MoxieReviews of withmoxie.com

I'm new to Moxie as of the last 30 days and I'm already loving it. The entire app is well thought through and things feel intentional and connected. The help guides and tips coming during onboarding are spot on and useful. I'll be cancelling a bunch of other subscriptions soon and migrating over for sure!

I heard good reviews about you guys and I decided to check it out myself wow I must commend the teams behind this lovely project I’m happy I found a good experience while dealing with your app thanks. I will surely recommend this to more people.

Overall the app is Excellent and I will definitely tell friends and family about it.you guys did an excellent job to have this app running smoothly.

Great experience so far, really appreciated the migration service which came with a personalized overview video to introduce me to the platform. Support was rapid when I reached out with an issue - big thanks to Roberth! And it’s reasonably priced, which is really helpful for those of us just starting out with CRM’s

I’ve been using Moxie to manage my freelance business, and I believe the word needed here is game-changer. Or is that two words? Whatever. I'm using it to track time, projects, clients, and leads. You can use their templates or your own; it's just a great, all-in-one tidy, intuitive platform. There's so much you can do with Moxie; it's easy to get a little overwhelmed. If you just add a little at a time, you'll soon be building out your CRM and doing other stuff that involves abbreviations and acronyms. Anyway, if you're a freelancer juggling all things freelance-y and love checking items off a list, then Moxie will be your thing.

I love using Moxie! It is just what I need for my SEO and digital consulting business. The interface is user-friendly and it provides everything you need for client work. I am thrilled to have a "one-stop-shop" for my business. Every freelancer should use Moxie!

Get your business done

I am absolutely blown away by how much Moxie has evolved. I recently spent two exhaustive months testing over 20 different client management platforms (including the big names like Hubspot and Bonsai, and other big names), and ironically, Moxie never even showed up in my searches. I only rediscovered it after digging through old emails from when I used it years ago. I'm so glad I did, because for a small business owner, Moxie hits the sweet spot of robust features and reasonable pricing that no one else seems to get right. Here’s what makes it a game-changer for my accounting firm: All-in-One Powerhouse: Moxie seamlessly combines project management, a beautiful client portal, invoicing, and even a meeting scheduler. I was able to cancel several other subscriptions because Moxie does it all, and does it really well. Deeply Customizable Project Management: I love that I can create different "Project Types." For my accounting clients, I've set up a specific type with custom fields like "Entity Type" and "Fiscal Year End." This keeps everything incredibly organized and tailored to my workflow. A+ Client Portal: The client portal is fantastic. It's not just a place to view things; it's a collaborative space. I can assign tasks directly to clients, and they have a single, mobile-friendly place to see project progress, pay invoices, and share files. The email templates for portal invites and task notifications are also super easy to customize. Took my clients minutes to get accustomed. Smart Invoicing & Automation: The invoicing system is flexible, allowing for custom numbering and client-specific settings. Plus, the potential for workflow automation to handle things like sending reminders and follow-ups is a huge time-saver. After a long and frustrating search, coming back to Moxie feels like coming home. It’s clear the team is constantly listening to users and making meaningful improvements. If you're a freelancer or small business owner drowning in spreadsheets and a patchwork of different apps, do yourself a favor and try Moxie. I'm a fan for life. You will be too!