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Member since: Jun 2022Deals bought: 48
5 stars
5 stars
Posted: Sep 11, 2023

CRM Sales Excellent mobile app

Moxie surpassed my expectations!

The forms designer is the most useful feature for me, exactly what I was looking for!

CRM, forms builder, accounting, sales, valuable integrations, associate forms with a client.

The interface is designed to make work flow easy, starting from client acquisition to payment.

There is a very intuitively designed interface.

The mobile apps are mature and useful. I was able to create a new client, create product sale, send an invoice and collected payment from the app.

The app also has a very useful timing feature for per hour work.

Forms are assigned to a customer, it is effortless to keep track of sales, forms and agreements with clients/prospects.

Project management functionality with Kanban cards, adding files to projects are all here.

Support is excellent, there is a road map on the Moxie website.

And THE best is the bi-weekly FREE Zoom calls with 6-figure coaches delivering enormous value. I've used the training from Moxie to create my own content.

As Moxie grows, I think things that can be added much later are opt-in forms, landing pages, email marketing funnels, plus an ability for the community to create funnels and sell them to other members.

Moxie can eventually Replace Kartra.

You deserve 5 stars * * * * *

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