Syncing Jetpack Workflow and Moxi Engage is currently on our roadmap
Jetpack Workflow is a cloud-based practice, client, and workflow management solution for accountants, which includes tools for job management, document storage, time tracking, and more.
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.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.