Customer work, connected.

Help & supportMyAccount

One CRM for small service businesses running on too many tools

Keep customers, sales and work connected.

Bring customer records, sales, projects, invoices and support into one CRM. Stop re-entering customer details across disconnected tools. One price for the standard platform, with a clear migration checklist before you switch.

$10per user / month USDBilled every 6 months. Annual billing saves 10%.

For one flat plan: customer records, pipeline, projects, invoicing and support — replacing the tools you pay separately for.

  • No card required
  • No obligation to subscribe
  • Your own trial workspace
Inside Pixie CRMActual product
Pixie CRM dashboard in a demonstration workspace
A clear view of the working day. Follow an enquiry through project tasks to an invoice draft. This is the actual application with demonstration data, not customer results. Watch the workflow in the short overview below.

Leads in one app, invoices in another, projects in a third.

By Friday no one can tell you who owes you money or what was promised. Pixie puts the customer, the work and the invoice on one record.

01

Keep customer context

Find contacts, conversations and work in a connected customer record.

02

Make the next step clear

Give enquiries, tasks and projects an owner and a visible next action.

03

Connect delivery and billing

Keep agreed work, invoices and customer support within the same platform.

See the real product

A quick look at your
connected workspace.

See the dashboard, customer records and everyday workflows in action. Recorded in a demonstration workspace with sample data.

90-second overview · English captions · Play when readyWatch the full product walkthrough
Read the overview transcript

Dashboard. Welcome to Pixie CRM. Bring customer relationships, sales documents, project delivery, communications and reporting together in one workspace.

Customer records. Choose Save to create the customer record without adding a contact in this step. Wait for the customer page to load, then check the saved company, phone, language and address. The customer record is now ready for contacts and your next authorised workflow.

Sales pipeline. Drag Oliver’s card from New Enquiry into Qualified Enquiry. Drop it in the destination column and wait for the card to appear there. This demonstrates a status change on the board; it does not convert the lead into a customer.

Projects. Choose Save. Confirm that the project overview opens with the correct project name and customer. The saved project is ready for its tasks and milestones. Continue with the dedicated guides for project members, permissions, tasks and progress tracking.

Tasks and milestones. Drag the task card into Discovery and brief review, then release it. The task now appears beneath that milestone. This organises the existing task; it does not create a duplicate or mark the work as completed.

Invoice drafts. Choose Save as Draft. This stores the invoice without issuing it to the customer. Wait for the saved invoice view, then confirm the customer, item, total and Draft status. Sending and payment workflows are separate actions.

Clear pricing from the start

One standard
user licence.

Start with a free 14-day trial. If Pixie fits your team, choose the billing period that suits you. These examples are for one licensed user.

Applicable taxes, optional services and third-party usage are additional.

Your data is yours. Export supported records as CSV before you leave. Request cancellation and written confirmation before your next billing period. Your trial does not turn into a paid subscription unless you choose to subscribe.

See full pricing and calculate your team cost

6-month billing

$10 / user / month

$60 USD per user, billed every 6 months

One standard platform licence for each member of your team.

Start free trial

Annual billing Save 10%

$9 / user / month equivalent

$108 USD per user, billed annually

The same standard licence, with the existing annual discount.

Compare billing options

Try it with your team

Your trial, in three clear steps.

No billing details are needed to begin. Email and WhatsApp verification help protect your account and trial access.

  1. 01

    Create your account

    Enter your company and contact details, then choose a secure password.

  2. 02

    Verify your contact details

    Confirm the separate codes sent to your email and WhatsApp number. A verified number protects your trial workspace from spam signups.

  3. 03

    Open your trial workspace

    Once your workspace is ready, open it from MyAccount and explore the pre-activated modules.

Account review means a Pixie administrator must approve a registration held by the account policy before workspace setup can continue. If this applies to you, the trial page shows your status. Contact the team if you need help.

Know what to expect

Clear scope. Useful support.

Choose with access to the product, its documentation and the team. Read about Pixie CRM.

Explore before subscribing

Your trial opens a workspace with the default modules pre-activated. Industry-specific tools and optional configurations can be discussed with the team.

Read the trial details

Follow practical guidance

Use the Help Centre, application walkthroughs and written setup guides. Contact the team when you need help with your requirements.

Open the Help Centre

Agree specialist work clearly

Custom development, dedicated infrastructure, complex migrations and external provider usage are scoped separately from the standard licence.

Get a specialist quote

Built for small service teams replacing disconnected customer, project and billing tools. If you need a permanent free plan or month-to-month billing, the standard Pixie plan will not fit. Custom development and dedicated infrastructure need a separate quote.

Before you start

A few clear answers.

Full commercial details are available on the pricing page.

Do I need a payment card for the trial?

No. You can start the 14-day trial without a payment card or billing details. You decide whether to subscribe after evaluating Pixie CRM.

Can I pay monthly?

The standard rate is quoted per user per month. Subscriptions are billed every 6 months, or annually with a 10% discount. The billing period and total are shown before you subscribe.

Which currency will I be charged in?

Your subscription currency and final total are shown before you confirm payment.

Where can I see the full product walkthrough?

Visit the video tutorial library for the detailed walkthrough, chapters, captions and matching guides.

Start with the real product

See how Pixie fits
your working day.

Explore your own trial workspace for 14 days. No card required.

Pixie Accounting & Practice Management

Built around the way your accounting firm works.

Explore three ways to use Pixie: CRM and practice management, connected accounting and bookkeeping, or a bespoke platform your firm can offer its clients.

Find modules, practical guidance and support.

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