I've been feeling like such a dork by raving about this CRM in casual non-work conversation. I'm hooked.

I have SuiteDash and Flowlu, but Moxie is just simpler. SuiteDash and Flowlu are great — lots of bells and whistles — but they tend to be overkill for me. It's usually just me and sometimes an assistant, so I need something that doesn't require me to pull out the manual / knowledge base every time I want do do something. Moxie has been easier to navigate and already has me leveling up. Here's an example of what I mean:

I've never used the pipeline / deal stages before — in any of my CRMs — to track financial opportunity. It was so easy to put this in Moxie that once I did it, I saw how much money was on the table and it made me look at my workday differently.

It was SUPER quick to set up the contracts and invoicing and connect Stripe. I set it up and a few minutes later had a client pay seamlessly. (Personal reason I love that: I once did this in Flowlu and accidentally had the test keys in, so a client paid $5K in monopoly money. Embarrassing to have them have to pay twice.)

I haven't even used all Moxie can do, but the most useful stuff seems front and center and I'm geeking out about using this software daily.