Name: What a great tool for CRM, project management, accounting, all in one!
Item: Moxie
Rating: 5
Author: 104342372814079618591

Group

Software

Operations

Sub category

Productivity

Product tag

Business productivity

Best for

Freelancers

Small businesses

Solopreneurs

Alternative to

Dubsado

Honeybook

Integrations

Google Calendar

iCloud Calendar

Plaid

Stripe

Zapier

Operating system

Browser-based

Android

Features

GDPR-compliant

CNAME

Allows Existing Accounts

Communicator (integrated phone not included)

All future Pro (Tier 1) or Teams (Tier 2 & 3) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade or downgrade between 3 license tiers

Only for new Moxie users who do not have existing accounts

Help Center

Roadmap

Intro from Moxie

<h4 class=""><b>Moxie is a business management platform designed to help freelancers and small businesses work more efficiently and scale their growth.</b></h4> 

<p><div class="story-inline-video"><iframe id="moxie-vid" width="560" height="315" src="https://www.youtube.com/embed/j3IYOztwdpg?rel=0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div></p> 

<p>With Moxie, you <b>get an overview of current and upcoming tasks</b> in your workflow, so nothing slips through the cracks.</p>  

<p>This platform is packed with tools to <b>manage client projects</b>, agreements, proposals, contracts, expenses, and invoices.</p>  

<p>Plus, you can<b> use the calendar view</b> to filter clients, deliverables, deadlines, or project statuses, and see exactly what you need to see for any given day.</p> 


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="moxie-1"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?optimizer=gif"
          alt="Homebase"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p> 

  
<h5 class="" style="text-align: center; "><i>Get insights on projects due, meetings scheduled, and insights on time and money.</i></h5><p>Moxie makes project management a breeze—you can <b>create tasks for deliverables</b>, assign tasks for collaborators, and track the time worked for everything.</p> 

<p>You’ll be able to<b> display tasks on card view, timeline view, or list view</b>, so you can design your perfect workflow.</p> 

<p>Even better, you can<b> </b>add descriptions, attach files, and leave comments<b> </b>to keep your clients on the same page.</p>  

<p>Speaking of, it’s also easy to<b> invite stakeholders </b>to join your board, which helps foster collaboration and streamline communication.</p> 


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="moxie-2"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?optimizer=gif"
          alt="Actionable cards"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p> 


<h5 class="" style="text-align: center; "><i>View actionable cards with details about each project.</i></h5><p>Moxie also lets you <b>edit legally-vetted contracts</b>, so you can seal the deal with your clients without skipping a beat.</p> 

<p>After it’s signed, the platform <b>automatically generates a project</b> based on deadlines, deliverables, and payment structures.</p> 

<p>From there, it’s easy to<b> convert billable hours into invoices</b> and even send recurring invoices for subscription-based or retainer services.</p>  

<p>Best of all, Moxie gives you insights into time worked and money earned, which means you’ll know your true hourly rate!</p>  


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="moxie-3"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?optimizer=gif"
          alt="Invoicing"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p> 


<h5 class="" style="text-align: center; "><i>Get paid with automatic recurring invoices integrated with your projects and time tracker.</i></h5><p>Thanks to Moxie’s sales pipeline, you can <b>create a custom form to qualify leads</b> based on their time and budget.</p>  

<p>For every lead, you’ll be able to<b> see their stage in the sales pipeline</b>, view relevant information on an organized dashboard, and automate your workflow.</p>  

<p>This platform also <b>supports third-party integration</b> with Slack, Zoom, and Google Calendar to ensure a super smooth workflow.</p>  


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="moxie-4"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?optimizer=gif"
          alt="Sales pipeline"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p> 


<h5 class="" style="text-align: center; "><i>Impress your prospects with fast responses and easy-to-schedule meetings.</i></h5><p>Without a great management system, all your business processes can feel like a big tangled mess. (<i>“Mmm, I don’t think color-coding is going to fix this.”</i>)</p>  

<p>Lucky for you, Moxie was designed to help freelancers and small business owners optimize their workflows and streamline tasks, so you can get more done.</p>   

<p>Grow your business, not your workload.</p> 

<p><b>Get lifetime access to Moxie today!</b></p>

Grow your business with this powerful CRM system designed for freelancers

<h4 class=""><b>Moxie is a business management platform designed to help freelancers and small businesses work more efficiently and scale their growth.</b></h4> 

<p><div class="story-inline-video"><iframe
  id="moxie-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/j3IYOztwdpg?rel=0"
  srcdoc="<style>*{padding:0;margin:0;overflow:hidden}html,body{height:100%}img,span{position:absolute;width:100%;top:0;bottom:0;margin:auto}span{height:1.5em;text-align:center;font:48px/1.5 sans-serif;color:white;text-shadow:0 0 0.5em black}</style><a href=https://www.youtube.com/embed/j3IYOztwdpg?rel=0&autoplay=1 onclick=&quot;window.parent.postMessage('embed_slug:moxie-vid','*')&quot;><img src=https://img.youtube.com/vi/j3IYOztwdpg/hqdefault.jpg ><span>▶</span></a>"
  frameborder="0"
  allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"
  allowfullscreen
  loadonscroll
></iframe></div></p> 

<p>With Moxie, you <b>get an overview of current and upcoming tasks</b> in your workflow, so nothing slips through the cracks.</p>  

<p>This platform is packed with tools to <b>manage client projects</b>, agreements, proposals, contracts, expenses, and invoices.</p>  

<p>Plus, you can<b> use the calendar view</b> to filter clients, deliverables, deadlines, or project statuses, and see exactly what you need to see for any given day.</p> 


<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?optimizer=gif"
          alt="Homebase"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-1.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p> 

  
<h5 class="" style="text-align: center; "><i>Get insights on projects due, meetings scheduled, and insights on time and money.</i></h5><p>Moxie makes project management a breeze—you can <b>create tasks for deliverables</b>, assign tasks for collaborators, and track the time worked for everything.</p> 

<p>You’ll be able to<b> display tasks on card view, timeline view, or list view</b>, so you can design your perfect workflow.</p> 

<p>Even better, you can<b> </b>add descriptions, attach files, and leave comments<b> </b>to keep your clients on the same page.</p>  

<p>Speaking of, it’s also easy to<b> invite stakeholders </b>to join your board, which helps foster collaboration and streamline communication.</p> 


<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?optimizer=gif"
          alt="Actionable cards"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-2.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p> 


<h5 class="" style="text-align: center; "><i>View actionable cards with details about each project.</i></h5><p>Moxie also lets you <b>edit legally-vetted contracts</b>, so you can seal the deal with your clients without skipping a beat.</p> 

<p>After it’s signed, the platform <b>automatically generates a project</b> based on deadlines, deliverables, and payment structures.</p> 

<p>From there, it’s easy to<b> convert billable hours into invoices</b> and even send recurring invoices for subscription-based or retainer services.</p>  

<p>Best of all, Moxie gives you insights into time worked and money earned, which means you’ll know your true hourly rate!</p>  


<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?optimizer=gif"
          alt="Invoicing"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-3.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p> 


<h5 class="" style="text-align: center; "><i>Get paid with automatic recurring invoices integrated with your projects and time tracker.</i></h5><p>Thanks to Moxie’s sales pipeline, you can <b>create a custom form to qualify leads</b> based on their time and budget.</p>  

<p>For every lead, you’ll be able to<b> see their stage in the sales pipeline</b>, view relevant information on an organized dashboard, and automate your workflow.</p>  

<p>This platform also <b>supports third-party integration</b> with Slack, Zoom, and Google Calendar to ensure a super smooth workflow.</p>  


<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?optimizer=gif"
          alt="Sales pipeline"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/moxie-4.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p> 


<h5 class="" style="text-align: center; "><i>Impress your prospects with fast responses and easy-to-schedule meetings.</i></h5><p>Without a great management system, all your business processes can feel like a big tangled mess. (<i>“Mmm, I don’t think color-coding is going to fix this.”</i>)</p>  

<p>Lucky for you, Moxie was designed to help freelancers and small business owners optimize their workflows and streamline tasks, so you can get more done.</p>   

<p>Grow your business, not your workload.</p> 

<p><b>Get lifetime access to Moxie today!</b></p>

Organize freelance work, clients, invoices

What a great tool for CRM, project management, accounting, all in one!

The best freelance software you could dream of!

Highly recommanded!

The best purchase I've made on AppSumo

I'm loving Moxie

Limited-time special pricing starting at <b>$39</b>. Pricing increases on <b>July 31st at noon CT</b>.