Pixie

Easy to use software

Vantagens:

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

Desvantagens:

nothing. I love everything about this software

Pixie Practice Management

Comentários: Great customer support and onbarding training/journey. A development team that listen to suggestions and advise on the progress towards 'up voted' software imporvements.

Vantagens:

The abilty to great workflows and customise client records is great, bringing the functionality of the software down to a practice level and allowing us to easily implement practice specific and client specific processes and workflows.The software setup was minimal and we can improve as we go, we are adding new workflows as we go.

Desvantagens:

The lack of a true client portal and the inability to add internal notes to tasks/workflows and emails

Pixie - Great for smaller accountancy / bookkeeping practices

Comentários: We enjoy Pixie and its flexibility for workflow management but it needs

Vantagens:

Easy of setting up custom tasks is definitely a major plus

Desvantagens:

The document management suite could be better. You have to create one off tasks to put documents that don't relate to specific processes in a "folder" system. Definitely needs improvement

Really good Practice Management Software overall

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Brilliantly customisable

Comentários: Pixie are great to deal with, the support team are fab and come up with great ideas to how to set things up and customise things. It could really do with a FB group where users can swap ideas as well.

Vantagens:

Best thing about Pixie is that you can create all your processes and workflows from scratch so that they match your business and how it works. This is impossible with an 'out of the box ready' product.

Desvantagens:

Pixie's downfall compared to our previous software is its lack of dashboard to give me an overview of where we with everything. You have to used filtered reports which is not even slightly the same thing.