Pixie Reviews & Product Details

Firstly, before we started using the software, the relationship management was fantastic. They have always had a focus on people and providing fantastic service.

The software is fantastic too. We are a lean firm (we aren't dealing with 1000s of clients. So for us having bespoke tasks and high focus on advisory allows us to deliver on everything that we need. Compliance tasks are easily on repeat, and our team are always accountable.

There are a lot of new features on the road map too, so a lot of good to come! Review collected by and hosted on G2.com.

It's not so much a dislike, but we have trouble with multiple assignees for more complex tasks on templates. Each time a member is done with part of the task it needs to be reassigned - which is fine, but in future I'm sure there are plans to automate this process further. Review collected by and hosted on G2.com.

It's like a dynamic spreadsheet and very intuitive and simple with columns and lists and dates and filters and can be tailored for your firm and flexed so really do love this for two years plus Review collected by and hosted on G2.com.

It's not a dislike, but through its simplicity, there is a lack of complexity, and sometimes need workarounds in terms of how reports are produced, there is also some development possibilities around statistics and this would be splendid Review collected by and hosted on G2.com.

Pixie is easy to use, integrates with our email well and gives us the flexibility to create our own workflows, as well as providing us templates to use as we wish. We don't use our outlook anymore, logging straight into pixie every morning and receiving daily reminders for outstanding tasks. Review collected by and hosted on G2.com.

I would like a mobile app or mobile page Review collected by and hosted on G2.com.

Most of the similar apps like pixie are kinda annoying but this one works well with our tools, its more about getting used to it, Something I also really like it's that Pixie is an friendly app and that makes things easier for my agents Review collected by and hosted on G2.com.

Not sure why, but sometimes a window pops up suddenly and this becomes annoying, it is only my impression or this can be fixed by our local IT team, but there is no nothin else I dislike Review collected by and hosted on G2.com.

I like the fact it doesn't do client portals. Can't stand them and neither do clients to be fair! Review collected by and hosted on G2.com.

I think when setting up the client it asks for the dob in usa format. Other than that all good. Review collected by and hosted on G2.com.

Pixie is really easy to use and learn, with great customer service so simple to solve any little problems we find. Review collected by and hosted on G2.com.

Nothing at the minute, all the features work and not had any downtime yet Review collected by and hosted on G2.com.

Great price for the software, easy and intuitive to use very friendly, very quick to set. excellent support. Pixie has made very easy to keep us organized with our database of clients. Review collected by and hosted on G2.com.

Pixi as a management app is great, however, there is a couple of thing that can be improved. Like there is no possible to assign multiple people to a task template. Review collected by and hosted on G2.com.

The most helpful things about Pixie is it's simplicity.

Task templates make recurring task much easier and its user interface are quite enough.And it's flexible CRM allows you to centralise client detail alongside the email and document timeline. Review collected by and hosted on G2.com.

In my view Pixie has only Cloud , SaaS and Web -based features not enough to competting other software . I wish Pixie become a g powerfull software like other Review collected by and hosted on G2.com.

The interface, accessibility and simplicity makes it a great tool to use. Review collected by and hosted on G2.com.

There is some problem in integration. The work becomes a little bit slow because of that. Review collected by and hosted on G2.com.

One stop destination for accounting and bookkeeping. Review collected by and hosted on G2.com.

Nothing i can think of currently everything is working fine Review collected by and hosted on G2.com.