Having more time saved, means you can have more time to deliver amazing service!
Which is why Pixie are pleased to share with your threir all-new bulk client actions inside Pixie.
These actions have been created to help you a load of time when doing your day-to-day tasks.
Here’s what you can do:
Bulk task creation
Need to create the same task for multiple clients? No problem.
Bulk task scheduling
Need to enrol multiple clients into the same workflow or template? It’s just a click away.
Bulk send email
Need to send the same message to multiple clients. You can get a deep dive on our new bulk email here.
Bulk update client properties
Need to change or add new properties to your clients in bulk? It’s never been as easy…
Having a clear out of the system and need to remove some old clients? Simply select, and archive. It’s that simple.
You can see all of these bulk actions, in action here.
If you’re an existing Pixie customer, this will be live in your Pixie account right now.