Moxie

Moxie is all-in-one business management software built specifically for freelancers and solopreneurs — what it cheekily calls “stupid-good tools” for running a creative business. It pulls the scattered admin of freelance life — clients, proposals, contracts, invoices, time, projects and bookkeeping — into a single workspace so independents can spend more time on the work and less on the paperwork.

What is Moxie?

Moxie covers a freelancer's whole workflow from lead to payment. A CRM and sales pipeline track prospects, proposals and attorney-vetted contracts win and formalize the work, project and task tools help deliver it, time tracking ties hours to clients and projects, and invoicing (including recurring billing) plus expense and accounting tools handle the money — all surfaced to clients through a clean client portal.

Who it's for

Moxie is made for virtual assistants, coaches, consultants, digital marketers, web developers, graphic designers and other creative professionals working for themselves. It suits solo operators (with room for a few collaborators) who want to look professional and stay organized without cobbling together five different tools.

Key features

• Client management and CRM with a sales pipeline
• Proposals and attorney-vetted contract templates
• Invoicing with recurring billing
• Time tracking by client, project or task
• Project and task management
• Accounting and expense tracking
• A client portal for collaboration
• A meeting scheduler, client intake forms and even a business phone line

Everything a freelance business needs

Moxie's strength is breadth without bloat. Rather than a general project tool bent to fit freelancing, it is designed around the specific jobs a solo business does every week: send a proposal, sign a contract, track the hours, invoice, get paid, and keep the books — each step connected to the same client record. That focus means less setup and fewer gaps than assembling generic tools that were never meant to work together.

Look professional, stay protected

Two touches stand out for solo operators. The client portal consolidates projects, invoices and agreements into one branded space, so clients experience a freelancer as an organized business rather than a scattered inbox. And Moxie's contract templates are vetted by an attorney — a real reassurance for freelancers who need solid agreements but cannot afford a lawyer for every project.

Connected to your stack

Moxie integrates with the tools freelancers already rely on — Google Calendar, Outlook, QuickBooks, Stripe and PayPal — so scheduling, accounting and payments stay in sync rather than siloed. A mobile app for iOS and Android means you can send an invoice, check a project or message a client from anywhere, and customizable permissions let you safely bring in a collaborator when you need one.

Win work and get paid faster

Moxie is built to shorten the path from lead to cash. The sales pipeline keeps prospects from slipping through the cracks, proposals turn interest into agreement, and once a contract is signed the same system tracks the time, raises the invoice (including recurring billing for retainers) and collects payment through Stripe or PayPal. For a freelancer, having winning, doing and billing the work all connected means fewer forgotten invoices and a steadier, more predictable income.

Why choose Moxie

For a freelancer or solopreneur who wants one dependable place to run the business side, Moxie is a purpose-built, well-rounded choice. Its end-to-end coverage — CRM, proposals, contracts, invoicing, time tracking, projects and bookkeeping — plus thoughtful extras like vetted contracts and a client portal make it a strong way to run a professional independent business without drowning in admin. A 14-day free trial with no credit card makes it easy to try.