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CRM Software for Accountants & CPA firms

Pixie Overview

Pixie is a streamlined, cloud-based practice management software, primarily designed for small accounting and bookkeeping firms. It excels in organizing client work, with features for task management and workflow automation, ensuring deadlines are met efficiently. Pixie's email integration allows for centralized communication, keeping all client interactions in one place. The software includes a client database, offering easy access to client information and document storage. Its customizable templates for recurring tasks and emails save time and enhance consistency. Pixie also provides insightful reporting tools, aiding in tracking firm performance and client service levels. With its intuitive interface and focus on the specific needs of small practices, Pixie is an effective solution for managing day-to-day operations and client relationships in the accounting sector.

Pixie screenshot & Video

Contact Details

  • Pixie
  • Pixie
  • United Kingdom
  • 11-50

Support

  • Email
  • Chat
  • Knowledge Base

Training

  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

  • Small-Business

Language Supported

English

Industries

Information Services, Information Technology & Services

Pixie Features

Pixie Pricing

Pricing Type

  • Flat Rate

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Payment

Plans & Packages

Starter

$29 Per Month

Pixie FAQ's

  • No, Pixie does not offer a free version.

  • No, Pixie does not offer any free trial.

  • No, Credit Card details are not required for the Pixie trial.

  • Pixie offers the following pricing plans & packages:

    Starting Plan:

    $29 Per Month

  • Pixie supports the following payment frequencies:

    • Monthly Payment

  • No, Pixie does not offer an API.

  • Pixie offers support with the following options:
    • Email , Chat , Knowledge Base

  • Pixie offers training with the following options:
    • Webinar , Documentation

  • Pixie supports the following languages:
    • English

  • Following are the typical users of the Pixie:
    • Small-Business

  • Pixie supports the following deployment:
    • Cloud Hosted

  • Pixie supports the following devices:
    • Web-Based