What is Moxie CRM? And why you need it in your business

Picture this: It’s 3 AM, and I’m knee-deep in client emails, project notes scattered across my desk like confetti after New Year’s Eve.

My trusty sidekick, Oliver, is snoring away (lucky dog), while I’m desperately trying to remember if I sent that invoice to the client with the purple logo or the one with the bird mascot. Meanwhile, my cat Finnick has decided my keyboard is the perfect spot for a cat nap, and my other cat Callie is judging my life choices from atop the bookshelf.

Sound familiar? Yeah, I thought so.

That, my friends, is why Moxie CRM (Affiliate) exists. And let me tell you, it’s been a game-changer for my business (and my sanity).

So, What Exactly is Moxie CRM?

Moxie CRM is like that super-organized friend who always has their life together. You know the one – color-coded calendar, never forgets a birthday, probably has a label maker. Except Moxie does all that for your business.

In tech speak, Moxie is a Customer Relationship Management tool. In human speak, it’s your business’s new best friend. It’s the Swiss Army knife of business management tools, equipped to handle everything from client communications to project tracking, invoicing, and more.

But here’s the kicker – unlike some CRMs that feel like you need a Ph.D. in rocket science to operate, Moxie is designed with us mere mortals in mind. It’s like the difference between assembling IKEA furniture with and without instructions. (And let’s be real, we’ve all experienced the unique hell that is trying to put together a BJÖRKSNÄS without a manual.)

Features That’ll Make You Go “Where Have You Been All My Life?”

1. Contact Management

Remember that time you spent hours scrolling through email chains, trying to find that one crucial detail a client mentioned offhandedly three months ago? Yeah, those days are over. Moxie keeps all your client info in one place, neat and tidy. It’s like having a personal assistant with a photographic memory, minus the awkward water cooler chats.

Here’s what you can expect:

• Centralized contact information
• Communication history at your fingertips
• Custom fields for those quirky details you need to remember (like your client’s dog’s name – hey, personal touch matters!)

2. Project Tracking

Remember that time I lost track of a project deadline and had to pull an all-nighter fueled by coffee and pure panic? It was like cramming for finals all over again, except instead of a bad grade, I risked losing a client. Yeah, Moxie makes sure that doesn’t happen.

With Moxie’s project tracking:

• Set up project tasks for milestones and deadlines
• Assign tasks to team members (or just to yourself, if you’re a one-person show like I used to be)
• Track project progress in real-time (no more “oh crap, I forgot about that” moments)

3. Time Tracking

Because “I’ll just work on this for five minutes” is the biggest lie we tell ourselves as business owners. Right up there with “I’ll just have one cookie” and “I’ll go to bed early tonight.”

Moxie’s time tracking feature:

• Tracks time spent on tasks and projects
• Generates reports to see where your time is really going
• Helps with accurate billing (no more guessing how long that project actually took)
• Identifies time-sucks so you can optimize your workflow

4. Invoicing

Goodbye, “Oh crap, did I send that invoice?” moments. Hello, getting paid on time! Moxie’s invoicing feature is like having a personal accountant, minus the boring conversations about tax law.

What you get:

• Create and send professional invoices
• Set up recurring invoices for retainer clients
• Track payments and send reminders for overdue invoices
• Integrate with popular payment gateways

5. Client Portal

Give your clients a VIP experience without having to roll out an actual red carpet. The client portal is like giving your clients an all-access backstage pass to your work process, minus the sweaty stagehands and overpriced concert t-shirts.

Client portal features:

• Fully customizable – if you can dream it, you can build it
• Secure login for clients to view project progress (or my favorite feature, login with a magic link)
• File sharing capabilities via tasks (no more email attachment size limits!)
• Approval processes for deliverables via agreements or forms

And here’s a little secret – I’ve got a free Canva template for sprucing up your client portal homepage. But shh, we’ll talk more about that later in this blog series. (Ooh, suspense!)

6. Customization

It’s like the Build-A-Bear of CRMs. Make it yours! Because your business is as unique as Finnick’s ability to find the one sunbeam in a room for his naps.

Customization options include:

• Custom fields for contacts and projects
• Workflow automation tailored to your business processes
• Branding options to make Moxie look like an extension of your business
• Integration with your favorite tools (because playing nice with others is important)

Why I Chose Moxie (And Never Looked Back)

Look, I’ve tried all the CRMs. But Moxie? It just clicked.

It’s user-friendly enough that I didn’t need a Ph.D. in rocket science to figure it out. It’s flexible enough to handle both my website design projects and my branding gigs. And it’s powerful enough to keep up with my business as it grows.

Plus, it integrates with all my favorite tools. It’s like Moxie threw a party and invited all my digital besties.

But let me break it down for you, because I know you’re not here for vague praise. You want the nitty-gritty. So here’s why Moxie won me over:

1. Ease of Use: I set it up faster than it takes V and D to agree on what to watch on Netflix. (Which, let me tell you, is nothing short of a miracle.)
2. Flexibility: Whether I’m working on a quick logo design or a full-blown website overhaul, Moxie adapts to my needs. It’s like having a Swiss Army knife for my business processes.
3. Scalability: As my business has grown (from just me and Oliver to a team of humans who don’t require belly rubs), Moxie has grown with me. No growing pains here!
4. Customer Support: The Moxie team is more responsive than Oliver when he hears the treat jar open.
5. Constant Improvements: They’re always rolling out new features and updates.

But Here’s the Real Tea…

Setting up a CRM can be overwhelming. It’s like trying to assemble IKEA furniture without instructions, in the dark, while Calliope decides your laptop is the perfect place for an impromptu nap.

You start out optimistic, thinking “How hard can it be?” Three hours later, you’re surrounded by digital debris, questioning every life decision that led you to this moment, and seriously considering if you could run your business using just Post-it notes and good intentions. (Spoiler alert: You can’t. I’ve tried.)

That’s why I don’t just use Moxie – I help other businesses set it up too.

Imagine having a Moxie expert (that’s me!) take you by the hand and guide you through the whole process. We’re talking custom setup, personalized workflows, the whole shebang. It’s like having a fairy godmother, but instead of a pumpkin carriage, you get a fully optimized CRM. (Honestly, way more useful for running a business.)

Here’s what working with me looks like:

1. Submit an inquiry: Tell me about your business needs, pain points, and goals.
2. Custom Setup: I’ll set up Moxie to fit your specific needs.
3. Workflow Creation: We’ll create custom workflows that’ll make your business run smoother than my first cup of morning coffee.
4. Training: I’ll show you and your team how to use Moxie like pros. By the end, you’ll be navigating Moxie faster than V and D can quote TikTok memes.
5. Ongoing Support: Think of me as your Moxie mentor. I’m here to answer questions and help you get the most out of your CRM.

Real Talk: How Moxie Changed My Business Game

Now, I know what you’re thinking. “Sure, Courtney, this all sounds great, but does it really make that much of a difference?” Let me tell you a little story.

Picture this: It’s 2021, pre-Moxie era. I’m juggling multiple client projects, trying to keep track of everything using a combination of spreadsheets, sticky notes, and let’s be honest, pure luck. I’m working 60-hour weeks, missing deadlines, and stress-eating more chocolate than I care to admit. (My kids thought I had a secret candy stash. Plot twist: I did.)

Then comes Moxie. Within a month of implementing it:

• I reduced my working hours by 20% (hello, actually seeing my family!)
• My project turnaround time improved by 30% (clients were happier than Finnick with a new cardboard box)
• I stopped missing deadlines entirely (goodbye, late-night panic attacks)
• My invoicing became so streamlined, I actually started getting paid on time (I know, shocking, right?)

But the real kicker? I started enjoying my work again. Instead of feeling like I was constantly putting out fires, I felt in control. I went from frazzled business owner to cool, calm, and collected entrepreneur. (Okay, maybe not cool. My kids still think I’m a total dork. But hey, two out of three ain’t bad.)

Ready to Get Your Moxie On?

If you’re tired of feeling like your business is running you instead of the other way around, it might be time to give Moxie a whirl.

And hey, if you want to skip the “pulling your hair out while trying to figure out how to set it up” phase, I’m your girl. Just hit that “Work with Me” button, and let’s chat about how we can Moxie-fy your business.

Trust me, your future self (and your stress levels) will thank you. You might even find yourself with enough free time to finally figure out what the heck TikTok is all about. (Or, you know, take a nap. I vote for the nap.)

Now, if you’ll excuse me, I need to go referee a standoff between Oliver and the mailman.

P.S. Stay tuned for the next post in this series where I’ll dive into how I use Moxie for website design projects. Spoiler alert: It involves less caffeine-induced panic and more structured productivity. Who knew that was possible?

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Courtney Vickery, MS, RD, LD CEO

Courtney Vickery, MS, RD, LD is a marketing and wellness strategist with 15+ years of experience in WordPress web design, workflow optimization, and client experience strategy.

She has served in leadership roles as a Director of Corporate Health Services, Group Fitness Program Manager, and Lead Wellness Dietitian, and built her own private practice, Vickery Wellness.

Courtney also has an extensive academic background. At the University of Georgia, she taught undergraduate nutrition courses, served as Interim Director of the Dietetic Internship, and continues to teach as needed.

She is a proud UGA alum, holding:

• MS/DI in Foods & Nutrition

• BS in Dietetics

• BA in Political Science

• Graduate Certificate in Gerontology

With her unique blend of academic expertise, leadership experience, and design-driven strategy, Courtney helps professionals and organizations improve their systems, websites, and client experiences with clarity and confidence.