MOXIE
Transform Your Business with Moxie CRM
Custom CRM Solutions Tailored for Your Needs
Ready to revolutionise your business management?
Why Work With DSS?
As an Approved Moxie Implementor, I’m here to unveil the wonders of Moxie CRM and how a personalised setup service can transform your workflow. Whether you’re just starting out or aiming to level up, We’ve got the perfect package to suit your unique needs.
Moxie CRM is more than just a tool; it’s a game-changer for solopreneurs like you. With its user-friendly design, comprehensive features, and seamless integration, Moxie empowers you to streamline tasks, nurture client relationships, and propel your business forward. From managing contacts to automating tedious tasks, Moxie is the ultimate ally every business owner dreams of!
Picture having all your client information, schedules, and projects neatly organized in one place. That’s what Moxie does for you. It’s not just about staying organised; it’s about providing you with the clarity and efficiency you need to focus on what you love – growing your business and connecting with your clients.
Why Choose Moxie CRM?
Discover the powerful features that make Moxie CRM the perfect choice for your business.
Customizable Dashboards
Personalize your CRM interface to display the metrics and data that matter most to your business.
Automated Workflows
Save time and reduce errors with automated workflows that handle repetitive tasks seamlessly.
Advanced Analytics
Gain insights into your business performance with comprehensive analytics and reporting tools.
Seamless Integration
Integrate Moxie CRM with your existing tools and platforms for a unified business solution.
Our Process
COMPLETE APPLICATION
Keen to get a Moxie Setup Package booked in? Fill out the form above to give us the lowdown on your needs and how you plan to make the most of Moxie for your business.
CLARITY CALL
Ready to take the next step? After you’ve submitted your application, we’ll hop on a call to dive deeper into your needs. This virtual chat is our chance to connect, understand your business goals, and explore how our Moxie Done For You or Retainer Package can tackle your business challenges head-on.
BOOK YOUR SPOT
If we hit it off and you’d like to proceed, we’ll send you a proposal and invoice to secure your spot on our calendar. Once you’ve paid and digitally signed the project agreement, we’re officially working together to set up Moxie for you!
CONTENT COLLECTION
Once you’re officially a client, we will guide you through the content you will need for your build to start. Think Logos, graphics words on the page etc. and then book your Kickoff call to go through your business process.
Our Pricing Plans
Mini Moxie
Tailored for the aspiring solo entrepreneur, this package offers a seamless setup of Moxie CRM's fundamental features, ensuring you have all the necessary tools to thrive and succeed.- Setup of one intake form
- One meeting scheduler
- Email templates loaded in for you to customise
- Personalised pipeline setup
- Invoice template configuration
- Integration with essential apps
- Tailored client portal
- 30-minute personalised training session
Mega Moxie
Tailored for the innovative entrepreneur, this package offers comprehensive customisation of Moxie CRM, incorporating advanced feature integration and personalised workflows, paving the way for efficient operations and exceptional client interaction.- Everything in the Mega Moxie Package plus
- Customised intake form setup
- Tailored proposal and contract templates
- Personalised email templates tailored to your brand
- Custom pipeline setup with client, project, and pipeline fields
- Up to 3 customised project templates
- Additional 30-minute personalised training session
- 14 days of ticket style follow up support
FAQ
We have tried to answer most of the common questions we get asked here
If you have a question that we haven't answered please reach out so we can help.
WHAT can MOXIE actually do?
- Let clients self-schedule appointments.
- Create forms that capture everything you need.
- Have proposals auto-generate details on contracts and invoices.
- Enjoy built-in organisation: store emails and manage your sales pipeline.
- Set up recurring invoices, payment plans, and receive payment.
- Build automated workflows.
- House time-saving templates: canned emails, packages, and more.
- Send automated reminders for appointments, forms, and invoices.
- Brand it all to your business.
- And so much more.
WHAT support is offered?
- We offer various support options including weekly catch ups during your build, an off-boarding call to show you how to use the system, 30 days of ticket style support once your build is completed and you can access our 1:1 support after your build is completed for additional work or to go deeper into moxie at an additional cost. Ask about our existing client retainer packages.
how much does Moxie cost?
There are two pricing options:
Pro - Great for solo freelancers & freelancers who collaborate with others on projects.
$25/month
Teams - Ideal for small agencies & freelancers working as a team to tackle bigger projects.
Annual Plans - Save buy purchasing annual plans.
can i migrate from another system to Moxie?
Absolutely Yes!
It's a bit of work to get it all added in and sorted so that Moxie lines up with your old system, but it can be done. If you need help doing this, and due to the large amounts of time it takes please look at purchasing the Mini Moxie package and chat to us about an hourly retainer to complete the job.