by Lisa Williams | Aug 22, 2024 | Moxie CRM
Hey, it’s Lisa Williams, Your Moxie Maven! Today, I’m pumped to show you the vital steps for web designers looking to set up their Moxie CRM. If run a small web design business, like my husband and I, this guide will lay out the foundation for your success....
by Lisa Williams | Jul 21, 2024 | Moxie CRM
Hey there, hustlers! If you’re like me, you’re always on the lookout for tools that can streamline your projects and elevate your productivity. Today, I’m here to share something that will revolutionize the way you work—Moxie’s new AI Assistant. Buckle up, because...
by Lisa Williams | Jul 12, 2024 | Moxie CRM
Welcome back to another tutorial! I’m Lisa Williams, also known as Your Moxie. Today, we’ll dive into the intricacies of products and services within Moxie, understanding how they differ from projects, and how to effectively utilize them. Let’s break it...
by Lisa Williams | Jul 7, 2024 | Moxie CRM
Welcome to another Moxie Maven tutorial! 🎉 I’m Lisa Williams, and today I’m diving into my detailed process for collecting website content from clients and I’ll show you exactly how to streamline your workflow using Moxie’s form builder. Watch the video on how I...
by Lisa Williams | Jun 22, 2024 | Moxie CRM
Managing a client’s journey from inquiry to project completion can be complex and time-consuming. As someone who regularly navigates this path, I can attest to the fact that organization and a structured pipeline can make all the difference. Today, I want to share...
by Lisa Williams | May 28, 2024 | Moxie CRM
Features of Moxie CRM Client Portal – 📌 Custom Branding: Ensure your portal looks as professional as your business. – 🛠️ Feature Management: Enable or disable features to meet your clients’ needs. – 🌐 Custom Domain Setup: Learn how to set up a...
