Customer work, connected.

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Platform capabilities

Make the handover from sold to delivered a better one.

A project team should not have to rediscover the commitments made during a sale. Pixie CRM projects and delivery features bring the customer, scope and work plan together. They help people understand what is due, who owns it and which decisions could affect the outcome.

Turn the agreement into a workable plan

Start with the promised deliverables and break them into milestones and assigned tasks. Include the information needed to begin, such as customer inputs, dependencies and approved documents. Time records can help explain effort, while the calendar makes relevant dates easier to see. Give the customer a considered view through the portal rather than exposing every internal conversation or unreviewed document.

Manage the work that changes

Delivery rarely follows the first plan exactly. A customer request, delayed approval or unexpected task needs an owner and an explanation of its effect. Review scope, timing and commercial consequences together so a small change does not become an invisible commitment. Project reporting should draw attention to blocked work and unresolved questions as well as completed tasks. Close the project with the handover information and records that support future service or renewal.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can we track time against customer work?

Time and timesheet capabilities connect effort with tasks, projects and customers. Agree approval, billable treatment and reporting before using those records in a customer invoice.

Can customers see progress without seeing internal notes?

That is an important configuration requirement for the portal. Define the documents, milestones and discussions intended for clients, then test the view with appropriate customer permissions.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

Discuss your requirementsAlready a customer? Open MyAccount

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