Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business, with a built-in personalized community to help freelancers connect with others, develop and refine their craft and get help from experts. Empowering anyone with a skill and a dream to get from one client to unstoppable. Get started today for free, no trial, no contracts, nothing held back.
Written by the business, not verified by us.Moxie (withmoxie.com) has a 4.7 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Business Services and its reputation is excellent. Praise is nearly unanimous, with 92% rating it 4 stars or higher; The business has replied to 100% of negative reviews; 36 of them were added in the last 12 months. Last updated 2026-08-30.
Why has it taken so long to find this system. Exceptional, intuitive and easy to use. Just started on the journey and am really excited about what I can achieve with all the extra time on my hands. Great job team! 💪
Thanks for the kind words!
Over a year ago, I evaluated Moxie while searching for a branded, customizable all-in-one CRM and project management tool. Recently, I've delved into its various features, such as SMTP/IMAP integrations for email handling, branded meeting scheduling tools, contracts, proposals, quotes, invoices, project management, basic accounting, and automated workflows. While the software could enhance dashboard data presentation and visibility to serve effectively as a CRM, and it lacks some native integrations with email marketing and CRMs, it's a fantastic option for freelancers and small to medium-sized teams aiming to rapidly increase productivity.
Whew! You went in deep! Thanks for the honest review.
Good platform at a fair price that is perfect for freelance business owners.
Thanks for your review! You nailed what we are trying to do.
Excellent software for project and client management for freelancers and very affordable pricing as well.
Thank you for your review. We want to empower every entrepreneurial mind for success!
I am a new adopter of Moxie and have liked the app so far, but the process of importing four years of projects, clients, contacts, and time worked was arduous and not fun. Moxie did provide templates which made the process easier, but the "time worked" category was an absolute bear to overcome and took many days. But now that I'm fully converted, I'm looking forward to using the app to its fullest!
We're sorry to hear that the import was difficult and are glad you're on the other side of it. Our team is always ready to help if you click the ? in the lower right corner and are happy to give guidance anytime!
Moxie has been simple to set up and use. The availability of support and knowledge articles made the transition to Moxie a breeze. For the price point Moxie has simple concepts and features that their more expensive competitors do not. I am very happy I made the switch!
We're happy you switched too (though we're obviously biased). Thanks for the review!
Everything about this company is great. From the price point, to the constant roll out of new features often based on user feedback, to the readiness of real people ready to help. It is just amazing.
Our people are our secret weapon for sure. Thanks so much for the review and we're so glad you're part of our Moxie family.
Best customer support I have ever come across. The software keeps getting better with every update - very curious to see what the future will bring!
We're excited about the future as well and glad to hear that your experience so far has been a good one. Thanks for the review!
I appreciate the extra effort to figure out my issue and quickly correct it. THANK YOU!
Our team is the best! (and way quicker than the people answering these reviews!) Thank you for the note!
Love all of the features in Moxie. Will help keep me organized and make tax prep so much easier!
The t-word comes for all of us... We're happy we can make any part of taxes easier. Thanks for your review!
Just finished moving over from another CRM. The setup was simple and I'm excited about the format. I had a few issues but Moxie was quick to help me solve them. I would definitely recommend for other wedding vendors.
We're so glad you're here and glad to hear your set-up was quick. Welcome to the Moxie family!
Flexible and comprehensive with a modern easy to use UI. I'm a fan!
Thanks so much for your review! We're a fan of yours too!
Moxie is better than most offerings of its type, but it has some shortcomings that I found to be hard to manage. There is no way to track document versions well. E-mail linking was not easy at all and I had to delete my connection to Google more than once and re-add before it would work. You need to add a token to every ad hoc email in order to insert your email signature, unless you only use email templates. The interface is very old fashioned looking. Just lots of little things that make it a time waster for me.
Thanks for the review, Todd (or Andrew as you put here). We have so many questions for you! Looking at our data, you have signed up for a new workspace and subsequently canceled that workspace subscription 5 times since June of 2023! Why... what are you doing, we must know!!! We actually have a running bet about how long after you sign up you will cancel with the same general dissastication message that you posted here. Maybe you are with a competitor? Maybe it's just that you have a really short memory for which SaaS products you try out? Either way, it doesn't sound like we are a good fit for you, and I wish the best of luck in your search for a CRM.
Overall, Moxie is a good platform with useful features, but there’s definitely room for improvement. Agreements/Contracts: One limitation I’ve noticed is the inability to customize where fields like signatures and dates are placed in agreements. Currently, the client’s signature can only appear at the top or bottom of the page, which doesn’t work for lawyer-drafted contracts with specific formatting. It would be great if Moxie implemented a drag-and-drop feature for this, similar to DocHub, which offers a much smoother experience for contract customization. Meeting Scheduler and Taxes: The meeting scheduler is a fantastic feature, especially with the option to require payment before booking. However, it currently doesn’t allow you to add taxes to the payment total. This is a significant limitation for business owners who are required to charge taxes separately (e.g., in Quebec, Canada). Moxie already supports taxes on invoices when integrated with Stripe, so it would make sense to extend this functionality to the meeting scheduler. Smart Fields for Contracts: As of now, there are no smart fields for agreements/contracts, which is surprising for a CRM. The absence of this feature makes automation less efficient, as you need to create a unique contract template for each offer and then manually set up workflows. Adding smart fields would greatly streamline the process of sending contracts and invoices. You can build workflows with conditional logics, but it's more work than if you had smart fields. I hope these suggestions are helpful and I look forward to seeing future updates!
These are super helpful suggestions. We use our feedback site (feedback.withmoxie.com) to manage our roadmap and pay close attention to what our users want and need. The signature placement in agreements is on our list currently. We know many users would like to see that and recommend upvoting it so you get an alert when we are able to make the update. The same for meeting scheduler taxes. You can upvote that feature here: https://feedback.withmoxie.com/feature-requests/p/collect-sales-tax-for-paid-meetings We call our smart fields tokens. These are available in contracts, but it may not have been clear if you have used another CRM in the past since we have a different term. I hope that helps as well and please don't hesitate to reach out if you have further questions.
Moxie is great and their customer support is really great👌. First the bot is helpful but when I needed more support (as I set up my first CRM…#figuringitout) I could quickly chat with a real person who could help! Love that.
We're so glad you got the help you needed in a timely way. Thanks so much for your review!
I was looking for a new CRM for my business and I came across Moxie. I really love the customization that it offers and especially the client portal!!!
We hope your clients love it as much as we do! Thanks so much for your review. Also sorry, didn't mean to make this reply rhyme.
They are constantly adding new features, they listen to what their users want and the support is the best. I highly recommend them to everyone.
We figure that our users know the most about tools they actually want and try to listen accordingly. Thanks for your review!
I used to think HoneyBook was great. But then I found WithMoxie.com and I was blown away. HoneyBook restricts its users creativity, functionality, and productivity. Go with Moxie, you won’t regret it.
Thank you so much for your review! We like to give you flexible structure. So glad you're here!
Many broken facets of the interface. Their take on business and flow management is so highly opinionated, however they don't exactly know how to cater to service people. Many aspects of their dark mode are completely broken, making the interface difficult to use without opening Inspector to see tags and errors in the interface. Tasks disappear randomly from their management system, and their time tracking is extremely awkward. They integrate ALL leads in with regular clients, so you cannot have any sort of robust leads or outreach system. Form customizations are laughable at best and they render bad markup which violates ADA compliance. Emails will randomly send, including one test email I sent to a prospect. Moxie promises so much more than it can capably deliver. If you don't care about your business' look/feel and will only be using a couple minor features of their service, it might be ok. But you'll likely run into broken features all over the place like I (and so many other reviewers) found.
Thanks for the review, Dustin. We do appreciate candid feedback and as a fully transparent company, we have nothing to hide. Clearly Moxie is not a good fit for your business, and that is just fine with us. Hopefully the way you conduct yourself in your own business is significantly more professional (and a lot less rude) than the way you spoke to our support team over the weeks you were testing things out with Moxie. Best of luck in your business.
I've been looking for a tool like this for a long time. As a freelancer/solopreneur working internationally I need a way to manage all my projects, clients and admin details for my business without it all becoming too cluttered and scattered. Also I do bill in different currencies and Moxie has made it truly simple to integrate a multicurrency business like mine :)
Thank you for taking the time to leave a review! Happy to hear the multi-currency features are saving you time and energy working with your international customers!
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