Moxie

Who We Are

Welcome to withmoxie.com, the perfect solution for freelancers and small agencies aiming to streamline their businesses and live a more fulfilling, boss-free life. At Moxie, our mission is to provide a robust structure that facilitates scaling your operations, managing multiple stakeholders, and keeping track of every crucial detail—from billing contacts to tax forms. We get it; the freelance life can be chaotic. That’s why we’ve designed our platform to help you stay organized and sane, no matter how complex your projects become.

What We Do

Comprehensive Tool Suite

Moxie offers an all-encompassing suite of tools tailored for freelancers and small agencies. Our features include everything from proposal templates and contract management to invoicing and time-tracking. You can manage every facet of your business in one convenient place.

Financial Management

Tracking expenses and revenue is vital for the sustainability of any business. Moxie simplifies this process with profit and loss reports that do all the math for you, ensuring you stay on top of your finances effortlessly.

Project and Task Management

Our intuitive calendar and task management system allows you to keep track of all your projects, meetings, and deadlines. You can see a day-by-day view of your tasks, agreements, and time worked, all in one place.

Client Interaction

Moxie ensures you never miss sending an invoice or following up on a proposal. With features like recurring invoices, payment plans, and detailed time-tracking, you can provide your clients with the transparency they need while maintaining efficiency.

Team Collaboration

Being a solopreneur doesn’t mean you’re always working alone. Our Teams plan allows you to collaborate seamlessly with other freelancers or assistants. Set granular permissions, tag team members for feedback, and maintain streamlined communication within the platform.

Sales Pipeline

Track all your project leads through various stages in our sales pipeline. Automate workflows to check in with potential clients, onboard them, and keep your operations running smoothly without any manual labor.

Meeting Scheduling

Say goodbye to endless back-and-forth emails when scheduling meetings. Moxie integrates with Zoom, Google Meet, and Sessions, allowing your clients to pick a time that works for both parties from your pre-set availability.

Client Portal

Keep all client-related documents and communications in one centralized portal. Customize its design to match your brand, providing your clients with a seamless and professional experience.

Communication Management

Route all communication through Moxie’s work-focused inbox to keep your personal email and phone number private. This helps declutter your regular inbox and reinforces professional boundaries.

Custom Forms

Automate the questions you ask before every project with custom forms. Keep a record in Moxie and enjoy the simplicity of having all necessary information at your fingertips.

Why You Should Use Us

Stress-Free Organization

Moxie is designed to help you keep everything organized without sweating the small stuff. Whether you’re tracking expenses, sending invoices, or managing client interactions, our tools make it easy to stay on top of it all.

Enhanced Professionalism

Impress your clients with professional proposals, contracts, and invoices that are easy to create and manage. Our platform ensures that you always put your best foot forward.

Financial Control

Gain complete control over your finances with detailed profit and loss reports. Know exactly where your money is going and make informed financial decisions effortlessly.

Seamless Collaboration

Bring other freelancers or team members on board without any hassle. Set permissions, coordinate tasks, and keep everyone on the same page with our collaborative tools.

Time Efficiency

Automate routine tasks like sending invoices or scheduling meetings so you can focus on what you do best—delivering exceptional services to your clients.

Customization

Tailor Moxie’s features to fit your unique business needs. From customized client portals to personalized forms, everything is designed to be as flexible as you are.

What Can You Ask?

Have questions? We’re here to help! Here are some examples of what you might want to ask us:

• How can Moxie help me keep my finances organized?
• What features do you offer for project management?
• Can I customize client portals to match my brand?
• How does the Teams plan work for collaboration?
• What options do I have for automating workflows?
• How secure is the data stored on Moxie?
• Can I integrate Moxie with other tools like Zoom or Google Meet?

Feel free to reach out with any other questions you might have. We’re excited to show you how Moxie can revolutionize the way you manage your freelance or small agency business!