To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The S...

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...

Setup cPanel Cron Job Login to your cPanel and navigate to Cron jobs Add the follow...

Pixie CRM installation by default have only 1 role added with name Employee and with no permissions, it’s up to you to adjust the permissions for this role or create a new one. To create new role navigate to ...

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...

If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...

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...

Open a lead and simply select the staff member you want to assign the lead. After submitting the staff member will receive notification that you have assigned this lead. Everyone can manage leads. But only administrators can...

To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead i...

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

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...

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 add private ticket note open the ticket and click on the Notes tab from on top.Ticket notes are only visible to staff members so they can collaborate together if multiple assistance is required....

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...

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

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....

Project timesheets are all started timers for tasks related to specific project. To view all project timesheets while viewing the project click on the timesheets tab....

To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer...

Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project. Project Invoice Info There is 3 t...

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....

Learn more about the, Sales Staff Commissions Management Module....