Sales Pipeline / Automations

I'd like to create an automation that allows me to follow up with clients if an agreement hasn't been signed within a certain amount of time after being sent. Right now, the token for Contract Signer isn't available as a recipient option when choosing "send email" in the automation listing. Would it be possible to add it? I have instances where the person who needs to sign an agreement isn't the default contact or invoice contact.

In the Activity tab on an opportunity I would like to be able to add upcoming meetings / calls manually as I usually sort this out over the phone or during a previous meeting and put it straight in my calendar. Also being able to log phone calls / important emails would be great too.

Along with the option for Project Completion - allow for the "Wait for" and "Decision" triggers to include TASK completion.

Particularly for existing clients, it would be helpful to be able to change an opportunity into a project. Because this is an existing client, I'm not going through a formal proposal process or anything. I enter projects as opportunities until I receive the official work assignment from them (I'm covered by an annual agreement, so there isn't a new contract every time), but then have to create a new project once that assignment is received. It looks like I'd also have to go back to the opportunities page to set something as complete, even if I mark the project complete? (Again, projects for existing clients)

If Moxie would add automations for the client side, projects, not just opportunities/pipeline, that would rock my world and save me soooo much time! I spend 90% of my time working on the client side of things, not pushing people through a long sales pipeline. It only makes sense to be able to automatically send an email or bill or respond when someone fills out a project-related form. I’d pay double my yearly subscription if Moxie automations worked on the client/project side— having a change in a given project’s status firing an automation.

Using forms and meetings to kick off automations in addition or in place of pipeline status would really help level up the automations and keep the pipeline status neat.

When a tag is added to a client, it would start an automation. This way, it is possible to do onboarding.

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

It would be great if we could have an automation that creates a contact from contact/scheduling form submissions. At present they only exist in the pipeline or notification. It would be useful to be able to automatically store their details to be able to contact them again at a later date.

It would be great if clients who submit forms could receive a copy by email. I refer to the info in these forms all the time, and clients won't remember well what they've written if they can't pull it up in front of them.