Are you looking for a way to keep track of your sales process and create task for yourself in Moxie? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Moxie for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Moxie or Trello With 1400+ Other Apps
Moxie
Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.