PixiCRM: CRM Software for Small Sales Teams | PixiTech
PixiCRM · 15-day free trial · no credit card

The CRM your sales team will actually keep updated.

Pipeline, meetings, KPIs and daily reports in one fast workspace — with an AI assistant that files the busywork for your reps, in English or Vietnamese. Set up in minutes, not months.

Self-serve signup · your workspace is live in under a minute

crm.pixitech.io/pipeline
New lead 4
Hoa Sen Clinic
LEADTrade showTN
Northgate Tuition
LEADWebsiteJL
Qualified 3
Marina Dental Group
DEAL$12,400TN
Beacon Logistics
DEAL$8,000JL
Proposal 2
Averon Wellness
DEAL$21,900MH
Won 6
Sunrise Homecare
WON$18,500JL
Everything in one place

Built around how small sales teams actually work.

Pipeline

A board that saves itself.

Customise your stages, drag cards between them, and never press a save button — every edit auto-saves as you type. Each card carries the full story:

  • Notes that mean something — comments and dated follow-ups in one timeline, with overdue ones flagged in red
  • An activity log you didn't write — stage moves, score changes and assignments are recorded automatically
  • Clients created on the win — a company becomes a client the moment its deal is marked Won
Marina Dental Group — Deal
Value
$12,400
Note
💬
Comment — decision maker joins Thursday's call
Follow-up · Fri — send revised proposal
Done — intro deck shared
Activity
Stage — Qualified → Proposal
Score — 60 → 80
Assigned — to Trang N.
AI assistant

Your reps talk. The CRM types.

The fastest CRM update is the one nobody has to click through. Tell the assistant what happened — it drafts the lead, the meeting, the comment or the follow-up, and asks you to confirm before anything is saved.

  • Speaks English and Vietnamese — it replies in the language your rep used
  • Creates leads, meetings, comments and follow-ups from a single message
  • Confirms before acting — nothing enters your pipeline without a yes
Pixi Assistant
Add a lead — Hoa Sen Clinic, met them at the trade show, follow up Friday about pricing.
DRAFT READY
I'll create the lead Hoa Sen Clinic (source: trade show) with a follow-up on Friday — "pricing discussion". Save it?
ConfirmCancel
Tạo lịch họp với Marina Dental thứ 5 lúc 2 giờ chiều nhé.
Đã chuẩn bị cuộc họp Marina Dental — Thứ 5, 14:00. Xác nhận để lưu và gửi lời mời nhé?
Meetings & calendar

Meetings that announce themselves.

Schedule from the monthly calendar and let the system do the chasing:

  • Email invitations with calendar attachments go to internal and external attendees automatically
  • Telegram notifications ping your sales group when meetings are booked — plus a daily 8am digest of the day's schedule
  • Google Calendar connection keeps the rest of your working life in view
  • Statuses at a glance — tentative, confirmed, cancelled, colour-coded
Calendar — July
14
15Marina Dental
16
17Beacon intro
18
19
20
21
22Averon demoTeam sync
23
24Sunrise kickoff
25
26
27
🟢 Confirmed🟡 Tentative✉️ Invites + 📅 attachments sent
KPIs & daily reports

Know how the month is going before the month ends.

Define the KPIs that matter, set monthly or quarterly targets, and watch personal and team progress side by side. Daily reports take a minute — free text plus one-tap activity chips — and managers see the whole team's day in one view.

  • Personal + team dashboards on the same page
  • Targets per rep, monthly or quarterly
  • Analytics for admins and managers — pipeline value, conversion, sources
My performance — July
Meetings booked 14 / 20
Proposals sent 8 / 10
Deals won 5 / 5
📞 Call✉️ Email🤝 Meeting🔁 Follow up📄 Contract
Yours, properly

A workspace that wears your badge.

White-label branding

Upload your logo and favicon — your team logs into a workspace that looks like your company, not ours. Each workspace is fully isolated from every other.

Leads flow in by themselves

A secure webhook drops submissions from your website form straight into the pipeline stage you choose — no copy-pasting from a contact inbox.

Roles and guardrails

Admin, Manager and Sales Rep roles with scoped access, ownership checks on every record, login rate limiting and input sanitisation throughout.

Before you ask

Fair questions, straight answers.

Is the trial really free?+

Yes — 15 days, full product, no credit card and no payment details collected at any point during the trial. You sign up, name your workspace, and you're in.

What happens after the trial?+

Your data stays put and we'll talk about a plan that fits your team size. No auto-charges are possible — we never had your card in the first place.

Who is PixiCRM for?+

Small sales teams — typically one admin, a manager or two, and a handful of reps — who want pipeline discipline without enterprise-CRM ceremony. We built it for our own sales team first and ran it daily before opening it up.

Is our data separated from other companies?+

Yes — every record is scoped to your workspace at the database layer, and every request is checked against your organisation and role. Your reps see their scope; your managers see the team; nobody sees another workspace.

Fifteen days. Your whole pipeline.

Create your workspace, invite the team, and see whether your reps actually use it — that's the only test that matters for a CRM.

Start free trial

No credit card · workspace live in under a minute · by PixiTech