Moxie is a company management platform that aims to assist sole proprietorships, partnerships, and corporations in improving their productivity and expanding their operations. This tool provides you with an overview of both ongoing and forthcoming tasks in your workflow, you can rest assured that nothing will be overlooked. This platform is loaded with a variety of tools that may be used to manage a variety of client-related matters, including agreements, proposals, contracts, expenses, and invoicing.
Additionally, you may utilise the calendar view to filter clients, deliverables, deadlines, or project statuses to see precisely what you need to see for any given day. This allows you to focus on the most important aspects of your work. It makes it easy to manage projects since it allows you to easily create tasks for deliverables, delegate tasks to collaborators, and track the amount of time spent on each job.
Moxie Lifetime Deal Features Overview:
You will be able to construct the workflow that best suits your needs by displaying tasks using either the card view, the timeline view, or the list view.
You are able to provide descriptions, attach files, and leave comments for your clients, all of which will help keep everyone on the same page
In this vein, it is simple to extend invitations to various stakeholders to become members of your board, which makes it easier to work together and streamlines the communication process
It also provides you with the ability to modify legally reviewed contracts, allowing you to quickly and easily close the deal with your customers
As soon as it is signed, the platform will immediately build a project for you based on the dates, deliverables, and payment structures that were agreed upon
From that point on, it is simple to convert billable hours into invoices and even to send recurring invoices for services that are paid for on a subscription or retainer basis
The best part is that the tool provides you with insights into the time you spent working and the money you made; as a result, you’ll know your actual hourly rate
You can develop a specialised form in order to qualify leads based on the amount of time and money they have available
You will be able to monitor the stage that each lead is currently at in the sales funnel, display pertinent information on a dashboard that is well organised, and automate your workflow for each lead
This platform also offers third-party connection with applications such as Slack, Zoom, and Google Calendar, which helps to ensure that workflows run extremely well.