OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Moxie review: 54 specs compared

Starting price:16 USD/user/moFree plan:yesAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Moxie Review: Compare 54 technical specifications and 5 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Moxie
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 78% of models
Score components

40%

8.4

Technical score

30%

8.5

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 78% of CRM software
8.4

Technical score

Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 73% of models
Score components

25%

9.3

Product & Pricing

25%

8.6

Core CRM

20%

7.9

Sales & Automation

15%

8.5

Integrations & Access

15%

7.3

Security & Deployment

â–²Better than 73%
8.5

Reviews score

Reviews score
8.5/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 91% of models

80%

8.5

Average grade

20%

8.5

Popularity

Grades by review (5)
1 review + 4 videos, average 9.0/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
★Better than 91%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Moxie

Based on 1 · 4

Reviewers like the time tracking and having everything in one suite, and no common complaints stand out.
Praised
Pick a topic to see who said what
Loading category ranking...

CRM Software product ranking

Ranked #54 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Moxie

Technical score
Technical score
8.4/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 73% of models
Score components:

25%

9.3

Product & Pricing

25%

8.6

Core CRM

20%

7.9

Sales & Automation

15%

8.5

Integrations & Access

15%

7.3

Security & Deployment

8.4
Reviews score
8.5
List score
?
Starting price
16 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 16 USD/user/mo, which is lower than that of 91.7% of CRM platforms and equal to that of 0.3% of CRM platforms.
Billing period
Monthly, Annual
Free plan
yes
This CRM platform offers a permanent free plan.
Free tier available for solo freelancers.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead capture forms and contact widget for websites.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual project pipeline with customizable stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Moxie Communicator AI drafts replies and extracts project details from inquiries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated client communication and task workflows.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with Zapier and popular web platforms.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Moxie mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
SOC 2, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and permissions.
Audit logs
no
This CRM platform does not provide audit logs. 97.6% of CRM platforms provide audit logs.
Supported operating systems
Web, iOS, Android
Show more

Moxie vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
    Free tier available for solo freelancers.
  • 23 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Moxie
    the average CRM platform
    Moxie has a lower starting price than the average CRM platform (16 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    16 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Moxie Communicator AI drafts replies and extracts project details from inquiries.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and PayPal payment processing via Stripe, PayPal.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    In-app phone dialer and dedicated phone number for client calls/SMS.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • 7.6% higher review score
    Reviews score
    8.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    ★ Better than 91% of models

    80%

    8.5

    Average grade

    20%

    8.5

    Popularity

    Grades by review (5)
    1 review + 4 videos, average 9.0/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.5 vs 7.9
  • 4.5% better value for money
    Moxie offers better value for money than the average CRM platform (8.72 vs 8.3).
    8.72 vs 8.34
  • Offers a permanent free plan
    This CRM platform offers a permanent free plan, while the average CRM platform does not.
    Free tier available for solo freelancers.
  • 23 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Moxie
    the average CRM platform
    Moxie has a lower starting price than the average CRM platform (16 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    16 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Moxie Communicator AI drafts replies and extracts project details from inquiries.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and PayPal payment processing via Stripe, PayPal.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    In-app phone dialer and dedicated phone number for client calls/SMS.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.

Video reviews

Hands-on testing and real-world video evaluations

9.0
LearnWire
≈ estimated
26/07/2023
Hands-on review · invoicing, contracts and timesheets
Verdict
Moxie suits freelancers who want invoices, contracts and timesheets in one tool, with strong features and generous pricing.
9.0
High Quality Review
≈ estimated
11/07/2023
Hands-on demo · pipeline, invoices and agreements
Verdict
Moxie is a strong fit for freelancers and small business owners.
9.0
SaaS Huddle
≈ estimated
08/07/2023
Hands-on review · walkthrough of core features
Verdict
Moxie is a broad all-round tool for freelancers, covering clients, projects, accounting and sales.
9.0
Helpful Solutions
≈ estimated
16/05/2025
Short review · pros, cons and pricing overview
Verdict
Moxie is good value for freelancers, but it has no bank integrations in the European market.
Overview video

Expert reviews

In-depth analysis and verdict from leading tech publications

9.0
daveswift.com
≈ estimated
15/07/2023
Hands-on review · Freelancer business toolkit
Verdict
Moxie suits service freelancers such as web designers and consultants, bundling CRM, invoices, proposals and scheduling, though its client portal feels unfinished.

Third-party reviews

What customers like about Moxie

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Permanent free subscription tier providing core contact tracking capabilities for micro-teams without upfront billing.

What customers don't like about Moxie

  • The complimentary tier enforces strict record volume and automation limits, necessitating paid plan upgrades as operations grow.
  • Detailed administrative audit logging is not included in baseline tiers for security compliance and change tracking.
  • Entry-level plans enforce restricted document storage allocations, necessitating supplementary cloud repository connections.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Moxie is a cloud-based CRM platform engineered by Moxie to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging with integrated telephony and smart dialing alongside AI-assisted lead scoring. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. However, the entry free tier includes strict contact limits, requiring paid subscription upgrades to access advanced automation and reporting. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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