Moxie
Moxie helps teams move faster by turning incoming leads and projects into actionable work—quickly creating clients and tasks while keeping project and contact records up to date. With an emphasis on speed and accuracy, it’s built for teams that want fewer manual updates and smoother handoffs from intake to delivery.
With Moxie connected, BOBs can quickly build and maintain the right pipeline data: search for existing contacts, create new clients when needed, and spin up tasks to kick off delivery. Instead of relying on manual copying between tools, BOBs keep your client and task records aligned with what’s happening in your business.
BOBs also use Moxie’s new project/client signals to stay proactive. When a new project is created or a client is added, BOBs can immediately translate that event into the next operational steps—creating the right tasks, updating records, and coordinating follow-up across your connected tools—so delivery doesn’t stall at intake.
What can BOBs do with Moxie?
Perform actions
- Create Client
- Create Task
- List Client Options
- Search Contacts
Listen to real-time events
- New Client Added
- New Project Created