I have some exciting news to share! 🎉
I'm now a Moxie Approved Implementor – which means I'm officially certified to help you set up and make the most of this incredible tool in your business. I'm even listed as a partner on their website
Moxie is a CRM with all the bells and whistles, specially designed for freelancers, creatives, and small business owners who need "stupid-good" tools that just make work easier.
I've been using it now since June 2022 and it has been making my business life so much more efficient and streamlined and it definitely helps with getting to sleep easier as I haven't got all those "to-do's" running around my head, they're on my Task List inside Moxie!
Why Moxie?
We all know running a business comes with its fair share of challenges. Managing clients, keeping track of projects, tracking time, sending invoices – it's a lot to handle!
Moxie brings all these pieces together in one easy-to-use platform, so you can focus on what you do best without getting bogged down by the admin.
Here are just a few reasons I love Moxie:
- Client Management
When you’re running your own business, client relationships are everything. They’re key to growing your business, refining your services, and, of course, getting paid. Moxie’s complete client management system helps you keep track of every detail so you can be the reliable professional your clients trust - Project and Task Management
Projects often come with lots of moving parts. Keep things simple by organising everything in one place. Track time and progress, manage attachments, and keep notes all together. An easy, straightforward project management solution in one convenient app - Proposals & Contracts
With Moxie, you can quickly create a stunning, customised proposal—or choose from expertly crafted templates ready to go - Accounting & Invoicing
Keep track of every detail with ease. Moxie lets you categorise expenses, attach receipts, and allocate costs to specific clients—so you’ll never lose track of who owes what - Time Tracking & Scheduling
Moxie’s time tracker app goes wherever you do—letting you start or stop tracking time instantly, no fuss. Easily log bits of time here and there, whenever you need - Client Portal
Build a fully branded client experience that’s uniquely yours. With a personalised URL, flexible design options, custom welcome messages, and visibility settings, you’re in complete control. - Meeting Schedulers
Streamline scheduling and give clients direct access by embedding a Meeting Scheduler on your website, adding it to your email signature, or sharing a simple link. - Forms
Create as many as you need, save them as templates, or embed one on your website as a project enquiry form - Sales Pipeline
The Sales Pipeline and Automation tools make setting up your process straightforward. You choose what happens and when, for new clients and project opportunities, then connect the steps, rules, and actions with an easy, visual drag-and-drop builder
And the best part? With my link* you can try Moxie free for 30 days rather than the standard 14 days, to see if it's a good fit for you (and no credit card needed either!)
If you're curious about how Moxie can work for you, I'd love to chat and answer any questions or help you set it up.
As an Approved Implementor, I can help tailor Moxie to your unique needs and get you up and running in no time.
Ready to make business easier? Click here to get started with Moxie's 30 Days free trial!
Or just click the button below and book a free chat with me
PS - Being transparent - This blog contains affiliate links, which means I may earn a small commission at no extra cost to you if you make a purchase through one of these links
