Syncing Autopilot and Moxi Engage is currently on our roadmap
Autopilot is an easy to use multi-channel marketing automation platform. Engage your customers at just the right time with personalized email, in-app messages, SMS, and postcards. Capture leads and create a unique experience with automated messaging.
At the heart and soul of Moxi Engage is a sphere-based selling methodology, keeping agents sphere well organized and up-to-date. It helps agents increase sales by helping manage the entire sales cycle, from first point of contact to closed transaction, ensuring repeat business and referrals. As a tool on the Moxi Works open platform, your Moxi Engage CRM integrates seamlessly with other brokerage technologies and services, ensuring efficiency and accuracy.
Better align customer audiences through a 2 way sync for Autopilot. Through PieSync, new subscribers in Autopilot will immediately sync back to your CRM as leads or contacts, or both.
You can set up PieSync to have entire Autopilot lists sync with your CRM to not only sync the contact data, but also the meta data of where the customer sits in the marketing journey, if at all.
The 2-way sync allows to remote control Autopilot by setting up custom fields and other attributes.