Moxie is a perfect all in one package, my favorite feature is the VOIP phone that helps me organize my calls and texts without having another phone.
Ive been using moxie for over a year, and their support is amazing! I asked for a specific area code for my number that wasnt available and the went above and beyond to accomodate my needs.
Their new AI chat is great for quick answers about the software and if that doesnt help ive never needed to wait for more than half a day for an answer.
I can't recommend Moxie enough for freelancers and independent professionals. It's hands-down the best tool out there, covering every aspect needed to streamline freelance work, from project management to client communication and more. Moxie makes running a business so much easier, thanks to its intuitive design and features that are genuinely helpful, not just fluff. The customer service is beyond amazing, Moxie really shines in this area too. Geoff and his team are incredibly responsive and genuinely care about helping users succeed. They go above and beyond to resolve any issues, often responding instantly, and if a solution isn't immediate, they still manage to address most concerns within 24 hours. The dedication and reliability of the Moxie team give me complete peace of mind as a freelancer.
Awesome support and while it's not meant for my exact business model (no current CRMs are), I've found a way to make it work, which helps me to keep everything organized.
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.