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...

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...

Project activity is feature where can be track the activity of the project. There is a way to turn off project activity from being visible to customer. You can just toggle the OFF button on the right side of the activity. Project act...

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...

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....

Recurring tasks is a feature that allows you to create tasks that will repeat on given period. To create recurring task go to the Tasks menu in the admin area and click on the top left bu...

Task can be linked to any important features in Pixie CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on 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...

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 cloud invoicing and billing software offers several benefits to businesses of all sizes. These software solutions are hosted on the cloud, allowing users to access their invoicing and billing processes from anywhere with an internet connecti...

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...

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....

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,...