Learn Pixie Dust CRM the Easy Way
No thick manual required. These guides walk you through every part of Pixie Dust CRM in plain English — from your first login to advanced workflows.
Pick a Topic, Start Learning
Each guide covers one area of the CRM from start to finish. Follow along at your own pace.
Getting Started
Set up your dashboard, understand the layout, grab your marketing code, and get oriented.
Read guide→Managing Clients
Add clients, send invite codes, tag and segment your database, and track client insights.
Read guide→Creating Bookings
Build bookings step by step, send quotes, manage your pipeline, and track important dates.
Read guide→Building Itineraries
Create day-by-day itineraries, use drag-and-drop editing, and share plans with clients.
Read guide→Messaging Clients
Chat with clients per booking, set up email templates, and manage your notifications.
Read guide→Managing Documents
Upload files, build your document library, and share everything your clients need.
Read guide→Tracking Finances
Record deposits and commissions, set up rates, and use your financial dashboard.
Read guide→Client App Setup
Learn what your clients see, how they register, and how to help them get started.
Read guide→Email Marketing
Create campaigns, build templates, segment your audience, send emails, and track results.
Read guide→Building Reports
Create custom reports, use templates, visualize data with charts, and export to CSV or PDF.
Read guide→Workflow Automation
Set up triggers, automate tasks and emails, and build workflows that run while you sleep.
Read guide→Group Trips
Create group trips, link bookings together, manage group members, and track group stats.
Read guide→Contracts
Build contract templates, send for e-signature, and track signing status — no login required for clients.
Read guide→SMS Messaging (Coming Soon)
Send text messages to clients for quick updates, bulk SMS, and manage daily limits.
Read guide→Agent Website
Set up your branded one-page website with bio, specialties, testimonials, and a quote form.
Read guide→AI Trip Planner
Auto-generate day-by-day itineraries with AI — pick interests, hit generate, and customize.
Read guide→Revenue Forecasting
View KPI dashboards, revenue projections, seasonal trends, and top client breakdowns.
Read guide→Calendar & Sync
Use the built-in calendar, create events, and sync your schedule to Google, Apple, or Outlook.
Read guide→Promotions
Browse supplier deals, pin favorites, dismiss irrelevant ones, and create your own custom promotions.
Read guide→Looking for feature details?
These guides show you how to use the CRM. If you want to see what Pixie Dust CRM can do, check out the full feature breakdown.
Explore FeaturesReady to Get Started?
Try Pixie Dust CRM free for 30 days — no credit card required — and follow along with these guides as you set up your agency.
Start Your 30-Day Free Trial