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.
Email synchronisation automatically logs all customer communication to the correct task, so you’ll never let a key conversation slip away again.
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.
Get a single source of truth for all customer details along with the history of emails exchanged, internal notes, files and jobs.
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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.
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Give your urgent priorities the attention they need. Make better use of your time by snoozing or delegating tasks that can wait.
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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.
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No more embarrassing moments. Filter jobs to list your deadlines for the weeks ahead.
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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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Pixie automatically links your files to the correct customer and job number to find the file you need within seconds.
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Pixie uses Zapier to seamlessly connect with all of your favourite apps. Work the way that suits you using tools you trust.
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.
No credit card required, cancel at any time. 30-day free trial.
