I will set up, automate, customize your moxie CRM workflow expert and client management

Gracino O

Spain

I speak English, Spanish, German, French, Italian

Crm specialist

I am a CRM and Automation Specialist who helps businesses organize their leads, automate follow ups, manage customers, and improve their sales process using CRM systems and workflow automation. I spe...
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About this Gig

Spend less time managing clients and more time growing your business with a professionally customized Moxie CRM.


I help coaches, consultants, freelancers, agencies, and small businesses set up and automate Moxie CRM to streamline client management, improve productivity, and eliminate repetitive tasks.


What I offer:

  • Moxie CRM setup & customization
  • Sales pipelines & workflows
  • Lead capture & automated follow-ups
  • Client onboarding automation
  • Task & project management
  • Email templates & automations
  • Client portal setup
  • Payment workflow configuration
  • Zapier, ThriveCart, Calendly & Stripe integrations
  • SOP documentation with video walkthrough


Every setup is tailored to your business, giving you a CRM that saves time, reduces manual work, and keeps your operations running smoothly.


Message me today and let's build a powerful Moxie CRM system that helps you stay organized, serve clients better, and scale your business with confidence.

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set up, automate, customize your moxie CRM workflow expert and client management
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set up, automate, customize your moxie CRM workflow expert and client management
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set up, automate, customize your moxie CRM workflow expert and client managementset up, automate, customize your moxie CRM workflow expert and client managementset up, automate, customize your moxie CRM workflow expert and client management

Software:

GoHighLevel

Industry:

Environmental

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Manufacturing & storage

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Real estate

My Portfolio

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