George

@george_kastin

Moxie CRM Setup and Workflow Automation

United States

English, French

About me

I provide Moxie CRM setup, customization and workflow automation for freelancers, coaches, consultants and service businesses. I can organize client management, lead pipelines, onboarding, forms, scheduling, agreements, invoicing, project workflows and client portals. My goal is to create a clear, practical Moxie CRM system that reduces repetitive work and keeps your client process organized. I focus on understanding your workflow and configuring the system around your business needs.... Read more

Skills