Expert Moxie set-up
Whether you’re migrating from a different app or you're sick of your sticky notes and crazy tech stack, we’ve got you covered.
BYOD
Bring your own data and our migration specialists will do the rest to get you up to speed with Moxie in record time.
This is a great option if any of the following are true:
- Your time is more valuable than your money.
- You find setting up new apps overwhelming.
- You’re migrating from another app and have specific things you want to duplicate or reimagine inside of Moxie.
Check out more details below.
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Tell us what you need
Fill out the above Moxie setup form so we have all the delicious details.
Get your own setup specialist
Whether you’re new to business management apps or switching from Dubsado or Honeybook, we’ll match you with the right person based on your business and workflow.
Do your thing
You can get back to work. We do the heavy lifting. We notify you when you’re all set and send you a video introduction to your new business home.
- Import historical account data (invoices, contacts, accounting, etc)
- Account settings
- Create your branded invoice template
- Add projects and tasks
- Set up client portal permissions
- Set-up 5 email templates
- Configure meeting scheduler
- Create form template and mapping
- Client portal structure and permissions
I want all my systems and processes in Moxie
- Set up communicator
(US/Canada/UK only) - Set up full client relationship management system
- Create workflow automations
- Custom design for all features
- Tailored feature set-up
Frequently Asked Questions
For the setup and data transfer option outlined above, you pay $149. If you want a more involved setup, the cost of that varies based on which Moxie Pro you decided to hire.
Anyone who is on a paid plan with Moxie can request and pay for a migration specialist.
A Moxie migration specialist will pull the data from the .csv file you export from your previous app. We can move clients, contacts, opportunities (prospects), projects, tasks, invoices, expenses, and time sheets.
Not right now, but if time is of the essence, a Moxie partner may be able to accommodate your needs.
Nope. Go ahead and move now because it’s easy to change your structure in Moxie and set up new pricing in your new CRM.
If you continue using your other app while we are migrating your data, anything you create in your other app will need to be manually added to Moxie. For example, we will have a time and date that we enter the CSV import of your expenses. Anything after that day won’t be in your .csv file, and you’ll need to re-enter that in Moxie manually.)
Included in your Moxie migration for $149 is connecting your email and calendar. A Moxie partner can tackle more involved integrations like those involving Zapier, Make, or using API.
Honestly, maybe? But the only way to know is to chat with us. Use the ? in the lower right and our support team will be able to chat with you and let you know if this is a good option for you and we'll be up front about if it is still a good value for you.
You can always chat with us in the lower right corner using the ? button.