What a great tool for CRM, project management, accounting, all in one!
All the features a freelancer or small business owner needs to run their business are in this one platform! I'd love it more if it was more flexible when it comes to invoicing in different currencies or generating reports. But most of the basic things you need are there in one place.
Look, I've been doing this for over 20 years, juggling between Google Sheets, excel sheets, outlook emails, calendar events, HubSpot, task managers you name it, I've used it. Moxie just hits on another level. Everything we need to bill and get paid, manage projects, and scope creep is in Moxie. The support is out of this world, I have asked so many questions and not one has been neglected. If Moxie ever comes back, definitely buy it. You won't regret it.
It is a learning curve but Moxie has an amazing video tutorial library that will allow you to jump right in, and best of all, it's all white label baby!
What I would love to see in Moxie: 1. Reporting dashboards. A way to create a report of the analytics, tasks and recommendations (that are converted as tasks when approved) which can be shared to clients. 2. More payment options, both PayPal and Stripe are not in my country so my clients are unable to pay me via these two payment integrations. 3. Better filtering system, a tad glitch at the moment. 4. Document and Resource panel for each client/project. At this moment, you can add notes but it would be nice to link resources and docs, not host them, but link them to the panel in the client or project. 5. A better, faster way to complete a task, it's really a pain in the but to make a task as complete.
Otherwise, well flippen done! holy smokes, I can't see living without Moxie.
I've been searching for a flexible solution to manage both my projects and billing for a long time. If you're starting out as a freelancer, coach, or consultant, Moxie is the CRM you need to onboard your clients professionally and establish clear procedures from the get-go. The icing on the cake is the automation features, which help you follow up with clients—no more forgotten invoices or cash flow delays. You can manage your business from A to Z. The only downside is that I wish there was a fully French version, but you can't have everything, can you?
This is, hands-down, the best software purchase I've made on AppSumo. I feel so fortunate to have found it. Their support is EXCEPTIONAL, and the communication it makes possible for my business is such a gift. I'll gladly recommend Moxie to anyone who is looking for a CRM solution!
After having Moxie for a few months, I'm finally setting it up. A few things I'm loving after a couple days of working on getting all of my info/prospects/etc are that the chatbot is actually useful and gives helpful answers. The one time it didn't, a human popped in and answered. I was shocked, as I've never had that happen before. Very pleased. I love that it is customizable. If I need to put in another field for info, like a 2nd phone number, or social media links, it is not complicated. I feel like this is finally one CRM I can use, and will use, because I don't need to go back to college to figure it out.
Verified purchaser
What a great tool for CRM, project management, accounting, all in one!
All the features a freelancer or small business owner needs to run their business are in this one platform!
I'd love it more if it was more flexible when it comes to invoicing in different currencies or generating reports.
But most of the basic things you need are there in one place.
Share Moxie
Verified purchaser
The best freelance software you could dream of!
Look, I've been doing this for over 20 years, juggling between Google Sheets, excel sheets, outlook emails, calendar events, HubSpot, task managers you name it, I've used it. Moxie just hits on another level. Everything we need to bill and get paid, manage projects, and scope creep is in Moxie. The support is out of this world, I have asked so many questions and not one has been neglected. If Moxie ever comes back, definitely buy it. You won't regret it.
It is a learning curve but Moxie has an amazing video tutorial library that will allow you to jump right in, and best of all, it's all white label baby!
What I would love to see in Moxie:
1. Reporting dashboards. A way to create a report of the analytics, tasks and recommendations (that are converted as tasks when approved) which can be shared to clients.
2. More payment options, both PayPal and Stripe are not in my country so my clients are unable to pay me via these two payment integrations.
3. Better filtering system, a tad glitch at the moment.
4. Document and Resource panel for each client/project. At this moment, you can add notes but it would be nice to link resources and docs, not host them, but link them to the panel in the client or project.
5. A better, faster way to complete a task, it's really a pain in the but to make a task as complete.
Otherwise, well flippen done! holy smokes, I can't see living without Moxie.
Share Moxie
Verified purchaser
Highly recommanded!
Title: Highly Recommended!
I've been searching for a flexible solution to manage both my projects and billing for a long time. If you're starting out as a freelancer, coach, or consultant, Moxie is the CRM you need to onboard your clients professionally and establish clear procedures from the get-go. The icing on the cake is the automation features, which help you follow up with clients—no more forgotten invoices or cash flow delays. You can manage your business from A to Z. The only downside is that I wish there was a fully French version, but you can't have everything, can you?
Share Moxie
Verified purchaser
The best purchase I've made on AppSumo
This is, hands-down, the best software purchase I've made on AppSumo. I feel so fortunate to have found it. Their support is EXCEPTIONAL, and the communication it makes possible for my business is such a gift. I'll gladly recommend Moxie to anyone who is looking for a CRM solution!
Share Moxie
Verified purchaser
I'm loving Moxie
After having Moxie for a few months, I'm finally setting it up.
A few things I'm loving after a couple days of working on getting all of my info/prospects/etc are that the chatbot is actually useful and gives helpful answers. The one time it didn't, a human popped in and answered. I was shocked, as I've never had that happen before. Very pleased.
I love that it is customizable. If I need to put in another field for info, like a 2nd phone number, or social media links, it is not complicated.
I feel like this is finally one CRM I can use, and will use, because I don't need to go back to college to figure it out.
Share Moxie