Your First 10 Minutes in Pixie Dust CRM
You just signed up, you're staring at the dashboard, and you're thinking — okay, now what? Don't worry. This guide walks you through everything you need to know to feel right at home, step by step.
1. Your Dashboard — Home Base
The first thing you see after logging in is your dashboard. Think of it as mission control — everything important is right here.
Stat Cards
Right at the top you will see a row of stat cards that give you an instant pulse on your business:
On the web app you will also see Tasks Due, Recent Activity, and Analytics charts — giving you an even deeper snapshot of what needs your attention today.
Quick Actions
Below the stat cards you will find a row of Quick Action buttons. These let you jump straight to the thing you want to do — add a client, create a booking, send a message, upload a document — with a single tap. No digging through menus.
Upcoming Trips
Scroll down a bit and you will see your upcoming trips list. This shows client trips sorted by departure date so you always know what is coming next and can prepare ahead of time.
Pro Tip
Tap any stat card to jump to a filtered view. For example, tapping Inquiries takes you straight to a list of bookings with an inquiry status. It is the fastest way to find exactly what you are looking for.
2. Grab Your Marketing Code
This is one of the first things you should do — and it only takes a minute. Your marketing code is how new leads find you through the Pixie Dust public quote request form.
What is it?
Every agent gets a unique marketing code. When a potential client fills out the public quote request form using your code, that lead lands directly in your CRM. No middleman, no copy-pasting from email — it just shows up as a new inquiry, ready for you to follow up.
How to find and share it
- 1
Find your code
It is displayed right on your dashboard. You can also find it under Settings if you need it later.
- 2
Copy the code or the link
Tap the copy icon to copy just the code (great for business cards). Tap the link icon to copy the full lead form URL — ready to paste on your website, social media, or anywhere else.
- 3
Share it everywhere
Paste the lead form link on your website, drop it in your Instagram bio, add it to your email signature. You can also find a "Copy Lead Form Link" button in Settings.
- 4
Get notified
When someone submits a quote request using your code, you will get a notification and the inquiry appears in your bookings list automatically.
One-tap lead form link
You don't need to build the URL yourself. Tap the link icon next to your marketing code on the dashboard, or use the “Copy Lead Form Link” button in Settings. The full shareable URL is copied to your clipboard instantly. Anyone who submits a request through your link gets automatically linked to your account — like your own personal booking page.
3. Web App vs Mobile App
You can use Pixie Dust CRM on both your computer and your phone, and both are great — but they are not identical. Here is the quick breakdown so you know what to expect.
Web App
Full-featured — best for deep work at your desk
- ✓Pipeline Kanban Board
- ✓Tasks & Task Management
- ✓Workflows & Automation
- ✓Email Templates
- ✓Calendar View
- ✓Financial Dashboard
- ✓Client Insights & Analytics
- ✓Supplier Contacts
- ✓Drag & Drop Itinerary Editing
- ✓Clients, Bookings, Messaging
- ✓Documents & File Uploads
Mobile App
Essentials on the go — perfect for quick updates
- ✓Client Management
- ✓Booking Details & Status
- ✓Messaging & Chat
- ✓Document Viewing & Uploads
- ✓Dashboard & Stat Cards
- ✓Push Notifications
- ✓Quick Actions
Bottom line
Use the web app when you are sitting down to plan, build itineraries, or manage your pipeline. Use the mobile app when you are on the go and need to check a booking, reply to a client, or upload a quick photo. They work together — you do not have to pick one.
4. Your Subscription
Let us talk about the practical stuff so there are no surprises.
Individual Agent
$9.99/month
Everything you need as a solo travel agent — unlimited clients, bookings, automations, and a branded client mobile app.
Host Agency Plans
From $79/month
Everything in the Individual plan plus agency dashboard, advisor management, shared templates, and performance reports.
- ✓ Starter — 6 seats ($79/mo)
- ✓ Growth — 26 seats ($299/mo)
- ✓ Enterprise — 51 seats ($550/mo)
- ✓ Add extra seats at $10/seat/month anytime
- ✓Free trial for individual agents — explore everything for 30 days with zero commitment. No credit card required. You will not be charged until the trial ends.
- ✓No contracts — cancel anytime from Settings on the web app. No cancellation fees, no hoops to jump through.
- ✓Manage everything in Settings — update your payment method, view past invoices, or cancel your subscription. All from the Settings page on the web app.
- ✓Your data is safe — if your subscription lapses, your data is preserved. Just resubscribe whenever you are ready and everything will be right where you left it.
No stress
You are never locked in. Individual agents can try free for a week. All plans are month-to-month with no cancellation fees. See our pricing page for full details.
Ready to Try It Yourself?
Plans from $9.99/month for solo agents. Scalable plans for host agencies.
See Plans & Pricing