Pixie
Pixie Reviews
& Product DetailsWhat is Pixie?
Pixie is a platform designed to help freelancers and small business owners manage their projects, track time, and handle invoicing. The platform provides tools to manage projects from start to finish. Users can create project timelines, set milestones, assign tasks, and collaborate with clients or team members.
Pixie allows users to track the time spent on various tasks and projects. This feature is essential for accurately billing clients and managing workload. Users can generate professional invoices based on the time tracked and the tasks completed. Invoices can be customized, and users can set payment terms and methods.
The platform offers expense tracking capabilities, allowing users to record and categorize their business expenses for better financial management. Effective communication is crucial for freelancers. Pixie provides tools for communicating with clients within the platform, keeping all project-related discussions in one place.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Pixie
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Located In
United States
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Website
usepixie.com
Starting from:
$129 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
This tool has three pricing plans. Advanced for 129 USD, Growth for 199 USD, and Enterprise for a customizable pricing plans.
- Alerts/Notifications
- Business Process Automation
- Client Management
- Configurable Workflow
- Progress Tracking
- Status Tracking
- Task Progress Tracking
- Task Tagging
- Workflow Management
Additional Features
- Approval Workflow
- SSL Security
- For CPA Firms
- Customizable Reports
- Client Portal
- Task Management
- Search/Filter
- Activity Dashboard
- Activity Tracking
- Forms Automation
- Document Storage
- CRM
- Reminders
- Due Date Tracking
- Audit Trail
- Time Tracking
- Third Party Integrations
- Customizable Branding
- Rules-Based Workflow
- API
- For Tax Practices
- Communication Management
- Reporting & Statistics
- Email Management
- Document Templates
- Task Editing/Updating
- Secure Data Storage
- Email Reminders
- File Sharing
- Data Import/Export
- Document Management
- Real Time Updates
- Task Scheduling
- Workflow Configuration
- Customizable Templates
- Project Management
- For Accountants
- Employee Management
- Staff Management
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Gmail
Email Management Software
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Zapier
Data Integration Software
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Microsoft Outlook
Email Management Software
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Ease of Setup and Use
Users find Pixie incredibly easy to set up and navigate, appreciating the intuitive user interface and the straightforward process of creating custom workflows.
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Workflow Management
The software is praised for its effective workflow management capabilities, allowing for easy creation and utilization of workflow templates. This feature helps firms manage their clients’ tasks efficiently.
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Customer Support
Pixie’s customer support team receives high marks for their responsiveness and helpfulness, ensuring users have the support they need to make the most of the software.
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Client Interaction Features
The client tasks feature and chat window facilitate interaction with clients, reducing the need for back-and-forth emails and streamlining communication.
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Customization and Flexibility
Users appreciate the ability to customize the software to their firm’s specific needs, including flexible client data fields and the ability to easily adapt workflows.
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Dashboard Functionality
Several users have expressed a desire for more comprehensive dashboard features, including customizable dashboards to track job statuses and provide a high-level view of work in progress.
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Document Management and File Handling
Improvements in document management are sought, particularly a more organized way to manage documents not attached to specific tasks and a more intuitive client portal for document exchanges.
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Integration with Other Tools
While Pixie offers integration capabilities, some users note the reliance on external tools like Zapier for certain integrations. Direct integration options are desired to simplify processes.
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Viewing Jobs by Milestones
Users would appreciate the ability to view jobs in terms of milestones to aid in planning and managing tasks more effectively.
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High-Level Work Overview
There’s a need for a better way to get a comprehensive overview of all work and tasks pending, including managing the email inbox within Pixie and ensuring documents are well-organized.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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