Moxie integration

Business software for freelancers, with proposals, contracts, projects and invoices. Connect Moxie to OLODESK and use it in the apps and automations your business runs on.

Category
CRM & sales

Popular ways to use Moxie

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Moxie, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Moxie goes quiet.

Won deals, ready to invoice

When a deal is won in Moxie, the client and a draft invoice are set up in your accounting app.

How to connect Moxie

  1. Request Moxie

    In your portal’s Integrations tab, press Request access next to Moxie. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Moxie, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Moxie data in ChatGPT. AI on OLODESK

More CRM & sales apps

  • HubSpotCRM & sales

    CRM with tools for marketing emails, sales pipelines, customer service and website forms.

  • HighLevelCRM & sales

    Marketing and CRM platform agencies use for funnels, texts, calls, bookings and client pipelines.

  • SalesforceCRM & sales

    CRM for managing leads, accounts, sales deals, service cases and customer records.

  • PipedriveCRM & sales

    Sales CRM built around a visual deal pipeline, with activities, emails and follow-ups.

  • Zoho CRMCRM & sales

    Zoho’s CRM for leads, contacts, deals, sales automation and reports.

  • CloseCRM & sales

    Sales CRM with built-in calling, email and texting for inside sales teams.

Moxie integration FAQ

Do I need my own Moxie account?

Yes. You connect the Moxie account your business already uses.

Which plans include the Moxie integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Moxie account?

Yes. Connect as many as you need and choose which one each system uses.

Put Moxie to work

Start your Free trial, then request Moxie on Business Starter or Business Pro.