Watch this 1 hour workshop PLUS templates and I’ll show you exactly how to tame your Moxie CRM and create a client portal that works for you.
We’ll cover setup, integrations, and design strategies to make your life easier.
✓ My Moxie Client Portal setup checklist
✓ Style guide to keep your brand consistent
✓ Canva welcome page template
✓ A step-by-step integration guide
✓ Design tips for a stunning client portal
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