MoxieReviews of withmoxie.com

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.

Edit 3: I genuinely love Moxie. Functionally speaking, it’s the best platform I’ve found, and trust me, I’ve tested enough CRM tools to write a small novel about them. The automations are excellent, client information is organised beautifully, and overall the system does almost everything I need to run my business. If I had a small wish list, it would mostly revolve around a few quality-of-life improvements. One feature I’d love to see is the ability to create public proposal templates so potential clients could simply review them and opt in. I’d also love to see some connection between the services created inside Accounting and the services used in templates. A shared library between those areas would make setting up new offers even smoother. A bit more interface customisation would also be lovely. I respect the design consistency, but as creative professionals we naturally dream of tweaking things. Being able to change the accent colour from the classic Moxie purple to something closer to our own brand would be fantastic. Even a system with a few preset themes with warm and cool options would already feel like a big upgrade. The mobile app and the client portal could also benefit from a little extra polish. But with all of that said, none of these things change the core reality that Moxie is fantastic. The support team is responsive and helpful, the functionality is stronger than anything else I’ve tested, and the team keeps improving a product that is already very good. I may occasionally wish for fewer purple pixels, but there is absolutely nothing that would make me want to stop using Moxie.

I recently switched to Moxie and I loooove it, for the most part everything is easy to get and set up, but for more specific things and a couple of bugs it would be nice for it to be easier to get help. The task time-tracking can get convoluted fast when you have a task within a task and you're trying to see it for an overall project. I somehow managed to have time tracked for a deleted task and it took me a while to figure out how to just 'delete' tasks, not archive them? It's got little quirks like that. That being said, I still recommend Moxie to everyone, for me the CRM/pipeline was the main thing I wanted and oh my gosh it's amazing. I can see what money I have sitting around in my client relationships to follow up and it's really given me the confidence to get on it. Right now it has everything I need for a fraction of the price I was paying, so glad I tried it and I'm looking forward to seeing how it develops!

I like that you have videos throughout the software and separate training videos. Since I often forget to do things, it's nice to review. I wish you had a video that explained what an opportunity and a client is. I understand it, but it's still confusing. Usually when I work with a client, it's one individual not a company and I have not had anyone from their company ask to work with me.

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

Moxie replaces multiple softwares and databases for me. I was previously using a database I built myself for project management, a second one for lead development, and a separate billing system for invoices and contracts. Moxie can handle all of these tasks with a higher level of automation, and at a lower cost. The product still feels "young" and rough around the edges in a few areas, but the pace of improvements and the responsiveness of the support team gave me to confidence to make the jump anyway. I'm enjoying customizing my Client Portal and Templates, and already saving tons of time with the Plaid and Google Calendar integrations.

Overall, the app is great. However, I can tell it's still somewhat early in it's overall product journey and could use some improvements. There are multiple things I would change about the functionality of the product (mostly small things that add up), but I appreciate the fact that there is an extensive help center and feedback process that feels like your voice actually matters.

This software is a GAME CHANGER! I've been trying to work with multiple apps to run my business and was always wishing there was a one-stop shop where I could manage projects, clients and accounting and I've finally found it. I'd give it 5 stars, but I'm hoping the UI and UX improves somewhat. After migrating from Freshbooks, I miss the intuitive, minimalist experience but the VALUE of Moxie far surpasses that UX and UI for now.