Save time with bulk client actions inside Pixie

bulk actionsHere at Pixie, we're big fans of saving time.

The more time we can save our customers so they can focus on delivering an awesome service, the better.

Which is why we're pleased to share with your our all-new bulk client actions inside Pixie.

These actions have been created to help you a load of time when doing your day-to-day tasks. 

Here's what you can do:

Bulk task creation
Need to create the same task for multiple clients? No problem. 

Bulk task scheduling
Need to enrol multiple clients into the same workflow or template? It's just a click away.

Bulk send email 
Need to send the same message to multiple clients. You can get a deep dive on our new bulk email here.

Bulk update client properties
Need to change or add new properties to your clients in bulk? It's never been as easy...

Bulk archive
Having a clear out of the system and need to remove some old clients? Simply select, and archive. It's that simple.

You can see all of these bulk actions, in action, below.

 

If you're an existing Pixie customer, this will be live in your Pixie account right now. If you have any questions, please reach out to us using the in-app support.

If you're thinking about getting started with Pixie, you can start a 30-day free trial here and start adding clients and using bulk actions in minutes.

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