MoxieReviews of withmoxie.com

I appreciate the excellent and professional work of the Moxie staff. The office staff and the technicians are always kind and courteous. Job well done, Zach B.

Moxie has been a game changer for my business and the support is always top notch, particularly love the agreements, client portal, ticket system, task management, automations using forms/emails and so much more.

All around such a great and valuable platform! Has everything you’ll need for a CRM system

Great well-rounded product with great customer service! Thank you!

I love that you have a one stop CRM that is cost-effective. Makes it motivating and inspiring to start my business. Thank you!

TLDR: Use it (if not this, then something similar). Don't hesitate. Start now. Onboarding takes a few days, and if Stripe is new to you, you'll need a day or two before you can even connect. The value will be apparent if you're willing to put the time into tailoring it. But almost everything you need, didn't know you needed, and wanted is here. Cons: I'm still learning so forgive any ignorance on the Platform. I still think you'll need separate bookkeeping. For a managerial snapshot, the accounting features are enough, but it is rudimentary and scoped to what's happening in Moxie. It's not accounting software. Also the learning curve is a little clunky as some things were not intuitive, but the docs and videos help A LOT so take the time to go through them. PROS: Helps to make sure your ducks are in a row. Helps you track EVERY aspect of your business operations. Not just one pipeline, but from opportunity, to conception, to delivery, and completion. Opportunities become proposals become agreements, become projects, tasks, and invoices become emails become money in your pocket. In my case, I received my first payment within just a few days of joining. They nailed it. Also, they're quirky and I like that. This WILL replace at least four other apps you're probably using. Task management, time tracking, invoicing, document keeping, client portals, a ton more ... I'm a believer.

I’ve tried them all: Honeybook, Dubsado, Assembly, Plutio, and Bonsai. While they all have their strengths, none of them felt quite right. Moxie is a breath of fresh air. It is specifically built for service-based professionals, and the ease of setup is unmatched. If you're tired of fighting with your software and just want to get to work, Moxie is the answer.

Moxie seemed to promise everything I needed and almost does. I'm disappointed by the Automations, as they seem to only really work with Pipelines. I need them with clients and projects. There are also some inconsistencies in the user interface that could do with tidying up. Anyway, I'm using it in earnest as it seems more me than the pleasure of others out there. I hope so, and I benefit from regular enhancements and development.