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What is Moxie?

Moxie is an all-encompassing business management platform specifically designed for freelancers, offering a wide range of tools aimed at improving client relations, overseeing projects, managing finances, handling contracts, tracking time, and invoicing. The platform boasts features such as customizable client health snapshots, effective project organization that includes tasks and deliverables, expense tracking, and simple invoicing, all of which are intended to streamline complex business operations. Additionally, Moxie integrates effortlessly with popular services like Google, QuickBooks, and Stripe to ensure a smooth workflow, while also providing automated recurring invoices, electronic signature capabilities for contracts, and a calendar for important dates and meetings. Beyond these functionalities, freelancers can log their project hours, manage proposals efficiently, and utilize a client portal that promotes easy communication. Ultimately, Moxie aims to help freelancers save valuable time, reduce administrative burdens, and improve their overall workflow through an intuitive, centralized business management system, allowing them to dedicate more energy to their creative projects. This platform not only enhances productivity but also fosters a sense of control over various business aspects, making it a vital tool for freelancers striving for success.

What is HoneyBook?

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

Media

Media

Integrations Supported

QuickBooks Online
Stripe

Integrations Supported

QuickBooks Online
Stripe
ActiveCampaign
Agile CRM
Asana
Dropbox Sign
FreshBooks
Google Contacts
Google Docs
Keap
Mailchimp
Microsoft OneDrive
Salesforce
Slack
Square Appointments
Square Payments
Square Payroll
Todoist
Wave Accounting
Whisk Manager

API Availability

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Moxie

Date Founded

2020

Company Location

United States

Company Website

www.withmoxie.com

Company Facts

Organization Name

HoneyBook

Date Founded

2013

Company Location

United States

Company Website

www.honeybook.com

Categories and Features

Business Management

Not specified

Freelance Management

Not specified

Categories and Features

AI CRM

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Online Booking
Online Payments
Recurring Appointments

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Billing & Invoicing
Expense Tracking
Fixed Asset Management
Revenue Recognition

Business Management

Billing & Invoicing
CRM

Coaching

Not specified

Contract Management

Completion Tracking
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CRM

Calendar/Reminder System
Email Marketing
Quotes / Proposals
Social Media Integration
Task Management

Customer Experience

Not specified

Customer Satisfaction

Not specified

Dog Training

Not specified

Event Booking

Not specified

Event Management

Not specified

Florist

Customer Account Profiles
Order Management

Interior Design

Not specified

Invoice Generators

Not specified

Operations Management

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Receipt Printing
Recurring Billing
Signature Capture

Personal Trainer

Not specified

Photography Studio

Appointment Scheduling
Billing & Invoicing

Project Management

Client Portal
Collaboration Tools
Customizable Templates
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Templates
Version Control

Scheduling

Calendar Management
Room Booking Management

Tutoring

Not specified

Venue Management

Billing & Invoicing
Contract Management
Customer Management
Event Management
Multi-Facility
Reservations Management
Sales Management

Wedding Planning

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Yoga Studio

Not specified

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