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Pixie AI-Based CRM Versions

Industry Specific CRM by Pixie

55+ Third Party Apps Integration | Unlimited Industry Specific Modules | 24/7 Support Desk

Completely Free For Small Businesses



CRM Solution For Service Professionals

CRM dashboards, Customer Analytics, Collaboration, Customer Portal, Sales enablement, Customizability, Customer service, Document management, Improved customer engagement, Integrations, Marketing automation, Reporting and dashboards, Task management, End-to-end Encryption, Support Ticket System, Email Piping & Tracking, Email Automation, Automated Subscription & Customized Invoicing, AI-Enabled & much more...

Pixie CRM, a cutting-edge customer relationship management system, offers numerous benefits for service professionals across various industries. Its user-friendly interface and robust features empower service professionals to streamline their operations, enhance customer interactions, and boost overall efficiency. One notable advantage of Pixie CRM is its ability to centralize and organize customer information, providing a comprehensive view of client interactions and preferences. This facilitates personalized service delivery and helps build stronger, long-lasting relationships. Additionally, Pixie CRM automates many repetitive tasks, allowing service professionals to focus on more strategic aspects of their work. The system supports a wide range of services, including but not limited to sales, marketing, and customer support. Sales teams can utilize Pixie CRM to track leads, manage pipelines, and forecast sales with precision. Marketing professionals can benefit from its campaign management features, enabling them to create targeted and effective marketing campaigns. Customer support teams can efficiently handle queries, track service requests, and ensure timely issue resolution. In essence, Pixie CRM emerges as a valuable tool for service professionals, enhancing their ability to deliver exceptional service across diverse domains.

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ADVO™ - CRM Solution For Law Firms

CRM dashboards, Client Analytics, Collaboration, Cases Updates, Client Portal, Email Automation, Customizability, Customer service, Document management, Improved client engagement, Integrations, Marketing automation, Reporting and dashboards, Task management, End-to-end Encryption, Support Ticket System, Email Piping & Tracking, Automated Subscription & Customized Invoicing, AI-Enabled & much more...

ADVO™ by Pixie CRM proves to be highly advantageous for law firms and solicitors, offering a tailored solution to meet the unique needs of the legal profession. The system excels in organizing and managing client information, case details, and communications, ensuring that legal professionals can access critical data swiftly and efficiently. Pixie CRM enhances client relationship management by centralizing client interactions, enabling law firms to provide personalized and timely legal services. Through its document management capabilities, Pixie CRM facilitates the seamless organization and retrieval of legal documents, streamlining the workflow for solicitors. Legal professionals can use Pixie CRM to manage appointments, deadlines, and case timelines, thereby minimizing the risk of overlooking critical tasks. The system also supports collaboration within legal teams, fostering communication and coordination on complex cases. Pixie CRM is adaptable to a variety of legal services, including case management, client intake, contract review, and document automation. Whether it's tracking court appearances, managing client communications, or ensuring compliance, Pixie CRM proves invaluable for law firms and solicitors, optimizing their efficiency and enhancing overall client satisfaction.

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INVENTO™ - CRM For Distributors

Warehousing with Inventory Management

App Dashboards, Multiple Warehouses, Inventory Management, Supplier Management, Financial Flows, Order Management, Warehouse Management, Customer Analytics, Collaboration, Customer Portal, Email Automation, Customizability, Customer service, Improved client engagement, Integrations, Marketing automation, Reporting and dashboards, Task management, End-to-end Encryption, Support Ticket System, Email Piping & Tracking, Professional Invoicing, AI-Enabled & much more...

Pixie CRM stands out as a comprehensive solution for businesses seeking efficient Inventory, Warehouse, and Purchase Management. The benefits of using Pixie CRM with its integrated modules are manifold. The Inventory Management module ensures real-time tracking, optimizing stock levels, and providing insights into product movement. The Warehouse Management module streamlines operations by managing product locations, enhancing space utilization, and implementing effective pick, pack, and ship workflows. The Purchase Management module facilitates seamless supplier relationship management, automating purchase order processes, and optimizing stock replenishment. With Pixie CRM, the synergy between these modules results in improved operational efficiency, reduced costs, and enhanced decision-making capabilities. The platform's user-friendly interface allows for easy navigation, while its analytics and reporting features empower businesses with valuable insights into their inventory performance, purchase trends, and warehouse operations. Overall, Pixie CRM stands as a robust solution, integrating all these modules to provide a unified, streamlined, and data-driven approach to Inventory, Warehouse, and Purchase Management.


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PRO™ Advanced POS with Inventory Management Software

App Dashboards, Pre-Integrated POS, Inventory Management, Customer Analytics, Collaboration, Warehouse Management, Customer Portal, Email Automation, Customizability, Customer service, Improved client engagement, Integrations, Marketing automation, Reporting and dashboards, Task management, End-to-end Encryption, Support Ticket System, Email Piping & Tracking, Professional Invoicing, AI-Enabled & much more...

The integration of Pixie PRO™ advanced Point of Sale (POS) systems with inventory management software brings significant benefits to traders across various industries. This technology not only streamlines the sales process but also optimizes inventory control, offering a comprehensive solution for businesses. Traders, ranging from retail stores to restaurants, can effectively manage their operations by utilizing advanced POS with inventory management features. These systems provide real-time tracking of sales, allowing for precise inventory management and preventing stockouts or overstock situations. Additionally, the software facilitates seamless order processing, enhancing customer satisfaction and loyalty. Businesses in retail, hospitality, and even e-commerce can benefit from the efficiency gains and accuracy offered by advanced POS with inventory management. The system is adaptable to diverse needs, managing items with variations, such as size and color, and supporting promotions, discounts, and loyalty programs. In essence, advanced POS with inventory management proves to be an indispensable tool for traders, ensuring smoother transactions, improved inventory control, and ultimately, greater operational success.

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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.

Add-on Ready to Integrate Modules For Warehousing & Inventory Management

1- Accounting & Bookkeeping Module

- Chart of Accounts.
- Journal Entry.
- Transactions Ledger.
- Account Reconciliation.
- Transfer Accounts.
- Banking Reconciliation.
- Budget Management.
- T-Accounts Register.
- Plaid API.
- Profit & Loss Statement.
- Balance Sheet.
- General Ledger.
- Trial Balance.
- Statement of Cash Flows.
- Cheque Details.
- Account Receivables Aging.
- Account Payable Aging.
- Sales Tax Reports.

2- Inventory Management Module

- Receive Goods & Dispatching.
- Inbound Receipts & Documentation.
- Stock Tracking & Allocation.
- Multiple Warehouses.
- Picking & Packing Materials.
- Work In Progress (WIP).
- Shipping & Returns.
- Safety Control & Standards.
- Reporting & Analytics.

3- Purchase Management Module

- Products & Services Management.
- Suppliers / Service Providers Management.
- Purchase Requisition Management.
- Supplier Quotation Management.
- Quote Comparision Module.
- Purchases & Orders Management.
- Suppliers Contracts Management.
- Invoicing & Financials of Suppliers.
- Payment Terms & Criteria Management.
- Approval Process Management.
- Suppliers Dedicated Portal.

Fundamentals of pixie crm

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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Unveiling the Advantages of a Fully GDPR Compliant and End-to-End Encrypted Pixie CRM

In the ever-evolving landscape of digital business operations, Customer Relationship Management (CRM) systems have become the cornerstone for organizations seeking to streamline processes and elevate customer interactions. As data privacy concerns continue to escalate, the incorporation of robust security measures has become paramount. This article explores the myriad benefits of adopting a Pixie CRM system that is fully compliant with the General Data Protection Regulation (GDPR) and integrates End-to-End Encryption (E2EE).
The benefits of adopting a fully GDPR-compliant and End-to-End Encrypted Pixie CRM system are extensive. From fortifying data protection and fostering trust with customers to avoiding legal ramifications and enhancing overall reputation, the synergies between GDPR compliance and E2EE contribute significantly to the success of modern businesses. As organizations navigate the intricate landscape of data management, investing in a Pixie CRM system that incorporates these robust security measures is not just a compliance necessity but a strategic imperative for sustainable growth in the digital era.
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A. Fortified Data Protection:

The primary advantage of utilizing a GDPR-compliant Pixie CRM system is the reinforced protection of sensitive customer data. GDPR outlines stringent guidelines for organizations regarding the collection, processing, and storage of personal information. A compliant Pixie CRM ensures that data is handled with the utmost care, mitigating the risk of unauthorized access or data breaches.

B. Fostering Trust with Customers:

By aligning CRM practices with GDPR regulations, businesses signal a commitment to safeguarding customer privacy. This transparency fosters trust, as customers gain assurance that their personal information is handled responsibly. Trust is a pivotal factor in customer relationships, and a GDPR-compliant Pixie CRM significantly contributes to building and maintaining it.

C. Avoiding Legal Ramifications:

Non-compliance with GDPR can result in severe financial penalties and legal consequences. A fully GDPR-compliant Pixie CRM system helps organizations steer clear of these pitfalls by ensuring that data processing activities adhere to the regulations. This not only safeguards the company's reputation but also prevents financial setbacks associated with legal repercussions.

D. Securing Communication Channels:

End-to-End Encryption is a potent security measure that safeguards data as it traverses between users and the Pixie CRM system. In the context of CRM, this means that customer communications, transactions, and any other sensitive information are encrypted from the point of origin to the point of destination. This prevents unauthorized access at any stage of data transmission.

E. Heightened Security for Customer Information:

Traditional CRM systems may store data in a decrypted format, making them susceptible to breaches if the system is compromised. With E2EE, even if unauthorized access occurs, the intercepted data remains unreadable without the encryption key. This additional layer of security ensures that customer information is shielded from potential threats.

F. Meeting Regulatory Requirements:

In addition to GDPR, various industries have their own stringent data protection regulations. End-to-End Encryption in Pixie CRM systems helps organizations meet these requirements by providing a robust security framework. This not only ensures legal compliance but also instills confidence in customers who are increasingly concerned about the safety of their data.

G. Comprehensive Data Security:

The integration of GDPR compliance and End-to-End Encryption in Pixie CRM systems offers a holistic approach to data security. While GDPR focuses on regulating the entire data processing lifecycle, E2EE complements this by securing data during transit and storage. Together, they create a robust shield against potential threats, ensuring the confidentiality and integrity of customer data.

H. Strengthening Customer Relationships:

When customers perceive that their data is handled with the highest level of security and compliance, it reinforces the trust they place in the organization. Stronger trust translates into more meaningful and lasting relationships, as customers are more likely to engage with a company that prioritizes their privacy and data security.