Integration Feature Requests

Moxie's integration with Quickbooks is really weak compared to Harvest, which I currently use for time tracking and invoicing. I see two major areas for improvement: Allow mapping of sales to multiple categories, not just one general category. This is essential in QBO to be able to easily see which services and products are most profitable. Create a deposit in my bank account, don't just put everything in Undeposited Funds. I am loving Moxie for everything else except this weak QBO integration. My bookkeeper has said she'd have to raise my rates if I move invoicing from Harvest to Moxie because it would take her so much more time to manually enter various things.

I wanted to suggest an integration of Reclaim AI that could greatly enhance the functionality of Moxie CRM for smart task scheduling and management. Integration Features Automatic Task Allocation: Reclaim AI’s intelligent scheduling could help ensure everyone is working efficiently without overlaps. Real-time Syncing: Having tasks and appointments seamlessly synced between Reclaim AI and Moxie would help keep tasks on track. Dynamic Deadline Adjustments: If due dates are updated on Moxie these should be sent and updated on Reclaim AI for it to suggest deadline adjustments for tasks based on current workloads, it would help teams manage their time better and reduce stress. Customizable Workflows: It’d be great to create workflows that trigger actions in Moxie based on events from Reclaim AI, such as updating a task status. Then when completed in Reclaim AI also update the status in Moxie. I believe this integration would streamline our workflow and enhance productivity. It would not only save time but also allow us to focus more on our tasks rather than managing our schedules. I know it saves me a lot of time and guess work and have been able to provide more accurate time frames for workloads.

Would love to see an integration with Freshbooks, since it's far more intuitive and easier to navigate than Quickbooks or Xero!

All my recurring payments are currently taken by GoCardless, triggered by inboxes raised automatically in Quickbooks. I'd love to have this function directly in Hectic as GoCardless is cheaper than Stripe.

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

Seeing as Sessions is no longer in business, many of us have moved to a new platform called VivoMeetings. I would love to have the same integration for my meeting links if possible! Please and thanks in advance! I Love Moxie!

I am probably not alone in saying that Stripe customer service is the absolute WORST. I love Moxie but would like to see a connection with Quickbooks for payments.

Be able to respond to Google My Business messages, request reviews after or during projects, reply to reviews, and see the overall health and stats of your Google My Business. Bonus: add gamification targets to get X number of reviews by the end of the month. Similar to what they have in GHL.

Having an MYOB integration as standard would be amazing please

Allow time tracking in a chrome extension so you can track time without having to navigate to hecticapp.com