Hands-down best investment I've made on AppSumo, EVER!
Moxie has rescued me...truly! As an unorganized, ADHD entrepreneur struggling to manage my independent marketing agency for the past 9 years, this platform has honestly helped me grow personally , professionally, and financially.
While it took me some time to explore and get comfortable with everything, I’ve gradually unlocked features and customizations that have streamlined how I run my business.
From the intuitive dashboard (I love seeing revenue coming in!), easy-pay invoices, to the custom domain, client portal, and automated emails branded with my domain name—Moxie has raised the bar for my processes and professionalism. The Agreements feature is fantastic, with slick digital signatures and easy-to-set-up automations that save me time and make me look good.
And here's the kicker—I’ve finally started consistently tracking my time because the time tracking feature is so simple and seamlessly integrated. Moxie stays open all day while I’m working, and it keeps me on track like nothing else I’ve tried before.
Thanks to these tools, my business is running more efficiently, my proposals are sharper, and I feel more sane and in control of my business. If Moxie ever shows up on AppSumo again, I’d gladly invest more—it’s been worth every penny (and then some). I’m already eyeing the phone number and AI tools for my next upgrades!
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!
Verified purchaser
Hands-down best investment I've made on AppSumo, EVER!
Moxie has rescued me...truly! As an unorganized, ADHD entrepreneur struggling to manage my independent marketing agency for the past 9 years, this platform has honestly helped me grow personally , professionally, and financially.
While it took me some time to explore and get comfortable with everything, I’ve gradually unlocked features and customizations that have streamlined how I run my business.
From the intuitive dashboard (I love seeing revenue coming in!), easy-pay invoices, to the custom domain, client portal, and automated emails branded with my domain name—Moxie has raised the bar for my processes and professionalism. The Agreements feature is fantastic, with slick digital signatures and easy-to-set-up automations that save me time and make me look good.
And here's the kicker—I’ve finally started consistently tracking my time because the time tracking feature is so simple and seamlessly integrated. Moxie stays open all day while I’m working, and it keeps me on track like nothing else I’ve tried before.
Thanks to these tools, my business is running more efficiently, my proposals are sharper, and I feel more sane and in control of my business. If Moxie ever shows up on AppSumo again, I’d gladly invest more—it’s been worth every penny (and then some). I’m already eyeing the phone number and AI tools for my next upgrades!
5 tacos with heaping amounts of guacamole!
Share Moxie
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