It was easy when you were only managing a handful of people. Now you’ve got multiple stakeholders, dedicated billing contacts, and their dogs’ birthdays. And where did that mailing address for tax forms run off to? If thinking about this makes you sweat, we’ve got you.

Whether you log and check off every task to feel the satisfaction or think in terms of big deliverables, Moxie’s system has just-right flexibility integrated with a full suite of tools—from agreements to invoices. We don’t judge how you organize things, just help you stay sane.

Tracking expenses was never a part of the freelance dream, but it only takes one painful tax season of corralling receipts to reinforce the necessity of tracking revenue, expenses, and write-offs. Moxie keeps you on top of the money flowing in and out (and vendors too!) with a profit and loss report that does the math for you.

You found the right client. They requested a proposal. Should you panic? No, because WithMoxie you’ve got our proposal templates, as well as any you create. Save all your packages, prices, and language around why clients should hire you, add your contract legalese, and voila!

When was that invoice paid? How many projects do you have for March? Wasn’t there a meeting tomorrow? Answer: Moxie’s calendar. You can view a quick day-by-day view of your business, including when your agreement was sent or signed, if you’ve got a task due, and what time you’ve worked. One place. All the things. Long exhale.

Why is it easy to forget to send invoices? Probably because creating them is such a chore. Rather, it used to be. WithMoxie, it’s a cinch to add time tracked, do all the math, and email it to the right person. Recurring invoices and payment plans connected to projects are easy to. Deb in Accounting is going to love it.

Whether you charge hourly or not, it’s wise to track your time. It’s a pain, we realize, but at least Moxie lets you do it by client, project, or task. Later, you can use those insights to make informed decisions to recalibrate your prices and services. And if clients want those detailed reports and insights, you can quickly bless their micromanaging hearts.

Solopreneur doesn’t mean you always work alone. Bring your favorite freelancer or agency team along with you. Update to the Teams plan if you need to add your accountant and virtual assistant. Get super granular with the permissions and access. Tag people when you have questions or need feedback. Shower one another with emojis (or not).

In case you didn’t have a corporate job (lucky you), your sales pipeline in Moxie is where you track all your project leads through various stages. You can also use workflow automations to check in with potential clients, onboard them, and otherwise make your life easier.

Cut out the back and forth by sending one link with your availability already set. Your client, bookkeeper, or date (we won’t judge) can pick a day and time that works. You can create as many meeting types as you like and integrate with Zoom, Google Meet, and Sessions.

Clients are lost. It’s not their fault that you’re better at most everything. That’s why they hired you. You can make your life easier by giving them a single home where everything lives: projects, invoices, agreements, and any other custom pages. Customize the portal’s design to match your brand. Breathe a sigh of relief.

US, Canada, and UK only. Keep your email and phone number to yourself by routing all the communications from Moxie contacts to a work-focused inbox. This helps to declutter your regular inbox and reinforces boundaries too. Set business hours and close shop when it’s time.

You're an efficient human. The questions you ask before every projects stay the same and give you all the info you could ever need.... when they actually get answered. Put it in a form. Force someone to answer all the questions. Keep a record in Moxie and celebrate the simplicity.