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Finally, an accountancy CRM that delights without the setup pains

Dread the lengthy setups and learning curves that come with CRMs? Us too!
Pixie connects to your email account and lets you start working right away. Ace tasks straight from your inbox as you ease into a CRM that makes life easier, not harder.

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“How much time is this going to take?”

Setups make teams sick of their CRM before they’re even started!
Not Pixie. We make your life easier from day one.

Simply add contacts and create tasks straight from your emails. When you’re ready, ease into the next step using Pixie’s workflows or build your own. Before you know it, you’re delighting customers and everyone at your firm with a smarter way of working.

Stop tasks slipping through the cracks

Email synchronisation

No more digging for misplaced emails with 2-way email sync

Email synchronisation automatically logs all customer communication to the correct task, so you’ll never let a key conversation slip away again.

Task management

Stay proactive and put your mind at ease with real-time job management

Pixie manages the scheduling of work at your firm. See what's in progress, what's overdue, what’s in the pipeline, and what’s in the diary for the day ahead.

Clients Mana

Get instant answers with complete customer management

Get a single source of truth for all customer details along with the history of emails exchanged, internal notes, files and jobs.

Keep track of every task and conversation to make the best decision

Pixie transforms firm’s leaky email inboxes and clunky processes into smooth, rock-solid systems. All communication is personalised, tracked and secured.
Email

Automated & personalised emails

Strengthen customer relationships with that personal feel. Every email will look and read as it was written for each customer to save you time and hassle.

Delegation and time management

Time management

Give your urgent priorities the attention they need. Make better use of your time by snoozing or delegating tasks that can wait.

Workflows

Fully-customisable workflows

Use ready-made workflows or fine-tune them to meet your needs. No longer do you need to tell your team what to do at each stage. They’ll always know what needs to be done, and when to do it.

Deadline tracking

Deadline tracking

No more embarrassing moments. Filter jobs to list your deadlines for the weeks ahead.

Team management

Team management

Stop chasing your team for answers. Find out what your team has been working on, what’s overdue, and what’s coming up.

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Auto-attachment tracking

Pixie automatically links your files to the correct customer and job number to find the file you need within seconds.

Zapier integration

Integrate with thousands of other apps

Pixie uses Zapier to seamlessly connect with all of your favourite apps. Work the way that suits you using tools you trust.

GDPR compliant

GDPR compliant

Files are kept secure, the right way, keeping you compliant with GDPR. Customers receive email notifications to view URLs and emails contain secure text messages plus unique codes to access documents.

Common questions

What is Pixie?

Pixie is a cloud-based Customer Relationship Management (CRM) tool made for small accountancy and bookkeeping firms. Now you can track every customer, task, and status to improve customer relationships and free up more headspace.

How much time do I need to spend setting up Pixie?

From “none” to “as much as you’d like.'' Pixie was designed to get you started quickly. Once you connect Pixie to your inbox, you can create clients and jobs based on those emails. As you get more comfortable with the platform, you can explore our automations, customise templates, etc.

How is Pixie different from other accounting CRMs?

Small firms often get swamped by CRMs. But Pixie was created exclusively for small accountancy / bookkeeping firms, delivering all that’s needed to improve your way of working without any unnecessary fluff. Backed by a team fully committed to delivering a premium experience, Pixie offers a lean package to help you strike the perfect work-life balance.

Will I need to manage a list of hundreds of tasks?

Definitely not! By default Pixie focuses on the tasks that require your attention today. All else is hidden away from view. You can always expand the time horizon and see what’s in your pipeline.

How much will Pixie cost me?

As you have noticed by now, we like to keep things simple. Pixie has a flat-fee per month – for everyone, no matter how many clients or staff you have. There are no additional fees or hidden costs.

What kind of support is offered?

It’s our goal to ensure Pixie helps you succeed. Our assistance ranges from extensive documentation that you can follow at your own pace, to chat or email support. If you feel you need something, write to us via hello@usepixie.com.

Get everything you need from 1 easy-to-use package

Onboard new customers and ace every request to manage a long-lasting working relationship, completely hassle-free.
  • Save time
  • Gain headspace
  • Secure your data
  • Delight customers
  • Remove clutter
  • Reduce staff training times

Get it all for one fixed monthly fee, no matter how many customers or staff you have!

Stop the chaos and make work a breeze

Join the firms achieving more in less time with Pixie.
Try Pixie for free

No credit card required, cancel at any time. 30-day free trial.