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Pixie

Pixie

Overview

What is Pixie?

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

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Recent Reviews

TrustRadius Insights

UsePixie has proven to be an invaluable tool for businesses in enhancing security measures and preventing fraud. Users have been able to …
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Pricing

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What is Pixie?

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

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

Pixie Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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