AubreyMcShan

Verified purchaser

Deals bought: 39Member since: Dec 2020
5 stars
5 stars
Jul 6, 2023

Seriously the best CRM tool I've used!!

Hi, fellow freelancers! I've used *all* (and I mean ALL) of the CRMs out there. Honeybook, Dubsado, 17Hats, ClientJoy, etc. The list seriously just goes on...

Moxie truly is everything I've been looking for in a CRM (and so much more)!

First, let's talk about the interface. It's modern and very easy to navigate. Here's Moxie's YouTube video all about this feature: https://www.youtube.com/watch?v=Px9s1GQQysE

I want to say that (to me) it's incredibly streamlined, less clunky than Honeybook + Dubsado, and so much more convenient. The smaller features really make it stand out (like the fact you can see the stage, cost, and more for each lead at a glance.

Workflows are invaluable to CRMs, and most of them don't perfect them. Moxie is as close as it gets for me!

Next, I want to stress just how complete of a product this feels like. I've always wondered why I couldn't show my events/calendar meetings to my client portals. Moxie does this!

I'm excited to keep exploring but don't be a fence rider with this one. You'll regret missing this one!

Founder Team
Michelle_Moxie

Michelle_Moxie

May 9, 2024

Wow! Thanks for this awesome review and checking out our videos. We're so glad you're with us!

Helpful?
Share
Ratings