Customer relationship management, thoughtfully connected
One connected CRM.A clearer working day.
Keep the customer in view, from the first conversation to the work that follows. Pixie CRM brings sales, projects, billing and support into a setup shaped around your team.
Start with the essentials. Connect more as your needs grow.
A useful next step for every conversation.
- New enquiryCapture the customer context
- Qualified leadAgree who follows up next
- Work agreedCarry the detail into delivery
Customer context → clear ownership → a planned handover
Keep the promise connected to the project.
- Project briefBring the agreed scope forward
- Assigned workMake tasks and owners visible
- Billing handoverConnect the work to invoicing
Agreed scope → accountable work → a billing handover
Keep the conversation with the customer.
- Request receivedRecord the question and context
- Customer recordFind the working relationship
- Shared knowledgeKeep useful answers available
A clear request → shared context → useful knowledge
A shared customer picture
Give conversations, responsibilities and next actions a place your team can find.
Less lost between teams
Connect a sales decision to delivery, billing and the support that follows.
A setup that fits the work
Choose the modules and connections you need, with scope agreed before implementation.
The building blocks of your business
Build around the work
you actually do.
Explore the essentials for customer relationships, then connect the teams and processes around them.
Explore all 47 modulesCore CRM
Bring contacts, account history, files and follow-up into one customer view with Pixie CRM. Keep ownership clear as relationships move between teams.
Explore Core CRMClients & CRMLead Management
Organise enquiries, qualification, source information and follow-up with Pixie CRM lead management. Build a clear path from first contact to sales opportunity.
Explore Lead ManagementSales & FinanceInvoicing
Create branded invoices, record balances and follow up on payments in Pixie CRM. Keep billing documents connected to customers, work and communication.
Explore InvoicingProjects & WorkProject Management
Connect project milestones, tasks, files and customer context in Pixie CRM. Give delivery teams a clear view of commitments, ownership and progress.
Explore Project ManagementSupportSupport Desk
Organise support tickets, departments, priorities and customer history in Pixie CRM. Keep ownership and the next response visible across the service team.
Explore Support DeskAutomation & AIWorkflow Automation
Plan CRM triggers, assignments, reminders and approvals with Pixie CRM. Make automation rules understandable and exceptions visible to their owners.
Explore Workflow AutomationModule availability, setup and integration scope are agreed for your configuration.
More context. Better handovers.
The relationship
doesn’t stop
at the sale.
A customer becomes a project, an invoice, a question and another conversation.
When every team starts from a different picture, useful details get lost. A connected CRM gives that work a common thread: the customer, what was agreed and what needs to happen next.
Find the approach for your teamMake the next step clear
A practical path from idea to everyday use.
Start with the work
Walk through a real customer journey, the tools involved and the places where context goes missing.
Choose your scope
Agree the modules, user roles, data preparation and integrations that your first rollout needs.
Make adoption practical
Plan ownership, onboarding and a useful review process so the setup can develop with your team.
A thoughtful start
Useful before you choose.
CRM implementation guide
Build a CRM implementation plan around real workflows, clear ownership, useful data, role-based access and a focused first release.
Explore CRM implementation guidePractical resourcesCRM migration checklist
Prepare customer data for CRM migration: map fields, remove duplicates, protect sensitive information and reconcile a representative test import.
Explore CRM migration checklistPractical resourcesCRM integration planning
Plan CRM connections with clear data ownership, field mapping, permissions, error handling and reconciliation before enabling a live sync.
Explore CRM integration planningYour workflow is a good place to start
Tell us what a better working day looks like.
Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.
Verify your email. Send your enquiry.
Keep your ticket reference.