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How it works
See how Moxie's set of stupid-good tools work for you.
Who it works for
Fractionals
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Creative professionals
Coaches and consultants
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Graphic Designers
Web Developers
Virtual Assistants
How it Compares
Moxie vs. Bonsai
Moxie vs. Dubsado
Moxie vs. Honeybook
Product
Templates
See how Moxie's set of stupid-good tools work for you.
Client management
Project management
Accounting
Proposals & contracts
Calendar
Mobile app
Sales Pipeline
Invoices
Time tracking
Collaborators
Meeting scheduler
Client portal
Communicator
Pricing
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Latest
How Can I Make an Invoice for Freelance Work? A Step-by-Step Guide
How Useful is CRM for Lead Generation? A Practical Guide for Freelancers
Revolutionize Your Workflow with Moxie's New Tool: Moxie Assistant
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Why Moxie
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Client management
The heart of your business
Project management
Get more done
Accounting
Bookkeeping made simple
Proposals & contracts
Win more clients
Calendar
Bring everything together
Invoices
Get your money faster with Hectic
Time tracking
Rethink time tracking
Collaborators
Bring everyone together
Meeting scheduler
Own your time
Client portal
Perfect your client experience
Mobile app
Work from anywhere
Communicator
One organized inbox
Sales Pipeline
Turn prospects into buyers
Pricing
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Virtual assistants: Intake form
Use this form for clients who have been referred to you or link as your email signature.
Use This Template In Moxie
Return to Templates
This form asks for this information:
Contact
Referral
Service requirements
Motivation
Budget and timeline
This form uses these blocks:
Date
Multiple choice
Text area
Text input
Page break
Use This Template In Moxie
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