Pixie CRM for Professional Service Providers, Legal Consultancy, Real Estate & all.
Pixi CRM For Professional Service Providers | Pixie CRM
Pixi CRM compiled all operations with automation tools, integrate their core business processes and interaction with customers, reporting, and error-free procedures, which is loved by thousands of Accountants, Bookkeepers & professional service providers. Pixi's cloud-based CRM Application offers single-system solutions that integrate processes across the business. Our application allows you to manage the entire flow of your business to interact within a single interface, share information, and enable cross-functional collaboration.
In addition, Pixie's CRM solution offers flexible deployment options, improved security and privacy, sustainability, and low-code customization. But most importantly, it will build continuity and resiliency into your business and processes through insights that help you innovate at a rapid rate today while preparing your business for what’s next tomorrow.
Pixie CRM (Customer Relationship Management) is a secured, cloud-based application, which covers almost all industries including the management of manufacturers and service providers.
3 Basic Types of CRM
PixiCRM is loved by thousands of professional service providers since it offers multiple professional ways to deal with your clients digitally & efficiently.
Whether you are a manufacturer of any particular product or multiple products from different industries, PixiCRM would be able to fulfill your needs from warehouse to end sales!
If you are a trader and just want to keep everything traced and trackable including the ROI of business or fiscal closing, PixiCRM is for perfectly fit for your business!
Professional CRM
For Service Providers
PixiCRM is a world-renowned, professional CRM for Service providers. Especially for Consultants, Manufacturers, Traders & Legal service providers with unlimited ready-to-integrate modules.
We Develop Custom Software.
After deep R&D, PixiCRM have developed a professional CRM for our clients, with Unlimited Modules to integrate with & do offer customization (if required).
Core BUILT-in Features of PIXICRM
In the installation of every CRM, you will find the following built-in features, rest assured for any particular requirements, we will be providing ready-to-integrate modules of customization with NO EXTRA COST!
● Manage and invoice projects with the powerful Project Management Feature.
● Link tasks to many CRM features and stay organized.
● Add any new module without any extra cost, e.g. Sales Commission Module.
● 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 project members. 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.
● Integrate your eCommerce store, and manage everything from Inventory to Sales.
● Create good-looking proposals for leads or customers and increase sales.
● Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
● Know more about your customers with a powerful CRM Module.
● 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 worldwide.
● 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.
● Generate any report with a single click professionally.
● Automated Database Backups.
● Generate reports and conclusions in graphs, comparisons, and so much more.
