Moxie review

Moxie is an all-in-one CRM and business operations platform for independent service businesses. Formerly called Hectic, it covers the client lifecycle from lead tracking to project delivery and payment, bringing client records, proposals, contracts, projects, invoicing, and accounting into one platform.

The CRM pipeline tracks leads through visual stages. You can create proposals and contracts from customizable templates, collect e-signatures, and manage project deadlines and deliverables. Logged task hours can be imported into client invoices. Invoicing supports fixed, hourly, and recurring charges, payment reminders, online payments, and more than 80 currencies.

A client portal lets clients review work, download files, sign agreements, and pay balances. Moxie also tracks expenses and receipts, syncs bank feeds, and generates basic profit-and-loss statements. Its Starter plan includes an AI assistant, according to the published pricing details. The pricing page lists a 14-day free trial, but no free plan.

Moxie’s main selling point is coverage. Freelancers who currently split client records, proposals, contracts, project work, time tracking, invoices, and expenses across separate tools can handle those workflows in one platform. That can make client handoffs and billing less fragmented, though it does not mean every business can retire every existing tool.

The workflow links are practical: task hours can flow into client invoices, while the portal gives clients a place to review work, download files, sign agreements, and pay. Customizable document templates, recurring invoices, reminders, online payments, and support for more than 80 currencies cover common service-business admin needs. Expense tracking, bank-feed sync, and basic profit-and-loss statements add lightweight financial management.

Pricing starts at $12 per month on monthly billing or a $10 monthly equivalent with annual billing. Pro is $25 monthly or $20 per month equivalent annually; it adds a custom domain, white-label portal, automations, and a Communicator phone line in the US, Canada, or UK. Teams costs $40 monthly or $32 per month equivalent annually and includes up to five team members. Check the annual commitment and seat limit against your current stack before switching.

The clearest constraint is team size. Teams includes up to five team members, while Pro lists one primary account user and does not explicitly publish a seat count. Pro does include unlimited project collaborators, but that is not the same as unlimited account users. If several people need full access, confirm what counts as a team member before choosing a plan. The pricing details do not publish additional-seat pricing, and no add-ons are listed.

Annual billing lowers the listed monthly equivalent, but the charge is annual; the cheaper figure is not a month-to-month rate. Starter is $12 monthly or $10 per month equivalent billed annually, Pro is $25 or $20, and Teams is $40 or $32. There is a 14-day trial but no free plan, so ongoing use requires a paid subscription.

Moxie’s accounting is described as basic, with expense tracking, bank-feed sync, and profit-and-loss statements; the published details do not establish that it replaces a full accounting system. Likewise, the pricing information does not specify seat counts for Starter or what happens after the trial. Get those terms in writing if they affect your migration.

Moxie has no free plan, but the pricing details list a 14-day free trial. Starter costs $12 per month with monthly billing, or $10 per month on an annual plan. Pro is $25 monthly or $20 per month billed annually; Teams is $40 monthly or $32 per month billed annually. Annual billing lowers the monthly equivalent but charges for the year upfront.

The monthly jump is $13 from Starter to Pro, then another $15 from Pro to Teams. Pro lists one primary account user, though its seat count is not explicitly published. Teams includes up to five team members, so it is not a fit for larger teams based on the listed cap. Project collaborators are unlimited on Pro and Teams. No paid add-ons are listed in the pricing details we reviewed. Check the seat terms before switching, and compare the annual commitment with the monthly option—not just the lower monthly equivalent.

Moxie brings client records, lead tracking, projects, proposals, contracts, invoices, time, and expenses into one platform. Switching means deciding which of those records to move and checking that active work, payment history, and client documents are accounted for. The product details available to us do not specify import tools, export formats, or what data can be exported, so ask Moxie before making it the system of record. Keep copies of essential records during the move.

That missing export detail also matters if you later leave. The published material does not document an exit process, and we don’t have Reddit reports to cite about why users leave Moxie. Before committing annually, ask for written answers on data export, account-user limits, and support terms. A small pilot with current projects can help you check the workflow before moving your whole client base.