User guide
Learn PixelCRM, one screen at a time.
Pick your CRM, then work down from the top to get set up and dip into any task as you need it. Every page has pictures of the real screens.
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Part 1
Getting started
Logging in, finding your way round, and the screens you will use first thing every day.
Your first loginThere are no passwords in Venue CRM.Finding your way roundEverything is one or two clicks away: the menu down the left, a search box and quick buttons along the top.The dashboardThe dashboard is the first thing you see when you log in: what needs you today, what is coming up and how the business is doing.My dayMy day is your own to-do list for today: your tasks, your venue tours and the enquiries you need to follow up, in one place.
Part 2
Make it yours
Your business details, logo, colour, email, team and what each person can see. Do these first and everything that goes out looks like you.
Your business detailsYour business name, address and contact details appear on your documents, emails and the couple portal.Brand colour and logoPut your own logo and colour on everything: the admin, every email and document and the couple portal.Switching features on and offStart slim and switch extras on as you need them.Email sending and repliesYour CRM sends email from your own address, so your couples see your name.Adding your teamAdd as many people as you need.What staff can seeStaff only see the parts of the CRM you tick for them.
Part 3
Set up how you work
Shape it around how you work: venues, pipeline stages, your own fields, website forms, spam protection and email templates.
VenuesVenues are how your enquiries and bookings are grouped.Pipeline stagesThe stages are the columns on your pipeline, from first contact to booked.Custom fieldsCustom fields are the extra questions your forms and records ask, such as guest numbers or budget.Forms on your websiteForms are the ways enquiries reach you.Stopping spamEvery form on your website has spam protection built in, with nothing for your visitors to tick and no third-party service.Email templatesWrite your common emails once and send them in a click, in your own brand.
Part 4
Day to day
The everyday jobs: adding enquiries, moving them through the pipeline, venue tours, tasks and your calendar.
Adding an enquiryMost enquiries arrive by themselves from your website forms.The enquiries listEvery open enquiry in one list, with who is dealing with it and when they were last contacted.The pipelineThe pipeline shows every open enquiry as a card in the stage it has reached, with the value of each stage at the top.Working with a recordEverything about one person lives on their record: their details, every email and message, tasks, documents and payments.Converting to a bookingWhen an enquiry says yes, turn them into a booking.BookingsEvery booking in one list, with dates and values, so you can see what is confirmed and find any one fast.The calendarYour whole diary on one calendar: bookings, venue tours, holds and payments due.Venue tours and the day plannerThe day planner shows one day hour by hour, with every venue tour booked in.Tasks and remindersTasks are reminders for you or your team: call someone back, send a quote, chase a payment.Messages with your couplesMessages are conversations with your couples, kept on their record instead of lost in email.The bell: what your couples have doneWhenever a couple signs, marks a payment as paid, uploads a document, books a tour, adds guests or a guest RSVPs, it shows up in the bell.
Part 5
Contracts and payments
Send contracts to sign online, set up payment schedules and keep track of what has been paid.
Part 6
Your couples and their day
The couple portal, guest lists, RSVPs, table plans, menus and rooms, all in one place for each wedding.
The couple portalEach couple gets a private portal in your brand.Guest lists and RSVPsCouples build their own guest list in their portal, and you see the same list in the admin.Table plansA drag-and-drop table plan that couples fill in themselves, while you see exactly the same plan in the admin.MenusKeep your dishes in one place and add them to any wedding.Rooms and accommodationKeep track of your rooms and who is staying in them, for the couple and their guests.
Part 7
Connections
Companies and their contacts, plus connecting PixelCRM to the other tools you use.
Part 8
Reports and your data
See how the business is doing, take your data out whenever you want it and bring changes back in.
ReportsSee where your enquiries come from, how many turn into bookings and what is coming in.Exports and backupsYour data is always yours.Importing changes from a spreadsheetChange your contacts in Excel, then bring them back in.Reset data and old leadsClear out test data before you go live, or start again from scratch.
Part 1
Getting started
Logging in, finding your way round, and the screens you will use first thing every day.
Your first loginThere are no passwords in Business CRM.Finding your way roundEverything is one or two clicks away: the menu down the left, a search box and quick buttons along the top.The dashboardThe dashboard is the first thing you see when you log in: what needs you today, what is coming up and how the business is doing.My dayMy day is your own to-do list for today: your tasks, your site visits and the leads you need to follow up, in one place.
Part 2
Make it yours
Your business details, logo, colour, email, team and what each person can see. Do these first and everything that goes out looks like you.
Your business detailsYour business name, address and contact details appear on your emails and in the admin.Brand colour and logoPut your own logo and colour on everything: the admin and every email you send.Switching features on and offStart slim and switch extras on as you need them.Email sending and repliesYour CRM sends email from your own address, so your customers see your name.Adding your teamAdd as many people as you need.What staff can seeStaff only see the parts of the CRM you tick for them.
Part 3
Set up how you work
Shape it around how you work: categories, pipeline stages, your own fields, website forms, spam protection and email templates.
CategoriesCategories are how your leads and jobs are grouped.Pipeline stagesThe stages are the columns on your pipeline, from first contact to won.Custom fieldsCustom fields are the extra questions your forms and records ask, such as budget or type of job.Forms on your websiteForms are the ways leads reach you.Stopping spamEvery form on your website has spam protection built in, with nothing for your visitors to tick and no third-party service.Email templatesWrite your common emails once and send them in a click, in your own brand.
Part 4
Day to day
The everyday jobs: adding leads, moving them through the pipeline, site visits, tasks and your calendar.
Adding a leadMost leads arrive by themselves from your website forms.The leads listEvery open lead in one list, with who is dealing with it and when they were last contacted.The pipelineThe pipeline shows every open lead as a card in the stage it has reached, with the value of each stage at the top.Working with a recordEverything about one person lives on their record: their details, every email, notes and tasks.Marking a job as wonWhen a lead says yes, turn them into a job.Jobs wonEvery job in one list, with dates and values, so you can see what is confirmed and find any one fast.The calendarYour whole diary on one calendar: jobs and site visits, with a feed for your phone or computer calendar.Site visits and the day plannerThe day planner shows one day hour by hour, with every site visit booked in.Tasks and remindersTasks are reminders for you or your team: call someone back, send a quote, chase a payment.
Part 5
Companies and connections
Companies and their contacts, plus connecting PixelCRM to the other tools you use.
Part 6
Reports and your data
See how the business is doing, take your data out whenever you want it and bring changes back in.
ReportsSee where your leads come from, how many turn into jobs and what is coming in.Exports and backupsYour data is always yours.Importing changes from a spreadsheetChange your contacts and companies in Excel, then bring them back in.Reset data and old leadsClear out test data before you go live, or start again from scratch.
