Moxie

Always a fast response from the Moxie…

Always a fast response from the Moxie team, and they are able to point me in the right direction when I need help. I love the new UI and it's much easier to use. A great tool!

Superb Value For Solo Operators

Have tried nearly a dozen different CRMs and contact managers. They were ALL built for teams of people. As a solo operator, Moxie is the only software I have found that is dedicated to making sure a one-person show can run everything from A to Z in their business without mixing in more tools and subscriptions.

BAZUR Pure EssentialsUnited States · 1 review · Experienced 2026-08-15 · Posted 2026-08-17

Extremely Disappointing Experience at…

Extremely Disappointing Experience at Moxie Collection After reading the owner Michaela’s response to other bad reviews further confirms my experience with this young lady. PAY ATTENTION AS THIS IS AN INDICATOR OF HOW VERY DISMISSIVE, CONDESCENDING, RUDE AND UNPROFESSIONAL THIS YOUNG LADY MICHAELA IS! I paid for two classes for two people and had a very disappointing experience with Moxie Collection’s sewing class in Houston. I arrived about 20 minutes late because of a situation that was completely outside of my control—the freeway had been shut down to one lane, and I was doing everything I could to get there as quickly as possible. I certainly did not intentionally arrive late after paying for an instructional class. What made the situation so frustrating was how I was addressed when I arrived. Instead of privately asking what had happened or simply discussing my options, the owner, Michaela, addressed me loudly in front of the entire class. She repeatedly said that I would need to reschedule because I was late and that she didn't want me to feel like I hadn't received the full instruction. It took a fellow student (a friend whom I actually paid to attend the class also) stood against me having to leave because she had already informed the instructor about my situation and the instructor was understanding and had no problem with catching me up. I completely understand wanting students to receive the full value of what they paid for. However, there was a much more professional and respectful way to handle the situation. She could have pulled me aside, asked what happened, and offered me the choice to reschedule. Instead, I felt embarrassed and singled out in front of everyone during an already stressful situation. Ironically, after reading other comments, I noticed that the business states they typically allow about 10 minutes for everyone to settle in before beginning class. That would have made my actual instructional delay much less significant. The instructors themselves were absolutely phenomenal. They were patient, kind, knowledgeable, and helped me catch up without any problem. My experience with the instructors was completely different from my experience with the owner. Unfortunately, finding out that the person who treated me this way was the owner made the experience even more disappointing. In my opinion, the instructors are a major asset to this business and are the reason I believe customers continue to have positive experiences. Because of the way I was treated, I would not attend another class with Moxie Collection, and I personally would not recommend spending your money there. If you decide to take a class, the instructors may be wonderful, but my experience with the owner was enough for me to take my business elsewhere. Save your money and consider your options carefully before booking. Go Elsewhere!

Issac GeorgeUnited States · 1 review · Experienced 2026-06-01 · Posted 2026-08-04

Migration from previous company to Moxie Suite

Migrating from PatientNow to Moxie felt overwhelming at first, but the entire team made the process much smoother than I expected. Amira led our migration, and from day one she took the time to truly listen to our concerns. Although the project was very task-oriented, she never made us feel rushed. She responded quickly, answered every question thoroughly, and kept us informed throughout the entire process. I'd also like to recognize Samell, who worked diligently behind the scenes to ensure everything on the backend was completed for a successful migration. Their teamwork and attention to detail did not go unnoticed. While there were a few minor hiccups along the way—which is to be expected with any EMR migration—the Moxie team handled everything professionally and efficiently. What started as a very stressful experience ended up feeling organized, supported, and surprisingly stress-free. If you're considering making the switch to Moxie, I highly recommend them. Their customer service, communication, and commitment to a successful implementation exceeded my expectations.

Brie KellyCanada · 1 review · Verified · Experienced 2026-07-23 · Posted 2026-07-24

The best system ever!!!

The best system ever!!!! Exceeded expectations. Making my life SO much easier - I truly can't believe it. THANK YOU MOXIE!!

Kiarra RogersUnited States · 1 review · Verified · Experienced 2026-07-08 · Posted 2026-07-13

So far my experience with Moxie has…worth the switch

So far my experience with Moxie has been incredible. While I'm new to subscribing with the platform, I completed a system set up for one of my clients and found it to be very intuitive yet extensive enough to meet all of our needs. I would recommend this app to everyone in my network.

Always great

The customer support team at Moxie has always been great and this experience was no different. They’re always kind and help me with any issues I may be experiencing.

Lacks necessary PM features

Moxie is sorely lacking in PM features. I was under the impression that Moxie was a project management tool that had other capabilities like customer management, but it seems that it is the other way around (mainly a CRM, with limited project management functionality). One feature I was disappointed not to find was the ability to add task durations and dependencies. Unfortunately, I will need to find another software to do what I need.

All is on defined

We were looking for an all inclusive system to manage our agency and the entire customer journey. The robust client portal is what won us over and a huge win was we are able to install our chat provider and other tools via js. Thanks Moxie

Everything you need.

Fantastic Spa

I have used Jennifer at Moxi Wellness for a few years while she was at another establishment. Now that she has her own salon I definitely decided to book an appointment. She is so knowledgeable about your skin and gives suggestions to improve the texture and appearance. She ia NEVER pushy and leaves all treatment decisions to you. She has put me on a skin care routine with Zo products and it has made a big difference in my skin. I will definitely keep allowing Jennifer to help me be the best I can be. Book yourself an appointment and experience this wonderful spa and watch your skin transform!!!

Thank you Zach B!

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

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…

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

Great well-rounded product with great…

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

I love that you have a one stop CRM …

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

You think you thought of everything...until you didn't.

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

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…

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.

Kim VigsboUnited States · 3 reviews · Verified · Experienced 2026-03-01 · Posted 2026-03-02

Week starts on Monday (not)

You claim on your website that calendars can be set to start on Monday. Yet, the booking calendar ignores that setting. Also, the design generally looks quite dated. The client portal setup looks like a mobile page.