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.
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.
Turn your workflows into detailed processes by adding instructions, checklists, images, links, and even embed training videos.
Add email templates into your workflows to save time. Emails can be set to sent automatically, or manually to give you more control.
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.
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Integrate Pixie with Companies House to sync key client details, or with proposal tools like Practice Ignition and GoProposal to create clients and sync services.
