If you’re anything like me, you didn’t start a web design business to spend your days in spreadsheets and email threads. You probably started it because you’re creative, resourceful, and love helping clients bring big ideas to life online.
But here’s the hard truth: once the inquiries start rolling in, juggling projects, proposals, payments, and timelines without the right system gets overwhelming fast.
I know because I’ve been there.
I tried to make it work with a cocktail of tools: Google Forms for inquiries, Trello for project management, PayPal for invoices, and a notes app for reminders. I was hustling hard — and it showed. But not in a good way.
And then I found Moxie CRM.
Why Moxie? And Why It Works for Web Designers Like Us
Moxie is a business management platform built for freelancers and service-based businesses. But what makes it especially ideal for web designers is how it combines structure and simplicity.
You don’t need to hack together a tech stack to run your business anymore. Moxie brings:
- CRM (client relationship management)
- Proposals and contracts
- Invoices and payments
- Scheduling and time tracking
- Project templates and task management
- A branded client portal
…into one clean dashboard that just works — without a huge learning curve or bloated features you’ll never use.
👀 What You’ll Learn in This Post:
- How Moxie organizes your leads and projects with pipelines
- Why custom forms and automatic follow-up are game changers
- How Moxie sets the stage for a more professional, less chaotic client experience
🧱 Start Here: Pipelines That Replace Your Inbox (and Your Anxiety)
Most of us start off managing leads in our inbox or with a DIY system. But once you’re juggling multiple leads, client calls, and projects, that “system” starts to crack.
Moxie’s pipeline tool lets you visually track each inquiry or lead through a customizable journey — like this:
- New Inquiry
- Discovery Call Booked
- Proposal Sent
- Waiting on Client
- Booked
And guess what? You can create pipeline stages for each service you offer — full web builds, VIP days, website audits — with different automations.
Instead of wondering, “Did I follow up with that lead from last week?”, you just look at your pipeline. Done.
💡 In Moxie Maven Academy, I show students exactly how to set up these pipelines and link them to forms and automations so your lead follow-up becomes hands-off.
✏️ Custom Forms That Feel Branded and Work Harder Than You Do
I’ve used every form builder under the sun. But Moxie’s built-in forms are a dream because they’re simple, slick, and integrated with your CRM.
You can create:
- Inquiry forms
- Client onboarding questionnaires
- Post-launch wrap-up surveys
Example: When someone submits a VIP Day form on my site, Moxie:
- Adds them to my VIP pipeline
- Sends them an email with next steps
- Assigns me a task to review their submission
No Zapier needed. No switching tabs.
⚡ Automation That Saves Your Sanity
Let’s be real. Most of us know we should follow up, send reminders, and keep leads warm — but we’re too busy.
That’s why I love Moxie’s automation rules.
They’re simple but powerful. You can say:
- “When someone fills out this form, send this email.”
- “When a proposal is signed, create this project and send the invoice.”
- “When a project wraps, send a feedback form and testimonial request.”
This keeps your business moving even when you’re offline (or binging Netflix with snacks — no judgment).
And inside the Academy, I walk through the automations I use for each type of service so students can literally copy and tweak them.
💼 A Client Experience That Feels Professional and Seamless
Moxie doesn’t just help me stay organized — it makes me look good. When a client fills out an inquiry form, they get an instant response. When they sign their proposal, they’re invited to book their kickoff call. When the project is active, they get access to a branded portal with their tasks, files, and milestones.
It’s polished. It’s consistent. It builds trust.
And trust is the foundation for better client relationships (and referrals).
🧠 Real Talk: What This Means for You
Imagine waking up and knowing:
- Exactly who to follow up with
- Where every client is in the process
- What tasks are due today
- That your business is moving forward — even when you’re not glued to your inbox
That’s what Moxie gives me. It’s not just about features — it’s about feeling in control of your business again.
💬 Final Thoughts: You Deserve a System That Works for You
If you’re tired of juggling tools, missing follow-ups, or constantly wondering if you forgot something — Moxie can help. And if you’re a web designer, it’s even more powerful when set up with your specific services, processes, and client experience in mind.
That’s why I created Moxie Maven Academy: to help you set up your Moxie CRM the right way, with templates, emails, automations, and a project structure that reflects how you work.
You don’t have to DIY it anymore.
🪄 Want to See It in Action?
Grab the free masterclass to learn the first 6 things to set up in Moxie — and why they matter so much.
Your future self (and your clients) will thank you.
