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Pixie CRM For Consultants
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Built-in Features of Pixie CRM

55+ Third Party Apps Integration.

Secured E2EE (End-to-End Encrypted) Client & Admin Portal.

Powerful Invoicing Module (Fixed & Recurring) with Cron Jobs

Leads Management with AI-Based Module

Tasks Management

Fully AI-Based Automation

Time Tracking AI Module

Assets Management

Financial Management

Sales & Marketing Automation

Data & Records Management

Customized AI-Based Reporting Management

Digital Marketing with ROI

Estimates & Proposal Management

Staff & HR Management

Survey & Loyalty Management

Affiliate Management

Add-on Built-In Features of Pixie CRM

-Manage and invoice projects with the powerful Project Management
-Build professional, great-looking estimates and invoices.
-Powerful support system with the ability to auto-import tickets.
-Track time spent on tasks and bill your customers.
-Ability to assign multiple staff members on task and track timer per assigned staff.
-Add task followers even if the staff is not a project member.
The staff member will be able to track the task progress without accessing the project.
-Keep track of leads in one place and easily follow their progress.
-Ability to auto-import leads from email, add notes, and create proposals.
-Organize your leads in stages and change stages easily with drag and drop.
-Create good-looking proposals for leads or customers and increase sales.
-Records your company/project expenses and can bill your customers and auto convert to invoice.

-Know more about your customers with powerful Pixie CRM.
-Increase customer retention via built-in Surveys.
-Use the Goals Tracking feature to keep sales goals in mind.
-Create announcements for your staff members and customers.
-Use the Contracts feature to lock in current and future sales.
-Custom fields can store extra information for customers, leads, and more.
-Receive payments from PayPal and Stripe in different currencies.
-Tons of configurable options.
-Style the CRM to your company branding with the powerful theme styling feature.
-Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
-Great looking calendar for each staff member based on staff permissions.
Follow-ups, reports, notes, files, and many more features.

Customer Relationship Management (CRM) is a pivotal component for consulting businesses seeking sustainable growth and client satisfaction. In the dynamic landscape of consulting, where relationships are paramount, Pixie CRM serves as a strategic tool that goes beyond mere data management. At its core, CRM for consulting businesses is about fostering meaningful connections, understanding client needs, and delivering tailored solutions. One of the primary advantages of implementing CRM in consulting is the ability to centralize client information. By consolidating data on interactions, preferences, and feedback, consulting firms can gain a comprehensive view of their clients. This centralized data repository streamlines communication within the organization, enabling teams to collaborate seamlessly and ensuring that every client touchpoint is well-informed and personalized. Moreover, CRM systems empower consultants to anticipate client needs, enhancing the overall client experience.

In the consulting industry, where every client is unique, a one-size-fits-all approach is often ineffective. CRM provides the tools to segment clients based on various criteria such as industry, preferences, and engagement history. This segmentation allows consultants to tailor their services and communications to specific client groups, ensuring that each interaction is relevant and valuable. For instance, a CRM system may reveal that a particular client has shown a strong interest in digital transformation strategies. Armed with this insight, consultants can proactively present relevant insights, case studies, and solutions during their interactions, showcasing a deep understanding of the client's business and positioning themselves as valuable partners.

In conclusion, Pixie CRM is a cornerstone for consulting businesses looking to thrive in a competitive landscape. Beyond being a repository for client data, Pixie CRM systems enable consultants to cultivate meaningful relationships, personalize their approach, and collaborate seamlessly. The insights gained from CRM analytics empower consulting firms to make informed decisions, adapt to evolving client needs, and position themselves as trusted partners in their clients' success stories. As the consulting industry continues to evolve, the role of CRM in driving client-centric strategies and fostering long-term engagements cannot be overstated.

Consultant's Portal

Adopting Pixie's Consultants Customer Relationship Management (CRM) system offers a spectrum of advantages for consulting businesses. Firstly, a well-implemented CRM system centralizes client information, providing a comprehensive overview of interactions, preferences, and feedback. This centralized data hub empowers consultants to tailor their services, anticipate client needs, and deliver personalized solutions, ultimately enhancing the overall client experience. CRM also facilitates efficient communication and collaboration among consulting teams, ensuring that every team member is well-informed and aligned on client engagements. This collaborative approach minimizes the risk of miscommunication, reduces duplicated efforts, and improves the overall quality of service. Moreover, CRM systems contribute to client retention by enabling consultants to track client satisfaction levels, identify upselling opportunities, and address potential issues proactively. The insights derived from CRM analytics not only strengthen client relationships but also position consulting firms as trusted advisors invested in client success. Additionally, Pixie CRM systems enhance operational efficiency by streamlining administrative tasks, automating processes, and providing valuable analytics for informed decision-making. In conclusion, a well-integrated Pixie CRM system is an invaluable asset for consulting businesses, fostering client-centric strategies, optimizing internal processes, and ultimately contributing to sustained growth and success.

Your Client's Portal

Implementing a Consultants Customer Relationship Management (CRM) system that provides cloud access for invoicing and other tasks yields a myriad of benefits for both consultants and their clients. Firstly, cloud-based invoicing enhances efficiency by allowing consultants to generate, send, and track invoices from anywhere with internet access. This flexibility is particularly advantageous for consultants who may be working remotely or traveling on business. Additionally, cloud-based invoicing through a Pixie CRM system facilitates real-time collaboration between consultants and clients. Both parties can access and review invoices, project timelines, and deliverables simultaneously, fostering transparency and reducing the likelihood of miscommunications. Furthermore, the cloud ensures data security and backup, mitigating the risks associated with traditional, locally stored invoicing systems. Consultants can rest assured that critical financial information is protected and easily recoverable in the event of unforeseen circumstances. Overall, Pixie CRM system with cloud access for invoicing streamlines processes, enhances collaboration, and fortifies the security of financial data, contributing to a more seamless and reliable client-consultant relationship.

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Invoice Management.

Create professional (one time / recurring) invoices including AUTO Subscriptions through CRM or Stripe, Paypal etc

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Professional Tasks Management

Centralized platform for task creation, assignment, tracking, and collaboration in Pixie AI-Based CRM Systems.

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Estimates & Proposal.

AI-based estimates and proposal management in Pixie CRM systems revolutionize the way businesses.

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Powerful Support System

Professional support system module includes Email piping with AUTO tickets importing and email system.

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Time Tracking Management.

Incorporating time tracking management into Pixie CRM systems offers significant benefits to businesses.

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Professional Leads Management

lead management processes. Machine learning algorithms adapt and refine their models based on feedback.

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Records Management

Record management in Pixie CRM systems facilitates enhanced customer engagement.

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Survey & Loyalty Management

AI-powered survey and loyalty management in CRM empower businesses to enhance customer satisfaction.

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Sales & Marketing Automation

AI-based sales and marketing automation into CRM systems offers significant benefits for businesses.

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Staff & H.R Management

By leveraging AI algorithms, businesses can streamline HR processes, and enhance employee engagement.

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FInancial Management

Financial management in CRM systems helps businesses optimize costs. AI algorithms can analyze cost data.

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Assets & INVENTORY  Management

Assets management in CRM systems offers significant benefits for businesses. Click below to learn more.

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Affiliates Management

Incorporating AI-based affiliates management into CRM systems offers significant benefits for businesses.

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AI Automation in Pixie CRM

AI and automation in Pixie CRM empower businesses to stay competitive in a rapidly evolving marketplace.

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Reporting Management

Customized reporting management in CRM empowers businesses to unlock their full potential.

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Digital Marketing with ROI

Through Pixie AI-Based CRM you can get guaranteed ROI through Digital & other Marketing strategies.

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Why Pixie Accounting & Bookkeeping Software?

Compilation of Databases in 1 Cloud of Accountant | CPA
pixie DB Cloud
pixie one cloud for accountants
Accounting & Bookkeeping Panel For Accountants (CPA)

Pixie accounting and bookkeeping software help accountants work more efficiently, reduce errors, improve financial reporting, and focus on higher-value tasks, ultimately enhancing their productivity and effectiveness in managing financial data. It also allow you to manage the accounts of all client's companies in one windows.

1- Dashboard (Overview)
2- Banking Flow
3- Transactions
4- Item Mapping Setup
5- Purchasing Mapping Setup
6- Inventory Mapping Setup
7- Journal Entry
8- Chart of Accounts
9- Reconcilliation
10- Budgets Management
11- Business Overview Reports
12- Bookkeeping Reports
13- Sales Tax Reports
14- Sales & Customer Reports
15- Expenses and Suppliers Reports
16- Budget Reports
17- Accounts Aging Reports
18- Banking Reports
19- Dedicated Client Portal
& much more...

Accountant's Clientele

Pixie Accounting & Bookkeeping Software for accountants would allow digital coordination between accountants and clients, real time updates on daily basis, enhances communication, collaboration, and efficiency in financial management. It promotes real-time data sharing, timely insights, and collaborative decision-making, benefiting both accountants and clients in their pursuit of effective financial planning and performance.

Upon Confirmation of hiring of accounting firm, or being a part of accountant's clientele, as an CPA / Accountant you would certainly be able to create a company of your client in just a single click to manage entire flow error free and professionally, and offer them a free version of CRM on firm's behalf, monitor everything in a real time and allow your clients to manage their business more efficiently through following features of Pixie CRM.

Customers (Overview)
Invoicing Software / Application
Leads Management
Contracts Management
Support Desk Management
Sales Automation
Expense Management
Surveys Management
Projects or Services
Payment Gateways
Tasks & much more

Customers of Accountant's Clientele

Pixie CRM (Customer Relationship Management) would allow companies to deal with their clients digitally, whether it's about products, Shop, eCommerce online business or service providers, dealing with customers digitally through Pixie CRM offers benefits such as a seamless customer experience, 24/7 accessibility, personalized interactions, efficient issue resolution, automation of workflows, data-driven insights, integrated communication channels, enhanced customer retention, scalability, and a competitive advantage. By embracing digital CRM, businesses can optimize customer interactions, drive growth, and build long-lasting customer relationships.

Dealing with customers digitally through Customer Relationship Management (CRM) offers numerous benefits for businesses. Here are the key advantages:

Client Portal Overview

1- Seamless Customer Experience
2- 24/7 Accessibility
3- Personalized Interactions
4- Efficient Issue Resolution
5- Automated Workflows
6- Data-Driven Insights
7- Integrated Communication Channels
8- Enhanced Customer Retention
9- Scalability and Growth
10- Competitive Advantage

The Transformative Power of End-to-End Encrypted User-Friendly CRM for Consulting Businesses

In the fast-paced and highly competitive world of consulting, building and maintaining strong client relationships is paramount. To navigate the complexities of client engagements successfully, consultants increasingly turn to Customer Relationship Management Pixie (CRM) systems. However, not all CRMs are created equal. The emergence of end-to-end encrypted, user-friendly CRM solutions has revolutionized how consultants manage their interactions, streamline operations, and, ultimately, elevate the client experience.

The Foundation of Trust: End-to-End Encryption
One of the cornerstones of an effective CRM system for consultants is robust security. End-to-End Encryption (E2EE) stands out as a game-changer in this regard. In a consulting business where sensitive client information is exchanged regularly, ensuring the confidentiality and integrity of data is non-negotiable. E2EE safeguards client data throughout its entire journey, from creation to transmission and storage. This encryption methodology ensures that only authorized parties have access to the information, providing consultants and their clients with a heightened sense of security. Consultants can confidently exchange sensitive documents, project details, and proprietary information, knowing that their communications are shielded from prying eyes. E2EE not only protects client confidentiality but also enhances the overall trust between consultants and their clientele, a foundation upon which lasting partnerships are built.

Seamless Integration and User-Friendly Interface
In the dynamic world of consulting, time is of the essence. A user-friendly CRM system that seamlessly integrates into consultants' workflows becomes a powerful ally in maximizing productivity. Intuitive interfaces, easy navigation, and straightforward functionalities are crucial elements that define the user experience.
User-friendly CRMs streamline daily operations, allowing consultants to focus on what they do best – providing exceptional service to their clients. From contact management to project tracking and reporting, a system that prioritizes usability reduces the learning curve for consultants and encourages widespread adoption within the organization. This ensures that the CRM becomes a valuable tool rather than a cumbersome obligation.

Enhancing Collaboration: Centralized Data Hub
Effective collaboration is the lifeblood of successful consulting engagements. An end-to-end encrypted user-friendly CRM acts as a centralized data hub, consolidating client information, communication logs, and project details in one accessible location. This holistic view equips consultants with a comprehensive understanding of their clients, enabling them to tailor their services effectively.
The centralized nature of the CRM enhances internal collaboration as well. Teams can collaborate seamlessly, breaking down silos and ensuring that everyone is on the same page. Real-time updates on client interactions, project milestones, and feedback contribute to a cohesive team environment. Consultants can share insights, track progress, and coordinate efforts effortlessly, leading to more streamlined and successful client engagements.

Personalization and Anticipation of Client Needs
Consulting is not a one-size-fits-all endeavor. Clients seek personalized solutions that address their unique challenges and goals. A user-friendly CRM with robust features empowers consultants to deliver precisely that. By leveraging the insights gleaned from the CRM's data analytics, consultants can anticipate client needs, preferences, and pain points.
From personalized communication to tailored service offerings, consultants armed with a comprehensive understanding of their clients can create more meaningful engagements. This level of personalization not only strengthens client relationships but also positions the consulting business as a trusted advisor genuinely invested in client success.

Proactive Issue Resolution and Client Retention
Client satisfaction is the cornerstone of a successful consulting business. A user-friendly CRM with end-to-end encryption allows consultants to proactively address potential issues before they escalate. By tracking client interactions and satisfaction levels, consultants can identify areas for improvement, implement changes, and showcase a commitment to continuous enhancement.
Moreover, the CRM serves as a valuable tool for client retention strategies. Consultants can identify upselling opportunities, offer additional services based on client needs, and track the effectiveness of these initiatives. The result is not only satisfied clients but also long-term, mutually beneficial relationships that contribute to the consulting firm's sustained success.

Operational Efficiency and Informed Decision-Making
Beyond client interactions, a user-friendly CRM enhances operational efficiency within consulting businesses. Automation of routine tasks, such as data entry and appointment scheduling, frees up consultants' time to focus on strategic, high-value activities. The CRM becomes a force multiplier, allowing consultants to handle more clients and projects without sacrificing service quality.
Furthermore, data analytics provided by the CRM offer valuable insights for informed decision-making. Consultants can track key performance indicators, analyze trends, and adapt their strategies accordingly. This data-driven approach positions the consulting business at the forefront of industry trends, ensuring agility and responsiveness in a rapidly changing business landscape.

A Paradigm Shift in Consulting Efficiency and Client Satisfaction
In conclusion, the adoption of an end-to-end encrypted, user-friendly Pixie CRM marks a paradigm shift in how consultants manage their relationships and operations. The combination of robust security through E2EE, seamless integration into workflows, centralized data hubs for enhanced collaboration, and the ability to personalize services catapults the consulting business into a new era of efficiency and client satisfaction.As consultants embrace these innovative Pixie CRM solutions, they not only safeguard sensitive client information but also fortify the foundations of trust. The result is a consulting landscape where personalized, secure, and efficient client interactions are the norm, setting the stage for enduring success in the dynamic world of consultancy.

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