Pixie prioritises and organises your emails so that messages from clients are always at the top. Never misplace a client email again.
Keeping track of emails can be hard work. In Pixie, you can turn emails into tasks with one click. Easily see what needs doing on your task-list, or delegate it to a team member to help.
Recurring schedules automatically create and assign tasks on a regular basis to help your firm stay ahead of deadlines. All of the emails, files and notes needed to get the job done are in one place.
Remind clients to upload documents ahead of key dates, or check-in afterwards to see how satisfied they are with you. Automated emails that look & feel like they were sent directly from your inbox to theirs.
Stay organised with a to-do list that's automatically prioritised for you, giving you a clear view of what's important and urgent.
Easily see what your team is working on and what's been done already. Use our work report for daily stand-ups or to celebrate weekly successes, see what emails have been sent from team members to clients. You have full visibility.
