Moxie CRM is a versatile customer relationship management tool designed to streamline your business operations. From managing contacts to automating your day-to-day tasks, Moxie helps you focus on what truly matters - growing your business and connecting with clients.
Absolutely! Moxie CRM is known for its intuitive interface and user-friendly design. Plus, with my personalized setup service, I'll ensure that Moxie is tailored to your comfort level and business needs, making it easy for you to get started.
The 'Fresh Start' packages are designed for solopreneurs who are new to Moxie CRM, focusing on setting up the essential features from scratch. The 'Retainer' packages, on the other hand, are ideal for existing Moxie users seeking advanced customization and deeper feature integration.
Certainly! I understand that business needs evolve. Feel free to discuss your changing requirements during our discovery call or any time during our engagement, and we can adjust the service package accordingly.
Post-setup, I offer ongoing support to ensure you're comfortable using Moxie CRM. Depending on your chosen package, I offer a training session at the end of our project and if needed, I also offer ad-hoc hourly support at a rate of $85 CAD and this can include virtual training sessions, email support, and further customization assistance.
Data security is a top priority for Moxie CRM. It employs robust security measures to ensure your business and client information is protected. Plus, I adhere to strict confidentiality and security protocols during setup and customization. NOTE: Moxie CRM is solely responsible for the security of your personal info stored within the Moxie ecosystem.
Once you submit the inquiry form, I'll review your information and reach out to schedule a discovery call. This call is our opportunity to discuss your business needs, answer any questions, and determine how Moxie CRM can best serve you
The setup duration varies depending on the chosen package and your specific needs. Generally, the 'Moxie Kickstart Package' can be completed swiftly, while the 'Moxie Master' may take a bit longer due to its advanced customization. Retainer packages are typically used on an as-needed basis and hours do not expire (unless otherwise noted).