Which Moxie Plan Is Right for Me? A Guide to Finding Your Perfect Fit

Moxie is designed with freelancers and solopreneurs in mind.
Which Moxie Plan Is Right for Me? A Guide to Finding Your Perfect Fit

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As a freelancer or solopreneur, choosing the right tools to manage your business is critical. You want a CRM that works — one that helps you stay organized, communicate effectively, and get paid on time — without being bogged down by features you’ll never use. That’s where Moxie comes in. With several plans tailored to different needs and stages of business growth, there’s a perfect Moxie plan for everyone.

But which one is right for you? Let’s break down Moxie’s plans to help you decide.

Why Choose Moxie?

Moxie is designed with freelancers and solopreneurs in mind. Whether you’re just starting out or running a well-oiled freelance business, Moxie offers a CRM that’s powerful yet simple to use. Think of it as your all-in-one toolkit for managing projects, clients, invoicing, and more — without the clutter of unnecessary features.

Moxie’s Plans: What Are Your Options?

Moxie currently offers three main plans, each designed to cater to different needs. Here’s a breakdown:

1. Starter Plan

Ideal for: Freelancers or solopreneurs who are just starting out and need the basics to manage their business.

The Starter Plan is perfect if you’re dipping your toes into freelancing and don’t want to overwhelm yourself with too many features. It includes the essentials, like basic client management, invoicing, and time tracking, to help you get organized from day one.

Features:

  • Client and contact management
  • Invoicing and payments
  • Basic task and project tracking
  • Limited automation features
  • Time tracking

Best For: If you’re asking yourself, “I just need a CRM that works — no fluff,” the Starter Plan is an excellent choice. It’s affordable and gives you the foundational tools you need to build your freelance business.

2. Professional Plan

Ideal for: Established freelancers looking for more robust tools to streamline their workflow.

The Professional Plan takes things up a notch by adding features designed to save you time and enhance your productivity. If you’ve outgrown spreadsheets and need a more comprehensive way to manage clients and projects, this plan delivers.

Features:

  • All Starter Plan features
  • Workflow automation
  • Customizable templates for proposals and contracts
  • Enhanced project management tools
  • Integrated support for many different programs, including Quickbooks

Best For: Solopreneurs who want to automate repetitive tasks, save time, and deliver a more polished client experience. For example, if you’re managing multiple projects and need to automate follow-ups, create custom proposals, or streamline your business management, this plan has you covered.

3. Teams Plan

Ideal for: Freelancers or small teams managing complex projects and a growing client base.

The Teams Plan is Moxie’s most comprehensive option. It’s designed for freelancers who are scaling their operations or solopreneurs who manage multiple clients and need advanced tools for efficiency and client communication.

Features:

  • All Professional Plan features
  • Advanced reporting and analytics
  • Expanded automation capabilities
  • Team collaboration tools (for solopreneurs who work with contractors)
  • Unlimited storage

Best For: If you’re managing a high volume of clients, juggling multiple projects, or collaborating with others, the Teams Plan ensures you have everything you need to stay on top of your workload.

How to Choose the Right Plan

Here are some factors to consider when deciding which Moxie plan is right for you:

1. Where Are You in Your Freelance Journey?

  • Just Starting Out? The Starter Plan will give you everything you need to manage your first clients and send professional invoices.
  • Growing Your Business? The Professional Plan is a great next step, offering automation and enhanced tools to save time.
  • Scaling Your Operations? If you’re managing a high volume of clients or collaborating with a team, the Teams Plan provides the advanced features you need.

2. What Features Do You Actually Need?

Ask yourself what tools will make your life easier. If you only need basic CRM functions like invoicing and client management, the Starter Plan might be sufficient. If you’re looking to save time with automation or need advanced reporting, the Professional or Teams Plan will be worth the investment.

3. What’s Your Budget?

Moxie’s plans are priced competitively, making it easy to find one that fits your budget. Remember, a CRM is an investment in your business, so choose a plan that aligns with both your financial goals and your business needs.

Many CRMs are bloated with features that sound impressive but rarely get used. Moxie takes a different approach by focusing on what freelancers and solopreneurs truly need, cutting out the unnecessary noise.

Frequently Asked Questions About Moxie Plans

1. Can I upgrade my plan later?

Absolutely! You can start with the Starter Plan and upgrade as your business grows. Moxie’s flexibility ensures you’re never locked into features you don’t need.

2. Are there any free trials?

Yes, Moxie offers a free trial so you can explore the features and see which plan works best for you before committing.

3. What if I don’t need all the features in a plan?

No problem! Moxie’s plans are designed to provide value without overwhelming you. Start with the basics and upgrade only when you’re ready for more advanced tools.

A Quick Summary: Which Plan Is Best for You?

  • Starter Plan: Best for freelancers just starting out who need simple, effective tools for client management and invoicing.
  • Professional Plan: Ideal for solopreneurs ready to automate workflows and manage multiple projects more efficiently.
  • Teams Plan: Perfect for those scaling their business or managing complex client relationships.

Find Your Perfect Fit with Moxie

Choosing the right Moxie plan comes down to understanding your business needs and where you are in your solopreneur journey. Whether you’re just starting, growing, or scaling, Moxie offers a plan designed to meet you where you are and help you succeed.

So, fearless freelancers, why not give Moxie a try? Explore the Starter Plan for simplicity, the Professional Plan for efficiency, or the Teams Plan for advanced capabilities. No matter which you choose, Moxie will help you manage your business with confidence and ease.

Ready to find your perfect fit? Start your free trial today and experience how Moxie can transform the way you work!

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Contributor
Michelle Lee
Contributor
Michelle Lee
Michelle Lee worked in marketing and promotions for radio and event coordination for non-profits. Today, she uses those skills to sell the day’s schedule to three tiny humans. Michelle gets most excited about helping people reach their fullest potential and finding a G-2 .38 pen.
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