The Best Features in Moxie for Virtual Assistants and Online Business Managers
Are you ready to explore the groundbreaking advancements in the virtual assistant industry? Imagine a tool that revolutionizes the way virtual assistants work and collaborate, offering unprecedented customization options, seamless communication features, and a streamlined client portal!
Welcome to the world of Moxie – the game-changing software transforming how virtual assistants and Online Business Managers manage projects and sales pipelines all in one place! Join me as we delve into the transformative power of Moxie and discover how it can elevate your productivity and efficiency in ways you never thought possible.
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Customization Options for Virtual Assistants, OBM’s, and all Freelancers
With Moxie’s wide range of customization options, virtual assistants and online business managers can tailor the software to fit their unique workflow and preferences.
From personalized sales pipelines to custom project templates, Moxie empowers VAs and OBM’s to optimize their productivity like never before. This level of flexibility ensures that you as a freelancer can fine-tune Moxie to perfectly align with your specific needs, leading to a more efficient and effective work process.
The best part is the customization is made with the user in mind. You will notice a very short learning curve in Moxie compared to other software tools.
If you’ve never heard of Moxie software, and aren’t quite sure if it will work for your freelance business, you can try it completely free for 30 days by using my affiliate link (14 day trial otherwise). Click Here to give it a try!
Communicate Without the Chaos
Moxie also offers an intuitive communication platform that allows virtual assistants to stay connected with clients without the chaos of multiple apps and tools.
By centralizing communication within the Moxie platform, VAs and OBM’s can effortlessly collaborate with clients, share updates, and discuss project details in one convenient location. This streamlined approach to communication not only saves time and reduces confusion but also helps solidify trust and strengthen relationships with clients.
With Moxie, you can centralize all of your communication—we’re talkin’ emails, texts, voicemails…the whole shebang—in one simple place.
Set up a Moxie phone number specifically for client texts and phone calls, while keeping your personal number separate and private (so your well-deserved free time can go back to the way it should be: totally client-free).
Create a One-Stop Client Portal
Could you resend…? Do you happen to have the…? Can we get access to…? Where can we find the…?
Relentless client requests eat up your time and sidetrack your work. You can eliminate them with Moxie’s client portal, a completely branded resource center your clients can access at any time whenever they want to.
Setting up a one-stop client portal with Moxie is simple and efficient, providing you with a seamless way to manage all client interactions in one place.
Moxie’s client portal is highly customizable as well. You can provide access to shared files, assign them project tasks, give them the ability to schedule monthly meetings with you, create a ticketing system for new requests, let them see how many hours are used for the month in their retainer, and so much more!
Worried they’ll lose their password (and inevitably ask you to step in)? Good news: there is no password. Simply give them a magic link and they can easily access everything they need—your proposals, contracts, project briefs, assets, timesheets, and anything else.
Manage Your Projects and Sales Pipeline in One Place
Moxie is a tool that can help you keep track of all your projects and sales in one spot. Imagine it like a big digital planner that lets you see everything you’re working on, all at once. This eliminates the need to try and integrate 5 different single purpose tools. Which will also save you a TON of money!
Here’s how Moxie can help you manage your projects and sales pipeline:
- Dashboard Overview: When you log into Moxie, you’ll see a dashboard. This is like the home page where you can get a quick look at what’s going on. It shows you your active projects, upcoming tasks, and where each deal is in the sales process.
- Project Management: For each project, Moxie lets you create tasks, set deadlines, and assign work to different people on your team. You can track the progress of each task to make sure everything is moving forward as planned.
- Sales Pipeline: Moxie has a special section for your sales. It’s set up like a funnel, so you can see how many potential deals you have, which ones are getting closer to buying, and which deals are done and dusted. This helps you focus on the right deals at the right time.
- Integration: Moxie can connect with other tools you use, like your email or calendar. This means you don’t have to switch back and forth between apps. Everything is in one place, which saves you time. That means that your discovery calls, monthly client meetings and project tasks will all show on the same calendar!!
- Customization: You can change Moxie to fit your needs. If you want to add extra steps in your sales pipeline or create specific reports, you can do that. It’s flexible, so it works the way you need it to.
- Collaboration: Your whole team can use Moxie. You can share updates, files, and feedback easily. Everyone knows what they need to do, and you can all work together smoothly.
- Reminders and Notifications: Moxie will remind you about deadlines and updates. This way, you won’t forget important tasks or meetings.
Discover the Freedom of Moxie in Your Freelance Business!
By using Moxie, you can stay organized and make sure nothing slips through the cracks. It’s like having a personal assistant that keeps all your projects and sales in line, so you can focus on doing great work.
In a world where efficiency and productivity are paramount, Moxie stands out as a game-changer in the virtual assistant industry. With its customizable options, seamless communication features, centralized client portal, and integrated project management tools, Moxie is revolutionizing the way virtual assistants work and collaborate.
Experience the future of virtual assistant software with Moxie and take your business to new heights. Elevate your productivity, streamline your workflows, and transform the way you manage your projects and sales pipeline. Don’t wait any longer – make the leap with Moxie today and discover the unlimited possibilities that await.
Want help getting it setup? Do you need help switching from another CRM? Let’s book a free Discovery Call where we can discuss your needs and see how I can help. Click here to contact us!
As you embrace the power of Moxie, remember: the future of virtual assistant software is here, and it starts with you.
