Workflow Management
Increase productivity and consistency with flexible workflows.
Start 30-day free trial
Workflow Management
Increase productivity and consistency with flexible workflows.
Start 30-day free trialIncrease productivity and consistency
Pixie comes with many pre-done templates for firms in the UK & USA. All you need to do is make them your own!
Automatic task creation
All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.
Custom date triggers
Workflows can be set to start on client dates, fixed dates or a specific day of a week or month. You can customise them to work the way you want to work.
Increase productivity and consistency
Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.
Save time with automated emails
Add email templates into your workflows to save time. Emails can be set to sent automatically, or manually to give you more control.
Manage job stages with internal deadlines
Internal deadlines can be added to workflows to create stages for tasks to be completed. These give you control over when you want work to be completed.
Increase productivity and consistency
Pixie comes with many pre-done templates for firms in the UK & USA. All you need to do is make them your own!
Automatic task creation
All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.
Custom date triggers
Workflows can be set to start on client dates, fixed dates or a specific day of a week or month. You can customise them to work the way you want to work.
Increase productivity and consistency
Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.
Save time with automated emails
Add email templates into your workflows to save time. Emails can be set to sent automatically, or manually to give you more control.
Manage job stages with internal deadlines
Internal deadlines can be added to workflows to create stages for tasks to be completed. These give you control over when you want work to be completed.