Moxie

I love using Moxie

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

JibbyUnited States · 1 review · Verified · Experienced 2025-07-07 · Posted 2025-07-12

After a 2-Month Search, I'm Back to Moxie and will never look back!

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!

The interface is very user-friendly

The interface is very user-friendly. I got everything up and running in no time, and their customer service is fast and knowledgeable.

Moxie is affordable

Moxie is so easy to use also user friendly. I absolutely love it 💜

Moxie is Easy to Use, Affordable and Intuitive. Replaced Honeybook & Clickup with Moxie

I've just switched to Moxie after using Honeybook for several years. I was paying more for Honeybook and they wanted to up my rate again by over 50% more just to keep zoom connected to my scheduling calendars. As soon as I tried out Moxie I was a fan. It's intuitive, easy to use and has even more features and AI assistant. And the price is amazing. I was also able to cancel my clickup subscription and create forms and such in Moxie. Switch to Moxie- you'll be so glad you did.

Easy to use and has a great user…

Easy to use and has a great user interface. I'm glad I found Moxie!!

Inbuilt FAQ guidance and checklists for…

Inbuilt FAQ guidance and checklists for omboarding. Intuitive interface and easy to contact customer support from within the UI for more direct help.

Wish I started using Moxie the day I started my business

Moxie has been amazing - it does literally everything I need it to plus some things I would not have thought of myself. It has a ton of features, yet it really is focused down to the things that make sense for running a small business or being a freelancer. I had almost decided to continue using my random collection of tools and spreadsheets to run my business after checking out other tools that wouldn't let me configure them the way I needed before finding Moxie. If I'm going to use something EVERY day for time tracking, project management, invoicing, customer management, etc, I needed to know that it was going to work for me and not be a daily source of irritation and trying to come up with workarounds - and Moxie actually had all of the features I needed to make running my business easier instead of more complicated.

PHI - Peter HeckGermany · 4 reviews · Verified · Experienced 2025-05-02 · Posted 2025-05-03

Perfect Client Portal for small agencies!

I searched a long time to find a client portal which covers my requirements and I have found Moxie. The software is brilliant and it's easy to set up. Support is also fast an very good. Some missing features like language localisation of status mails will hopefully arrive in future - let's see... Regardless of this missing feature - it's worth every cent!

5 Stars

overall great experience!

Recent convert from ClickUp and LOVING…

Recent convert from ClickUp and LOVING IT! Whilst the project format isn't quite so granular, the AI, integrated forms and CRM make running my business a dream. ...and the proposal functions OMG!!! Amazing!

Client management made easier

Moxie makes my client management easier, providing transparency to my clients and processing their payments is now easier. even contracts is there guiding me step by step and making proposals is much easier now.

So far Moxie has been great

So far Moxie has been great! I did purchase a course to help me set up my account faster and learn the ins and outs of Moxie. I’m also a part of the Facebook group and the Moxie team is very responsive!

​I've found Moxie to be an effective client billing portal

​I've found Moxie to be an effective tool for managing client billing. Its integration with Stripe simplifies payment processing, and the API capabilities allow for tailored solutions. Overall, Moxie has streamlined my billing processes finally!

Absolutely love it!

Absolutely love it! Does all I need and more. Easy to use, fast to implement. Great value for money!

Time-saving!

Thanks to Moxie, it's super easy to manage my graphic design projects. Invoicing, agreements & emails are, for me, the worst part of my job, but Moxie helps me save so much time and stay organised.

Having this set up has been a game…

Having this set up has been a game changer for my business! It saves me so much time in gathering information from clients and getting paid! The team has been a wonderful help in getting me set up.

Lost project access as soon as I started paying Moxie.

I had an account for some time. A client added me to a project they wanted to organize on Moxie. When I logged in, I saw the new client project, and Moxie said I had to start paying. Which is fine. So I signed up for the $12 / month plan. As soon as they charged me, I lost access to the clients project. Clicked everywhere (there are a lot of places to click). Couldn't find it. Rather than fight the tool, we moved the project to Basecamp, which works and it's easy to add people to projects. I cancelled my Moxie account a few days later. Did not ask for a refund of my $12, because they didn't promise they wouldn't reset my account, and it's not worth my time to argue with them over $12.

Great CRM, fantastic team!

Amazing product, so many powerful features for this price! And the team has ALWAYS been there fast and friendly, and patient with any and all support needs I've had. A bit of a learning curve with the system, but it's improved over time. I can't recommend this enough!