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Pixie CRM is a state-of-the-art Customer Relationship Management (CRM) and Client Management Software (CMS) solution that has been specifically designed for consultants and professional service providers. Unlike generic CRM systems, Pixie CRM addresses the unique needs of consultancy firms, including legal consultants, tax advisors, and other professional service providers. By offering an integrated suite of tools and features, Pixie CRM enables consultants to efficiently manage client interactions, streamline business processes, and enhance overall operational efficiency.
Developed with the specific requirements of consultancy firms in mind, Pixie CRM combines an intuitive interface with powerful features. It simplifies the complexities associated with client management, making it easier for consultants to focus on their core activities while ensuring superior client service. The development of Pixie CRM was driven by the goal of solving common challenges faced by consultants, such as managing extensive client data, scheduling appointments, tracking communications, and maintaining compliance with industry regulations.
Importance of CRM/CMS for Consultants:
In the competitive world of consultancy, maintaining strong client relationships and ensuring operational efficiency are critical to success. Whether managing legal cases, handling tax accounts, or providing specialized professional services, consultants need effective systems to manage client interactions and streamline their business processes. Customer Relationship Management (CRM) and Client Management Software (CMS) solutions are essential tools in achieving these goals.
CRM and CMS solutions provide a centralized platform for managing all aspects of client relationships, from initial contact and lead generation to ongoing communication and client retention. They offer tools for tracking interactions, scheduling appointments, managing documents, and automating repetitive tasks. By consolidating these functions into a single platform, CRM/CMS solutions help consultants save time, reduce administrative overhead, and focus on delivering high-quality services to their clients.
Pixie CRM, in particular, stands out as a leading solution in this space. It is designed to cater specifically to the needs of consultants, offering features that are tailored to their workflows and business processes. The importance of CRM/CMS for consultants can be summarized in the following key areas:
Enhancing Client Relationships: Effective CRM/CMS solutions like Pixie CRM help consultants maintain detailed records of client interactions, preferences, and history. This information is invaluable for providing personalized service and building long-term client relationships.
Streamlining Operations: By automating routine tasks and providing a centralized platform for managing client data, CRM/CMS solutions streamline business operations and improve overall efficiency. This allows consultants to focus more on their core competencies and less on administrative tasks.
Improving Client Retention: CRM/CMS solutions enable consultants to stay in regular contact with their clients, track their needs and preferences, and proactively address any issues that may arise. This helps improve client satisfaction and retention rates.
Boosting Productivity and Efficiency: By providing tools for task management, document management, and appointment scheduling, CRM/CMS solutions help consultants stay organized and manage their workload more effectively. This boosts productivity and allows consultants to serve more clients without compromising on quality.
Core Features of Pixie CRM:
Pixie CRM offers a comprehensive suite of features designed to meet the specific needs of consultancy firms.
Contact Management: Pixie CRM provides robust contact management capabilities, allowing consultants to maintain detailed records of all client interactions, preferences, and history. This ensures that consultants have all the information they need to provide personalized service and build strong client relationships.
Task Automation: To reduce administrative overhead and improve efficiency, Pixie CRM includes powerful task automation features. These allow consultants to automate routine tasks such as appointment scheduling, follow-up reminders, and document management.
Document Management: Effective document management is critical for consultancy firms. Pixie CRM offers secure document storage and management capabilities, allowing consultants to easily store, retrieve, and share important documents with clients and team members.
Appointment Scheduling: Pixie CRM includes an integrated calendar and appointment scheduling system. This makes it easy for consultants to schedule and manage appointments with clients, ensuring that no meetings are missed and that consultants can manage their time effectively.
Client Portal: To enhance client engagement and improve communication, Pixie CRM includes a client portal feature. This allows clients to access their account information, view documents, schedule appointments, and communicate with their consultant through a secure online portal.
Reporting and Analytics: Pixie CRM provides powerful reporting and analytics tools, allowing consultants to gain insights into their business performance. This includes tracking key metrics such as client acquisition, client retention, and revenue growth.
Integration Capabilities: Pixie CRM is designed to integrate seamlessly with other tools and systems commonly used by consultancy firms. This includes integration with email platforms, accounting software, and other business applications.
Unique Selling Points Pixie CRM stands out from other CRM/CMS solutions due to several unique selling points:
Tailored for Consultants: Unlike generic CRM solutions, Pixie CRM is specifically designed for consultancy firms. This means that all features and functionalities are tailored to meet the unique needs of consultants, ensuring that they can manage their client relationships and business processes more effectively.
User-Friendly Interface: Pixie CRM boasts an intuitive and user-friendly interface. This makes it easy for consultants to adopt and integrate into their daily workflows, reducing the learning curve and increasing productivity.
Customizable Workflows: Pixie CRM offers customizable workflows, allowing consultancy firms to tailor the solution to their specific needs. This ensures that consultants can optimize their business processes and improve overall efficiency.
Comprehensive Support: Pixie CRM provides comprehensive support to its users, including training, onboarding, and ongoing technical support. This ensures that consultancy firms can maximize the value of the solution and address any issues that may arise.
Comparison with Other CRM/CMS Solutions:
When compared to other CRM/CMS solutions, Pixie CRM offers several distinct advantages:
Specialization: While many CRM solutions are designed for a broad range of industries, Pixie CRM is specialized for consultancy firms. This means that it includes features and functionalities that are specifically designed to meet the needs of consultants, providing a more tailored and effective solution.
Ease of Use: Pixie CRM's user-friendly interface and intuitive design make it easier to use than many other CRM solutions. This reduces the learning curve and ensures that consultants can quickly adopt the solution and start seeing benefits.
Customization: Pixie CRM offers greater customization options than many other CRM solutions. This allows consultancy firms to tailor the solution to their specific needs, ensuring that they can optimize their business processes and improve efficiency.
Client Engagement: The client portal feature of Pixie CRM provides a unique advantage over many other CRM solutions. By allowing clients to access their account information, view documents, and communicate with their consultant online, Pixie CRM enhances client engagement and improves communication.
Enhancing Client Relationships:
One of the primary benefits of Pixie CRM for consultancy firms is its ability to enhance client relationships. By providing detailed records of all client interactions, preferences, and history, Pixie CRM enables consultants to provide personalized service and build strong, long-term client relationships. This not only improves client satisfaction but also increases client loyalty and retention.
Streamlining Operations:
Pixie CRM helps consultancy firms streamline their operations by automating routine tasks and providing a centralized platform for managing client data. This reduces administrative overhead and improves overall efficiency, allowing consultants to focus more on their core activities and deliver high-quality services to their clients.
Improving Client Retention:
By staying in regular contact with clients and proactively addressing their needs and preferences, Pixie CRM helps improve client retention. The solution's client portal feature also enhances client engagement and communication, further increasing client satisfaction and loyalty.
Boosting Productivity and Efficiency:
Pixie CRM provides tools for task management, document management, and appointment scheduling, helping consultants stay organized and manage their workload more effectively. This boosts productivity and allows consultants to serve more clients without compromising on quality. The reporting and analytics tools also provide valuable insights into business performance, helping consultancy firms make data-driven decisions to improve efficiency and achieve their goals.
Legal Consultants:
Legal consultants often face the challenge of managing large volumes of client data, case documents, and communication records. Pixie CRM provides a comprehensive solution for managing all aspects of client relationships and business processes. The document management feature ensures secure storage and easy retrieval of case documents, while the contact management and appointment scheduling features help legal consultants stay organized and manage their time effectively. By enhancing client relationships and streamlining operations, Pixie CRM enables legal consultants to deliver superior service and improve client satisfaction.
Tax Consultants:
Tax consultants need to manage multiple client accounts, track financial data, and ensure compliance with tax regulations. Pixie CRM offers powerful tools for managing client data, automating routine tasks, and providing detailed reporting and analytics. The solution's integration capabilities also allow tax consultants to connect Pixie CRM with their accounting software and other business applications, ensuring seamless data flow and improved efficiency. By providing a centralized platform for managing all aspects of client relationships, Pixie CRM helps tax consultants deliver accurate and timely services, improving client satisfaction and retention.
Professional Service Providers:
Professional service providers, such as management consultants, financial advisors, and marketing consultants, require a versatile solution that can handle a wide range of client management tasks. Pixie CRM offers customizable workflows, task automation, and powerful reporting and analytics tools that can be tailored to meet the specific needs of different professional service providers. The client portal feature enhances client engagement and communication, while the mobile accessibility ensures that consultants can manage their client relationships on the go. By providing a comprehensive and flexible solution, Pixie CRM helps professional service providers improve their operational efficiency and deliver exceptional service to their clients.
Case Studies:
To illustrate the benefits of Pixie CRM for different types of consultancies, we will provide detailed case studies of successful implementations. These case studies will highlight how legal consultants, tax consultants, and professional service providers have leveraged Pixie CRM to enhance client relationships, streamline operations, and achieve their business goals. By showcasing real-world examples, we aim to provide valuable insights and practical advice for consultancy firms considering implementing Pixie CRM.
Implementing a new CRM/CMS solution requires careful planning and preparation. This chapter will provide a step-by-step guide to successfully implementing Pixie CRM in a consultancy firm. We will cover key steps such as:
Needs Assessment: Conducting a thorough assessment of the firm's needs and requirements to ensure that Pixie CRM is the right solution.
Project Planning: Developing a detailed project plan that outlines the implementation process, timeline, and key milestones.
Stakeholder Engagement: Engaging key stakeholders, including consultants, IT staff, and management, to ensure their support and involvement in the implementation process.
Resource Allocation: Allocating the necessary resources, including budget, personnel, and technology, to support the implementation.
Data Migration and Integration Data migration and integration are critical components of the implementation process. This section will provide best practices for migrating existing client data to Pixie CRM and integrating the solution with other tools and systems used by the consultancy firm. Key steps include:
Data Assessment: Conducting a thorough assessment of existing data to identify any issues or inconsistencies that need to be addressed before migration.
Data Cleaning: Cleaning and organizing the data to ensure its accuracy and completeness.
Data Migration: Migrating the data to Pixie CRM using secure and efficient methods.
Integration: Integrating Pixie CRM with other tools and systems, such as email platforms, accounting software, and business applications, to ensure seamless data flow and improved efficiency.
Training and Adoption: Training and adoption are essential to the success of any CRM/CMS implementation. This section will provide best practices for training consultants and staff on how to use Pixie CRM effectively and ensuring their adoption of the solution. Key steps include:
Training Needs Assessment: Conducting a training needs assessment to identify the specific training requirements of different user groups.
Training Programs: Developing and delivering comprehensive training programs that cover all aspects of Pixie CRM, including core features, advanced functionalities, and best practices.
User Support: Providing ongoing user support, including access to training resources, user guides, and technical support, to ensure that consultants can effectively use Pixie CRM.
Monitoring and Feedback: Monitoring the adoption of Pixie CRM and gathering feedback from users to identify any issues or areas for improvement.
Continuous Improvement and Support Continuous improvement and support are critical to the long-term success of Pixie CRM. This section will provide best practices for ensuring continuous improvement and support, including:
Regular Updates and Upgrades: Ensuring that Pixie CRM is regularly updated and upgraded to incorporate new features, enhancements, and security measures.
User Feedback: Continuously gathering feedback from users to identify any issues or areas for improvement and making necessary adjustments.
Performance Monitoring: Monitoring the performance of Pixie CRM and conducting regular reviews to ensure that it continues to meet the firm's needs and requirements.
Ongoing Support: Providing ongoing technical support to address any issues that may arise and ensure that consultants can effectively use Pixie CRM.
Customizable Workflows Pixie CRM offers customizable workflows that allow consultancy firms to tailor the solution to their specific needs. This section will explore how consultancy firms can leverage customizable workflows to optimize their business processes and improve efficiency. Key topics include:
Workflow Design: Designing custom workflows that align with the firm's business processes and requirements.
Workflow Automation: Automating routine tasks and processes to reduce administrative overhead and improve efficiency.
Workflow Integration: Integrating custom workflows with other tools and systems to ensure seamless data flow and improved efficiency.
Workflow Optimization: Continuously monitoring and optimizing custom workflows to ensure that they remain effective and efficient.
Automated Processes: Automating routine tasks and processes is a key feature of Pixie CRM. This section will explore how consultancy firms can leverage automated processes to improve efficiency and reduce administrative overhead. Key topics include:
Task Automation: Automating routine tasks such as appointment scheduling, follow-up reminders, and document management.
Process Automation: Automating business processes such as client onboarding, case management, and financial reporting.
Automation Tools: Exploring the automation tools and features offered by Pixie CRM and how they can be used to improve efficiency.
Monitoring and Optimization: Monitoring automated processes and making necessary adjustments to ensure that they remain effective and efficient.
Reporting and Analytics: Pixie CRM provides powerful reporting and analytics tools that allow consultancy firms to gain valuable insights into their business performance. This section will explore how consultancy firms can leverage reporting and analytics to make data-driven decisions and improve their operations. Key topics include:
Reporting Tools: Exploring the reporting tools and features offered by Pixie CRM and how they can be used to track key metrics and performance indicators.
Data Analysis: Analyzing data to gain insights into client relationships, business performance, and operational efficiency.
Data-Driven Decision Making: Using data insights to make informed decisions and improve business processes.
Continuous Improvement: Continuously monitoring and analyzing data to identify areas for improvement and make necessary adjustments.
Integration with Other Tools Pixie CRM is designed to integrate seamlessly with other tools and systems commonly used by consultancy firms. This section will explore how consultancy firms can leverage integration capabilities to improve efficiency and streamline their operations. Key topics include:
Integration Capabilities: Exploring the integration capabilities of Pixie CRM and how they can be used to connect with other tools and systems.
Integration Best Practices: Best practices for integrating Pixie CRM with other tools and systems, including email platforms, accounting software, and business applications.
Data Flow and Efficiency: Ensuring seamless data flow and improved efficiency through integration.
Continuous Monitoring and Optimization: Continuously monitoring and optimizing integrations to ensure that they remain effective and efficient.
Intuitive Design: A key factor in the success of any CRM/CMS solution is its user experience and interface. Pixie CRM boasts an intuitive design that makes it easy for consultants to adopt and integrate into their daily workflows. This section will explore the design and usability of Pixie CRM, including:
User Interface: Exploring the user interface of Pixie CRM and how it is designed to be intuitive and user-friendly.
Ease of Use: Examining the ease of use of Pixie CRM and how it reduces the learning curve for consultants.
User Feedback: Gathering and analyzing user feedback to identify areas for improvement and make necessary adjustments.
Continuous Improvement: Continuously improving the user experience and interface based on user feedback and industry trends.
Mobile Accessibility: Mobile accessibility is an important feature for consultancy firms, as it allows consultants to manage their client relationships on the go. This section will explore the mobile accessibility features of Pixie CRM, including:
Mobile App: Exploring the mobile app of Pixie CRM and how it can be used to manage client relationships from anywhere.
Mobile Features: Examining the mobile features of Pixie CRM, such as appointment scheduling, task management, and document access.
User Experience: Analyzing the user experience of the mobile app and gathering user feedback to identify areas for improvement.
Continuous Improvement: Continuously improving the mobile accessibility features based on user feedback and industry trends.
Client Portal Features: The client portal feature of Pixie CRM enhances client engagement and improves communication. This section will explore the client portal features of Pixie CRM, including:
Client Access: Exploring how clients can access their account information, view documents, and communicate with their consultant through the client portal.
Client Engagement: Examining how the client portal enhances client engagement and improves communication.
User Feedback: Gathering and analyzing user feedback to identify areas for improvement and make necessary adjustments.
Continuous Improvement: Continuously improving the client portal features based on user feedback and industry trends.
User Feedback and Reviews User feedback and reviews are essential to understanding the strengths and weaknesses of Pixie CRM. This section will explore the user feedback and reviews of Pixie CRM, including:
Gathering Feedback: Gathering feedback from users through surveys, interviews, and online reviews.
Analyzing Feedback: Analyzing user feedback to identify areas for improvement and make necessary adjustments.
Addressing Issues: Addressing any issues or concerns raised by users to ensure their satisfaction and improve the user experience.
Continuous Improvement: Continuously improving Pixie CRM based on user feedback and reviews.
Data Security Measures Data security is a critical consideration for consultancy firms. This section will explore the data security measures implemented by Pixie CRM, including:
Security Protocols: Examining the security protocols and measures implemented by Pixie CRM to protect client data.
Data Encryption: Exploring the data encryption methods used by Pixie CRM to ensure the security and confidentiality of client data.
Access Controls: Examining the access controls and user permissions that ensure only authorized users can access sensitive data.
Regular Audits: Conducting regular security audits to identify and address any vulnerabilities or threats.
Compliance with Industry Standards: Compliance with industry standards is essential for consultancy firms. This section will explore how Pixie CRM ensures compliance with industry standards, including:
Regulatory Compliance: Ensuring that Pixie CRM complies with relevant regulatory requirements and industry standards.
Data Privacy: Examining the data privacy features of Pixie CRM and how they protect client data.
Compliance Certifications: Exploring the compliance certifications and audits conducted by Pixie CRM to ensure adherence to industry standards.
Continuous Monitoring: Continuously monitoring compliance with industry standards and making necessary adjustments.
Privacy Features: Data privacy is a critical concern for consultancy firms. This section will explore the privacy features of Pixie CRM, including:
Data Privacy Policies: Examining the data privacy policies and practices implemented by Pixie CRM to protect client data.
Client Consent: Ensuring that clients provide consent for the collection and use of their data.
Data Access: Ensuring that clients have access to their data and can request corrections or deletions if necessary.
Continuous Monitoring: Continuously monitoring data privacy practices and making necessary adjustments.
Regular Updates and Upgrades Regular updates and upgrades are essential to ensuring the security and compliance of Pixie CRM. This section will explore the update and upgrade processes of Pixie CRM, including:
Update Schedule: Examining the update schedule and processes of Pixie CRM to ensure regular updates and upgrades.
Security Patches: Implementing security patches to address any vulnerabilities or threats.
Feature Enhancements: Enhancing features and functionalities based on user feedback and industry trends.
Continuous Monitoring: Continuously monitoring updates and upgrades to ensure their effectiveness and address any issues that may arise.
Pricing Models Investing in a CRM/CMS solution is a significant decision for any consultancy firm. This chapter will provide a detailed analysis of the costs associated with Pixie CRM, including its pricing models and subscription options. Key topics include:
Pricing Tiers: Exploring the different pricing tiers and subscription options offered by Pixie CRM.
Cost Structure: Examining the cost structure of Pixie CRM, including one-time fees, subscription fees, and additional costs.
Value for Money: Analyzing the value for money offered by Pixie CRM and how it compares to other CRM/CMS solutions.
Customization Costs: Exploring the costs associated with customizing Pixie CRM to meet the specific needs of the consultancy firm.
Cost-Benefit Analysis Conducting a cost-benefit analysis is essential to understanding the financial implications of implementing Pixie CRM. This section will provide a detailed cost-benefit analysis, including:
Initial Costs: Examining the initial costs associated with implementing Pixie CRM, including software costs, hardware costs, and implementation costs.
Ongoing Costs: Exploring the ongoing costs associated with using Pixie CRM, including subscription fees, maintenance costs, and support costs.
Financial Benefits: Analyzing the financial benefits of using Pixie CRM, such as increased efficiency, improved client retention, and higher revenue.
Break-Even Analysis: Conducting a break-even analysis to determine how long it will take for the consultancy firm to recoup its investment in Pixie CRM.
ROI for Consultancy Firms: Understanding the return on investment (ROI) is essential for any consultancy firm considering implementing Pixie CRM. This section will provide a detailed analysis of the ROI that consultancy firms can expect from implementing Pixie CRM, including:
ROI Calculation: Calculating the ROI of implementing Pixie CRM, including both financial and non-financial benefits.
ROI Benchmarks: Exploring industry benchmarks for ROI and how Pixie CRM compares to other CRM/CMS solutions.
Case Studies: Providing real-world case studies of consultancy firms that have successfully implemented Pixie CRM and achieved a positive ROI.
Continuous Monitoring: Continuously monitoring the ROI of Pixie CRM and making necessary adjustments to ensure maximum value.
Emerging Technologies The CRM/CMS industry is constantly evolving, with new technologies and trends emerging regularly. This chapter will explore the future trends and developments in the CRM/CMS industry, including:
Artificial Intelligence (AI): Exploring how AI is transforming the CRM/CMS industry and how Pixie CRM is leveraging AI to improve its features and functionalities.
Machine Learning: Examining the role of machine learning in the CRM/CMS industry and how Pixie CRM is using machine learning to enhance its capabilities.
Cloud Computing: Exploring the impact of cloud computing on the CRM/CMS industry and how Pixie CRM is leveraging cloud technology to improve its performance and scalability.
Mobile Technology: Examining the role of mobile technology in the CRM/CMS industry and how Pixie CRM is enhancing its mobile accessibility features.
Industry Trends: Understanding industry trends is essential for consultancy firms to stay competitive and make informed decisions. This section will explore the key industry trends in the CRM/CMS industry, including:
Customer-Centric Approach: Exploring the shift towards a customer-centric approach in the CRM/CMS industry and how Pixie CRM is designed to enhance client relationships.
Data-Driven Decision Making: Examining the trend towards data-driven decision making and how Pixie CRM is providing powerful reporting and analytics tools.
Automation and Efficiency: Exploring the trend towards automation and efficiency in the CRM/CMS industry and how Pixie CRM is leveraging automated processes to improve efficiency.
Integration and Connectivity: Examining the trend towards integration and connectivity in the CRM/CMS industry and how Pixie CRM is designed to integrate seamlessly with other tools and systems.
Future Developments for Pixie CRM Pixie CRM is continuously evolving to meet the needs of consultancy firms and stay ahead of industry trends. This section will explore the future developments and enhancements planned for Pixie CRM, including:
New Features: Exploring the new features and functionalities that Pixie CRM is planning to introduce.
Enhancements: Examining the enhancements that Pixie CRM is planning to make to its existing features and functionalities.
User Feedback: Gathering and analyzing user feedback to identify areas for improvement and make necessary adjustments.
Continuous Improvement: Ensuring that Pixie CRM continues to evolve and improve based on user feedback and industry trends.
Pixie CRM is a valuable tool for consultancy firms looking to stay competitive and deliver exceptional service to their clients. With its continuous improvements and future developments, Pixie CRM is well-positioned to meet the evolving needs of the CRM/CMS industry and provide long-term value to consultancy firms. We encourage consultancy firms to consider Pixie CRM as a solution that can help them achieve their business goals and drive success.
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.
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.
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