En savoir plus sur Pixie

Pixie est un logiciel de gestion de cabinet destiné aux petites entreprises de comptabilité et de tenue de livres de compte. Il est doté de fonctionnalités telles que la gestion des clients, le CRM (Customer Relationship Management) intégré, la gestion de messagerie, la gestion des flux de travail, la gestion de tâches et le reporting. Le portail client offre une fonctionnalité de liste de contrôle permettant d'assigner des tâches aux clients et d'envoyer des rappels automatiques. En outre, le système est doté d'un portail de documents pour permettre une collaboration instantanée et une signature des documents.
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Pixie - Prix

Pixie n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de Pixie est disponible à partir de 69,00 $US/mois.

À partir de :
69,00 $US/mois
Version gratuite :
Non
Version d'essai gratuite :
Oui

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Pixie - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,9
Fonctionnalités
4,4
Simplicité
4,8
Support client
4,9
Jzharina Izha
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 20/10/2022

Easy to use software

Avantages

It is very easy to use and I love it. Will recommend with my friends

Inconvénients

nothing. I love everything about this software

Jayne
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 27/04/2021

Pixie is our Daily Organiser

Pixie has made it so easy to keep us organised with our work and compile all data we need for our clients. Pixie has been so incredibly intuitive and user friendly, our new employee, [SENSITIVE CONTENT HIDDEN], has done most of the setup. We've barely needed to ask any questions of the online chat help but the questions we have asked have been answered quickly and clearly!
Pixie manages our workflows, deadlines, reviews and any adhoc tasks we need to add as we go because it’s really simple to do that. It’s like a To Do List as well as a regular list / alert reminder all in one!

Avantages

It's intuitive and easy to set up for all the workflows we need. Switching from an alternative software was quick and easy. It keeps me sane!
That’s Ideal will continue to grow and be a super proficient bookkeeping business, welcoming new clients with a seam-free onboarding system and then managing their workload and compliance throughout what I hope to be a long-standing relationship with all our clients.

Inconvénients

Only thing that I'm not keen on is the need for Zapier to allow a couple of integrations we need but I understand these will soon be 'direct' and easier to set up.

Ben
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
5

5
Publié le 09/03/2021

Brilliantly Simple Practice Management Software

Avantages

The best thing about Pixie is the simplicity of the interface. It's very easy for new users to get to grips with

Client tasks feature and chat window allows interaction with clients and gets stuff done without constant emails back and forth.

Increasing library of work flow templates that can be plug and played into our practice helping us improve service to clients

Automated client emails that can be built into our work flows

[SENSITIVE CONTENT HIDDEN] of Pixie personally provided generous levels of support to help us get the most out of Pixie

Inconvénients

It would be useful to have customisable dashboards to track job statuses by work type. This would really help planning all jobs our practice has to manage

Alternatives envisagées 

Karbon

Pourquoi choisir Pixie 

Better Workflow tracking

Logiciel antérieur 

AccountancyManager

Pourquoi passer à Pixie

Price, positive feedback from others in my accountancy communities
Kieran
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 05/03/2021

The slickest practice management app on the market

A great piece of software, simple to use, quick to set up and get started, and a great support team in [SENSITIVE CONTENT HIDDEN] at the forefront.

Avantages

I had used a number of other PM apps over the past few years - Senta, Accountancy Manager. For most of our business life in the past 11 years we used non-sector specific tools to manage tasks.

When I found Pixie, I was immediately drawn to the user interface - it didn't overwhelm! The ability to build our own processes fairly easily within the app was crucial and Pixie hit the mark. We have designed workflows to suit our clients and services and they sit nicely within jobs/tasks.

Pixie doesn't create too many tasks at the front end - each job has a set of tasks to follow, with checklists and embedded loom videos all possible. Great to systemise your processes.

Inconvénients

I'd love the ability to view jobs in terms of milestones. I have yet to find any PM software that does this. We supplement our Pixie usage with a simple Google sheet which works as a rolling job planner.

We take each client job, slot it into a particular month for completion and then roll this week by week. If Pixie could crack that, it would be amazing!

Not really a con though, just a request for something extra special.

Louise
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 20/10/2022

Really good Practice Management Software overall

Pixie is a great Practice customer management system that is very customisable to your own processes. Very easy to set up compared to the last system I used which took months to establish.

Avantages

Easy to set up, very easy to create custom workflows, I love the flexibility of the client data fields. My clients really like the links to upload document and receive password protected documents without having to log in to a portal. Just as important is that the team picked it up really well and far prefer it to the last system used.

Inconvénients

It is difficult to get a high level view of the whole work in progress or pending. The emails in box are not the easiest to manage and the documents within the client areas can be messy if not attached to tasks. You have to keep one workflow for one job without too many variations or if you need to make a change, you have to change every single workflow for that job.

Alternatives envisagées 

Karbon

Pourquoi choisir Pixie 

Senta stopped supporting the product due to the Iris takeover, plus my staff members did not get on very well with Senta at all.

Pourquoi passer à Pixie

The flexibility of the product and the outstanding customer service.

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