Pixie comes with many pre-done templates for firms in the UK & USA. All you need to do is make them your own!
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.
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.
Yes, when you pay for a year upfront, you get 2 months free (~15% discount). Also if you are a sole practitioner with no other staff, we’d love to help you get your business off the ground! Please write us a quick email about your business and we'll give you a 60% discount on your first year.
You can subscribe to Pixie using any major credit card. If you live in the UK or the EU, you also have the option to pay by direct debit.
No. We don’t ask for your card details up-front. You decide when you are ready to start your Pixie subscription. If you want to continue using Pixie after the trial, we will ask you for payment details. If not, leave it and the trial will cancel automatically, deleting all your trial data.
Absolutely! There are no minimum contracts with Pixie, you can cancel at any time without penalty. And if you pre-paid for a year, we’ll refund the unused months as per our Fair Refund policy.
No problem, just tell us that you would like to extend your trial for another week and we will make it happen.
No. Unlike most other practice management software, we don’t charge you based on how many people are in your team.
Yes! We are here to support you and your business. If it’s taking off, rest assured we will not charge extra for it. In fact, we’re delighted to see your business grow with Pixie!
It’s our goal to ensure Pixie helps you succeed. Our assistance ranges from extensive documentation that you can follow at your own pace, to chat or email support. If you feel you need something more let us know.