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What to look for in a best project management software?
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Businesses of all sizes utilize project management software
to organize and manage their client interactions.
In addition to helping companies expedite their sales,
marketing, and customer support procedures,
it offers a single platform for organizing and analyzing
consumer data. Try Pixie PMS for free!
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Why Pixie's Project Management Software?
UK's Leading Project Management Software!
In today's fast-paced business landscape, service professionals face the constant challenge of managing client relationships efficiently while delivering high-quality services. The advent of client management software has revolutionized the way service professionals interact with their clients, offering powerful tools combined with user-friendly interfaces to streamline various aspects of client management. This comprehensive exploration delves into the evolution, features, benefits, and future trends of powerful and user-friendly client management software for service professionals.
Pixie CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period could be days, weeks, months, or years.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Manage projects and track time spent on projects for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Leads or potential clients are a really important part to any company. Every company is trying everyday to get new leads. Very often some potential client calls and asks for a specific service that your company serves and then sometimes this is forgotten. With Pixie CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have a clear view of all your company contracts in one place. You don't need to search your desk documents anymore. Create PDF contracts and send to your customers from Pixie CRM. Contract overdue reminders available.
Custom Fields
Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.
Staff Reminders
Setup staff reminders for staff members with ability to notify by email and built-in. Reminders are available for important features.
Events
Create private or public events. Receive notification when an event is coming built-in and email.
Setup predefined email templates from text editor. Merge fields available and multi language options available. Make your CRM completely whiltelabel with automated email alert system.
Send unlimited TLS/SSL Secured emails (automated / manually) through your CRM dashboard to your clients, with the guaranteed inbox landing feature.
Personal Todo
Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize their work.
Company News Feed
Share great company events, upload documents, and easy employee communications.
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in the clients area.
Auto Backup Database
Setup an auto backup database each X days to prevent losing your important data.
Pixie CRM encrypts all sensitive data in the database with a unique encryption key. And E2EE (End-to-End Encryption) performed on email passwords, api keys, client's data, api passwords etc.
Google reCaptcha available for admin login, customer login and customer register area.
Activity Log
Track all staff activity. Adding new items, creating, deleting.
Easily manage your customers and their contacts, create multiple contacts for your customers, and set proper permissions. The Customer area is fully separated from the admin area. Clients have their client portal with all financial data from your company presented in clear view.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period could be days, weeks, months or years.
Create an estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accepts.
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries or you may integrate any custom developed payment gateway and utilize desired API.
Milestones
Create milestones for projects and track time spent based on milestones. Ability to Drag and Drop tasks between milestones.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Pixie CRM from form. Use the web to lead forms to gather potential clients information, allowing them to request quotes directly from your website.
Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.
Assign your staff to specific departments and the ability to auto import tickets by department email, even support ticket number shall be allocated automatically with the client's intimation through email, WhatsApp or text alert system.
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Easily re-organize admin menu
You can reorganize the admin main menu and the setup menu in a few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit your needs.
You can give staff specific permissions on what they can or can’t do. Role permissions can be overridden for each staff member.
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Manage all your staff members from one place.
Staff Tasks
Assign tasks to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Pixie CRM features and stay organized.
Recurring Tasks
Create tasks that will be auto created for a given period.
Reports Sales, Expenses Report, Reports by customer, Custom date picker, Leads Conversions, Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Media Library / Client Database
Upload files in the media library. Each staff member that is not admin has their own folder for uploading files. Also your client's database through secured encrypted databases.
100% Responsive & Compatible
Pixie CRM is fully responsive. You can easily access your data from mobile or tablet.
Google Authentication (Additional Security Layer)
Google Authenticator can be enabled for admin, clients & users login pages.
Action Hooks
To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want us to include another action hook based on your needs.
Powerful and user-friendly client management software for service professionals encompasses a wide range of features designed to streamline various aspects of client interaction and relationship management. Some of the key features include:
Contact Management: Efficiently organize and manage client contacts, including contact details, communication history, and preferences.
Appointment Scheduling: Simplify the process of scheduling appointments, meetings, and consultations, with features such as calendar integration, automated reminders, and online booking capabilities.
Task and Workflow Automation: Automate repetitive tasks and workflows to save time and improve efficiency, with features such as task templates, workflow automation, and deadline reminders.
Communication Tools: Facilitate seamless communication with clients through integrated email, messaging, and collaboration tools, ensuring timely responses and effective collaboration.
Document Management: Centralize document storage and management, with features such as document templates, version control, and secure file sharing capabilities.
Analytics and Reporting: Gain valuable insights into client behavior, engagement metrics, and performance indicators through advanced analytics and reporting tools, enabling data-driven decision-making and strategic planning.
Integration Capabilities: Seamlessly integrate with other business tools and platforms, such as accounting software, marketing automation tools, and project management systems, to create a unified ecosystem and improve workflow efficiency.
The adoption of powerful and user-friendly client management software offers numerous benefits for service professionals, including:
Improved Efficiency: Streamline administrative tasks and automate repetitive processes, allowing professionals to focus on delivering high-quality services and building client relationships.
Enhanced Client Experience: Deliver personalized and timely interactions with clients, based on insights gleaned from data analysis and predictive modeling, leading to increased client satisfaction and loyalty.
Increased Productivity: Eliminate manual data entry and reduce the time spent on administrative tasks, enabling professionals to accomplish more in less time and optimize their workflow efficiency.
Better Decision-Making: Access real-time insights and analytics to make informed decisions about client engagement strategies, service offerings, and business growth opportunities.
Scalability: Adapt to changing business needs and scale operations seamlessly, with the flexibility to add new clients, services, and team members without sacrificing efficiency or quality. Cost Savings: Reduce overhead costs associated with manual processes, such as paper-based record-keeping, printing, and postage, while also minimizing the risk of errors and inefficiencies.