Turn prospects into eager buyers - without lifting a finger

As potential clients move through your freelance sales funnel, you want them to think, “I’m already impressed. This was a good choice.” It's about first impressions, and one of the best ways to make a great first impression is to have a quality freelance CRM that puts your best foot forward.

Our Sales Pipeline and Automation tools make building that process simple. You choose what happens and when with new clients and projects. You can also utilize our sales automation for freelancers by using the visual drag-and-drop builder to connect the steps, rules, and actions.

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Why track your freelance sales process with Moxie?

Imagine a prospective client out a form on your website to begin the sales pipeline for your freelancer work. He gets a reply within 5 minutes that invites him to book a Zoom call using your scheduling link. Impressed with a prompt response, he schedules the call, and you are automatically notified that you have a new client onboarding on the way!

That’s only the beginning, though.

Instant confirmations via text, automatic email confirmation, and more are all part of the freelance workflow automation offered by Moxie. Moxie’s freelance business automation makes it easy to move new opportunities through a tight process. That process enhances your overall client experience and reinforces your value.

Complete customization

Your sales process is as unique as your business. Enter your custom sales process using as many or as few labels as you need to stay on top of your freelance client management.

Prioritize your time and effort

It’s okay to have a favorite lead — in fact, we encourage it, especially when your confidence and the estimated value are high. Visualize your best opportunities and play favorites accordingly or even add new ones with a simple, easy-to-use freelance business software and our suite of freelance business tools.

Sales Pipeline

Automation with a personal touch

Get started with Moxie

Starter

A foundation for managing projects and clients, creating invoices and organizing future opportunities.

$12/month

Or $10/month when you pay annually

Pro

White-labeled client portal and ticketing system to wow your clients, plus a business phone line and automations.

$25/month

Or $20/month when you pay annually

Teams

Collaborative projects and tasks and custom access levels for your accountant, assistant, and business partner.

$40/month

Or $32/month when you pay annually

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