I genuinely love Moxie.
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.