Log in to CRM
CORE FEATURES OF (AI-BASED) PIXIE CRM.
Core Features of Customer Relationship Management (Pixie CRM) is a strategic approach that businesses use to manage and nurture their relationships with customers. It encompasses a range of activities, technologies, and processes aimed at understanding customer needs, delivering exceptional experiences, and fostering long-term loyalty. This article delves into the fundamentals of CRM, covering its definition, key components, benefits, and best practices. Additionally, it explores the role of CRM in enhancing customer satisfaction, driving sales growth, and optimizing business operations. Understanding the fundamentals of CRM is crucial for businesses seeking to build strong customer relationships and achieve sustainable success in today's competitive landscape.
pixie-crm-for-retail-business

No Hidden Charges* | No Charges Against No of Users* / Clients* or even Products*

Built-in Modules of Pixie INVENTO™ 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.

Fundamentals of pixie crm

Invoice Management.

Create professional (one time / recurring) invoices including AUTO Subscriptions through CRM or Stripe, Paypal etc

Read More
Professional Tasks Management

Centralized platform for task creation, assignment, tracking, and collaboration in Pixie AI-Based CRM Systems.

Read More
Estimates & Proposal.

AI-based estimates and proposal management in Pixie CRM systems revolutionize the way businesses.

Read More
Powerful Support System

Professional support system module includes Email piping with AUTO tickets importing and email system.

Read More
Time Tracking Management.

Incorporating time tracking management into Pixie CRM systems offers significant benefits to businesses.

Read More
Professional Leads Management

lead management processes. Machine learning algorithms adapt and refine their models based on feedback.

Read More
Records Management

Record management in Pixie CRM systems facilitates enhanced customer engagement.

Read More
Survey & Loyalty Management

AI-powered survey and loyalty management in CRM empower businesses to enhance customer satisfaction.

Read More
Sales & Marketing Automation

AI-based sales and marketing automation into CRM systems offers significant benefits for businesses.

Read More
Staff & H.R Management

By leveraging AI algorithms, businesses can streamline HR processes, and enhance employee engagement.

Read More
FInancial Management

Financial management in CRM systems helps businesses optimize costs. AI algorithms can analyze cost data.

Read More
Assets & INVENTORY  Management

Assets management in CRM systems offers significant benefits for businesses. Click below to learn more.

Read More
Affiliates Management

Incorporating AI-based affiliates management into CRM systems offers significant benefits for businesses.

Read More
AI Automation in Pixie CRM

AI and automation in Pixie CRM empower businesses to stay competitive in a rapidly evolving marketplace.

Read More
Reporting Management

Customized reporting management in CRM empowers businesses to unlock their full potential.

Read More
Digital Marketing with ROI

Through Pixie AI-Based CRM you can get guaranteed ROI through Digital & other Marketing strategies.

Read More
E2EE

E2EE (End-toEnd Encryption), Pixie CRM does have a functionality of End to End Encrypting.Learn more...

Read More

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.