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The Best client management software.

-> To enhance customer relations - Pixie CRM.

Build customer relationships that provide more value. Track all customer or prospect communications, streamline customer engagement, and foster customer loyalty on a powerful client management software by Pixie.

In the competitive landscape of client management software, Pixie stands out for its user-friendly interface, comprehensive feature set, and tailored solutions for consultants. Users often praise Pixie for its intuitive design which streamlines the management of client information, tasks, and communication. While some may argue that Pixie is the best and leading option, particularly for consultants seeking a robust yet straightforward system, it’s important to consider individual business needs and preferences when choosing a CRM. Pixie’s growing popularity and positive user feedback suggest that it is a strong contender in its market segment.

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What to look for in a best client management software?

The most robust client management softwares have several features that make it easy sales teams of a service provider to organize prospect and customer interactions and information, and manage these relationships for maximum results. These features may include, Customer Database Module, Client Engagement, Project Management, Invoicing Module Automation, Support Desk with Email Piping, Online Payment Gateways, 55+ Apps Integration, E2EE Encryption & much more.

Try Pixie For Free - The Best Encrypted Cloud Based Client Management Software.

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Pixie CRM has all the capabilities of a basic CRM plus even more.

Explore the versatility of our intuitive platform that centralizes all your tasks effortlessly. Craft your Pixie CRM system using pre-designed templates or customize recruitment pipelines, workflows, and processes seamlessly to amplify your business outcomes—all within the realm of pixiecrm.com. Discover the promises our platform holds for you.

Improve data organization and accesibility.

Our drag-and-drop functionality makes it easy to create workflows & see the analytics with updates, where deals stand, and get things done in your own way. Edit columns to reflect products & services offered, records of payments through APIs Automation, details of important events, and more. Edit deal stages and manage as many sales pipelines as you like.

Save valuable time by automating monotonous processes via AI Automation.

Direct your attention towards customer engagement and retention, rather than being hindered by monotonous tasks. Utilize our automated reminders to streamline lead assignment to representatives, receive alerts upon lead email opens, transition deals across stages, notify managers, and more.

Leading CRM In New Zealand.

Pixie Client Management Software for Consultants / Consultancy Firms, with Built-In CRM Modules is currently leading CRM in New Zealand, more than 60% of Consultants use Pixie Client Management Software - CRM in Christchurch, Hamilton, Aukland & Wellington.

 

Pixie CRM is the leading Customer Relationship Management


Software of New Zealand
- Declared By Medium.

What is Customer Management Practice?

How Pixie is the Best Client Management Software?

How Pixie is the Leading Client Management Solution for Consultants in New Zealand?

What is Customer Relationship Management (CRM)?

What are the Key Features of Pixie CRM?

Frequently Asked Questions.

Step by Step Guide - How does it work?

What is unique is Pixie CRM pricing?

Built-in Modules of Pixie Client Management Software

Configuration Docs - Pixie CRM
Frequently Asked Technical Questions

Helpful Articles - Pixie CRM
Client Management Software

 

 

A Powerful & User Firendly
Client Management Software
For Service Professionals!

 

 

Businesses of all sizes utilize client 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 CMS for free!

 

 

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Why Pixie's Client Management Software?

UK's Leading Client 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.

Additional Specification of Client Management Software of Pixie CRM.

Invoices

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.

Recurring Invoices

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.

Proposals

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.

Projects / Case Management

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 Management

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.

Contracts Module

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.

Email Templates

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.

Pixie TLS/SSL SMTP Email Server

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.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Knowledge Base

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.

E2EE (End-to-End Encryption)

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 AUTH & reCaptcha

Google reCaptcha available for admin login, customer login and customer register area.

Activity Log

Track all staff activity. Adding new items, creating, deleting.

Automated End-to-End Encrypted Backups

Media Library Module

Staff Management Module

Customers

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.

Recurring Expenses

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.

Estimates

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.

Accept Online Payments

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.

Support Tickets / HelpDesk

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.

Departments / Email Piping

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.

Whitelabel / Theme Customization

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.

Staff Roles & Permissions

You can give staff specific permissions on what they can or can’t do. Role permissions can be overridden for each staff member.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Staff Panels

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

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.

Project Milestones Module

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.