MoxieReviews of withmoxie.com

After toying with many CRMs for my single member web design agency, Moxie is the one! I love SalesFlare but it couldn't do everything, Suitedash is amazing but it's overwhelming and does everything. Moxie does exactly what I need it do with easy to understand tutorials on YT. The communicator now has a phone feature which is cool and I love how easy it was to match clients to their Stripe IDs so they can access everything in one place!

I am loving Moxie! I had a different CRM and never ever got as far as I have since I set it up. I'm still learning all the tips and tricks and have set up left to finish but the parts I have done are working. I did more in a short space of time that I did with my previous CRM. Loving the facebook community and constant updates from Geoff and the team. They are all responsive and receptive to suggestions. Can't wait to keep building my CRM to fit within my web design and development business.

I have explored Moxie from top to bottom... and I am absolutely IMPRESSED with the entire platform. From invoicing, client intake, automations, accounting, messaging, client portal, etc... you name it - Moxie either has it, or is a feature coming soon. The support team has been extremely responsive (literally within 5 minutes). Super professional, passionate, and knowledgable customer support team. I have been using Moxie for about 3 months now & I can stand behind this platform. My brand is polished and my services are that much more professional when working directly with my clients.

Easy and intuitive to use. I came over from Dubsado and am happy with the functionality.

We love the entire platform! Once we started onboarding our clients we had contract templates, multiple contacts listed, billing rates and terms of service along with all of our products and services all wrapped up in each client tab. The icing on the cake is the integrated scheduling system, billing through Stripe and now the phone system with text messaging. We're super excited to find such a complete software platform that can meet all of our needs!

Easy to use. great product

I'm swamped on most days. My calendar is a Tetris game of client meetings, project deadlines, and the occasional moment to freak out. If you're considering Moxie, chances are you're in the same boat. From sending out proposals to managing projects and invoicing clients, Moxie has become my one-stop-shop. I've been able to cut out several redundant steps in my workflow, and that adds up when you're juggling multiple clients and projects. Is Moxie perfect? Nah. There are a few quirks and features I'd love to see added. That said, it does abbout 85% of what I need exceptionally well, and that's way more than any other tool I've tried in the last decade. I think the other 15% is either still a possibility or something that may be more important to me than to the overall user base. What seals the deal for me is that these guys and gals genuinely seem to give a s***. Not just about their product, but about people like you and me—the people grinding away at 2 a.m., trying to get our proposal, projects, comms and invoices sorted.

One of the best time saver for me for invoice, proposal, tasks and more features in a single tool. It's helping me to deal with the issues on time by coordinating with the clients and my team members.