-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.
Our CRM software plays a pivotal role in automating tax and financial closing processes through integrated accounting & bookkeeping module for your law business. By centralizing data, streamlining tax compliance, enabling timely financial closing, and providing real-time insights, Our CRM software enhances accuracy, efficiency, and compliance. Moreover, the integration with financial systems, cost savings, and improved data security further contribute to the overall advantages of using our CRM software for automated tax and financial closing. Embracing CRM technology empowers businesses to meet regulatory requirements, make well-informed decisions, and achieve sustainable growth in a dynamic business environment.
You don't even need to hire an accountant for your business's fiscal closings, Pixie will get everything compiled for you.
CORE Features of Pixie CRM Software For Law Firms:
Real-Time Collaboration: Pixie CRM software enables real-time collaboration among team members, allowing them to communicate and work together on cases and projects. This feature fosters teamwork and improves overall efficiency.
Referral Management: Our software helps law firms manage and nurture referrals from other professionals. This feature fosters collaboration and expands business opportunities.
Client Satisfaction Surveys and Feedback: The great part is our CRM software include tools for conducting client satisfaction surveys and gathering feedback. This feature helps law firms assess their performance and identify areas for improvement.
Security and Compliance: Pixie CRM for legal consultants is compliant software for law firms prioritizes data security and compliance with industry regulations, ensuring that sensitive client information remains protected.
NO Credit Card is Required | Free 30 Days Trial Period.