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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 MOXIS?

You have complete freedom in how you choose to use MOXIS, as it accommodates all three major hosting models. Whichever option you decide on, the vast array of services offered by MOXIS guarantees uniform quality and scope across various situations. Whether your preference leans towards an external or internal configuration, MOXIS works alongside you to ensure a smooth process. It integrates seamlessly with your existing IT infrastructure and communicates effortlessly with all current systems, including different signature solutions. With a single click of your mouse, you can electronically sign up to 100 documents, and MOXIS accurately reflects decision hierarchies on a one-to-one basis. It allows for the development and storage of both parallel and sequential workflows that can be tailored to meet any required signature quality, utilizing templates. The inclusion of external signers is managed with utmost data security, guaranteeing confidentiality at every stage. You have the option to create tailored documents or make use of pre-existing form fields, with any current contracts being processed efficiently within MOXIS. Our powerful API ensures easy integration, and MOXIS also offers ready-to-use connections with leading platforms such as SAP and Salesforce, which boosts your overall operational efficiency. This adaptability confirms that MOXIS can meet the needs of varied business environments, establishing it as an essential tool for organizations in search of efficient document management solutions. Furthermore, its user-friendly interface allows for quick onboarding, making it easier for teams to embrace its capabilities swiftly.

Media

Media

Integrations Supported

Activepieces
Axis LMS
ElectroNeek
Google Cloud Platform
QuickBooks Online
Stripe

Integrations Supported

Dropbox
Google Drive
Microsoft 365
Microsoft SharePoint
SAP Business One
SAP Store
Salesforce

API Availability

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Moxie

Date Founded

2020

Company Location

United States

Company Website

www.withmoxie.com

Company Facts

Organization Name

XiTrust Secure Technologies

Date Founded

2002

Company Location

Austria

Company Website

www.xitrust.com

Categories and Features

Business Management

Not specified

Freelance Management

Not specified

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking

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