Moxie
UnclaimedAll-in-one business management software designed specifically for freelancers and independent professionals.
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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
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
3.9(3 reviews)
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 TrialStarter
$10/month
- Client management
- Project management
- Freelance invoicing software & payment tools
- Proposals, quotes, & contracts
- Time tracking
- Sales pipeline
- Basic accounting
- Custom form builder
- Meeting schedulers
- Universal calendar & inbox
- Moxie AI assistant
- Amazing support by real people
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
- Unlimited project collaborators
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
What is Moxie?
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.
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Moxie FAQ
What is Moxie?
Moxie is an all-in-one business management software designed for freelancers and independent professionals. It helps organize and track everything related to clients, projects, communication, payments, timelines, and contracts in one centralized platform.
How much does Moxie cost?
Moxie offers three paid plans: Starter at $12/month ($10/month annually), Pro at $25/month ($20/month annually), and Teams at $40/month ($32/month annually).
Is Moxie free?
Moxie is not free, but it offers a free trial to test its features before committing to a paid plan.
Who is Moxie for?
Moxie is for savvy solopreneurs, freelancers, independent consultants, contractors, and creative professionals who juggle multiple clients and projects. It's suitable for anyone who works with clients and needs a better way to manage their business workflow, from writers and designers to developers, marketers, and coaches.
Source: withmoxie.com