As potential clients move through your freelance sales process, you want them to think, “I’m already impressed. This was a good choice.”
Our Sales Pipeline and Automations tools make building that process simple. You decide what will happen, when, with new clients and project opportunities, and you use the visual drag-and-drop builder to connect the steps, rules, and actions.
Maybe you’ll send instant confirmation via text when Toto books the meeting. And maybe 2 hours later, he’ll receive the email where you explain your process, share those oh-so-flattering testimonials, and link out to 2 case studies.
Moxie’s Automations makes it easy to move new opportunities through a tight process. That process enhances your overall client experience and reinforces your value.
Your sales process is as unique as your business. Enter your custom sales process using as many or as few labels as you need to stay on top of your CRM.
It’s okay to have a favorite lead - in fact, we encourage it, especially when your confidence and the estimated value is high. Visualize your best opportunities and play favorites accordingly.