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.
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.
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.
Give your urgent priorities the attention they need. Make better use of your time by snoozing or delegating tasks that can wait.
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.
No more embarrassing moments. Filter jobs to list your deadlines for the weeks ahead.
Stop chasing your team for answers. Find out what your team has been working on, what’s overdue, and what’s coming up.
Pixie automatically links your files to the correct customer and job number to find the file you need within seconds.
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.
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.
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.
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.
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.
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.
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 email@example.com.