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Moxie

Stupid-good tools for freelancers·withmoxie.com

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Moxie is an all-in-one business management platform for freelancers, consultants, and small agencies. It combines client management (CRM), project management, proposals and contracts, invoicing and payments, time tracking, a meeting scheduler, a branded client portal, and basic accounting in one workspace. The product was formerly known as Hectic.

What it's for

managing client relationships and informationcreating and sending proposals and contracts with e-signaturestracking project tasks, subtasks, and deliverablessending recurring and one-off invoices and collecting online paymentstracking billable time by client, project, or taskscheduling meetings with bookable links and calendar integrationsgiving clients a branded portal for approvals, invoices, and filestracking business expenses and generating profit & loss reportsmanaging sales leads through a pipelinecollaborating with other freelancers or team members on shared projects

Features 17

  • Basic accounting with profit & loss reports
  • Branded, white-labeled client portal
  • Client management (CRM) with health snapshots and access levels
  • Communicator business phone line (US, CA, UK)
  • Custom form builder with conditional paths
  • Meeting scheduler with buffers and reminders
  • Mobile app access
  • Moxie AI assistant
  • Project management with tasks, subtasks, and billing options
  • Proposals and contracts with e-signatures
  • Public API and integrations (Zapier, Make, Webhooks)
  • Recurring and one-time invoicing with online payments
  • Sales pipeline with custom stages and automations
  • Time tracking by client, project, or task
  • Universal calendar syncing with Google, iCal, and Outlook
  • Unlimited project collaborators (Pro/Teams)
  • Workflow automations

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
Forfreelancers, solopreneurs, consultants, small agencies, coaches and consultants, digital marketers, graphic designers, web developers, virtual assistants, creative professionals, fractionals
CompanyMoxie

Integrations

ZapierMakeWebhooksQuickBooksStripePayPalPlaidGoogleiCalOutlookZoomGoogle MeetSessions

Resources

Pricing

Prices shown both as month-to-month rates ($12/$25/$40) and as lower per-month rates when billed annually ($10/$20/$32, charged as $120/$240/$385 per year). Scholarships are available for those who can't afford the standard price.

Starter$12/mo

$120 charged annually on the yearly plan

Most budget-friendly option, for freelancers just starting out

Pro$25/mo

$240 charged annually on the yearly plan

Great for solo freelancers or those collaborating with others on projects; unlimited project collaborators

Teams$40/mo

$385 charged annually on the yearly plan

Ideal for small agencies or teams; up to five team members plus one additional communicator phone line

Last checked 20 days ago·