Avaliações do Pixie

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.

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.

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

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

Easy of setting up custom tasks is definitely a major plus

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

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.

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.

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.

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.

It's everything you need for an Accounting practice to ensure you don't miss a deadline ever!

I would like a calendar view/kanban. More accurately predict the entire month and next month's jobs and deliverables. Adding more than one person on a job.

I love that Pixie is centered around simple yet flexible (and customizable) workflows to help standardize processes and add some automation.

While it is a good, secure way to ask for and obtain sensitive client documents (encrypted and secure), it is not (yet) well suited to operate fully as a client DMS portal.

It was simple, we only need generic high level checklists at the moment , workflows may come it was easy to setup and I have got the highest take up level from Pixie when compared to other systems

The lack of overall dashboard that can show me as business owner the status of all the resource and capacity in graphical form and may be with stats.

I Use Pixie for workflow management for my clients. Workflow tempt are easy to create and utilize. The Pixie training videos are very helpful

I wish I could create questionnaires to send to clients

easy to set up and easy to use, but has enough detail to be useful. Really slick and the customer support is second to none!

file management could be improved - along with the client portal.

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.

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.

Setting up Pixie from the start was easy. Adding workflows and tasks is straightforward without having to go though any intensive training. Setting up jobs on the fly from emails is very useful and the email integration is wonderful, nothing gets lost if you keep track of it all. Setting up workflows helps to keep jobs in mind. It is a great uncomplicated system.

Keeping track of the emails is in itself hard work, Pixie helps to manage it but there is no getting away from them. I have to go and find my jobs which is fine, but for employees who should be keeping the system up to date it is easy for them to neglect it. A kanban diarised view of jobs would be far more useful than a list. The tasks are basic and having a few more which rely on each other ie once a job is done it triggers another would be useful rather than lots of the same job. There doesn't seem to be many enhancements or improvements coming through.

Easy to use with for the user friendly features

Due to some glitches of cloud storage. Somehow I have to wait for support team.

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.

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

Automating our online accounting process has saved us a lot of time.

There is nothing that I am uncomfortable with on this platform.

Task management and being able to assign tasks to other members of staff. Also being able to check all emails for a client and any member of staff without having to ask them if they've received an email form such and such.

Despite liking the email sharing with staff, the actual email tab is not great. Main reason being there is no draft emails. Also attachments do not show if they are sent within the email like a picture rather than an attachment.

There are so many great features that reduced my number of softwares used. I needed a CRM and looked into this on the recommendation of another bookkeeper. I love the email integration, task management, but most importantly the CRM. The filter features and managing multiple clients at one time to send emails or other things would be easy.

Can't assign to multiple people to a task template

Integration with inbox allowing client emails to be sorted by being added to an existing task, creating a new task or delegating to a team member.

Email integration doesn't filter out images in email signatures that clutters the files tab with irrelevant items. Could also do with having a more flexible system of changing interim task deadlines without having to go into the task settings

The automated email systems and reminders of the outstanding tasks on a weekly basis will be received via pixie. Also the collaborations are more valuable thing to smooth our onboarding process

Have to wait for reports to receive from the emails

easy to use and set up. Integrates with gmail and companies house

doesnt allow a folder structure to manage documentssenta

Easy to use. Very useful for organising and prioritising tasks. Good at assigning tasks to and from colleagues at different stages

Can't think of any major cons. Only thing that sometimes doesn't work smoothly is when setting up internal deadlines on a recurring task

The most impactful thing about Pixie is the ease with which you can set it up. Super user friendly and you can be up and running with the software within an hour unlike other programmes I've researched.

It would be good to have the ability to template daily bookkeeping and also more control over what my team can see and do.

Love the tasks/subtasks as I am a very task-oriented person. I appreciate the ability to make templates and the ease of making it all work together.

It took a little while to understand where everything is without doing training.

Ease of use, training videos, support from our accounts manager

not able to send 64-8. Integration with Xero

Easy and quick to set up
Great customer support
Easy to integrate and can be used with Zapier
Regular updates and new features added
Great pricing structure

Some more direct integrations would make it simpler to set up