MoxiEngage: Basic Set-Up

MoxiEngage, by MoxiWorks, is a powerful CRM and business planner designed specifically for real estate professionals. MoxiEngage keeps you on task and in flow, syncing and updating info and insights about your clients, and ultimately helping you save the day – every day.

Click here to watch a recorded training session to do a basic CRM set-up. (You may need to be logged into MyCBDesk.com to view this.)

Click here to view the self-paced training for MoxiEngage. (You may need to be logged into MyCBDesk.com to view this.)

Why MoxiEngage?

Where you’ll start your day
Start your day in your dashboard with a flyover view of your business, your contacts, your tasks and your income goals. Drive your business further with a CRM that keeps you organized, increases productivity and truly strengthens your relationships by focusing on your sphere of influence first.

Stay in touch with your sphere with personalized drip campaigns
Campaigns can pull mail merger fields, cultivating better relationships by delivering personalized information. The neighborhood news feature creates and delivers content for their specific ZIP code, neighborhood or custom area, giving them unique insight into their local market. Automated touchpoints keep your sphere up to speed on what’s new in their hometown

Goal setting
More agents achieve their financial goals when they have a sidekick supporting them. In MoxiEngage, set your annual GCI goal and allow MoxiEngage to align tasks, campaigns and guidance to aid you in achieving your goal. Each day, your dashboard starts your workday with a snapshot of upcoming tasks and events as well as a few recommended contacts to stay in touch with.

And so much more. In a study done on 2020 productivity, agents who fully utilized MoxiEngage saw:

• 64% more transactions*, on average, than their peers without MoxiEngage.
• Client Contacts* 23,000,000 +
• Neighborhood News Subscribers* 2.5M +
• More Sales Volume* 52%

*Based on a 2021 analysis done by MoxiWorks that measured agent productivity and product usage in CY 2020 across 82 brokerages (the “Sample Pool”). Sales volume and closed transactions of agents in the Sample Pool who were determined to have engaged in high usage (compared to moderate or low usage of their peers within the same company) of MoxiEngage and/or MoxiPresent (the “Tools”) were measured against those agents in the Sample Pool who did not use the Tools. This was not a controlled study; correlation does not equal causation. Past performance does not guarantee future results. Market conditions may influence results and there is no assurance any agent will achieve the same or similar results. MoxiWorks and its related marks and logos are owned by MoxiWorks, LLC and used with permission. Any services or products provided by MoxiWorks, LLC are not provided by, affiliated with, or related to Coldwell Banker Real Estate LLC, or its affiliated companies. Company materials, programs or meetings that are not for compliance purposes are optional for your use as an
independent agent affiliated with a Coldwell Banker® franchised office or a company owned Coldwell Banker® brokerage. Your use is not required for your continued affiliation with the Coldwell Banker brand. ©2021 Coldwell Banker. All Rights Reserved. Coldwell Banker and the Coldwell Banker logos are trademarks of Coldwell Banker Real Estate LLC. The Coldwell Banker® System is comprised of company owned offices which are owned by a subsidiary of Realogy Brokerage Group LLC and franchised offices which are independently owned and operated. The Coldwell Banker System fully supports the principles of the Fair Housing Act and the Equal Opportunity Act.