Name: UsePixie
Author: UsePixie Software UK Ltd.

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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UsePixie has proven to be an invaluable tool for businesses in enhancing security measures and preventing fraud. Users have been able to track and monitor system access, providing increased visibility into potential vulnerabilities. The software effectively manages tasks, work stages, and deadlines, offering accountability and visibility across the organization. By easily storing and accessing client information and deadlines, UsePixie ensures that no important details are overlooked, saving time and ensuring accountability.

Regular team communication is facilitated through the software, allowing users to stay on track and feel confident in their progress. The user-friendly interface has made it easy for users to understand and implement processes that support their growth. With UsePixie, workflow and email management have significantly improved, saving users valuable time and allowing them to effortlessly create tasks for colleagues.

In the realm of customer relationship management, UsePixie has proven to be highly effective. It helps users manage workflows, deadlines, and review processes efficiently. Additionally, setting up and using Pixie has been a seamless experience for users with no technical knowledge required. This ease of use allows users to quickly adopt the software without any hurdles.

For users starting accounting businesses, UsePixie has been particularly beneficial. It reduces the time required for delivery and solves accounting problems efficiently. By streamlining processes, it helps accountants focus on their core tasks without getting bogged down by administrative burdens.

Overall, UsePixie solves critical business problems by enhancing security measures, providing accountability across the organization, improving workflow efficiency, facilitating communication among team members, and simplifying customer relationship management. It is a valuable tool for businesses looking to streamline their operations and increase productivity.

User-Friendly Interface: Many users have praised Pixie for its user-friendly interface that makes it easy to navigate and perform tasks. Several reviewers have compared the interface to a dynamic spreadsheet, highlighting its simplicity and intuitiveness in managing columns, lists, dates, and filters.

Customization Options: Users appreciate Pixie's flexibility and ability to be tailored according to their firm's needs. Multiple reviewers have expressed satisfaction with using Pixie for an extended period of time, indicating that it has been a reliable tool for their business. They value the software's adaptability, allowing them to customize it based on their specific requirements.

Ease of Use and Integration: A common sentiment among users is that Pixie is incredibly easy to learn and use. Reviewers have mentioned that it integrates seamlessly with their existing email systems and provides the flexibility to create personalized workflows. The availability of templates also saves users time by utilizing pre-existing structures. Additionally, many users highlight how logging into Pixie every morning eliminates the need for separate tools like Outlook since they receive daily reminders for outstanding tasks, helping them stay organized and on top of their workload.


Annoying Unexpected Pop-ups: Several users have found it frustrating when a window unexpectedly pops up, requiring resolution from the local IT team.

Lack of Complexity and Workarounds for Reports: Some users have mentioned that the software lacks complexity, which sometimes necessitates the use of workarounds to generate reports.

Limited Development Possibilities in Statistics: A few users expressed a desire for more development possibilities, particularly in the area of statistics.

UsePixie (or Pixie) is a practice management solution for accounting firms, featuring a CRM, workflow automation, and task management features.

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Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

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CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

UsePixie Software UK Ltd.

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Overview

What is Pixie?