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 does a round of edits/support look like?
- Adding, removing or editing text, links or images on your Squarespace website.
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Adding, removing or editing Squarespace Scheduling appointments (where this feature has already been set up on your website).
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Adding, removing or editing store products (if included in your plan).
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Changing or editing your menu, header or footer.
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Uploading documents to your website.
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Uploading a blog post that you have already written.
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Ensuring your site displays correctly on mobile if you’ve made edits to a section on desktop.
what is out of scope?
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Adding non-blog pages. This can be done but will be quoted/charged separately.
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Support for non-Squarespace products and accounts (e.g. non-Squarespace scheduling, domain hosting, email marketing providers, etc). This may be possible but will be quoted/charged separately.
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Writing blog posts and sourcing images. Any blogs posted will feature only text and images that you have provided.
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Providing/creating strategies for SEO, marketing, etc.
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If something you’ve requested falls out of your plan’s scope, we will let you know and discuss options.
Can I sign up for one month?
- All new subscriptions require a 3 month sign up. You will then be on a month to month charge.
- If you cancel your subscription and then miss us, you will be required to sign up for another 3 month start.
Can I subscribe to a maintenance plan if someone else created my Squarespace website?
- Yes! You can access any of these support plans, regardless of whether we designed and developed your website or not.
How does billing work?
- All plans are charged monthly on the calendar date from joining – e.g. if you start a plan on the 15th, you’ll be billed on the 15th of each month until you cancel.
Can I cancel my website maintenance plan?
- Absolutely – email me two weeks before your invoice for next month to cancel. Cancellations will not apply to any invoices already issued.
What do I need to give you access to?
- We will need Administrator access to your website (you remain the Owner) - don’t worry, we’ll let you know how to do this once we get started.
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For most content update and support requests, you’ll be able to send these to us by email. If needed, we can also arrange Google Drive access for file sharing.
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Any other access will be discussed on an as needed basis 🙂