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About

Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.

About

Stack Moxie loves marketers. We are marketers. And we know that with technology - marketers can perform miracles. But marketers are setup to fail. Marketing departments must run efficiently, deliver more, and comply with tough regulations. A CMO knows that the most cost-effective way to scale the business and enforce compliance is more technology. But a CTO would hesitate. She knows that marketers are missing one of the basic tools that IT can’t live without. A CTO would insist that the stack be tested. End to end, repeatedly. Are web forms functioning properly? Were the appropriate actions triggered by customer input? Can we pass an audit? For the marketer, these tools just don’t exist, nor does the time or budget to do this manually. That’s why we built Stack Moxie. Stack Moxie takes IT know-how and puts it into the hands of the marketer. We ensure martech works: leads aren’t lost, digital ad spend isn’t wasted, and when something breaks it won’t go unnoticed

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Freelancers and solopreneurs needing a platform to manage clients, projects, finances, and contracts efficiently

Audience

Marketers, Marketing Operations, Revenue Operations, Sales Operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moxie
Founded: 2020
United States
www.withmoxie.com

Company Information

Stack Moxie
Founded: 2018
United States
www.stackmoxie.com

Alternatives

OneSuite

OneSuite

Technext

Alternatives

MOXIS

MOXIS

XiTrust Secure Technologies
MOXIS

MOXIS

XiTrust Secure Technologies
Freshservice

Freshservice

Freshworks
ExxpertApps

ExxpertApps

Calvi Systems
MoxiPresent

MoxiPresent

MoxiWorks

Categories

Categories

Automated Testing Features

Hierarchical View
Move & Copy
Parameterized Testing
Requirements-Based Testing
Security Testing
Supports Parallel Execution
Test Script Reviews
Unicode Compliance

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Change Management Features

Approval Workflow
Audit Trail
Automated Notifications
Change Calendar
Change Planning
Compliance Management
Prioritization
Release Management
Task Management
Tracking & Reporting
Training Management

Incident Management Features

Audit Trail
Corrective Actions (CAPA)
Disaster Recovery
Incident Reporting
IT Incident Management
OSHA Compliance
Root-Cause Diagnosis
Safety Management
Task Management
Ticket Management

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Policy Management Features

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

SaaS Management Features

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Activepieces
Airtable
Asana
Chili Piper
Eloqua
Gmail
Google Analytics
Google Cloud Platform
Google Sheets
HubSpot Customer Platform
HubSpot Marketing Hub
Intercom
Microsoft Dynamics 365
Outreach
PagerDuty
Salesforce
Salesloft
Slack
Smartsheet
Stripe

Integrations

Activepieces
Airtable
Asana
Chili Piper
Eloqua
Gmail
Google Analytics
Google Cloud Platform
Google Sheets
HubSpot Customer Platform
HubSpot Marketing Hub
Intercom
Microsoft Dynamics 365
Outreach
PagerDuty
Salesforce
Salesloft
Slack
Smartsheet
Stripe
Claim Moxie and update features and information
Claim Moxie and update features and information
Claim Stack Moxie and update features and information
Claim Stack Moxie and update features and information