywhere with an int...

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....