Get Moxie on AppSumo (affiliate link)
Introduction to Moxie (0:00)
I begin the video by introducing Moxie, a software platform designed specifically for freelancers and solopreneurs to help manage their business’s administrative and backend operations.
I explain that Moxie aims to provide “stupid good tools for freelancers” to simplify running the business’s non-client-facing aspects. Choosing the right software for your customers to interact with is critical because a poor user interface can reflect poorly on your services.
Exploring Moxie’s Features and Layout (2:15 – 15:00)
After purchasing access to Moxie for $39 through AppSumo, I’ll give you a tour of the platform’s layout and features.
- The left-hand sidebar provides access to client profiles, accounting, time tracking, pipelines, and more. This allows you to see an overview of your entire business easily.
- Under accounting, you can create professional-looking invoices with your branding and logo. These can be emailed directly to clients or shared via a URL. For hourly billing, invoices can contain clickable links to time logs for transparency.
- Time tracking is well implemented, allowing you to track time against specific projects and tasks and log it before deciding where to assign it. This helps capture all billable activities.
- The proposal builder provides a simple editor to create and customize project proposals. You can save sections as templates to reuse. Proposals can be signed right inside the platform and contain discussion threads.
- Meetings can be scheduled using a Calendly-style scheduler that integrates with your calendar. This eliminates the need for third-party scheduling tools like Calendly.
- Forms can be built with a drag-and-drop editor and embedded on your website, replacing services like Typeform. They attach to specific clients instead of generic contact forms.
- Overall the interface feels fast and responsive. Thanks to the logical layout, I can quickly navigate without guidance and find settings.
Integrations and Payment Options (15:00 – 18:00)
I explore how Moxie integrates with other services:
- Native support for Stripe and PayPal for invoice payments.
- Connects to accounting platforms like Xero for managing finances.
- Zapier integration to connect with thousands of other apps.
- Ability to connect email like Gmail or Fastmail for sending proposals and communicating with clients.
Moxie also provides the ability to accept ACH and bank transfers as payment methods in addition to credit cards.
Reviewing the Client Portal Experience (32:20 – 35:00)
I provide a demo of the client portal that gives customers access to their invoices, projects, requests, and other information.
- The client portal UI looks a bit dated and plain compared to solutions like ManyRequests, which offer a more polished experience.
- You can customize the design, and colors, upload a logo, and other branding elements to improve it.
- The portal allows clients self-service access to their information for transparency.
Final Verdict and Recommendation (37:00 – 38:20)
I’m very impressed with Moxie, considering it only costs $39.
- It provides incredible value for solopreneurs and freelancers in service businesses that need to manage proposals, invoices, branding, meetings, and other administrative processes.
- Not a great fit yet for productized services needing e-commerce functionality like checkout flows and subscriptions management.
- Highly recommended to purchase even to save for potential future use as your business grows.
Overall, Moxie appears to provide an excellent all-in-one solution for automating and simplifying operations for freelancers and consultants. The UI could use some polish, but the platform is full-featured, considering the affordable one-time price point.