Moxie

Which Moxie plan is right for me?

Import clients, contacts, projects, deliverables, expenses, and time entries from another software.

On adding your accountant, virtual assistant, or team members.

Moxie's Universal Search+ allows seamless navigation and searching within your workspace

Creating your first client, proposal, project, invoice, and forms

All your client information in one place (e.g., projects, invoices, timesheets, forms, and more.)

This guide will show you how to keep track of your clients in Hectic.

Learn how to move quickly through Moxie to find what you need.

Set expectations in writing. Learn how to create a client quote, proposal, or contract that communicates your services.

Create your first client project so that you can track your time, send invoices, and keep track of project details.

Need to send an invoice right away? No problem, we got you covered. Learn how to send an invoice before doing anything else in the app.

Complete list of tokens available in Moxie

See how everything in Moxie works together to help you freelance smarter, not harder.

Just trying Moxie to see if it works? Here's what you need to set up to onboard your first client.

Extend the Moxie CRM objects with custom fields

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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