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.
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.
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.
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.
Fundamentals 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.