Moxie

Learn how client relationships and individual contacts fit together throughout Moxie.

Understand clients and contacts in Moxie

Build accurate client records, maintain reusable details, and preserve inactive relationships.

Create, edit, archive, and reactivate clients

Use search, filters, views, fields, sorting, and favorites to reach the right client quickly.

Find and organize your clients

Navigate client details, contacts, notes, activity, related records, and contextual creation.

Use the client workspace

Maintain the people connected to a client and identify their relationship responsibilities.

Add and manage client contacts

Start email, calling, messaging, and meeting flows in the correct client context.

Communicate with a client or contact

Capture, format, review, and maintain private relationship context in the client workspace.

Keep private notes about a client

Follow meaningful relationship events, open their source records, and repair incomplete history.

Understand recent client activity

Use full client-filtered module views without losing list preferences or navigation context.

Work with a client’s related records

Set reusable defaults and capture the client information that matters to your business.

Customize client defaults and custom fields

Geoff Mina

Keep client information, contacts, notes, activity, files, and related work together.

Clients & contacts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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