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Moxie

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All-in-one business management software designed specifically for freelancers and independent professionals.

CRMAccountingInvoicingProductivity
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Reviews onG2CapterraTrustpilot
507 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Consolidates multiple tools into one platform, reducing complexity and cost

Biggest con

No free tier available, only a free trial

TL;DR - Moxie

  • Manages client relationships, projects, and finances in one platform.
  • Automates proposals, contracts, invoicing, and time tracking.
  • Designed specifically for freelancers and solopreneurs to streamline workflows.
Pricing: Paid only
Best for: Enterprises & pros
4.7/5 across review platforms

What is Moxie?

Editorial review
Moxie is a comprehensive business management platform built for freelancers, solopreneurs, and independent professionals. It consolidates various essential tools into a single system, helping users manage their entire workflow from lead generation to accounting. The platform aims to simplify client management, project organization, financial tracking, and contract handling, eliminating the need for multiple disparate tools like CRMs, time trackers, and invoicing apps. It caters to a wide range of independent professionals including writers, designers, developers, consultants, marketers, and coaches. Moxie provides features such as a sales pipeline, meeting scheduler, customizable proposals and contracts, project and task management, time tracking, invoicing with online payments, expense tracking, and profit & loss reporting. The platform also includes a client portal for transparent communication and collaboration, and integrations with popular tools like Google Calendar, iCal, Outlook, Plaid, and QuickBooks.

Available on: Web, iOS, Android

how we evaluateSourcewithmoxie.com ↗

Pros & Cons

Pros

  • Consolidates multiple tools into one platform, reducing complexity and cost
  • Specifically designed for freelancers, addressing their unique needs
  • Offers robust features for client management, project tracking, and financial oversight
  • Provides a client portal for improved transparency and communication
  • Includes legal terms vetted by an attorney for contracts

Cons

  • No free tier available, only a free trial
  • Some users might prefer more advanced features for very specific niche needs not covered by an all-in-one solution
  • The "Teams" plan is required for collaborative features, which might be an additional cost for some solopreneurs who occasionally work with others

Ratings Across the Web

4.7(507 reviews)

Moxie holds an aggregate rating of 4.7 out of 5 from 507 reviews across G2, Capterra and Trustpilot, last checked September 17, 2026.

G24 reviews
4.5/5
Capterra1 reviews
4/5
Trustpilot502 reviews
4.8/5

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Client management with health snapshots and customizable fieldsProject management with tasks, subtasks, and billing options (hourly, recurring, fixed rate)Accounting features including expense tracking, vendor tracking, and profit & loss reportsContract management with proposal templates, legal terms, and e-signaturesIntegrated calendar with Google, iCal, and Outlook integrationsInvoicing software with recurring invoices, payment plans, and online payments (Stripe, PayPal)Time tracking by client, project, or task with detailed reportsCollaborator management with custom access levels for team members

Pricing Plans

Free Trial

Pricing checked Sep 9, 2026

Starter

$10 / month

  • Client management
  • Project management
  • Freelance invoicing software & payment tools
  • Proposals, quotes, & contracts
  • Time tracking
  • Sales pipeline
  • Basic accounting
  • Custom form builder

Pro

$20 / month

  • Everything in Starter plus...
  • Custom domain
  • Freelance client portal — all white label
  • Support ticketing & client request management
  • Workflow and freelance business automation
  • Communicator phone line (US, CA, UK)
  • API Integrations (Zapier, Make, Webhooks, Public API)
  • Quickbooks integration

Teams

$32 / month

  • Everything in Pro plus...
  • Up to five team members
  • Unlimited project collaborators
  • 1 additional communicator phone line
  • Even more amazing support because there are more of you to support
  • Everything you and your team need to run your business
Calculate your costView full pricing

Is Moxie worth the price?

85/100

Moxie's pricing is fair, offering a comprehensive feature set for freelancers.

The Starter tier at $10/month is a great entry point, while the Pro tier at $20/month provides significant value with advanced features like custom domains and API integrations. It's best for individual freelancers and small teams looking for an all-in-one solution.

Hidden Costs & Gotchas

Yearly billing discount not specified, potentially higher monthly.

How Moxie's pricing compares

At $32/mo, Moxie is the most premium of its 2 direct competitors.

Pipedrive
$14
Folk
$17.5
Moxie
$32

Entry paid plan, monthly. Pricing checked Sep 9, 2026.

Reviews

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4.7/5

Across 507 verified user reviews on Trustpilot, G2, Capterra

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Best Moxie Alternatives

Top alternatives based on features, pricing, and user needs.

Pipedrive logo
PipedrivePaid

Close more deals with AI-powered sales pipeline management

4.4
Folk logo
FolkFreemium

Lightweight CRM for relationships

4.5
TimeSolv logo
TimeSolvPaid

Maximize billable hours and simplify invoicing for professionals across various industries.

4.5
ManyRequests logo
ManyRequestsPaid

Streamline client management, requests, and billing for agencies and productized services.

See all CRM tools →

Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Moxie vs PipedriveHead-to-head: features, pricing, who winsMoxie vs FolkHead-to-head: features, pricing, who winsMoxie vs TimeSolvHead-to-head: features, pricing, who wins

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Moxie FAQ

How does Moxie help freelancers manage their client interactions?

Moxie provides a sales pipeline feature to track leads and a client portal for transparent communication and collaboration. It also includes tools for customizable proposals and contracts, streamlining the client engagement process from start to finish.

Which teams or professionals benefit most from using Moxie?

Moxie is designed for freelancers, solopreneurs, and independent professionals across various fields, including writers, designers, developers, consultants, marketers, and coaches. It helps those who need to manage their entire business workflow from a single platform.

How is Moxie priced for independent professionals?

Moxie is a paid product and does not offer a permanently free tier, though a free trial is available. Collaborative features are accessible through the 'Teams' plan, which may involve additional costs for users needing those capabilities.

Can Moxie integrate with other popular business tools?

Yes, Moxie integrates with several popular tools to enhance workflow. These integrations include Google Calendar, iCal, Outlook for scheduling, and Plaid and QuickBooks for financial management.

What kind of financial management features does Moxie offer?

Moxie includes comprehensive financial tracking features such as invoicing with online payments, expense tracking, and profit & loss reporting. This helps users manage their income and expenditures efficiently within the platform.

How does Moxie compare to a competitor like Hectic?

Moxie consolidates multiple tools into one platform, specifically addressing the needs of freelancers by offering robust features for client management, project tracking, and financial oversight. It aims to reduce complexity by eliminating the need for disparate tools often used by independent professionals.

What are the main trade-offs when choosing Moxie?

Moxie does not offer a free tier, only a free trial, which might be a consideration for some users. Additionally, while comprehensive, users with very specific niche needs might find certain advanced features not covered by its all-in-one solution.

Source: withmoxie.com

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