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Moxie

Brand : Moxie

Starting at

$ 12

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Moxie Pricing & Plans

Starter
  • Client management
  • Project management
  • Invoicing & payments
  • Proposals, quotes & contracts
  • Sales pipeline
    • Licenses
    • Monthly
Starting at $ 12
Pro
  • Everything in Starter plus
  • Custom domain
  • Client portal
  • Workflow automations
  • API Integrations (Zapier, Make, Webhooks, Public A
    • Licenses
    • Monthly
Starting at $ 25
Team
  • Everything in Pro plus
  • Up to five team members
  • Unlimited project collaborators
  • 1 additional communicator phone line
  • Everything you and your team need to run your busi
    • Licenses
    • Monthly
Starting at $ 40

Moxie Features

  • icon_check Project Management Plan, organize, and track client projects with tasks, deadlines, and ownership to ensure on-time delivery.
  • icon_check Client Portal Offer clients a secure portal to view project progress, invoices, files, and communications in one place.
  • icon_check Proposal Management Create and send professional proposals with scopes, pricing, and approvals to speed up client onboarding.
  • icon_check Contract Management Draft, send, and store digital contracts securely, ensuring all client agreements are centralized.
  • icon_check Time Tracking Track billable and non-billable hours across projects to improve utilization, forecasting, and billing accuracy.
  • icon_check Invoicing Generate invoices from projects or retainers automatically, reducing manual effort and billing errors.
  • icon_check Online Payment Accept client payments directly through invoices to improve cash flow and reduce payment delays.
  • icon_check Retainer Management Manage recurring retainers with usage tracking to monitor scope consumption and prevent over-servicing.
  • icon_check Resource Management Allocate team members based on availability and workload to balance capacity and avoid bottlenecks.
  • icon_check Expense Tracking Capture and categorize project expenses to ensure accurate cost tracking and client reimbursements.
  • icon_check File Management Store and share project-related files securely within client and project records for easy collaboration.
  • icon_check Workflow Automation Automate routine workflows such as invoicing, reminders, and status updates to save operational time.
  • icon_check Reporting & Analytics Access real-time reports on revenue, utilization, and profitability to support data-driven decisions.
  • icon_check Team Collaboration Enable internal comments, discussions, and updates within projects to keep teams aligned and informed.

Moxie Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Windows iOS Android MacOS
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Freelancers
  • Email
  • API Integration
  • Videos
  • English

Moxie Review

90%

Have recommended this product

Overall Score

4.2/5
Based on 1 Review

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Moxie Video Review

youtubeVideoId

“Moxie Review - Best Freelance Accounting Client Management Software”

4.3

Review by: AI Advancement

Moxie Company Details

Brand Name Moxie
Information Moxie is a tool for freelancers to grow their business.
Founded Year 2020
Director/Founders Geoffrey Mina
Company Size 1-100 Employees

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