Moxie
All-in-One Freelance Business Management Software
Moxie is a digital workspace for freelancers, consultants, and small agencies that brings client management, project management, accounting, and sales into one platform. It addresses the problem of piecing together separate tools for proposals, contracts, invoicing, time tracking, and client communication, consolidating these workflows so users can manage their business from initial lead to final payment.
Core modules include a sales pipeline, meeting scheduler, forms, proposals and contracts with e-signatures, tasks and deliverables, a time tracker, invoicing with online payments, expense tracking and profit and loss reports, a calendar, and a universal inbox. It also offers a white-label client portal, workflow automations, a Moxie AI assistant, and a business phone line through Communicator. Integrations include QuickBooks, Plaid, Zapier, Make, webhooks, a public API, Stripe, PayPal, and calendar sync with Google, Outlook, and iCal.
Moxie is packaged into three editions: Starter for those beginning their freelance business, Pro for solo freelancers and those collaborating with others, and Teams for small agencies, which supports up to five team members. Project collaborators can be added on any plan, with unlimited collaborators available on higher tiers. Pricing can be paid monthly or annually, and a 14-day free trial is available without a credit card.
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