Feature

CRM & Client Management

One place to manage all of your client relationships and communications.

Start 30-day free trial
Feature

CRM & Client Management

One place to manage all of your client relationships and communications.

Start 30-day free trial

Manage all of your client and prospect relationships in one place.

See all of your clients emails, files, tasks, deadlines and other key information in Pixie. It's a single source of truth for all of the client information in your accounting or bookkeeping firm.

Auto-updated client records

All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.

Unlimited custom fields

Create & store as many custom fields on your client records as you like. You can add key dates, passwords, reference numbers, you name it.

Assign tasks and checklists to your clients to complete

No more wasting time chasing information. Assign tasks and checklists to your clients and set up auto-reminders until they're complete.

Complete actions for multiple clients, in bulk.

Bulk actions allow you to send emails, start tasks, change custom fields and schedule workflows for multiple clients at once.

Manage all of your client and prospect relationships in one place.

See all of your clients emails, files, tasks, deadlines and other key information in Pixie. It's a single source of truth for all of the client information in your accounting or bookkeeping firm.

Auto-updated client records

All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.

Unlimited custom fields

Create & store as many custom fields on your client records as you like. You can add key dates, passwords, reference numbers, you name it.

Assign tasks and checklists to your clients to complete

No more wasting time chasing information. Assign tasks and checklists to your clients and set up auto-reminders until they're complete.

Complete actions for multiple clients, in bulk.

Bulk actions allow you to send emails, start tasks, change custom fields and schedule workflows for multiple clients at once.

Ready to get started?

Start 30-Day Free Trial