Feature

Workflow Management

Increase productivity and consistency with flexible workflows.

Start 30-day free trial
Feature

Workflow Management

Increase productivity and consistency with flexible workflows.

Start 30-day free trial

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.

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.

Ready to get started?

Start 30-Day Free Trial