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I've been trying to use Moxie off and on for months now with no real progress (as It's a bit too overwhelming to understand the features and process of setting things up for efficiency). But this webinar was super helpful in understanding the CRM and connecting information. 30 minutes is the perfect duration for something like this too! Thanks
I'm so glad it was helpful. Also, feel free to chat us anytime in the ? in the lower right corner. Our team is there almost all the time (we're a bit slow on weekends) to help!
I personally feel like clients and prospects are not necessarily the same thing. Especially in the eyes of sales, we should I feel not mix up the two in the way it is as prospects are not necessarily clients.
@@withmoxieapp Yes! And this attitude, I think, is very smart! Other companies seem not to understand this huge benefit (for both, the companie, and the customers).
Is there a way we can disable the timesheet from the client portal (so that the client doesn't see it) Because I only work project based... and I would love to use Moxie but I didn't want my client to see the hourly time worked (and even if I don't use it, it'll still show to him "0 hours worked this month" and I wouldn't want him to see that hh Is there somewhere we can click on to disable it entirely (OR to hide it from client (so its only us who see it) ? Thank you :)
Yes - in client portal > enabled features, you can choose to turn off time worked all together (and any other features that your client's don't need). Let us know if you have more questions!
The way I test everything is creating a fake client and running through the process with my email. That's the best way for now so you can get essentially the full client experience.
When you go to share your scheduler, there is an option for an "internal link." This functions to let you scheduler outside of any parameters so you can share that with your favorite people or use it internally to schedule meetings. Let me know if I've missed what you meant in your question!
We've updated a bit since this video and the help section lives in the bottom right corner now. That's probably the best way to assist with your specific use since it took me SO long to get back to your comment and also because there are several ways you can do project management within your portal. The most direct way is to create a project with tasks in your Moxie workspace (not the portal). As you create the project, use the dropdown under "Client Portal Access" and grant your client "full project collaboration." Create the assignment as a task and they will be able to view that in their client portal. I hope that helps! You can feel free to chat with us for quicker support as well.
Hi Coach! We do not integrate with gmail or linked in right now. You could possibly use our connection with Zapier or Pabbly to make that work though. Great question!
Hi Angie - if you want to do a custom proposal you'd want to not have your follow-up to the form change the stage (I show this at 5:17 in the video). Instead you'd just have the form send a follow-up email and then nothing. Then you can create a custom proposal and you'd send that to them manually (using an email template) if you wanted to create a single proposal for a client. The workflow automation to send an agreement works best if you have a standard agreement for a service that you send. If you want to customize the agreement, you'd want to do it manually. I hope that helps!
Also is there a way to template tasks? Say for web design project, I know I want the project to be web design and I want the same basic pages to be tasks and then subtasks within each one, can that populate automatically somehow?
Great question @angiehardison9711 - When you create your project template click the three dots on the side and choose "add task." You can also click into a task you've already added to a template and you are able to add subtasks (as well as assignments, priority rating, rolling due date, etc). These will appear each time you create this project.
Help with best practices -So for a client that I work hourly for (graphic design) and I have multiple assignments in a given month is it best practice to have a project be like “APRIL 2024 Client name” and then put each assignment as a task within given month, or is it best practice to make each assignment a project in itself?
Both of those are great options. The main differences between that set up would be - 1) If you choose to only show a summary of hours to your client, the project will show "April 2024 projects." You could opt to show them the detailed version with the project names if you choose. 2) If you want to use the kanban for each of your assignments over the month, I'd create a large project and then each assignment as a task so you can move it through your project workflow stages. Otherwise, it will be too granular (because each project will have subtasks that you are moving through the project stages and that could be a lot!). Unless you want a granular level of detail per each assignment. I hope that helps!
I process payments with QuickBooks Payments inside QuickBooks Online. Can I collect the credit card information in Moxie and manually enter it into QuickBooks for payment processing?
Thanks for the note. Between savings from other subscriptions and streamlining your business, we think the investment is a solid one (at less than $350 per year for a small business on a teams plan)... but we're obviously biased. We wish you and your business all the best!
Great question! You can customize each portal per client to an extent. For Moxie's primary features, you can click permissions and grant access to only specific features on a client by client basis. That is managed under Client portal > Permissions and then the "Custom access" column is clickable. For custom pages, you'll click on the custom page and use the "Visible to all clients" button. Click it to choose which client views this custom page.
Great question! The way I would handle that is to create one workflow up to the point where the email needs to be manually sent. Once the email is sent, change the stage to a new pipeline stage. Then start the next workflow when the new pipeline stage is reached. For example: Your form inquiry comes in and is in your "inquiry" pipeline stage. A workflow automation happens beginning from the "inquiry" stage to send them a follow up email and schedule a meeting then stops. You handle the approval/email and then change the pipeline stage for inquiry to "approval sent." A new workflow automation begins from the "follow-up email sent" stage to send an agreement or form or whatever the next step is. I hope that helps!
Great video, thx! Question... If I have clients already setup in Stripe with recurring billing, and I connect that client with the Stripe integration to Moxie, when those payments come in, do I still need to go through these steps in Moxie? Or is the integration taking care of this? Thank you :)
Great question. Currently, we do not support group text messages. However, you can create a shared inbox for your team. Each user has their own inbox unless you select that it is a shared inbox. I hope that helps!
### Summary in 10 Bullet Points 1. **New Functionality Demo:** Introduction of Moxy's new functionality in agreements, viewed for the first time by the Moxy team. 2. **Interactive Format:** Emphasis on interactive, question-based demo rather than a one-sided presentation. 3. **Payment Plan Integration:** Introduction of a payment plan feature in agreements, enabling 50% payment now and 50% later, simplifying invoicing. 4. **User Interface (UI) Enhancements:** Updates in the UI including a drag-and-drop feature and navigation improvements for document management. 5. **Token System for Agreements:** Implementation of a token system for easy insertion of client-specific details like email and signer information. 6. **PDF Functionality:** Delay in rolling out native PDF functionality due to performance issues, with plans for future release. 7. **Rich Text Editing:** Advanced text editing features for document customization, including font choices and layout options. 8. **Package Customization in Agreements:** Enhanced flexibility in creating and customizing packages with pricing options and add-ons. 9. **Multiple Signers and Client Interaction:** Support for documents with multiple client signers and improved client interaction post-signing. 10. **Payment Plan and Invoice Integration:** Detailed view of payment plans in invoices, with options for automated invoice creation and payment processing. ### 5 Action Points for Implementation 1. **Familiarize with New UI:** Train team members on the new drag-and-drop interface and navigation updates for efficient document management. 2. **Utilize Token System:** Incorporate the token system in agreements to streamline client-specific customizations. 3. **Explore Rich Text Options:** Encourage the use of rich text editing features to enhance document presentation and professionalism. 4. **Maximize Package Flexibility:** Leverage the enhanced package customization options to cater to diverse client needs and preferences. 5. **Implement Payment Plans:** Integrate payment plans into the invoicing process to offer flexible payment options to clients. ### Simplified Explanation for 5th Grade Audience - **Moxy's New Tools:** Moxy has cool new things to help people make agreements and deals easier. - **Fun Way to Learn:** They showed everyone how to use these new tools in a fun way, with lots of questions and answers. - **Paying Made Easy:** Now, people can choose to pay some money now and some later, which makes it easier to handle money stuff. - **Making Things Look Nice:** Moxy made it easier to make documents look nice with new buttons and ways to change text. - **Special Codes for Quick Work:** They added special codes that help put in important information really fast. - **Wait for PDFs:** They’re still working on making PDFs better, so that’s coming later. - **Cool Text Stuff:** There are new ways to change how the words look in documents, like making them big or colorful. - **Choosing Packages:** People can create different packages with different prices and extras for their customers. - **Everyone Can Sign:** Now, lots of people can sign the same document, and they can do cool things after signing. - **Invoices Show Everything:** Invoices (bills) now show all the payment details, which helps businesses and their customers.
Yes! You can. You can start from a project that you like already. On the web, it's in the project details at the very bottom of the module. Or you can start with the template at workspace settings > templates > projects. Then when you launch a new project with a client, you can start from the template (or use the template in the agreement to automatically create the project when they sign the agreement).
You all are on a roll! This is exactly what I needed! So excited to use this new feature edited to add: maybe it’s not new but I didn’t know I had this capability. I am a visual learner so this channel is so helpful for me
@@jessicalynnlutz Great question. There isn't a way to have them input a number for how many of each add on currently. The work around would be to have add ons for each amount. For example, "1 bonus session, 3 bonus sessions, 5 bonus sessions" and allow them to choose one of those.
Within the new contract and proposal builder, where can I set up the deposit amount? In the old builder it was in the fees block but the new one doesn't seem to have a fees block. When I got to the integrated payment block, it was looking for a token called something like Upfront.fee, but it isn't clear where I'd set that up. I want to set it to 50% of the total fee. Sorry if I've missed something obvious!
Text messages require the phone add-on I'm assuming. And the send email to section, what do all of those queries mean? Can we test this, or do those queries only go to one contact? I don't want to make a mistake and send it to all clients in my portal is all.
Great questions. Yes - to send a text message, you need to have a phone number through Moxie Communicator. If you are on the Pro Plan, you get 1 communicator license. On the Teams plan, you get 2 communicator licenses. You wouldn't be able to email every client in your portal all at once unless you added them as opportunities and ran them through your workflow having never tested it. I'd recommend creating a test opportunity with one of your email addresses and testing the workflow. They only fire based on where you've set the automation to start. All automations start from an opportunity in your pipeline (start with Pipeline in your left nav to add opportunities) being placed in a pipeline stage. More about setting up your workflow automations here: help.withmoxie.com/en/articles/6971258-workflow-automation-set-up I hope that helps!
Great question. Right now there is not conditional formatting, but it is a planned update. If you go here: feedback.withmoxie.com/feature-requests/p/conditional-formatting-in-forms and upvote the request, you'll get updates as it moves into production.
Hi there! Yes - we have email templates you can create. When you're in Moxie, go to workspace settings in the lower left, then templates, then emails. I hope that helps!
For field name, am I able to distinguish between a client and donor? Our nonprofit is a service-based organization so we have two sources of revenue - sales and donations.
That's a great question. Currently, we don't have an option for you to change "client" to something else. You could add a "client or donor" field, but it wouldn't allow you to sort like you'd probably need to. The workaround I can think of would be to 1) title all your people in Moxie with "DONOR - name" and "CLIENT - name." 2) add one set to your favorites - the ones you would need to access the most. 3) Add one set as "prospects" and one set as "clients" and then you could sort and filter them I'm sorry we don't have a native solution for this right now. You can always submit a feature request at feedback.withmoxie.com - that's the best way for us to track what folks who are using the platform need!
This video is about creating a template for projects so that you can add it to a client or agreement without having to retype it. You can create recurring tasks within projects that will create on your set time period automatically. You can read more about it here: help.withmoxie.com/en/articles/6496466-recurring-tasks. I hope that helps!
