Moxie Review: The All-in-One Freelancer Toolkit Worth $39?

What Is Moxie and What Do You Get?

Moxie is a business management platform designed specifically for freelancers and small service businesses. It aims to replace the patchwork of tools most freelancers rely on — separate apps for invoicing, proposals, time tracking, scheduling, and client communication — with a single unified platform.

The AppSumo lifetime deal comes in three tiers. Tier one gets you a single seat for $39, tier two bumps that up to 10 seats for $99, and tier three gives you 25 seats for around $189. What's unusual here is that custom branding and white labeling are included at every price point. Most AppSumo deals reserve those features for higher tiers to push upgrades, so it's a welcome move.

The onboarding experience sets a good tone. After redeeming, Moxie automatically redirects you to the platform — no copying and pasting codes. There's a customized welcome page for AppSumo users, and they offer to load sample data so you can explore with something to click on. These small touches suggest the team cares about first impressions.

CRM and Client Management

The CRM is front and center in Moxie's left-hand sidebar. Each client gets a dedicated profile with an overview of contact info, payment terms, invoices, deposits, agreements, forms, meetings, and an inbox — all in one place. It's a genuinely useful bird's-eye view of your relationship with each client.

Invoices look clean and professional, which matters more than people think. A lot of freelancer tools lean into overly decorated templates that can feel amateurish. Moxie keeps things minimal. You can duplicate invoices for repeat billing scenarios, share a public URL with clients, and they can download PDFs. The PDF even includes clickable links for hourly breakdowns, which is a nice touch if you bill by the hour.

There's also a favorites feature — mark your top clients and they appear right in the left sidebar for quick access. If you have two or three clients that represent the bulk of your work, this small convenience adds up over time.

Time Tracking That Actually Works

Moxie puts a clock icon right at the top of the interface, making time tracking available from anywhere in the app. Hit the toggle and you can assign time to a specific client, project, and even individual tasks within that project. One smart design decision: the timer starts running immediately, even before you've filled in all the assignment details. That way you're not losing billable minutes while categorizing your work.

The timesheet section aggregates all tracked time and lets you filter by client or by team member. If you have employees, you can see exactly who's working on what and whether those hours are billable or unbillable — a critical distinction for understanding profitability.

This feature is going to be most valuable for web designers, consultants, and anyone still doing the traditional agency model with custom projects. If you're running a productized service with flat-rate packages, the time tracking is less essential but still useful for understanding where your hours actually go.

Proposals and Agreements

Moxie's agreement system handles proposals, contracts, and quotes. You build proposals using a block editor with text blocks, images, file attachments, and contract terms. The editor is functional if not flashy — you can drag blocks around, though the drag-and-drop could be smoother.

The real value is in the workflow. You can save any agreement as a template, then spin up new proposals from your template library. Being able to quickly produce a polished proposal when a prospect asks for a quote is a genuine competitive advantage. It makes you look professional and responsive.

Clients receive a public link where they can review the proposal, leave comments, and sign electronically. The signing experience supports both typed and drawn signatures. Once both parties have signed, the agreement shows as "fully executed" with an IP stamp and location — a detail most proposal tools skip. There's also a commenting system that supports both private internal notes and public client-facing comments, so you can have a conversation right inside the document.

Meeting Scheduling: A Calendly Replacement?

Moxie includes a built-in meeting scheduler that aims to replace dedicated tools like Calendly. You can create different meeting types, set durations, connect Zoom or phone calls, define your availability, and even require payment before booking — perfect for consultants or coaches who charge for their time.

The scheduler generates either a direct link or an embed code for your website. The booking interface looks genuinely impressive. Clients pick a time, fill in their details, and the meeting automatically shows up on your Moxie dashboard and in your connected calendar.

Meetings can be tied directly to your sales pipeline, so a discovery call automatically creates an opportunity you can track through your stages. Your dashboard shows upcoming meetings alongside due tasks, giving you a clear picture of what's on your plate when you log in each morning. A weekly view option would be a welcome addition, but even without it, the scheduler covers the essentials well enough to drop a separate booking tool.

Sales Pipeline and Accounting

The sales pipeline supports both list and Kanban views with customizable stages. You can rename stages, change highlight colors, remove ones you don't need, and add custom fields specific to your business. If you're a landscaper, you might add a "yard size" field. If you're a web designer, maybe "number of pages" or "CMS preference." It's flexible enough to adapt to different industries.

On the accounting side, Moxie consolidates invoices, payments, expenses, and vendor management into one section. You can see income trends over time, track how long clients take to pay, and run reports on overall business health. Recurring invoices are supported — set a start date, choose a frequency, skip the end date if you want it to run indefinitely, and attach your service line items.

Payment processing runs through Stripe and PayPal. The Stripe integration is straightforward and also supports ACH payments for direct bank transfers. Moxie also connects with Xero for accounting, Zapier for automation, and integrates with Google, Microsoft, Apple, and custom IMAP for email.

The Client Portal: Where Things Get Rough

The client portal is where Moxie's design limitations become most apparent. While the admin side of the app is functional and reasonably attractive, the client-facing portal feels underbaked. The login screen has a dated aesthetic — the background image options pull from Unsplash with no ability to set a simple solid color. The layout has inconsistencies like dark navigation next to light content areas with rounded corners that don't quite work together.

Customization options exist but are limited. You can set a favicon, change the navbar color, pick a primary accent color, choose a font, and add your logo. There's also a custom domain option, so you can use something like portal.yourcompany.com, which is a significant plus. But the overall look still has a "built by a developer" quality to it.

This matters because the client portal is what your customers see. Compared to a dedicated client portal tool like ManyRequests, which has a polished, modern interface with self-service purchasing and a clean design, Moxie's portal feels like it needs another design pass. It's functional — clients can see invoices, time worked, and projects — but it's not going to wow anyone.

Forms and the Rough Edges

Moxie includes a form builder for gathering information from clients. Forms can be embedded directly on your website or shared via link, which means this could potentially replace a standalone form tool. You can add various input types including text fields, date selectors, checkboxes, and select boxes.

The builder itself is the weakest part of the platform. Drag-and-drop is clunky and doesn't always cooperate. The default form styling is rough — full-width inputs with no spacing look cramped and unprofessional. You can adjust the max width and add spacer blocks to improve things, but it takes manual effort to get forms looking presentable.

These kinds of UI inconsistencies pop up throughout Moxie. The timer panel occasionally extends off-screen. Icons on the homepage don't have labels, so you have to hover to find out what they do. Settings for related features sometimes live in different places. None of these are dealbreakers, but they add up to an experience that feels like it could use another round of polish.

Final Verdict: Should You Buy Moxie?

For $39, Moxie is a definitive buy. The sheer breadth of what you get — CRM, invoicing, proposals, time tracking, meeting scheduling, a sales pipeline, forms, a client portal, and accounting — is remarkable for a one-time payment. Most freelancers are cobbling together three or four separate subscriptions to cover this functionality.

The platform shines brightest for traditional freelancers and service businesses: web designers doing custom projects, consultants, landscapers, cleaners, anyone who needs to send proposals, track time, and invoice clients. If you're running a productized service and need automated checkout and self-service enrollment, Moxie isn't quite there yet — there's no way for clients to purchase and onboard themselves without human interaction.

The main risk is the lifetime deal model itself. When software this comprehensive costs $39 once, you have to wonder about long-term sustainability. Building your entire business on any single platform is a commitment, and if you go all-in on Moxie, migrating away would be painful. That said, even as a backup tool or something you set up for a family member's small business, it's worth having in your toolkit at this price.

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