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CRM systems have undergone a remarkable evolution over the years, transitioning from basic contact management tools to sophisticated platforms that encompass a wide range of functionalities. Initially conceived as a means to store customer data and track interactions, modern CRM solutions have evolved into comprehensive suites that facilitate sales, marketing, customer service, and beyond. This evolution reflects the growing importance of customer-centric strategies in today's business environment, where building and maintaining relationships is central to sustainable growth.
Key Features of Leading CRM Platforms:As the demand for CRM solutions continues to rise, the market has become flooded with options, each offering a unique set of features and capabilities. However, certain features are considered fundamental to any effective CRM platform.
These include:
Contact Management: Centralizing customer information, including contact details, communication history, and preferences, for easy access and retrieval.
Sales Automation: Streamlining the sales process through automation of tasks such as lead scoring, pipeline management, and quote generation.
Marketing Automation: Orchestrating targeted marketing campaigns, email workflows, and lead nurturing activities to engage prospects and drive conversions.
Customer Service Tools: Providing tools for managing customer inquiries, support tickets, and feedback loops to deliver exceptional service experiences.
Reporting and Analytics: Offering insights into sales performance, marketing ROI, customer behavior, and other key metrics to inform strategic decision-making.
Choosing the Right CRM for Your Business Needs
Selecting the right CRM platform for your business is a critical decision that can have far-reaching implications for your operations and bottom line. With a plethora of options available, ranging from industry giants to niche players, it's essential to conduct thorough research and evaluation before making a choice. Factors to consider include:
Business Goals: Aligning the features and capabilities of the CRM with your specific business objectives, whether it's increasing sales, improving customer satisfaction, or enhancing operational efficiency.
Scalability: Assessing the scalability of the CRM solution to accommodate your current needs as well as future growth projections.
Integration Capabilities: Ensuring compatibility with existing systems and tools within your organization, such as email clients, accounting software, and marketing automation platforms.
User Experience: Prioritizing ease of use and accessibility to encourage adoption and minimize training requirements for your team.
Support and Training: Evaluating the level of customer support, training resources, and documentation provided by the CRM vendor to facilitate smooth implementation and ongoing usage.
By navigating the CRM landscape with a clear understanding of its evolution, key features, and selection criteria, you can make informed decisions that empower your business to thrive in the increasingly competitive marketplace. In the subsequent chapters, we'll explore how Pixie CRM exemplifies these principles and why it has emerged as the preferred choice for client management among consultants in New Zealand.
Pixie CRM stands out as a powerful tool for client management, offering a comprehensive suite of features designed to streamline workflows, enhance communication, and drive meaningful interactions with customers. Let's delve into some of the key features and capabilities that make Pixie CRM a game-changer in the New Zealand market:
Contact Management: Pixie CRM centralizes all client information, including contact details, communication history, and preferences, in one easily accessible database. This enables users to have a holistic view of each client relationship, facilitating personalized interactions and informed decision-making.
Sales Automation: By automating repetitive tasks such as lead scoring, pipeline management, and quote generation, Pixie CRM frees up valuable time for sales teams to focus on building relationships and closing deals. Automated workflows ensure consistency and efficiency throughout the sales process, leading to increased productivity and higher conversion rates.
Marketing Automation: Pixie CRM empowers marketers to create targeted campaigns, automate email workflows, and track engagement metrics to optimize their marketing efforts. By segmenting leads based on demographics, behavior, and interests, marketers can deliver personalized content that resonates with their audience, driving engagement and nurturing relationships over time.
Customer Service Tools: With Pixie CRM's customer service tools, organizations can effectively manage customer inquiries, support tickets, and feedback loops to deliver exceptional service experiences. Integration with communication channels such as email, phone, and social media enables seamless communication with customers across multiple touchpoints, ensuring timely resolution of issues and building trust and loyalty.
Reporting and Analytics: Pixie CRM provides robust reporting and analytics capabilities, offering insights into sales performance, marketing ROI, customer behavior, and more. Customizable dashboards and reports allow users to track key metrics, identify trends, and make data-driven decisions to drive business growth and success.
Enhancing Client Engagement Through Pixie CRM:One of the primary objectives of Pixie CRM is to enhance client engagement by facilitating meaningful interactions and fostering long-term relationships. Through personalized communication, timely follow-ups, and proactive outreach, businesses can demonstrate their commitment to customer satisfaction and loyalty. Pixie CRM's intuitive interface and automation features make it easy for users to stay organized, responsive, and attentive to their clients' needs, ultimately leading to improved retention rates and increased customer lifetime value.
Streamlining Workflows and Boosting Productivity:
In addition to enhancing client engagement, Pixie CRM streamlines internal workflows and boosts productivity by automating manual tasks, eliminating redundant processes, and providing real-time visibility into sales and marketing activities. By streamlining administrative tasks and freeing up time for value-added activities, Pixie CRM empowers teams to focus on strategic initiatives and revenue-generating activities, driving business growth and success.
In summary, Pixie CRM's robust feature set, focus on client engagement, and emphasis on productivity make it a powerful tool for businesses seeking to optimize their client management processes and drive sustainable growth. In the following chapters, we'll explore real-world examples of companies thriving with Pixie CRM and delve into strategies for implementing and maximizing the benefits of this innovative platform.
Real-world examples provide invaluable insights into the practical applications and benefits of Pixie CRM in different business contexts. In this chapter, we'll explore several case studies highlighting the success stories of companies that have leveraged Pixie CRM to drive growth, enhance client relationships, and achieve business objectives.
Consultancy Firm XYZ: This Auckland-based consultancy firm faced challenges in managing client relationships effectively due to disparate systems and manual processes. By implementing Pixie CRM, they were able to centralize client data, streamline communication, and automate routine tasks. As a result, they experienced a significant increase in productivity, improved client satisfaction ratings, and a 20% growth in revenue within the first year of using Pixie CRM.
Digital Marketing Agency ABC: With offices in Christchurch and Wellington, this digital marketing agency struggled to scale its operations while maintaining personalized client experiences. Pixie CRM enabled them to segment their client base, personalize communication, and track campaign performance more effectively. By leveraging automation features and real-time analytics, they achieved a 30% increase in client retention rates and a 25% improvement in campaign ROI.
IT Solutions Provider DEF: Hamilton-based IT solutions provider DEF sought to differentiate themselves in a competitive market by delivering exceptional customer service. Pixie CRM helped them streamline their support ticketing system, improve response times, and proactively identify opportunities for upselling and cross-selling. As a result, they achieved a 40% reduction in resolution times, a 15% increase in customer satisfaction scores, and a 25% increase in service contract renewals.
These case studies demonstrate the diverse ways in which Pixie CRM can drive tangible business outcomes across different industries and geographic locations. Whether it's increasing sales, improving customer satisfaction, or optimizing operational efficiency, Pixie CRM has proven to be a versatile and powerful tool for businesses of all sizes.
By studying these success stories and drawing insights from their experiences, organizations can gain a deeper understanding of the potential impact of Pixie CRM on their own operations and tailor their implementation strategies accordingly. In the following chapters, we'll delve into best practices for implementing and maximizing the benefits of Pixie CRM, drawing on the lessons learned from these real-world examples.
Implementing a CRM system like Pixie CRM is a significant undertaking that requires careful planning, execution, and ongoing support. In this chapter, we'll explore best practices and strategies for implementing Pixie CRM effectively within your organization.
Preparing for Implementation: Steps to Success:Define Objectives and Goals: Before embarking on the implementation process, it's essential to define clear objectives and goals for adopting Pixie CRM. Whether it's improving client relationships, increasing sales revenue, or enhancing operational efficiency, having a clear vision will guide the implementation process and ensure alignment with business objectives.
Assess Current Processes and Data: Evaluate existing client management processes, systems, and data sources to identify areas for improvement and integration with Pixie CRM. Cleanse and consolidate data to ensure accuracy and completeness, minimizing the risk of errors and duplicate records during migration.
Engage Stakeholders: Secure buy-in and support from key stakeholders across departments, including sales, marketing, customer service, and IT. Communicate the benefits of Pixie CRM and involve end-users in the decision-making process to foster ownership and adoption from the outset.
Training Your Team for Optimal Utilization
Provide Comprehensive Training: Invest in comprehensive training programs to equip users with the knowledge and skills necessary to leverage Pixie CRM effectively. Offer both initial training sessions for new users and ongoing training opportunities to support continuous learning and skill development.
Tailor Training to User Roles: Customize training programs to align with the specific roles and responsibilities of different user groups within your organization. Sales teams may require training on lead management and pipeline tracking, while customer service teams may focus on ticket management and communication tools.
Promote User Adoption and Engagement: Foster a culture of user adoption and engagement by highlighting the benefits of Pixie CRM and providing incentives for active participation. Encourage feedback and collaboration among users to drive continuous improvement and optimization of CRM processes.
Overcoming Challenges and Maximizing ROI:Address Resistance to Change: Anticipate and address resistance to change among users by emphasizing the value proposition of Pixie CRM and addressing concerns proactively. Provide support resources, such as FAQs, user guides, and help desk assistance, to mitigate challenges and facilitate a smooth transition.
Monitor and Measure Success Metrics: Establish key performance indicators (KPIs) and metrics to track the success of Pixie CRM implementation, such as user adoption rates, process efficiency improvements, and ROI. Regularly monitor progress against these metrics and adjust strategies as needed to optimize outcomes and maximize ROI.
Continuously Improve and Evolve: CRM implementation is not a one-time event but an ongoing journey of improvement and evolution. Solicit feedback from users, analyze usage data, and stay informed about updates and new features from Pixie CRM to drive continuous improvement and ensure alignment with evolving business needs.
By following these best practices and strategies for implementing Pixie CRM, organizations can maximize the benefits of their investment, drive user adoption, and achieve sustainable business growth and success. In the subsequent chapters, we'll delve into the future of client management with Pixie CRM, emerging trends, and predictions for the New Zealand market.
In this chapter, we'll explore the future trajectory of client management with Pixie CRM, focusing on innovations, upcoming features, and strategies for staying ahead in the dynamic business landscape of New Zealand.
Innovations and Upcoming Features: Pixie CRM is committed to continuous innovation and enhancement of its platform to meet the evolving needs of businesses and clients. Stay informed about upcoming features and updates from Pixie CRM, such as AI-driven predictive analytics, advanced customization options, and integration with emerging technologies like chatbots and virtual assistants. By leveraging these innovations, organizations can gain a competitive edge and deliver superior client experiences.
Adapting to Technological Advancements: As technology continues to evolve at a rapid pace, it's essential for businesses to stay ahead of the curve and embrace emerging trends in client management. Keep abreast of technological advancements, such as mobile CRM applications, cloud-based solutions, and omnichannel communication tools, that can enhance the effectiveness and accessibility of client management processes. By embracing these technologies, organizations can future-proof their client management strategies and maintain relevance in an increasingly digital world.
Maintaining Competitive Advantage: In a competitive market like New Zealand, differentiation is key to success. Pixie CRM offers a range of customization options and integrations that allow businesses to tailor their client management processes to suit their unique needs and preferences. By leveraging these capabilities to deliver personalized experiences, anticipate client needs, and exceed expectations, organizations can differentiate themselves from competitors and build lasting relationships with clients.
Embracing Collaboration and Integration: Collaboration and integration are central to effective client management in today's interconnected world. Pixie CRM offers seamless integration with a variety of third-party applications and services, allowing businesses to consolidate data, streamline workflows, and enhance communication across departments and platforms. By embracing collaboration and integration, organizations can break down silos, improve efficiency, and deliver cohesive experiences that delight clients and drive business growth.
Staying Agile and Responsive: In a rapidly changing business landscape, agility and responsiveness are essential attributes for success. Pixie CRM empowers businesses to adapt quickly to changing market conditions, client preferences, and industry trends through its flexible architecture, scalable infrastructure, and responsive support services. By staying agile and responsive, organizations can seize opportunities, mitigate risks, and navigate challenges effectively, positioning themselves for sustained growth and success in the future.
In summary, the future of client management with Pixie CRM is characterized by innovation, adaptation, differentiation, collaboration, and agility. By embracing these principles and leveraging the capabilities of Pixie CRM, organizations can drive meaningful outcomes, deliver exceptional client experiences, and thrive in the dynamic business landscape of New Zealand. In the following chapters, we'll explore user perspectives and testimonials, industry insights, and expert tips and tricks for maximizing the benefits of Pixie CRM in practice.
In this chapter, we'll delve into the perspectives and testimonials of users who have experienced Pixie CRM firsthand. Understanding how Pixie CRM has impacted real businesses in New Zealand provides valuable insights into its effectiveness, usability, and impact on client management practices.
Insights from Pixie CRM Users Across New Zealand: We'll gather feedback and insights from a diverse range of Pixie CRM users across different industries, company sizes, and geographic locations in New Zealand. By hearing directly from users about their experiences, challenges, and successes with Pixie CRM, readers can gain a deeper understanding of its practical applications and benefits in real-world scenarios.
Harnessing the Power of Client Feedback for Continuous Improvement: Pixie CRM places a strong emphasis on customer feedback and satisfaction, using insights from users to drive continuous improvement and innovation. We'll explore how Pixie CRM solicits feedback from users through surveys, user groups, and support channels, and how this feedback is used to inform product development, prioritize feature enhancements, and address usability issues.
Case Studies and Success Stories: We'll showcase case studies and success stories from businesses that have achieved tangible results with Pixie CRM. By highlighting specific use cases, challenges faced, and outcomes achieved, readers can gain inspiration and practical insights into how Pixie CRM can drive business growth, enhance client relationships, and improve operational efficiency in their own organizations.
Testimonials and Endorsements: We'll feature testimonials and endorsements from satisfied Pixie CRM users, including quotes, ratings, and reviews. These testimonials serve as social proof of Pixie CRM's effectiveness and reliability, helping to build trust and confidence among prospective users and decision-makers considering adoption of the platform.
By presenting user perspectives and testimonials, this chapter aims to provide readers with a balanced and comprehensive understanding of Pixie CRM's value proposition, user experience, and impact on client management practices in New Zealand. Whether you're a business owner, manager, or consultant evaluating CRM solutions, hearing from fellow users can offer valuable insights and guidance to inform your decision-making process.
In this chapter, we'll explore current trends and make predictions about the future of CRM (Customer Relationship Management) systems in New Zealand. By staying informed about emerging trends and anticipating future developments, businesses can adapt their strategies and leverage CRM technology effectively to drive growth and success.
Emerging Trends in Client Relationship Management: We'll examine recent trends shaping the landscape of client relationship management, such as the increasing emphasis on customer experience, the rise of AI-powered CRM solutions, and the growing importance of data privacy and security regulations. Understanding these trends can help businesses stay ahead of the curve and align their CRM strategies with evolving customer expectations and market dynamics.
Predictions for the Future of CRM in New Zealand: Based on current trends and technological advancements, we'll make predictions about how CRM systems are likely to evolve in the New Zealand market. This may include forecasts about the adoption of cloud-based CRM solutions, the integration of IoT (Internet of Things) data into CRM platforms, and the continued expansion of CRM functionalities beyond traditional sales and marketing to encompass areas such as customer service, loyalty programs, and predictive analytics.
Impact of Industry Disruption and Innovation: We'll discuss how disruptive forces such as digital transformation, industry convergence, and changing consumer behavior are shaping the CRM landscape in New Zealand. We'll also explore how innovative startups and established players are leveraging technology to disrupt traditional CRM models and drive innovation in client management practices.
Opportunities and Challenges for Businesses: By analyzing industry insights and trends, we'll identify opportunities and challenges for businesses seeking to leverage CRM technology to enhance client relationships and drive business growth. This may include opportunities to gain a competitive advantage through personalized customer experiences, as well as challenges related to data management, integration complexity, and regulatory compliance.
Strategies for Success: Finally, we'll offer strategies and recommendations for businesses to capitalize on CRM trends and navigate challenges effectively. This may include investing in employee training and development, adopting agile methodologies for CRM implementation, and partnering with trusted CRM vendors who can provide guidance and support throughout the process.
By staying informed about industry insights and CRM trends, businesses can position themselves for success in the dynamic and competitive market of New Zealand. Whether you're a small startup or a large enterprise, understanding the forces shaping the CRM landscape can empower you to make informed decisions and unlock new opportunities for growth and innovation.
We'll delve into advanced strategies, tips, and tricks for maximizing the effectiveness of Pixie CRM in real-world scenarios. Drawing on the expertise of seasoned professionals and CRM specialists, we'll explore innovative ways to leverage Pixie CRM's features and capabilities to enhance client management practices and drive business success.
Advanced Strategies for Leveraging Pixie CRM: We'll provide expert insights into advanced strategies for using Pixie CRM to its full potential. This may include tips for optimizing lead generation and conversion, implementing advanced segmentation and targeting techniques, and leveraging automation features to streamline repetitive tasks and workflows.
Customization and Personalization: We'll explore the importance of customization and personalization in client management and provide guidance on how to tailor Pixie CRM to meet the unique needs and preferences of your business and clients. From customizing dashboards and reports to implementing personalized communication workflows, we'll offer practical tips for maximizing engagement and satisfaction.
Integration and Data Management: Effective integration with other systems and data management practices are crucial for maximizing the value of Pixie CRM. We'll discuss best practices for integrating Pixie CRM with existing systems and third-party applications, as well as strategies for ensuring data accuracy, consistency, and security across the platform.
Analytics and Insights: Pixie CRM offers robust reporting and analytics capabilities that enable users to gain actionable insights into client behavior, sales performance, and marketing effectiveness. We'll explore advanced analytics techniques and key metrics to track, providing guidance on how to leverage data-driven insights to optimize strategies and drive business growth.
Optimizing Client Engagement and Retention: Client engagement and retention are critical drivers of business success. We'll share expert tips for enhancing client engagement through targeted communication, proactive outreach, and personalized experiences. Additionally, we'll discuss strategies for nurturing long-term client relationships and maximizing customer lifetime value with Pixie CRM.
Continuous Learning and Improvement: In the dynamic world of client management, continuous learning and improvement are essential for staying ahead of the curve. We'll discuss strategies for fostering a culture of learning and innovation within your organization, as well as resources and communities where users can access ongoing support, training, and collaboration opportunities.
By implementing these expert tips and tricks, businesses can unlock the full potential of Pixie CRM and drive meaningful outcomes in client management, sales, and marketing. Whether you're a seasoned CRM user or just getting started with Pixie CRM, the insights and strategies shared in this chapter will empower you to optimize your client management practices and achieve your business goals with confidence.
In the final chapter of our exploration into Pixie CRM and client management in New Zealand, we consolidate key takeaways and actionable insights gained throughout the book. This chapter serves as a summary of the overarching themes, strategies, and benefits discussed, providing readers with a comprehensive understanding of Pixie CRM's role in driving business success.
Empowering Your Business with Pixie CRM: We reiterate the central theme of the book, which is the transformative power of Pixie CRM in empowering businesses to enhance client management practices, drive growth, and achieve their business objectives. Through its comprehensive feature set, intuitive interface, and scalability, Pixie CRM offers a robust solution for businesses of all sizes and industries seeking to optimize client relationships.
Key Takeaways and Actionable Insights: We highlight key takeaways and actionable insights gleaned from the book, such as the importance of defining clear objectives, engaging stakeholders, and providing comprehensive training during the implementation process. We emphasize the value of continuous learning, adaptation, and collaboration in maximizing the benefits of Pixie CRM and driving sustainable business growth.
Embracing the Future of Client Management: We reflect on the future of client management with Pixie CRM, discussing emerging trends, technological advancements, and strategies for staying ahead in the dynamic business landscape of New Zealand. By embracing innovation, customization, and data-driven decision-making, businesses can position themselves for success and maintain a competitive advantage in the market.
In closing, we encourage readers to leverage the insights, strategies, and best practices shared in this book to unlock the full potential of Pixie CRM and transform their client management practices. Whether you're a business owner, manager, or consultant, Pixie CRM offers a powerful toolset for driving meaningful outcomes, fostering lasting client relationships, and achieving business success in the digital age.
As you embark on your journey with Pixie CRM, remember that success is not just about the technology you use, but how you leverage it to deliver value to your clients and stakeholders. With the right mindset, strategies, and commitment to continuous improvement, Pixie CRM can be a catalyst for growth, innovation, and excellence in client management for your organization.
NO Credit Card Required*
NO Credit Card Required*
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.