Sales in Moxie connects the work of finding the right client, shaping an offer, collecting information, and getting approval. Opportunities, forecasts, agreements, forms, and submissions are separate tools, but they can stay connected to the same client relationship.
The Sales areas
Pipeline tracks potential work from the first inquiry through won or lost.
Forecast turns opportunity value, close dates, and stage confidence into a forward-looking revenue view.
Agreements combine proposals, packages, payment schedules, terms, signatures, and other client decisions.
Forms collect structured information through reusable public forms or one-time client requests.
Submissions keeps completed responses, files, client links, notes, privacy, and exports together.
The pipeline gives you an active view of possible work; the other Sales tools help move that relationship toward a clear decision.
A practical client journey
Create an opportunity when a lead or existing client begins discussing new work.
Use to-dos, notes, activity, and stage changes to keep the conversation moving.
Collect discovery information with a form when structured answers will help.
Prepare and share an agreement when the scope, price, and terms are ready for approval.
When the opportunity is won, continue delivery in Projects while keeping the sales history attached to the client.
Start with only what you need
You do not need an opportunity, form, and agreement for every engagement. Use the smallest path that makes the sale clear and repeatable. Add templates, form automation, and stage-based to-dos after you understand the manual flow.
Continue exploring Sales